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RDIV vs LVHI

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

RDIV

Invesco S&P Ultra Dividend Revenue ETF

Annual cost

0.39%

Fund size

$1.1B

LVHI

Franklin International Low Volatility High Dividend Index ETF

Annual cost

0.40%

Fund size

$4.9B

Key differences

Both RDIV and LVHI are equity ETFs. RDIV charges 0.39% a year and LVHI 0.40%. The main difference: RDIV covers North America; LVHI covers global markets excluding the US.

  • RDIV covers North America; LVHI covers global markets excluding the US.
  • LVHI is much larger than RDIV. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

RDIVLVHI
Annual cost (TER)0.39%0.40%
Fund size (AUM)$1.1B$4.9B
Since20132016
Dividend yield3.60%3.68%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+29.4%+29.6%
CAGR 3Y+21.1%+21.9%
CAGR 5Y+10.6%+16.0%
Sharpe 3Y1.021.55
Volatility 1Y13.20%9.50%
Max drawdown-49.97%-32.31%

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

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