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LVHD vs VTWO

Franklin U.S. Low Volatility High Dividend Index ETF vs Vanguard Russell 2000 Index Fund ETF Shares

LVHD

Franklin U.S. Low Volatility High Dividend Index ETF

Annual cost

0.27%

Fund size

$581M

VTWO

Vanguard Russell 2000 Index Fund ETF Shares

Annual cost

0.06%

Fund size

$17.5B

Key differences

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

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

Side-by-side comparison

LVHDVTWO
Annual cost (TER)0.27%0.06%
Fund size (AUM)$581M$17.5B
Since20152010
Dividend yield3.38%1.07%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+11.6%+38.0%
CAGR 3Y+10.5%+19.0%
CAGR 5Y+6.6%+5.9%
Sharpe 3Y0.600.76
Volatility 1Y9.66%19.48%
Max drawdown-37.32%-41.19%

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

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