AIVC vs. LVHD

Last updated Jul 17, 2026

AIVC (Amplify Bloomberg AI Value Chain ETF) and LVHD (Franklin U.S. Low Volatility High Dividend Index ETF) are both exchange-traded funds - AIVC is a Technology Equities fund tracking the Bloomberg AI Value Chain Index, while LVHD is a Dividend fund tracking the Franklin U.S. Low Volatility High Dividend Index. Both are passively managed. Over the past 10 years, AIVC returned 14.97%/yr vs 8.26%/yr for LVHD. At a 0.25 correlation, their price movements are largely independent. AIVC charges 0.59%/yr vs 0.27%/yr for LVHD.

Performance

AIVC vs. LVHD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Amplify Bloomberg AI Value Chain ETF (AIVC) and Franklin U.S. Low Volatility High Dividend Index ETF (LVHD). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AIVC achieves a 49.41% return, which is significantly higher than LVHD's 14.62% return. Over the past 10 years, AIVC has outperformed LVHD with an annualized return of 14.97%, while LVHD has yielded a comparatively lower 8.26% annualized return.

AIVC

• 1D: -4.19%
• 1M: -11.73%
• 6M: 43.18%
• YTD: 49.41%
• 1Y: 87.08%
• 3Y*: 39.34%
• 5Y*: 15.33%
• 10Y*: 14.97%

LVHD

• 1D: 2.24%
• 1M: 3.49%
• 6M: 10.72%
• YTD: 14.62%
• 1Y: 16.67%
• 3Y*: 10.97%
• 5Y*: 7.75%
• 10Y*: 8.26%

*Multi-year figures are annualized to reflect compound growth (CAGR)

AIVC vs. LVHD - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
AIVC Amplify Bloomberg AI Value Chain ETF	49.41%	39.94%	18.22%	39.28%	-38.91%	-7.23%	41.45%	27.78%	-18.62%	35.42%
LVHD Franklin U.S. Low Volatility High Dividend Index ETF	14.62%	7.50%	10.18%	-0.95%	-1.82%	26.90%	-1.28%	22.91%	-5.58%	14.25%

Correlation

The correlation between AIVC and LVHD is -0.21, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.21
Correlation (3Y) Calculated over the trailing 3-year period	0.05
Correlation (5Y) Calculated over the trailing 5-year period	0.19
Correlation (10Y) Calculated over the trailing 10-year period	0.24
Correlation (All Time) Calculated using the full available price history since Mar 9, 2016	0.25

The correlation between AIVC and LVHD shifts across timeframes, from -0.21 (1 year) to 0.25 (all time), reflecting how their relationship changes across market environments.

AIVC vs. LVHD - Sectors Allocation Comparison

Sectors	AIVC	LVHD
Technology	91.9%	3.1%
Communication Services	4.7%	2.6%
Consumer Cyclical	2.9%	7.4%
Financial Services	0.4%	8.2%
Basic Materials	-	-
Consumer Defensive	-	21.8%
Energy	-	7.4%
Healthcare	-	4.4%
Industrials	-	4.9%
Real Estate	-	15.4%
Utilities	-	24.8%

Return for Risk

AIVC vs. LVHD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AIVC

AIVC Risk / Return Rank: 88
AIVC Sharpe Ratio Rank: 92
AIVC Sortino Ratio Rank: 82
AIVC Omega Ratio Rank: 82
AIVC Calmar Ratio Rank: 93
AIVC Martin Ratio Rank: 90

LVHD

LVHD Risk / Return Rank: 60
LVHD Sharpe Ratio Rank: 60
LVHD Sortino Ratio Rank: 65
LVHD Omega Ratio Rank: 55
LVHD Calmar Ratio Rank: 67
LVHD Martin Ratio Rank: 50

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AIVC vs. LVHD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amplify Bloomberg AI Value Chain ETF (AIVC) and Franklin U.S. Low Volatility High Dividend Index ETF (LVHD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	AIVC	LVHD	Difference
Sharpe ratio: Return per unit of total volatility	2.58	1.61	+0.97
Sortino ratio: Return per unit of downside risk	2.96	2.42	+0.53
Omega ratio: Gain probability vs. loss probability	1.38	1.28	+0.10
Calmar ratio: Return relative to maximum drawdown	4.90	2.71	+2.19
Martin ratio: Return relative to average drawdown	16.15	6.72	+9.43

AIVC vs. LVHD - Sharpe Ratio Comparison

The current AIVC Sharpe Ratio is 2.58, which is higher than the LVHD Sharpe Ratio of 1.61. The chart below compares the historical Sharpe Ratios of AIVC and LVHD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

AIVC vs. LVHD - Drawdown Comparison

The maximum AIVC drawdown since its inception was -56.11%, which is greater than LVHD's maximum drawdown of -37.32%. Use the drawdown chart below to compare losses from any high point for AIVC and LVHD.

Drawdown Indicators

	AIVC	LVHD	Difference
Max Drawdown Largest peak-to-trough decline	-56.11%	-37.32%	-18.79%
Max Drawdown (1Y) Largest decline over 1 year	-17.85%	-6.17%	-11.68%
Max Drawdown (3Y) Largest decline over 3 years	-32.55%	-14.29%	-18.26%
Max Drawdown (5Y) Largest decline over 5 years	-53.58%	-16.75%	-36.83%
Max Drawdown (10Y) Largest decline over 10 years	-56.11%	-37.32%	-18.79%
Current Drawdown Current decline from peak	-17.85%	0.00%	-17.85%
Average Drawdown Average peak-to-trough decline	-16.35%	-4.02%	-12.33%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.41%	2.49%	+2.92%

Volatility

AIVC vs. LVHD - Volatility Comparison

Amplify Bloomberg AI Value Chain ETF (AIVC) has a higher volatility of 12.82% compared to Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) at 4.92%. This indicates that AIVC's price experiences larger fluctuations and is considered to be riskier than LVHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AIVC	LVHD	Difference
Volatility (1M) Calculated over the trailing 1-month period	12.82%	4.92%	+7.90%
Volatility (6M) Calculated over the trailing 6-month period	28.76%	8.10%	+20.66%
Volatility (1Y) Calculated over the trailing 1-year period	33.92%	10.44%	+23.48%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	31.10%	13.02%	+18.08%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	27.33%	15.56%	+11.77%

AIVC vs. LVHD - Expense Ratio Comparison

AIVC has a 0.59% expense ratio, which is higher than LVHD's 0.27% expense ratio.

Dividends

AIVC vs. LVHD - Dividend Comparison

AIVC's dividend yield for the trailing twelve months is around 0.11%, less than LVHD's 3.17% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
AIVC Amplify Bloomberg AI Value Chain ETF	0.11%	0.17%	0.21%	0.00%	0.00%	0.00%	0.39%	1.16%	0.38%	0.92%	0.64%
LVHD Franklin U.S. Low Volatility High Dividend Index ETF	3.17%	3.35%	4.23%	3.55%	3.30%	2.56%	3.27%	3.30%	3.82%	3.33%	2.48%

Frequently Asked Questions

Can I hold both AIVC and LVHD in my portfolio?

AIVC and LVHD have a correlation of -0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AIVC or LVHD?

AIVC has higher volatility (12.82%) compared to LVHD (4.92%). In terms of maximum drawdown, AIVC dropped -56.11% vs LVHD's -37.32%.

Which ETF is better, AIVC or LVHD?

On 10-year performance, AIVC leads with 14.97% vs 8.26% for LVHD. On fees, LVHD is cheaper at 0.27% per year. On volatility, LVHD has been the lower-risk option at 4.92%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, AIVC or LVHD?

Over the 10-year period, AIVC has performed better with a 14.97% return vs 8.26%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, AIVC or LVHD?

LVHD is cheaper with a 0.27% expense ratio, compared with 0.59% for AIVC.

Which ETF pays a higher dividend yield, AIVC or LVHD?

LVHD has the higher dividend yield at 3.17%, compared with 0.11% for AIVC.

What is the main difference between AIVC and LVHD?

AIVC is categorized as Technology Equities, while LVHD is Dividend. AIVC tracks Bloomberg AI Value Chain Index, while LVHD tracks Franklin U.S. Low Volatility High Dividend Index. They also come from different issuers: Amplify and Franklin Templeton. Their fees differ too: 0.59% for AIVC and 0.27% for LVHD.

Which has better risk-adjusted returns?

AIVC currently has the higher Sharpe Ratio (2.58 vs 1.61), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.