Skip to content
Beacon
Screener

SMMV vs LVHD

iShares MSCI USA Small-Cap Min Vol Factor ETF vs Franklin U.S. Low Volatility High Dividend Index ETF

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF

iShares

Annual cost

0.20%

Fund size

$284M

LVHD

Franklin U.S. Low Volatility High Dividend Index ETF

Franklin Templeton Investments

Annual cost

0.27%

Fund size

$621M

Key differences

  • SMMV costs 0.07% less per year.
  • Over the last 3 years, SMMV has delivered higher annualized returns.

Side-by-side comparison

SMMVLVHD
Annual cost (TER)0.20%0.27%
Fund size (AUM)$284M$621M
Since20162015
Dividend yield1.71%3.12%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+8.9%+13.7%
CAGR 3Y+11.6%+10.3%
CAGR 5Y+5.3%+6.8%
Sharpe 3Y0.680.59
Volatility 1Y9.88%9.51%
Max drawdown-38.77%-37.32%

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

Similar to SMMV and LVHD