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MFVL vs LVHD

Motley Fool Value Factor ETF vs Franklin U.S. Low Volatility High Dividend Index ETF

MFVL

Motley Fool Value Factor ETF

Annual cost

0.50%

Fund size

$7M

LVHD

Franklin U.S. Low Volatility High Dividend Index ETF

Annual cost

0.27%

Fund size

$581M

Key differences

Both MFVL and LVHD are equity ETFs. MFVL charges 0.50% a year and LVHD 0.27%. The main difference: LVHD costs 0.23% less per year.

  • LVHD costs 0.23% less per year.
  • LVHD is much larger than MFVL. Larger funds are usually more liquid and less likely to close.
  • LVHD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MFVLLVHD
Annual cost (TER)0.50%0.27%
Fund size (AUM)$7M$581M
Since20252015
Dividend yield3.38%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+11.6%
CAGR 3YN/A+10.5%
CAGR 5YN/A+6.6%
Sharpe 3YN/A0.60
Volatility 1Y9.66%
Max drawdown-7.03%-37.32%

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

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