Screener
LVHI vs SPDV
Franklin International Low Volatility High Dividend Index ETF vs AAM S&P 500 High Dividend Value ETF
Key differences
Both LVHI and SPDV are equity ETFs. LVHI charges 0.40% a year and SPDV 0.29%. The main difference: LVHI covers global markets excluding the US; SPDV covers North America.
- LVHI covers global markets excluding the US; SPDV covers North America.
- SPDV costs 0.11% less per year.
- LVHI is much larger than SPDV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, LVHI has delivered higher annualized returns.
Side-by-side comparison
| LVHI | SPDV | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.29% |
| Fund size (AUM) | $4.9B | $94M |
| Since | 2016 | 2017 |
| Dividend yield | 3.68% | 3.30% |
| Asset class | equity | equity |
| Region | global ex us | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +29.6% | +27.6% |
| CAGR 3Y | +21.9% | +17.9% |
| CAGR 5Y | +16.0% | +8.5% |
| Sharpe 3Y | 1.55 | 0.95 |
| Volatility 1Y | 9.50% | 12.17% |
| Max drawdown | -32.31% | -43.81% |
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