Screener
LVHD vs VOE
Franklin U.S. Low Volatility High Dividend Index ETF vs Vanguard Mid-Cap Value Index Fund
Key differences
Both LVHD and VOE are equity ETFs. LVHD charges 0.27% a year and VOE 0.05%. The main difference: VOE costs 0.22% less per year.
- VOE costs 0.22% less per year.
- VOE is much larger than LVHD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, VOE has delivered higher annualized returns.
- VOE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LVHD | VOE | |
|---|---|---|
| Annual cost (TER) | 0.27% | 0.05% |
| Fund size (AUM) | $581M | $36.6B |
| Since | 2015 | 2006 |
| Dividend yield | 3.38% | 1.89% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +12.5% | +23.4% |
| CAGR 3Y | +10.8% | +17.8% |
| CAGR 5Y | +6.8% | +8.7% |
| Sharpe 3Y | 0.63 | 1.00 |
| Volatility 1Y | 9.61% | 11.50% |
| Max drawdown | -37.32% | -43.18% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.