Legg Mason International Low Volatility High Dividend ETF (LVHI)

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The chart shows the growth of an initial investment of $10,000 in Legg Mason International Low Volatility High Dividend ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Legg Mason International Low Volatility High Dividend ETF (LVHI) has returned 10.54% so far this year and 31.96% over the past 12 months.

Based on dividend-adjusted daily data since Jul 28, 2016, LVHI's average daily return is +0.05%, while the average monthly return is +0.94%. At this rate, your investment would double in approximately 6.2 years.

Historically, 68% of months were positive and 32% were negative. The best month was Nov 2020 with a return of +10.3%, while the worst month was Mar 2020 at -16.5%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 3 months.

On a daily basis, LVHI closed higher 55% of trading days. The best single day was Apr 2, 2020 with a return of +6.8%, while the worst single day was Mar 12, 2020 at -10.7%.

Legg Mason International Low Volatility High Dividend ETF has an annualized alpha of 4.75%, beta of 0.54, and R² of 0.51 versus S&P 500 Index. Calculated based on daily prices since July 29, 2016.

• This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (55.93%) than losses (41.95%) — typical of diversified or defensive assets.
• This ETF generated an annualized alpha of 4.75% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• Beta of 0.54 indicates this ETF moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

LVHI has an expense ratio of 0.40%, placing it in the medium range.

LVHI ranks 94 for risk / return — in the top 94% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for Legg Mason International Low Volatility High Dividend ETF (LVHI) and compare them to a chosen benchmark (S&P 500 Index).

Legg Mason International Low Volatility High Dividend ETF provided a 4.55% dividend yield over the last twelve months, with an annual payout of $1.84 per share.

The table displays the monthly dividend distributions for Legg Mason International Low Volatility High Dividend ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Legg Mason International 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 International Low Volatility High Dividend ETF was 32.31%, occurring on Mar 16, 2020. Recovery took 310 trading sessions.

The current Legg Mason International Low Volatility High Dividend ETF drawdown is 2.12%.

The chart below shows the rolling one-month volatility.