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VSMV vs LVHD

VictoryShares US Multi-Factor Minimum Volatility ETF vs Franklin U.S. Low Volatility High Dividend Index ETF

VSMV

VictoryShares US Multi-Factor Minimum Volatility ETF

Victory Capital Management Inc.

Annual cost

0.35%

Fund size

$153M

LVHD

Franklin U.S. Low Volatility High Dividend Index ETF

Franklin Templeton Investments

Annual cost

0.27%

Fund size

$621M

Key differences

  • LVHD costs 0.08% less per year.
  • LVHD is significantly larger than VSMV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, VSMV has delivered higher annualized returns.

Side-by-side comparison

VSMVLVHD
Annual cost (TER)0.35%0.27%
Fund size (AUM)$153M$621M
Since20172015
Dividend yield1.32%3.12%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.6%+13.7%
CAGR 3Y+17.6%+10.3%
CAGR 5Y+11.5%+6.8%
Sharpe 3Y1.230.59
Volatility 1Y9.20%9.51%
Max drawdown-31.33%-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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