Screener
USMV vs LVHD
iShares MSCI USA Min Vol Factor ETF vs Franklin U.S. Low Volatility High Dividend Index ETF
Key differences
- USMV costs 0.12% less per year.
- USMV is significantly larger than LVHD — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, USMV has delivered higher annualized returns.
Side-by-side comparison
| USMV | LVHD | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.27% |
| Fund size (AUM) | $22.9B | $621M |
| Since | 2011 | 2015 |
| Dividend yield | 1.55% | 3.12% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +5.6% | +13.5% |
| CAGR 3Y | +11.4% | +10.2% |
| CAGR 5Y | +7.7% | +6.9% |
| Sharpe 3Y | 0.76 | 0.58 |
| Volatility 1Y | 8.57% | 9.51% |
| Max drawdown | -33.10% | -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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