IDYN vs. LVHI
IDYN (iShares International Equity Factor Rotation Active ETF) and LVHI (Franklin International Low Volatility High Dividend Index ETF) are both exchange-traded funds - IDYN is a Foreign Large Cap Equities fund actively managed by iShares, while LVHI is a Volatility Hedged Equity fund tracking the Franklin International Low Volatility High Dividend Hedged Index-NR. IDYN is actively managed, while LVHI is passively managed. A 0.66 correlation means they provide meaningful diversification when combined. Both charge a 0.40% expense ratio.
Performance
IDYN vs. LVHI - Performance Comparison
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Returns By Period
In the year-to-date period, IDYN achieves a 8.11% return, which is significantly lower than LVHI's 14.47% return.
IDYN
- 1D
- 0.40%
- 1M
- -0.66%
- 6M
- 4.74%
- YTD
- 8.11%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
LVHI
- 1D
- 0.56%
- 1M
- 1.10%
- 6M
- 12.54%
- YTD
- 14.47%
- 1Y
- 31.17%
- 3Y*
- 22.26%
- 5Y*
- 16.14%
- 10Y*
- —
IDYN vs. LVHI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
IDYN iShares International Equity Factor Rotation Active ETF | 8.11% | 10.97% |
LVHI Franklin International Low Volatility High Dividend Index ETF | 14.47% | 13.36% |
Correlation
The correlation between IDYN 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 (All Time) Calculated using the full available price history since Aug 7, 2025 | 0.66 |
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Return for Risk
IDYN vs. LVHI — Risk / Return Rank
IDYN
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
LVHI
IDYN vs. LVHI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares International Equity Factor Rotation Active ETF (IDYN) 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.
| IDYN | LVHI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.61 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 5.07 | — |
| Martin ratioReturn relative to average drawdown | — | 20.84 | — |
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Drawdowns
IDYN vs. LVHI - Drawdown Comparison
The maximum IDYN drawdown since its inception was -12.68%, smaller than the maximum LVHI drawdown of -32.31%. Use the drawdown chart below to compare losses from any high point for IDYN and LVHI.
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Drawdown Indicators
| IDYN | LVHI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.68% | -32.31% | +19.63% |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.08% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -11.99% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -11.99% | — |
Current DrawdownCurrent decline from peak | -4.53% | 0.00% | -4.53% |
Average DrawdownAverage peak-to-trough decline | -2.67% | -3.49% | +0.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.48% | — |
Volatility
IDYN vs. LVHI - Volatility Comparison
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Volatility by Period
| IDYN | LVHI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.75% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.75% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 17.18% | 9.62% | +7.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.18% | 11.07% | +6.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.18% | 13.72% | +3.46% |
IDYN vs. LVHI - Expense Ratio Comparison
Both IDYN and LVHI have an expense ratio of 0.40%.
Dividends
IDYN vs. LVHI - Dividend Comparison
IDYN's dividend yield for the trailing twelve months is around 1.84%, less than LVHI's 4.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
IDYN iShares International Equity Factor Rotation Active ETF | 1.84% | 0.42% | 0.00% | 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 | 4.66% | 4.92% | 3.98% | 8.12% | 7.74% | 4.13% | 3.97% | 6.67% | 10.67% | 3.38% | 2.02% |
Frequently Asked Questions
IDYN 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.
Both ETFs have the same 0.40% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
IDYN and LVHI have the same expense ratio: 0.40% per year.
LVHI has the higher dividend yield at 4.66%, compared with 1.84% for IDYN.
IDYN is categorized as Foreign Large Cap Equities, while LVHI is Volatility Hedged Equity. They also come from different issuers: iShares and Franklin Templeton.
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