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SPLV vs LVHD

Invesco S&P 500 Low Volatility ETF vs Franklin U.S. Low Volatility High Dividend Index ETF

SPLV

Invesco S&P 500 Low Volatility ETF

Invesco

Annual cost

0.25%

Fund size

$7.2B

LVHD

Franklin U.S. Low Volatility High Dividend Index ETF

Franklin Templeton Investments

Annual cost

0.27%

Fund size

$621M

Key differences

  • SPLV is significantly larger than LVHD — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, LVHD has delivered higher annualized returns.

Side-by-side comparison

SPLVLVHD
Annual cost (TER)0.25%0.27%
Fund size (AUM)$7.2B$621M
Since20112015
Dividend yield2.11%3.12%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.0%+13.7%
CAGR 3Y+8.2%+10.3%
CAGR 5Y+6.1%+6.8%
Sharpe 3Y0.450.59
Volatility 1Y9.72%9.51%
Max drawdown-36.26%-37.32%

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

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