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LVHI vs IDVZ

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

LVHI

Franklin International Low Volatility High Dividend Index ETF

Franklin Templeton Investments

Annual cost

0.40%

Fund size

$4.8B

IDVZ

Polen International Dividend Income ETF

Polen Capital

Annual cost

0.75%

Fund size

$155M

Key differences

  • LVHI costs 0.35% less per year.
  • LVHI is significantly larger than IDVZ — larger funds tend to be more liquid and less likely to close.
  • LVHI covers global ex us markets; IDVZ covers global.
  • LVHI follows a index tracking strategy; IDVZ uses active selection.
  • LVHI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LVHIIDVZ
Annual cost (TER)0.40%0.75%
Fund size (AUM)$4.8B$155M
Since20162024
Dividend yield3.71%2.67%
Asset classequityequity
Regionglobal ex usglobal
Strategyindex trackingactive selection
CAGR 1Y+32.5%+25.4%
CAGR 3Y+21.8%N/A
CAGR 5Y+16.5%N/A
Sharpe 3Y1.55N/A
Volatility 1Y9.41%11.89%
Max drawdown-32.31%-10.99%

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

Similar to LVHI and IDVZ