JPIB vs. LVHI
JPIB (JPMorgan International Bond Opportunities ETF) and LVHI (Franklin International Low Volatility High Dividend Index ETF) are both exchange-traded funds - JPIB is a Global Bonds fund actively managed by JPMorgan, while LVHI is a Volatility Hedged Equity fund tracking the Franklin International Low Volatility High Dividend Hedged Index-NR. JPIB is actively managed, while LVHI is passively managed. Over the past 5 years, JPIB returned 2.76%/yr vs 15.97%/yr for LVHI. At a 0.27 correlation, their price movements are largely independent. JPIB charges 0.50%/yr vs 0.40%/yr for LVHI.
Performance
JPIB vs. LVHI - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, JPIB achieves a 1.10% return, which is significantly lower than LVHI's 13.78% return.
JPIB
- 1D
- 0.17%
- 1M
- 1.08%
- YTD
- 1.10%
- 6M
- 1.62%
- 1Y
- 5.24%
- 3Y*
- 5.93%
- 5Y*
- 2.76%
- 10Y*
- —
LVHI
- 1D
- 0.49%
- 1M
- 0.84%
- YTD
- 13.78%
- 6M
- 14.96%
- 1Y
- 32.13%
- 3Y*
- 21.52%
- 5Y*
- 15.97%
- 10Y*
- —
JPIB vs. LVHI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JPIB JPMorgan International Bond Opportunities ETF | 1.10% | 8.19% | 3.48% | 8.68% | -6.38% | 0.14% | 7.14% | 10.76% | -2.17% | 2.61% |
LVHI Franklin International Low Volatility High Dividend Index ETF | 13.78% | 27.12% | 14.81% | 17.45% | 3.84% | 18.19% | -8.76% | 18.35% | -5.22% | 2.93% |
Correlation
The correlation between JPIB and LVHI is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.35 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Jul 5, 2017 | 0.27 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
JPIB vs. LVHI — Risk / Return Rank
JPIB
LVHI
JPIB vs. LVHI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan International Bond Opportunities ETF (JPIB) 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.
| JPIB | LVHI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.96 | ||
| Sortino ratioReturn per unit of downside risk | -2.62 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.63 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | 1.29 | 5.23 | -3.94 |
| Martin ratioReturn relative to average drawdown | 4.42 | 21.61 | -17.19 |
Loading charts...
Drawdowns
JPIB vs. LVHI - Drawdown Comparison
The maximum JPIB drawdown since its inception was -13.13%, smaller than the maximum LVHI drawdown of -32.31%. Use the drawdown chart below to compare losses from any high point for JPIB and LVHI.
Loading charts...
Drawdown Indicators
| JPIB | LVHI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.13% | -32.31% | +19.18% |
Max Drawdown (1Y)Largest decline over 1 year | -3.75% | -6.08% | +2.33% |
Max Drawdown (3Y)Largest decline over 3 years | -3.75% | -11.99% | +8.24% |
Max Drawdown (5Y)Largest decline over 5 years | -11.83% | -11.99% | +0.16% |
Current DrawdownCurrent decline from peak | -0.77% | 0.00% | -0.77% |
Average DrawdownAverage peak-to-trough decline | -1.93% | -3.51% | +1.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.09% | 1.48% | -0.39% |
Volatility
JPIB vs. LVHI - Volatility Comparison
The current volatility for JPMorgan International Bond Opportunities ETF (JPIB) is 1.19%, while Franklin International Low Volatility High Dividend Index ETF (LVHI) has a volatility of 2.78%. This indicates that JPIB experiences smaller price fluctuations and is considered to be less risky than LVHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| JPIB | LVHI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.19% | 2.78% | -1.59% |
Volatility (6M)Calculated over the trailing 6-month period | 3.07% | 7.72% | -4.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.58% | 9.60% | -6.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.12% | 11.08% | -6.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.44% | 13.75% | -9.31% |
JPIB vs. LVHI - Expense Ratio Comparison
JPIB has a 0.50% expense ratio, which is higher than LVHI's 0.40% expense ratio.
Dividends
JPIB vs. LVHI - Dividend Comparison
JPIB's dividend yield for the trailing twelve months is around 5.00%, more than LVHI's 4.69% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
JPIB JPMorgan International Bond Opportunities ETF | 5.00% | 4.85% | 4.57% | 4.35% | 3.10% | 2.59% | 3.14% | 4.66% | 5.83% | 1.81% | 0.00% |
LVHI Franklin International Low Volatility High Dividend Index ETF | 4.69% | 4.92% | 3.98% | 8.12% | 7.74% | 4.13% | 3.97% | 6.67% | 10.67% | 3.38% | 2.02% |
Frequently Asked Questions
JPIB and LVHI have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LVHI has higher volatility (2.78%) compared to JPIB (1.19%). In terms of maximum drawdown, JPIB dropped -13.13% vs LVHI's -32.31%.
On 5-year performance, LVHI leads with 15.97% vs 2.76% for JPIB. On fees, LVHI is cheaper at 0.40% per year. On volatility, JPIB has been the lower-risk option at 1.19%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, LVHI has performed better with a 15.97% return vs 2.76%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
LVHI is cheaper with a 0.40% expense ratio, compared with 0.50% for JPIB.
JPIB has the higher dividend yield at 5.00%, compared with 4.69% for LVHI.
JPIB is categorized as Global Bonds, while LVHI is Volatility Hedged Equity. They also come from different issuers: JPMorgan and Franklin Templeton. Their fees differ too: 0.50% for JPIB and 0.40% for LVHI.
LVHI currently has the higher Sharpe Ratio (3.31 vs 1.36), 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.
Find the right allocation for JPIB and LVHI
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer