IDLV vs. LVHI
Compare and contrast key facts about Invesco S&P International Developed Low Volatility ETF (IDLV) and Legg Mason International Low Volatility High Dividend ETF (LVHI).
IDLV and LVHI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IDLV is a passively managed fund by Invesco that tracks the performance of the S&P BMI International Developed Low Volatility Index. It was launched on Jan 13, 2012. LVHI is a passively managed fund by Franklin Templeton that tracks the performance of the QS International Low Volatility High Dividend Hedged Index. It was launched on Jul 27, 2016. Both IDLV and LVHI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IDLV or LVHI.
Correlation
The correlation between IDLV and LVHI is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
IDLV vs. LVHI - Performance Comparison
Key characteristics
IDLV:
1.21
LVHI:
2.23
IDLV:
1.70
LVHI:
2.91
IDLV:
1.21
LVHI:
1.41
IDLV:
1.16
LVHI:
3.29
IDLV:
3.16
LVHI:
15.22
IDLV:
3.89%
LVHI:
1.38%
IDLV:
10.11%
LVHI:
9.43%
IDLV:
-34.65%
LVHI:
-32.31%
IDLV:
-3.01%
LVHI:
-0.37%
Returns By Period
In the year-to-date period, IDLV achieves a 6.07% return, which is significantly higher than LVHI's 4.62% return.
IDLV
6.07%
5.47%
1.83%
10.49%
0.25%
3.05%
LVHI
4.62%
3.20%
8.39%
18.87%
9.14%
N/A
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IDLV vs. LVHI - Expense Ratio Comparison
IDLV has a 0.25% expense ratio, which is lower than LVHI's 0.40% expense ratio.
Risk-Adjusted Performance
IDLV vs. LVHI — Risk-Adjusted Performance Rank
IDLV
LVHI
IDLV vs. LVHI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P International Developed Low Volatility ETF (IDLV) and Legg Mason International Low Volatility High Dividend 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.
Dividends
IDLV vs. LVHI - Dividend Comparison
IDLV's dividend yield for the trailing twelve months is around 3.21%, less than LVHI's 4.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDLV Invesco S&P International Developed Low Volatility ETF | 3.21% | 3.41% | 3.59% | 4.69% | 2.99% | 2.31% | 5.48% | 3.94% | 3.05% | 3.92% | 3.93% | 3.25% |
LVHI Legg Mason International Low Volatility High Dividend ETF | 4.73% | 4.95% | 8.12% | 7.74% | 4.13% | 3.97% | 6.67% | 10.66% | 1.97% | 1.16% | 0.00% | 0.00% |
Drawdowns
IDLV vs. LVHI - Drawdown Comparison
The maximum IDLV drawdown since its inception was -34.65%, which is greater than LVHI's maximum drawdown of -32.31%. Use the drawdown chart below to compare losses from any high point for IDLV and LVHI. For additional features, visit the drawdowns tool.
Volatility
IDLV vs. LVHI - Volatility Comparison
Invesco S&P International Developed Low Volatility ETF (IDLV) and Legg Mason International Low Volatility High Dividend ETF (LVHI) have volatilities of 2.68% and 2.72%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.