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LVHD vs USPX

Franklin U.S. Low Volatility High Dividend Index ETF vs Franklin U.S. Equity Index ETF

LVHD

Franklin U.S. Low Volatility High Dividend Index ETF

Franklin Templeton Investments

Annual cost

0.27%

Fund size

$621M

USPX

Franklin U.S. Equity Index ETF

Franklin Templeton Investments

Annual cost

0.03%

Fund size

$1.8B

Key differences

  • USPX costs 0.24% less per year.
  • Over the last 3 years, USPX has delivered higher annualized returns.

Side-by-side comparison

LVHDUSPX
Annual cost (TER)0.27%0.03%
Fund size (AUM)$621M$1.8B
Since20152016
Dividend yield3.12%1.09%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+13.7%+28.8%
CAGR 3Y+10.3%+23.3%
CAGR 5Y+6.8%+12.6%
Sharpe 3Y0.591.22
Volatility 1Y9.51%12.24%
Max drawdown-37.32%-31.21%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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