LVHDFranklin U.S. Low Volatility High Dividend Index ETF
Tracks the investment results of the Franklin Low Volatility High Dividend Index.
By Franklin Templeton Investments · Launched 2015
Annual Cost
0.27%
#1,262 of 6,040 · low cost
Fund Size
$620M
#1,496 of 6,040 · large
Return (1Y)
+9.7%
Track Record
10 years
#1,372 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,030+10.3%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Index tracking
Factor
Multifactor
Index tracked
Franklin Low Volatility High Dividend Index
Holdings
By weightConcentration
Top 10 holdings = 27.1% of funddiversified
Verizon Communications Inc.
3.1%
CHEVRON CORP
3.0%
American Electric Power Co, Inc.
2.8%
Johnson & Johnson
2.7%
Altria Group, Inc.
2.7%
Coca-Cola Co (The)
2.7%
Cisco Systems, Inc.
2.6%
Duke Energy Corp
2.5%
McDonald's Corp.
2.5%
Southern Co.
2.5%
Asset allocation
Stocks
99.6%
Cash
0.4%
By sector
Utilities
23.9%
Consumer Defensive
20.6%
Real Estate
14.7%
Financial Services
9.1%
Consumer Cyclical
7.9%
Energy
6.2%
Industrials
5.1%
Healthcare
5.1%
Other
7.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
10.4%Moderate
Year-on-year price swings
Max drawdown
-37.4%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.59Decent risk-adjusted returns
Sortino (3Y)
0.85Moderate downside risk
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Tracks the investment results of the Franklin Low Volatility High Dividend Index.
- Strategy
- Invests in equity securities of U.S. companies across a wide range of market capitalizations, focusing on those with high dividend yields and low price and earnings volatility. Uses a passive indexing approach to achieve stable income, tracking the Franklin Low Volatility High Dividend Index without attempting to outperform it.
- Inception date
- December 28, 2015
- Fund family
- Franklin Templeton Investments
Similar funds
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Data updated on 2026-09-18