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LVHD vs VOO

Franklin U.S. Low Volatility High Dividend Index ETF vs Vanguard S&P 500 ETF

LVHD

Franklin U.S. Low Volatility High Dividend Index ETF

Annual cost

0.27%

Fund size

$581M

VOO

Vanguard S&P 500 ETF

Annual cost

0.03%

Fund size

$1.7T

Key differences

Both LVHD and VOO are equity ETFs. LVHD charges 0.27% a year and VOO 0.03%. The main difference: VOO costs 0.24% less per year.

  • VOO costs 0.24% less per year.
  • VOO is much larger than LVHD. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, VOO has delivered higher annualized returns.
  • VOO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LVHDVOO
Annual cost (TER)0.27%0.03%
Fund size (AUM)$581M$1.7T
Since20152010
Dividend yield3.38%1.03%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+12.5%+25.3%
CAGR 3Y+10.8%+22.5%
CAGR 5Y+6.8%+13.5%
Sharpe 3Y0.631.21
Volatility 1Y9.61%12.10%
Max drawdown-37.32%-33.99%

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

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