LVHD vs. FAI
LVHD (Franklin U.S. Low Volatility High Dividend Index ETF) and FAI (First Trust Bloomberg Artificial Intelligence ETF) are both exchange-traded funds - LVHD is a Dividend fund tracking the Franklin U.S. Low Volatility High Dividend Index, while FAI is a Technology Equities fund tracking the Bloomberg Artificial Intelligence Index. Both are passively managed. Over the past year, LVHD returned 13.38% vs 56.66% for FAI. At a correlation of -0.09, they often move in opposite directions. LVHD charges 0.27%/yr vs 0.65%/yr for FAI.
Performance
LVHD vs. FAI - Performance Comparison
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Returns By Period
In the year-to-date period, LVHD achieves a 10.55% return, which is significantly lower than FAI's 27.58% return.
LVHD
- 1D
- 1.56%
- 1M
- 1.00%
- YTD
- 10.55%
- 6M
- 10.56%
- 1Y
- 13.38%
- 3Y*
- 10.78%
- 5Y*
- 7.44%
- 10Y*
- 8.35%
FAI
- 1D
- -4.82%
- 1M
- 1.99%
- YTD
- 27.58%
- 6M
- 26.62%
- 1Y
- 56.66%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
LVHD vs. FAI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
LVHD Franklin U.S. Low Volatility High Dividend Index ETF | 10.55% | 7.50% | -3.53% |
FAI First Trust Bloomberg Artificial Intelligence ETF | 27.58% | 33.37% | 2.28% |
Correlation
The correlation between LVHD and FAI is -0.20, 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 | -0.20 |
Correlation (All Time) Calculated using the full available price history since Nov 21, 2024 | -0.09 |
The correlation between LVHD and FAI shifts across timeframes, from -0.20 (1 year) to -0.09 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
LVHD vs. FAI — Risk / Return Rank
LVHD
FAI
LVHD vs. FAI - 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 First Trust Bloomberg Artificial Intelligence ETF (FAI). 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 | FAI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.72 | ||
| Sortino ratioReturn per unit of downside risk | -0.57 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.35 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.18 | 3.02 | -0.84 |
| Martin ratioReturn relative to average drawdown | 5.41 | 9.38 | -3.96 |
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Drawdowns
LVHD vs. FAI - Drawdown Comparison
The maximum LVHD drawdown since its inception was -37.32%, which is greater than FAI's maximum drawdown of -27.82%. Use the drawdown chart below to compare losses from any high point for LVHD and FAI.
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Drawdown Indicators
| LVHD | FAI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.32% | -27.82% | -9.50% |
Max Drawdown (1Y)Largest decline over 1 year | -6.17% | -18.84% | +12.67% |
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 DrawdownCurrent decline from peak | -1.43% | -9.38% | +7.95% |
Average DrawdownAverage peak-to-trough decline | -4.04% | -5.37% | +1.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.48% | 6.06% | -3.58% |
Volatility
LVHD vs. FAI - Volatility Comparison
The current volatility for Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) is 4.05%, while First Trust Bloomberg Artificial Intelligence ETF (FAI) has a volatility of 14.67%. This indicates that LVHD experiences smaller price fluctuations and is considered to be less risky than FAI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LVHD | FAI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.05% | 14.67% | -10.62% |
Volatility (6M)Calculated over the trailing 6-month period | 7.26% | 22.72% | -15.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.98% | 27.43% | -17.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.91% | 31.12% | -18.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.53% | 31.12% | -15.59% |
LVHD vs. FAI - Expense Ratio Comparison
LVHD has a 0.27% expense ratio, which is lower than FAI's 0.65% expense ratio.
Dividends
LVHD vs. FAI - Dividend Comparison
LVHD's dividend yield for the trailing twelve months is around 3.29%, while FAI has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
FAI First Trust Bloomberg Artificial Intelligence ETF | 0.00% | 0.00% | 0.04% | 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 | 3.29% | 3.35% | 4.23% | 3.55% | 3.30% | 2.56% | 3.27% | 3.30% | 3.82% | 3.33% | 2.48% |
Frequently Asked Questions
LVHD and FAI have a correlation of -0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FAI has higher volatility (14.67%) compared to LVHD (4.05%). In terms of maximum drawdown, LVHD dropped -37.32% vs FAI's -27.82%.
On 1-year performance, FAI leads with 56.66% vs 13.38% for LVHD. On fees, LVHD is cheaper at 0.27% per year. On volatility, LVHD has been the lower-risk option at 4.05%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, FAI has performed better with a 56.66% return vs 13.38%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
LVHD is cheaper with a 0.27% expense ratio, compared with 0.65% for FAI.
LVHD has the higher dividend yield at 3.29%, compared with 0.00% for FAI.
LVHD is categorized as Dividend, while FAI is Technology Equities. LVHD tracks Franklin U.S. Low Volatility High Dividend Index, while FAI tracks Bloomberg Artificial Intelligence Index. They also come from different issuers: Franklin Templeton and First Trust. Their fees differ too: 0.27% for LVHD and 0.65% for FAI.
FAI currently has the higher Sharpe Ratio (2.08 vs 1.35), 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.
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