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LVHI vs RDIV

Franklin International Low Volatility High Dividend Index ETF vs Invesco S&P Ultra Dividend Revenue ETF

LVHI

Franklin International Low Volatility High Dividend Index ETF

Annual cost

0.40%

Fund size

$4.9B

RDIV

Invesco S&P Ultra Dividend Revenue ETF

Annual cost

0.39%

Fund size

$1.1B

Key differences

Both LVHI and RDIV are equity ETFs. LVHI charges 0.40% a year and RDIV 0.39%. The main difference: LVHI covers global markets excluding the US; RDIV covers North America.

  • LVHI covers global markets excluding the US; RDIV covers North America.
  • LVHI is much larger than RDIV. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

LVHIRDIV
Annual cost (TER)0.40%0.39%
Fund size (AUM)$4.9B$1.1B
Since20162013
Dividend yield3.68%3.60%
Asset classequityequity
Regionglobal ex usnorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.6%+29.4%
CAGR 3Y+21.9%+21.1%
CAGR 5Y+16.0%+10.6%
Sharpe 3Y1.551.02
Volatility 1Y9.50%13.20%
Max drawdown-32.31%-49.97%

Similar to LVHI and RDIV