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LVHD vs VTWV

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

LVHD

Franklin U.S. Low Volatility High Dividend Index ETF

Annual cost

0.27%

Fund size

$581M

VTWV

Vanguard Russell 2000 Value Index Fund ETF Shares

Annual cost

0.06%

Fund size

$1.3B

Key differences

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

  • VTWV costs 0.21% less per year.
  • Over the last three years, VTWV has delivered higher annualized returns.

Side-by-side comparison

LVHDVTWV
Annual cost (TER)0.27%0.06%
Fund size (AUM)$581M$1.3B
Since20152012
Dividend yield3.38%1.57%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+11.6%+41.7%
CAGR 3Y+10.5%+19.4%
CAGR 5Y+6.6%+6.6%
Sharpe 3Y0.600.78
Volatility 1Y9.66%18.38%
Max drawdown-37.32%-45.73%

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

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