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LVHI vs CGDV
Franklin International Low Volatility High Dividend Index ETF vs Capital Group Dividend Value ETF
Key differences
- CGDV costs 0.07% less per year.
- CGDV is significantly larger than LVHI — larger funds tend to be more liquid and less likely to close.
- LVHI covers global ex us markets; CGDV covers north america.
- LVHI follows a index tracking strategy; CGDV uses active selection.
- Over the last 3 years, CGDV has delivered higher annualized returns.
- LVHI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LVHI | CGDV | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.33% |
| Fund size (AUM) | $4.8B | $33.0B |
| Since | 2016 | 2022 |
| Dividend yield | 3.71% | 1.23% |
| Asset class | equity | equity |
| Region | global ex us | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +32.5% | +33.0% |
| CAGR 3Y | +21.8% | +25.7% |
| CAGR 5Y | +16.5% | N/A |
| Sharpe 3Y | 1.55 | 1.49 |
| Volatility 1Y | 9.41% | 11.75% |
| Max drawdown | -32.31% | -21.81% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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