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LVHI vs UDIV

Franklin International Low Volatility High Dividend Index ETF vs Franklin U.S. Core Dividend Tilt Index ETF

LVHI

Franklin International Low Volatility High Dividend Index ETF

Franklin Templeton Investments

Annual cost

0.40%

Fund size

$4.8B

UDIV

Franklin U.S. Core Dividend Tilt Index ETF

Franklin Templeton Investments

Annual cost

0.06%

Fund size

$121M

Key differences

  • UDIV costs 0.34% less per year.
  • LVHI is significantly larger than UDIV — larger funds tend to be more liquid and less likely to close.
  • LVHI covers global ex us markets; UDIV covers north america.
  • Over the last 3 years, UDIV has delivered higher annualized returns.

Side-by-side comparison

LVHIUDIV
Annual cost (TER)0.40%0.06%
Fund size (AUM)$4.8B$121M
Since20162016
Dividend yield3.71%1.49%
Asset classequityequity
Regionglobal ex usnorth america
Strategyindex trackingindex tracking
CAGR 1Y+32.5%+34.7%
CAGR 3Y+21.8%+25.5%
CAGR 5Y+16.5%+14.1%
Sharpe 3Y1.551.36
Volatility 1Y9.41%12.07%
Max drawdown-32.31%-35.21%

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

Similar to LVHI and UDIV