CGIC vs. LVHI

Last updated Jun 24, 2026

CGIC (Capital Group International Core Equity ETF) and LVHI (Franklin International Low Volatility High Dividend Index ETF) are both exchange-traded funds - CGIC is a Foreign Large Cap Equities fund actively managed by Capital Group, while LVHI is a Volatility Hedged Equity fund tracking the Franklin International Low Volatility High Dividend Hedged Index-NR. CGIC is actively managed, while LVHI is passively managed. Over the past year, CGIC returned 28.50% vs 31.92% for LVHI. A 0.69 correlation means they provide meaningful diversification when combined. CGIC charges 0.54%/yr vs 0.40%/yr for LVHI.

Performance

CGIC vs. LVHI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Capital Group International Core Equity ETF (CGIC) and Franklin International Low Volatility High Dividend Index ETF (LVHI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, CGIC achieves a 11.18% return, which is significantly lower than LVHI's 12.42% return.

CGIC

• 1D: -2.67%
• 1M: 0.11%
• YTD: 11.18%
• 6M: 11.14%
• 1Y: 28.50%
• 3Y*: —
• 5Y*: —
• 10Y*: —

LVHI

• 1D: -0.15%
• 1M: -0.65%
• YTD: 12.42%
• 6M: 12.76%
• 1Y: 31.92%
• 3Y*: 21.68%
• 5Y*: 15.85%
• 10Y*: —

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

CGIC vs. LVHI - Yearly Performance Comparison

	2026 (YTD)	2025	2024
CGIC Capital Group International Core Equity ETF	11.18%	37.53%	-3.23%
LVHI Franklin International Low Volatility High Dividend Index ETF	12.42%	27.12%	5.32%

Correlation

The correlation between CGIC and LVHI is 0.66, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.66
Correlation (All Time) Calculated using the full available price history since Jun 27, 2024	0.69

The correlation between CGIC and LVHI has been stable across timeframes, ranging from 0.66 to 0.69 - a consistent structural relationship.

CGIC vs. LVHI - Sectors Allocation Comparison

Sectors	CGIC	LVHI
Financial Services	20.2%	24.1%
Technology	16.7%	0.1%
Industrials	13.9%	13.4%
Basic Materials	8.8%	6.8%
Consumer Defensive	8.1%	8.6%
Consumer Cyclical	7.4%	5.5%
Communication Services	7.3%	5.8%
Energy	6.2%	16.6%
Healthcare	5.6%	7.4%
Utilities	4.1%	10.0%
Real Estate	1.8%	1.8%

Return for Risk

CGIC vs. LVHI — Risk / Return Rank

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

CGIC

CGIC Risk / Return Rank: 55
CGIC Sharpe Ratio Rank: 55
CGIC Sortino Ratio Rank: 52
CGIC Omega Ratio Rank: 54
CGIC Calmar Ratio Rank: 54
CGIC Martin Ratio Rank: 57

LVHI

LVHI Risk / Return Rank: 93
LVHI Sharpe Ratio Rank: 94
LVHI Sortino Ratio Rank: 94
LVHI Omega Ratio Rank: 93
LVHI Calmar Ratio Rank: 90
LVHI Martin Ratio Rank: 92

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.

CGIC vs. LVHI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Capital Group International Core Equity ETF (CGIC) and Franklin International Low Volatility High Dividend Index ETF (LVHI). 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.

	CGIC	LVHI	Difference
Sharpe ratio: Return per unit of total volatility	1.77	3.34	-1.56
Sortino ratio: Return per unit of downside risk	2.43	4.56	-2.14
Omega ratio: Gain probability vs. loss probability	1.32	1.63	-0.31
Calmar ratio: Return relative to maximum drawdown	2.53	5.28	-2.74
Martin ratio: Return relative to average drawdown	9.63	21.81	-12.18

CGIC vs. LVHI - Sharpe Ratio Comparison

The current CGIC Sharpe Ratio is 1.77, which is lower than the LVHI Sharpe Ratio of 3.34. The chart below compares the historical Sharpe Ratios of CGIC and LVHI, 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

CGIC vs. LVHI - Drawdown Comparison

The maximum CGIC drawdown since its inception was -13.10%, smaller than the maximum LVHI drawdown of -32.31%. Use the drawdown chart below to compare losses from any high point for CGIC and LVHI.

Drawdown Indicators

	CGIC	LVHI	Difference
Max Drawdown Largest peak-to-trough decline	-13.10%	-32.31%	+19.21%
Max Drawdown (1Y) Largest decline over 1 year	-11.30%	-6.08%	-5.22%
Max Drawdown (3Y) Largest decline over 3 years	—	-11.99%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-11.99%	—
Current Drawdown Current decline from peak	-2.67%	-1.19%	-1.48%
Average Drawdown Average peak-to-trough decline	-2.51%	-3.50%	+0.99%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.97%	1.47%	+1.50%

Volatility

CGIC vs. LVHI - Volatility Comparison

Capital Group International Core Equity ETF (CGIC) has a higher volatility of 6.93% compared to Franklin International Low Volatility High Dividend Index ETF (LVHI) at 2.61%. This indicates that CGIC's price experiences larger fluctuations and is considered to be riskier than LVHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CGIC	LVHI	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.93%	2.61%	+4.32%
Volatility (6M) Calculated over the trailing 6-month period	14.22%	7.70%	+6.52%
Volatility (1Y) Calculated over the trailing 1-year period	16.15%	9.61%	+6.54%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.55%	11.07%	+5.48%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.55%	13.74%	+2.81%

CGIC vs. LVHI - Expense Ratio Comparison

CGIC has a 0.54% expense ratio, which is higher than LVHI's 0.40% expense ratio.

Dividends

CGIC vs. LVHI - Dividend Comparison

CGIC's dividend yield for the trailing twelve months is around 1.34%, less than LVHI's 4.74% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
CGIC Capital Group International Core Equity ETF	1.34%	1.60%	0.68%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
LVHI Franklin International Low Volatility High Dividend Index ETF	4.74%	4.92%	3.98%	8.12%	7.74%	4.13%	3.97%	6.67%	10.67%	3.38%	2.02%

Frequently Asked Questions

Can I hold both CGIC and LVHI in my portfolio?

CGIC and LVHI have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, CGIC or LVHI?

CGIC has higher volatility (6.93%) compared to LVHI (2.61%). In terms of maximum drawdown, CGIC dropped -13.10% vs LVHI's -32.31%.

Which ETF is better, CGIC or LVHI?

On 1-year performance, LVHI leads with 31.92% vs 28.50% for CGIC. On fees, LVHI is cheaper at 0.40% per year. On volatility, LVHI has been the lower-risk option at 2.61%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, CGIC or LVHI?

Over the 1-year period, LVHI has performed better with a 31.92% return vs 28.50%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, CGIC or LVHI?

LVHI is cheaper with a 0.40% expense ratio, compared with 0.54% for CGIC.

Which ETF pays a higher dividend yield, CGIC or LVHI?

LVHI has the higher dividend yield at 4.74%, compared with 1.34% for CGIC.

What is the main difference between CGIC and LVHI?

CGIC is categorized as Foreign Large Cap Equities, while LVHI is Volatility Hedged Equity. They also come from different issuers: Capital Group and Franklin Templeton. Their fees differ too: 0.54% for CGIC and 0.40% for LVHI.

Which has better risk-adjusted returns?

LVHI currently has the higher Sharpe Ratio (3.34 vs 1.77), 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.