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USPX vs LVHD

Franklin U.S. Equity Index ETF vs Franklin U.S. Low Volatility High Dividend Index ETF

USPX

Franklin U.S. Equity Index ETF

Franklin Templeton Investments

Annual cost

0.03%

Fund size

$1.8B

LVHD

Franklin U.S. Low Volatility High Dividend Index ETF

Franklin Templeton Investments

Annual cost

0.27%

Fund size

$621M

Key differences

  • USPX costs 0.24% less per year.
  • Over the last 3 years, USPX has delivered higher annualized returns.

Side-by-side comparison

USPXLVHD
Annual cost (TER)0.03%0.27%
Fund size (AUM)$1.8B$621M
Since20162015
Dividend yield1.09%3.12%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.8%+13.7%
CAGR 3Y+23.3%+10.3%
CAGR 5Y+12.6%+6.8%
Sharpe 3Y1.220.59
Volatility 1Y12.24%9.51%
Max drawdown-31.21%-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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