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LVHI vs DWX

Franklin International Low Volatility High Dividend Index ETF vs State Street SPDR S&P International Dividend ETF

LVHI

Franklin International Low Volatility High Dividend Index ETF

Annual cost

0.40%

Fund size

$4.9B

DWX

State Street SPDR S&P International Dividend ETF

Annual cost

0.45%

Fund size

$516M

Key differences

Both LVHI and DWX are equity ETFs. LVHI charges 0.40% a year and DWX 0.45%. The main difference: LVHI is much larger than DWX. Larger funds are usually more liquid and less likely to close.

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

Side-by-side comparison

LVHIDWX
Annual cost (TER)0.40%0.45%
Fund size (AUM)$4.9B$516M
Since20162008
Dividend yield3.68%4.14%
Asset classequityequity
Regionglobal ex usglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+29.6%+14.6%
CAGR 3Y+21.9%+15.4%
CAGR 5Y+16.0%+7.1%
Sharpe 3Y1.551.02
Volatility 1Y9.50%10.87%
Max drawdown-32.31%-36.05%

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

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