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LVHI vs SPHD

Franklin International Low Volatility High Dividend Index ETF vs Invesco S&P 500 High Dividend Low Volatility ETF

LVHI

Franklin International Low Volatility High Dividend Index ETF

Annual cost

0.40%

Fund size

$4.9B

SPHD

Invesco S&P 500 High Dividend Low Volatility ETF

Annual cost

0.30%

Fund size

$3.2B

Key differences

Both LVHI and SPHD are equity ETFs. LVHI charges 0.40% a year and SPHD 0.30%. The main difference: LVHI covers global markets excluding the US; SPHD covers North America.

  • LVHI covers global markets excluding the US; SPHD covers North America.
  • SPHD costs 0.10% less per year.
  • Over the last three years, LVHI has delivered higher annualized returns.

Side-by-side comparison

LVHISPHD
Annual cost (TER)0.40%0.30%
Fund size (AUM)$4.9B$3.2B
Since20162012
Dividend yield3.68%4.57%
Asset classequityequity
Regionglobal ex usnorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.6%+11.5%
CAGR 3Y+21.9%+13.2%
CAGR 5Y+16.0%+6.3%
Sharpe 3Y1.550.75
Volatility 1Y9.50%11.12%
Max drawdown-32.31%-41.39%

Similar to LVHI and SPHD