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LVHD vs VONV

Franklin U.S. Low Volatility High Dividend Index ETF vs Vanguard Russell 1000 Value Index Fund ETF Shares

LVHD

Franklin U.S. Low Volatility High Dividend Index ETF

Annual cost

0.27%

Fund size

$581M

VONV

Vanguard Russell 1000 Value Index Fund ETF Shares

Annual cost

0.06%

Fund size

$21.5B

Key differences

Both LVHD and VONV are equity ETFs. LVHD charges 0.27% a year and VONV 0.06%. The main difference: VONV costs 0.21% less per year.

  • VONV costs 0.21% less per year.
  • VONV is much larger than LVHD. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, VONV has delivered higher annualized returns.
  • VONV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LVHDVONV
Annual cost (TER)0.27%0.06%
Fund size (AUM)$581M$21.5B
Since20152010
Dividend yield3.38%1.64%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+11.6%+28.0%
CAGR 3Y+10.5%+19.0%
CAGR 5Y+6.6%+10.2%
Sharpe 3Y0.601.13
Volatility 1Y9.66%10.99%
Max drawdown-37.32%-38.21%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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