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LVHD vs XMLV

Franklin U.S. Low Volatility High Dividend Index ETF vs Invesco S&P MidCap Low Volatility ETF

LVHD

Franklin U.S. Low Volatility High Dividend Index ETF

Franklin Templeton Investments

Annual cost

0.27%

Fund size

$621M

XMLV

Invesco S&P MidCap Low Volatility ETF

Invesco

Annual cost

0.25%

Fund size

$750M

Key differences

  • Over the last 3 years, XMLV has delivered higher annualized returns.

Side-by-side comparison

LVHDXMLV
Annual cost (TER)0.27%0.25%
Fund size (AUM)$621M$750M
Since20152013
Dividend yield3.12%2.80%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+13.7%+10.0%
CAGR 3Y+10.3%+11.5%
CAGR 5Y+6.8%+6.1%
Sharpe 3Y0.590.63
Volatility 1Y9.51%10.30%
Max drawdown-37.32%-39.86%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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