LVHD vs. AGIX

Last updated Jul 14, 2026

LVHD (Franklin U.S. Low Volatility High Dividend Index ETF) and AGIX (KraneShares Artificial Intelligence & Technology ETF) are both exchange-traded funds - LVHD is a Dividend fund tracking the Franklin U.S. Low Volatility High Dividend Index, while AGIX is a Technology Equities fund tracking the Solactive Etna Artificial General Intelligence Index. Both are passively managed. Over the past year, LVHD returned 14.86% vs 44.74% for AGIX. At a correlation of -0.07, they often move in opposite directions. LVHD charges 0.27%/yr vs 1.00%/yr for AGIX.

Performance

LVHD vs. AGIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) and KraneShares Artificial Intelligence & Technology ETF (AGIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, LVHD achieves a 13.28% return, which is significantly lower than AGIX's 21.81% return.

LVHD

• 1D: 0.45%
• 1M: 2.10%
• 6M: 11.64%
• YTD: 13.28%
• 1Y: 14.86%
• 3Y*: 10.36%
• 5Y*: 7.56%
• 10Y*: 8.14%

AGIX

• 1D: -2.68%
• 1M: -2.98%
• 6M: 18.55%
• YTD: 21.81%
• 1Y: 44.74%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

LVHD vs. AGIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024
LVHD Franklin U.S. Low Volatility High Dividend Index ETF	13.28%	7.50%	4.10%
AGIX KraneShares Artificial Intelligence & Technology ETF	21.81%	29.24%	12.92%

Correlation

The correlation between LVHD and AGIX is -0.24, 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	-0.24
Correlation (All Time) Calculated using the full available price history since Jul 18, 2024	-0.07

The correlation between LVHD and AGIX shifts across timeframes, from -0.24 (1 year) to -0.07 (all time), reflecting how their relationship changes across market environments.

LVHD vs. AGIX - Sectors Allocation Comparison

Sectors	LVHD	AGIX
Utilities	24.8%	1.3%
Consumer Defensive	21.8%	-
Real Estate	15.4%	-
Financial Services	8.2%	3.2%
Consumer Cyclical	7.4%	5.8%
Energy	7.4%	-
Industrials	4.9%	2.3%
Healthcare	4.4%	1.1%
Technology	3.1%	69.4%
Communication Services	2.6%	10.2%
Basic Materials	-	-

Return for Risk

LVHD vs. AGIX — Risk / Return Rank

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

LVHD

LVHD Risk / Return Rank: 53
LVHD Sharpe Ratio Rank: 53
LVHD Sortino Ratio Rank: 56
LVHD Omega Ratio Rank: 49
LVHD Calmar Ratio Rank: 61
LVHD Martin Ratio Rank: 46

AGIX

AGIX Risk / Return Rank: 55
AGIX Sharpe Ratio Rank: 61
AGIX Sortino Ratio Rank: 56
AGIX Omega Ratio Rank: 54
AGIX Calmar Ratio Rank: 57
AGIX Martin Ratio Rank: 47

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.

LVHD vs. AGIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) and KraneShares Artificial Intelligence & Technology ETF (AGIX). 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.

	LVHD	AGIX	Difference
Sharpe ratio: Return per unit of total volatility	1.45	1.62	-0.16
Sortino ratio: Return per unit of downside risk	2.15	2.15	0.00
Omega ratio: Gain probability vs. loss probability	1.25	1.27	-0.02
Calmar ratio: Return relative to maximum drawdown	2.42	2.26	+0.16
Martin ratio: Return relative to average drawdown	6.00	6.22	-0.22

LVHD vs. AGIX - Sharpe Ratio Comparison

The current LVHD Sharpe Ratio is 1.45, which is comparable to the AGIX Sharpe Ratio of 1.62. The chart below compares the historical Sharpe Ratios of LVHD and AGIX, 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

LVHD vs. AGIX - Drawdown Comparison

The maximum LVHD drawdown since its inception was -37.32%, which is greater than AGIX's maximum drawdown of -31.48%. Use the drawdown chart below to compare losses from any high point for LVHD and AGIX.

Drawdown Indicators

	LVHD	AGIX	Difference
Max Drawdown Largest peak-to-trough decline	-37.32%	-31.48%	-5.84%
Max Drawdown (1Y) Largest decline over 1 year	-6.17%	-19.85%	+13.68%
Max Drawdown (3Y) Largest decline over 3 years	-14.29%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-16.75%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-37.32%	—	—
Current Drawdown Current decline from peak	-0.82%	-10.49%	+9.67%
Average Drawdown Average peak-to-trough decline	-4.02%	-5.95%	+1.93%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.48%	7.21%	-4.73%

Volatility

LVHD vs. AGIX - Volatility Comparison

The current volatility for Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) is 4.43%, while KraneShares Artificial Intelligence & Technology ETF (AGIX) has a volatility of 10.76%. This indicates that LVHD experiences smaller price fluctuations and is considered to be less risky than AGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	LVHD	AGIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.43%	10.76%	-6.33%
Volatility (6M) Calculated over the trailing 6-month period	7.77%	23.26%	-15.49%
Volatility (1Y) Calculated over the trailing 1-year period	10.30%	27.86%	-17.56%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.99%	29.99%	-17.00%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.55%	29.99%	-14.44%

LVHD vs. AGIX - Expense Ratio Comparison

LVHD has a 0.27% expense ratio, which is lower than AGIX's 1.00% expense ratio.

Dividends

LVHD vs. AGIX - Dividend Comparison

LVHD's dividend yield for the trailing twelve months is around 3.21%, more than AGIX's 0.99% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
AGIX KraneShares Artificial Intelligence & Technology ETF	0.99%	1.21%	0.77%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
LVHD Franklin U.S. Low Volatility High Dividend Index ETF	3.21%	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 LVHD and AGIX in my portfolio?

LVHD and AGIX have a correlation of -0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, LVHD or AGIX?

AGIX has higher volatility (10.76%) compared to LVHD (4.43%). In terms of maximum drawdown, LVHD dropped -37.32% vs AGIX's -31.48%.

Which ETF is better, LVHD or AGIX?

On 1-year performance, AGIX leads with 44.74% vs 14.86% for LVHD. On fees, LVHD is cheaper at 0.27% per year. On volatility, LVHD has been the lower-risk option at 4.43%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, LVHD or AGIX?

Over the 1-year period, AGIX has performed better with a 44.74% return vs 14.86%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, LVHD or AGIX?

LVHD is cheaper with a 0.27% expense ratio, compared with 1.00% for AGIX.

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

LVHD has the higher dividend yield at 3.21%, compared with 0.99% for AGIX.

What is the main difference between LVHD and AGIX?

LVHD is categorized as Dividend, while AGIX is Technology Equities. LVHD tracks Franklin U.S. Low Volatility High Dividend Index, while AGIX tracks Solactive Etna Artificial General Intelligence Index. They also come from different issuers: Franklin Templeton and Kraneshares. Their fees differ too: 0.27% for LVHD and 1.00% for AGIX.

Which has better risk-adjusted returns?

AGIX currently has the higher Sharpe Ratio (1.62 vs 1.45), 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.