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LVHI vs SDY
Franklin International Low Volatility High Dividend Index ETF vs State Street SPDR S&P Dividend ETF
Key differences
Both LVHI and SDY are equity ETFs. LVHI charges 0.40% a year and SDY 0.35%. The main difference: LVHI covers global markets excluding the US; SDY covers North America.
- LVHI covers global markets excluding the US; SDY covers North America.
- SDY costs 0.05% less per year.
- SDY is much larger than LVHI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, LVHI has delivered higher annualized returns.
- SDY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LVHI | SDY | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.35% |
| Fund size (AUM) | $4.9B | $21.0B |
| Since | 2016 | 2005 |
| Dividend yield | 3.68% | 2.47% |
| Asset class | equity | equity |
| Region | global ex us | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +29.6% | +14.3% |
| CAGR 3Y | +21.9% | +11.4% |
| CAGR 5Y | +16.0% | +6.3% |
| Sharpe 3Y | 1.55 | 0.65 |
| Volatility 1Y | 9.50% | 10.32% |
| Max drawdown | -32.31% | -36.70% |
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