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LVHI vs FIVA

Franklin International Low Volatility High Dividend Index ETF vs Fidelity International Value Factor ETF

LVHI

Franklin International Low Volatility High Dividend Index ETF

Franklin Templeton Investments

Annual cost

0.40%

Fund size

$4.8B

FIVA

Fidelity International Value Factor ETF

Fidelity Investments

Annual cost

0.18%

Fund size

$533M

Key differences

  • FIVA costs 0.22% less per year.
  • LVHI is significantly larger than FIVA — larger funds tend to be more liquid and less likely to close.
  • LVHI covers global ex us markets; FIVA covers global.

Side-by-side comparison

LVHIFIVA
Annual cost (TER)0.40%0.18%
Fund size (AUM)$4.8B$533M
Since20162018
Dividend yield3.71%2.63%
Asset classequityequity
Regionglobal ex usglobal
Strategyindex trackingindex tracking
CAGR 1Y+32.5%+35.7%
CAGR 3Y+21.8%+21.9%
CAGR 5Y+16.5%+12.5%
Sharpe 3Y1.551.16
Volatility 1Y9.41%15.23%
Max drawdown-32.31%-39.60%

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

Similar to LVHI and FIVA