Screener
SPDV vs LVHI
AAM S&P 500 High Dividend Value ETF vs Franklin International Low Volatility High Dividend Index ETF
Key differences
Both SPDV and LVHI are equity ETFs. SPDV charges 0.29% a year and LVHI 0.40%. The main difference: SPDV covers North America; LVHI covers global markets excluding the US.
- SPDV covers North America; LVHI covers global markets excluding the US.
- SPDV costs 0.11% less per year.
- LVHI is much larger than SPDV. 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
| SPDV | LVHI | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.40% |
| Fund size (AUM) | $94M | $4.9B |
| Since | 2017 | 2016 |
| Dividend yield | 3.30% | 3.68% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +27.6% | +29.6% |
| CAGR 3Y | +17.9% | +21.9% |
| CAGR 5Y | +8.5% | +16.0% |
| Sharpe 3Y | 0.95 | 1.55 |
| Volatility 1Y | 12.17% | 9.50% |
| Max drawdown | -43.81% | -32.31% |
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