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LVHIFranklin International Low Volatility High Dividend Index ETF

Grow my moneyGet income10y track recordRanked #238 of 1,706 in this goal

By Franklin Templeton Investments · Launched 2016

Annual Cost

0.40%

#2,089 of 6,040 · average

Fund Size

$5.9B

#425 of 6,040 · large

Return (1Y)

+30.7%

Track Record

10 years

#1,436 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$13,270+32.7%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Index tracking

Factor

Multifactor

Index tracked

Franklin International Low Volatility High Dividend Hedged Index

Holdings

By weight

Concentration

Top 10 holdings = 22.0% of funddiversified

Canadian Natural Resources Limited
2.9%
Shell PLC
2.8%
SUNCOR ENERGY INC
2.3%
Novartis AG
2.2%
Rio Tinto PLC
2.1%
NESTLE' CAPITAL MARKETS SA
2.0%
Mitsubishi Corp.
2.0%
TotalEnergies SE
1.9%
Intesa Sanpaolo S.p.A.
1.9%
BHP Group Ltd.
1.9%

Asset allocation

Stocks
99.8%
Cash
0.2%

By sector

Financial Services
25.2%
Energy
15.5%
Industrials
13.1%
Consumer Defensive
10.1%
Utilities
9.5%
Healthcare
6.7%
Basic Materials
6.5%
Communication
6.3%
Other
7.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
9.3%Low

Year-on-year price swings

Max drawdown
-32.5%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.61Strong risk-adjusted returns
Sortino (3Y)
2.31Good downside protection

Listing

Exchange
Cboe BZX

Full fund details

Strategy
Employs a passive indexing approach to track the Franklin International Low Volatility High Dividend Hedged Index, investing in equity securities of profitable companies in developed markets outside the U.S. with high dividend yields and lower volatility. The fund may invest in large-, mid-, or small-cap companies and aims for stable income.
Inception date
July 27, 2016
Fund family
Franklin Templeton Investments

Next steps

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Data updated on 2026-09-18