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LVHI vs WDIV

Franklin International Low Volatility High Dividend Index ETF vs State Street SPDR S&P Global Dividend ETF

LVHI

Franklin International Low Volatility High Dividend Index ETF

Annual cost

0.40%

Fund size

$4.9B

WDIV

State Street SPDR S&P Global Dividend ETF

Annual cost

0.40%

Fund size

$271M

Key differences

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

  • LVHI covers global markets excluding the US; WDIV covers global markets.
  • LVHI is much larger than WDIV. 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

LVHIWDIV
Annual cost (TER)0.40%0.40%
Fund size (AUM)$4.9B$271M
Since20162013
Dividend yield3.68%3.99%
Asset classequityequity
Regionglobal ex usglobal
Strategyindex trackingindex tracking
CAGR 1Y+29.6%+20.7%
CAGR 3Y+21.9%+17.9%
CAGR 5Y+16.0%+7.7%
Sharpe 3Y1.551.15
Volatility 1Y9.50%10.25%
Max drawdown-32.31%-42.34%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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