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LVHI vs DIVZ

Franklin International Low Volatility High Dividend Index ETF vs Polen Dividend Income ETF

LVHI

Franklin International Low Volatility High Dividend Index ETF

Franklin Templeton Investments

Annual cost

0.40%

Fund size

$4.8B

DIVZ

Polen Dividend Income ETF

Polen Capital

Annual cost

0.65%

Fund size

$242M

Key differences

  • LVHI costs 0.25% less per year.
  • LVHI is significantly larger than DIVZ — larger funds tend to be more liquid and less likely to close.
  • LVHI covers global ex us markets; DIVZ covers north america.
  • LVHI follows a index tracking strategy; DIVZ uses active selection.
  • Over the last 3 years, LVHI has delivered higher annualized returns.
  • LVHI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LVHIDIVZ
Annual cost (TER)0.40%0.65%
Fund size (AUM)$4.8B$242M
Since20162021
Dividend yield3.71%2.57%
Asset classequityequity
Regionglobal ex usnorth america
Strategyindex trackingactive selection
CAGR 1Y+32.5%+16.1%
CAGR 3Y+21.8%+15.6%
CAGR 5Y+16.5%+9.2%
Sharpe 3Y1.551.05
Volatility 1Y9.41%9.19%
Max drawdown-32.31%-15.43%

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

Similar to LVHI and DIVZ