LVHD vs. TRFK

Last updated Aug 4, 2026

LVHD (Franklin U.S. Low Volatility High Dividend Index ETF) and TRFK (Pacer Data and Digital Revolution ETF) are both exchange-traded funds - LVHD is a Dividend fund tracking the Franklin U.S. Low Volatility High Dividend Index, while TRFK is a Technology Equities fund tracking the Pacer Data Transmission and Communication Revolution Index - Benchmark TR Net. Both are passively managed. Over the past 3 years, LVHD returned 10.47%/yr vs 42.90%/yr for TRFK. Their 0.15 correlation means their historical movements had little consistent relationship. LVHD charges 0.27%/yr vs 0.60%/yr for TRFK.

Performance

LVHD vs. TRFK - 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 Pacer Data and Digital Revolution ETF (TRFK). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, LVHD achieves a 13.57% return, which is significantly lower than TRFK's 42.16% return.

LVHD

• 1D: -0.01%
• 1M: -0.57%
• 6M: 7.71%
• YTD: 13.57%
• 1Y: 14.82%
• 3Y*: 10.47%
• 5Y*: 7.44%
• 10Y*: 8.26%
• ALL TIME*: 9.15%

TRFK

• 1D: 2.15%
• 1M: -5.74%
• 6M: 39.68%
• YTD: 42.16%
• 1Y: 50.62%
• 3Y*: 42.90%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 37.18%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
LVHD Franklin U.S. Low Volatility High Dividend Index ETF	$2.34M	$2.46M	$2.92M
TRFK Pacer Data and Digital Revolution ETF	$17.22M	$18.25M	$19.56M

LVHD vs. TRFK - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
LVHD Franklin U.S. Low Volatility High Dividend Index ETF	13.57%	7.50%	10.18%	-0.95%	-0.33%
TRFK Pacer Data and Digital Revolution ETF	42.16%	26.81%	38.30%	66.63%	-10.61%

Correlation

The correlation between LVHD and TRFK is -0.28, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	-0.28
Correlation (3Y) Balances recent behavior with more history.	-0.01
Correlation (All Time) Calculated using the full available price history since Jun 9, 2022	0.16

The correlation between LVHD and TRFK shifts across timeframes, from -0.28 (1 year) to 0.15 (all time), reflecting how their relationship changes across market environments.

LVHD vs. TRFK - Sectors Allocation Comparison

Sectors	LVHD	TRFK
Utilities	24.8%	-
Consumer Defensive	21.8%	-
Real Estate	15.4%	0.0%
Financial Services	8.6%	-
Consumer Cyclical	7.5%	-
Energy	7.0%	-
Industrials	4.9%	12.0%
Healthcare	4.7%	-
Technology	3.1%	87.4%
Communication Services	2.2%	0.6%
Basic Materials	-	0.9%

Return for Risk

LVHD vs. TRFK — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

LVHD

LVHD Risk / Return Rank: 58
LVHD Sharpe Ratio Rank: 58
LVHD Sortino Ratio Rank: 62
LVHD Omega Ratio Rank: 54
LVHD Calmar Ratio Rank: 68
LVHD Martin Ratio Rank: 50

TRFK

TRFK Risk / Return Rank: 52
TRFK Sharpe Ratio Rank: 56
TRFK Sortino Ratio Rank: 52
TRFK Omega Ratio Rank: 52
TRFK Calmar Ratio Rank: 53
TRFK Martin Ratio Rank: 45

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

LVHD vs. TRFK - 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 Pacer Data and Digital Revolution ETF (TRFK). 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	TRFK	Difference
Sharpe ratio: Return per unit of total volatility	1.42	1.38	+0.03
Sortino ratio: Return per unit of downside risk	2.13	1.89	+0.24
Omega ratio: Gain probability vs. loss probability	1.25	1.24	+0.01
Calmar ratio: Return relative to maximum drawdown	2.41	1.94	+0.47
Martin ratio: Return relative to average drawdown	5.96	5.23	+0.73

LVHD vs. TRFK - Sharpe Ratio Comparison

The current LVHD Sharpe Ratio is 1.42, which is comparable to the TRFK Sharpe Ratio of 1.38. The chart below compares the historical Sharpe Ratios of LVHD and TRFK, 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. TRFK - Drawdown Comparison

The maximum LVHD drawdown since its inception was -37.32%, which is greater than TRFK's maximum drawdown of -29.06%. Use the drawdown chart below to compare losses from any high point for LVHD and TRFK.

Drawdown Indicators

	LVHD	TRFK	Difference
Max Drawdown Largest peak-to-trough decline	-37.32%	-29.06%	-8.26%
Max Drawdown (1Y) Largest decline over 1 year	-6.17%	-26.17%	+20.00%
Max Drawdown (3Y) Largest decline over 3 years	-11.87%	-29.06%	+17.19%
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	-2.13%	-18.08%	+15.95%
Average Drawdown Average peak-to-trough decline	-4.00%	-6.25%	+2.25%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.49%	9.70%	-7.21%

Volatility

LVHD vs. TRFK - Volatility Comparison

The current volatility for Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) is 4.27%, while Pacer Data and Digital Revolution ETF (TRFK) has a volatility of 16.62%. This indicates that LVHD experiences smaller price fluctuations and is considered to be less risky than TRFK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	LVHD	TRFK	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.27%	16.62%	-12.35%
Volatility (6M) Calculated over the trailing 6-month period	8.31%	32.05%	-23.74%
Volatility (1Y) Calculated over the trailing 1-year period	10.53%	36.82%	-26.29%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.05%	30.90%	-17.85%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.58%	30.90%	-15.32%

LVHD vs. TRFK - Expense Ratio Comparison

LVHD has a 0.27% expense ratio, which is lower than TRFK's 0.60% expense ratio.

Dividends

LVHD vs. TRFK - Dividend Comparison

LVHD's dividend yield for the trailing twelve months is around 3.20%, more than TRFK's 0.01% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
LVHD Franklin U.S. Low Volatility High Dividend Index ETF	3.20%	3.35%	4.23%	3.55%	3.30%	2.56%	3.27%	3.30%	3.82%	3.33%	2.48%
TRFK Pacer Data and Digital Revolution ETF	0.01%	0.01%	0.40%	0.20%	0.56%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both LVHD and TRFK in my portfolio?

LVHD and TRFK have a correlation of -0.28, 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 TRFK?

TRFK has higher volatility (16.62%) compared to LVHD (4.27%). In terms of maximum drawdown, LVHD dropped -37.32% vs TRFK's -29.06%.

Which ETF is better, LVHD or TRFK?

On 3-year performance, TRFK leads with 42.90% vs 10.47% for LVHD. On fees, LVHD is cheaper at 0.27% per year. On volatility, LVHD has been the lower-risk option at 4.27%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, LVHD or TRFK?

Over the 3-year period, TRFK has performed better with a 42.90% return vs 10.47%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, LVHD or TRFK?

LVHD is cheaper with a 0.27% expense ratio, compared with 0.60% for TRFK.

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

LVHD has the higher dividend yield at 3.20%, compared with 0.01% for TRFK.

What is the main difference between LVHD and TRFK?

LVHD is categorized as Dividend, while TRFK is Technology Equities. LVHD tracks Franklin U.S. Low Volatility High Dividend Index, while TRFK tracks Pacer Data Transmission and Communication Revolution Index - Benchmark TR Net. They also come from different issuers: Franklin Templeton and Pacer. Their fees differ too: 0.27% for LVHD and 0.60% for TRFK.

Which has better risk-adjusted returns?

LVHD currently has the higher Sharpe Ratio (1.42 vs 1.38), 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.