Legg Mason Low Volatility High Dividend ETF (LVHD)
LVHD is a passive ETF by Franklin Templeton tracking the investment results of the QS Low Volatility High Dividend Index. LVHD launched on Dec 29, 2015 and has a 0.27% expense ratio.
ETF Info
US52468L4068
00052468L406
Dec 29, 2015
North America (U.S.)
1x
QS Low Volatility High Dividend Index
Multi-Cap
Blend
Expense Ratio
LVHD has an expense ratio of 0.27%, which is considered low.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Legg Mason Low Volatility High Dividend ETF (LVHD) returned 5.36% year-to-date (YTD) and 12.50% over the past 12 months.
LVHD
5.36%
2.07%
2.31%
12.50%
11.73%
N/A
^GSPC (Benchmark)
1.30%
12.79%
1.49%
12.35%
15.12%
10.89%
Monthly Returns
The table below presents the monthly returns of LVHD, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.54% | 5.13% | 0.22% | -3.00% | 1.53% | 5.36% | |||||||
| 2024 | -2.75% | 0.09% | 4.54% | -2.69% | 2.15% | -1.10% | 7.47% | 4.72% | 2.00% | -1.92% | 4.23% | -6.16% | 10.18% |
| 2023 | 2.02% | -4.80% | 1.03% | 0.89% | -5.26% | 3.70% | 4.17% | -5.08% | -5.65% | -1.92% | 6.56% | 4.46% | -0.95% |
| 2022 | -1.88% | -2.10% | 3.40% | -2.21% | 2.76% | -4.92% | 3.88% | -2.82% | -9.46% | 8.37% | 6.27% | -1.71% | -1.82% |
| 2021 | -0.82% | 0.91% | 7.92% | 3.96% | 2.05% | -0.96% | 2.41% | 1.96% | -4.89% | 3.72% | -0.84% | 9.47% | 26.90% |
| 2020 | -0.72% | -9.86% | -15.43% | 9.39% | 3.12% | 0.05% | 3.02% | 2.26% | -1.37% | -0.74% | 10.43% | 1.46% | -1.28% |
| 2019 | 7.29% | 2.08% | 2.07% | 1.70% | -4.21% | 4.72% | 0.31% | 0.86% | 3.49% | 0.60% | -0.07% | 2.41% | 22.91% |
| 2018 | -0.03% | -5.01% | -0.44% | -0.98% | 1.09% | 1.86% | 2.14% | 1.95% | -0.58% | -1.39% | 3.87% | -7.64% | -5.58% |
| 2017 | 1.54% | 3.48% | -0.08% | 0.61% | 1.08% | 0.05% | 0.63% | 0.17% | 0.98% | 1.22% | 3.49% | 0.30% | 14.25% |
| 2016 | -0.81% | 2.39% | 7.66% | -0.35% | 0.97% | 4.51% | 1.66% | -1.63% | -0.76% | -1.28% | 1.41% | 3.17% | 17.86% |
| 2015 | -1.54% | -1.54% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 81, LVHD is among the top 19% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Legg Mason Low Volatility High Dividend ETF (LVHD) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Legg Mason Low Volatility High Dividend ETF provided a 3.50% dividend yield over the last twelve months, with an annual payout of $1.40 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.40 | $1.62 | $1.29 | $1.26 | $1.03 | $1.06 | $1.12 | $1.09 | $1.05 | $0.71 |
Dividend yield | 3.50% | 4.24% | 3.55% | 3.30% | 2.56% | 3.27% | 3.30% | 3.82% | 3.33% | 2.48% |
Monthly Dividends
The table displays the monthly dividend distributions for Legg Mason Low Volatility High Dividend ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.06 | $0.00 | $0.00 | $0.25 | $0.31 | |||||||
| 2024 | $0.00 | $0.14 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.37 | $0.35 | $1.62 |
| 2023 | $0.00 | $0.05 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.39 | $0.21 | $1.29 |
| 2022 | $0.00 | $0.08 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.32 | $0.29 | $1.26 |
| 2021 | $0.00 | $0.07 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.23 | $0.23 | $1.03 |
| 2020 | $0.00 | $0.01 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.29 | $0.20 | $1.06 |
| 2019 | $0.00 | $0.00 | $0.25 | $0.00 | $0.28 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.31 | $0.21 | $1.12 |
| 2018 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.28 | $1.09 |
| 2017 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.27 | $1.05 |
| 2016 | $0.11 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.24 | $0.71 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Legg Mason Low Volatility High Dividend ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Legg Mason Low Volatility High Dividend ETF was 37.32%, occurring on Mar 23, 2020. Recovery took 241 trading sessions.
The current Legg Mason Low Volatility High Dividend ETF drawdown is 1.64%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.32% | Jan 24, 2020 | 41 | Mar 23, 2020 | 241 | Mar 8, 2021 | 282 |
| -16.75% | Apr 21, 2022 | 121 | Oct 12, 2022 | 441 | Jul 17, 2024 | 562 |
| -11.59% | Dec 4, 2018 | 14 | Dec 24, 2018 | 36 | Feb 15, 2019 | 50 |
| -9.41% | Jan 29, 2018 | 39 | Mar 23, 2018 | 119 | Sep 12, 2018 | 158 |
| -8.9% | Mar 4, 2025 | 26 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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