LVHD vs. VT

Last updated Jul 26, 2026

LVHD (Franklin U.S. Low Volatility High Dividend Index ETF) and VT (Vanguard Total World Stock ETF) are both exchange-traded funds - LVHD is a Dividend fund tracking the Franklin U.S. Low Volatility High Dividend Index, while VT is a Global Equities fund tracking the FTSE Global All Cap Index. Both are passively managed. Over the past 10 years, LVHD returned 8.26%/yr vs 12.23%/yr for VT. Their 0.58 correlation means they have sometimes moved together and sometimes differently. LVHD charges 0.27%/yr vs 0.06%/yr for VT.

Performance

LVHD vs. VT - 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 Vanguard Total World Stock ETF (VT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, LVHD achieves a 14.88% return, which is significantly higher than VT's 9.97% return. Over the past 10 years, LVHD has underperformed VT with an annualized return of 8.26%, while VT has yielded a comparatively higher 12.23% annualized return.

LVHD

• 1D: 1.16%
• 1M: 2.81%
• 6M: 10.82%
• YTD: 14.88%
• 1Y: 14.41%
• 3Y*: 9.97%
• 5Y*: 7.72%
• 10Y*: 8.26%
• ALL TIME*: 9.29%

VT

• 1D: -0.07%
• 1M: -0.42%
• 6M: 6.83%
• YTD: 9.97%
• 1Y: 18.89%
• 3Y*: 17.84%
• 5Y*: 10.27%
• 10Y*: 12.23%
• ALL TIME*: 8.75%

*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	$1.99M	$3.02M	$2.88M
VT Vanguard Total World Stock ETF	$317.04M	$378.09M	$471.57M

LVHD vs. VT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
LVHD Franklin U.S. Low Volatility High Dividend Index ETF	14.88%	7.50%	10.18%	-0.95%	-1.82%	26.90%	-1.28%	22.91%	-5.58%	14.25%
VT Vanguard Total World Stock ETF	9.97%	22.43%	16.49%	22.02%	-18.00%	18.27%	16.59%	26.81%	-9.76%	24.50%

Correlation

The correlation between LVHD and VT is 0.11, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.11
Correlation (3Y) Balances recent behavior with more history.	0.37
Correlation (5Y) Shows whether the relationship held over a longer period.	0.51
Correlation (10Y) Provides a long-term view across more market conditions.	0.58
Correlation (All Time) Calculated using the full available price history since Dec 29, 2015	0.59

Over the past year, the correlation between LVHD and VT has dropped to 0.11 - well below their long-term average of 0.58, suggesting their price drivers have been diverging.

LVHD vs. VT - Sectors Allocation Comparison

Sectors	LVHD	VT
Utilities	24.8%	2.5%
Consumer Defensive	21.8%	4.5%
Real Estate	15.4%	2.3%
Financial Services	8.6%	15.7%
Consumer Cyclical	7.5%	9.0%
Energy	7.0%	3.6%
Industrials	4.9%	11.7%
Healthcare	4.7%	8.3%
Technology	3.1%	31.2%
Communication Services	2.2%	7.4%
Basic Materials	-	3.8%

Return for Risk

LVHD vs. VT — Risk / Return Rank

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

LVHD

LVHD Risk / Return Rank: 59
LVHD Sharpe Ratio Rank: 59
LVHD Sortino Ratio Rank: 63
LVHD Omega Ratio Rank: 54
LVHD Calmar Ratio Rank: 67
LVHD Martin Ratio Rank: 51

VT

VT Risk / Return Rank: 60
VT Sharpe Ratio Rank: 60
VT Sortino Ratio Rank: 58
VT Omega Ratio Rank: 59
VT Calmar Ratio Rank: 57
VT Martin Ratio Rank: 68

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. VT - 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 Vanguard Total World Stock ETF (VT). 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	VT	Difference
Sharpe ratio: Return per unit of total volatility	1.39	1.40	-0.01
Sortino ratio: Return per unit of downside risk	2.10	1.98	+0.12
Omega ratio: Gain probability vs. loss probability	1.24	1.25	-0.01
Calmar ratio: Return relative to maximum drawdown	2.35	1.99	+0.36
Martin ratio: Return relative to average drawdown	5.80	8.34	-2.54

LVHD vs. VT - Sharpe Ratio Comparison

The current LVHD Sharpe Ratio is 1.39, which is comparable to the VT Sharpe Ratio of 1.40. The chart below compares the historical Sharpe Ratios of LVHD and VT, 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. VT - Drawdown Comparison

The maximum LVHD drawdown since its inception was -37.32%, smaller than the maximum VT drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for LVHD and VT.

Drawdown Indicators

	LVHD	VT	Difference
Max Drawdown Largest peak-to-trough decline	-37.32%	-50.27%	+12.95%
Max Drawdown (1Y) Largest decline over 1 year	-6.17%	-9.67%	+3.50%
Max Drawdown (3Y) Largest decline over 3 years	-13.76%	-16.51%	+2.75%
Max Drawdown (5Y) Largest decline over 5 years	-16.75%	-26.38%	+9.63%
Max Drawdown (10Y) Largest decline over 10 years	-37.32%	-34.24%	-3.08%
Current Drawdown Current decline from peak	0.00%	-2.88%	+2.88%
Average Drawdown Average peak-to-trough decline	-4.01%	-6.98%	+2.97%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.49%	2.30%	+0.19%

Volatility

LVHD vs. VT - Volatility Comparison

Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) has a higher volatility of 4.59% compared to Vanguard Total World Stock ETF (VT) at 3.47%. This indicates that LVHD's price experiences larger fluctuations and is considered to be riskier than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	LVHD	VT	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.59%	3.47%	+1.12%
Volatility (6M) Calculated over the trailing 6-month period	8.15%	11.44%	-3.29%
Volatility (1Y) Calculated over the trailing 1-year period	10.44%	13.76%	-3.32%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.02%	16.19%	-3.17%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.56%	17.16%	-1.60%

LVHD vs. VT - Expense Ratio Comparison

LVHD has a 0.27% expense ratio, which is higher than VT's 0.06% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

LVHD vs. VT - Dividend Comparison

LVHD's dividend yield for the trailing twelve months is around 3.16%, more than VT's 1.61% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
LVHD Franklin U.S. Low Volatility High Dividend Index ETF	3.16%	3.35%	4.23%	3.55%	3.30%	2.56%	3.27%	3.30%	3.82%	3.33%	2.48%	0.00%
VT Vanguard Total World Stock ETF	1.61%	1.82%	1.95%	2.08%	2.20%	1.82%	1.66%	2.32%	2.53%	2.11%	2.39%	2.45%

Frequently Asked Questions

Can I hold both LVHD and VT in my portfolio?

LVHD and VT have a correlation of 0.11, 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 VT?

LVHD has higher volatility (4.59%) compared to VT (3.47%). In terms of maximum drawdown, LVHD dropped -37.32% vs VT's -50.27%.

Which ETF is better, LVHD or VT?

On 10-year performance, VT leads with 12.23% vs 8.26% for LVHD. On fees, VT is cheaper at 0.06% per year. On volatility, VT has been the lower-risk option at 3.47%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, LVHD or VT?

Over the 10-year period, VT has performed better with a 12.23% return vs 8.26%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, LVHD or VT?

VT is cheaper with a 0.06% expense ratio, compared with 0.27% for LVHD.

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

LVHD has the higher dividend yield at 3.16%, compared with 1.61% for VT.

What is the main difference between LVHD and VT?

LVHD is categorized as Dividend, while VT is Global Equities. LVHD tracks Franklin U.S. Low Volatility High Dividend Index, while VT tracks FTSE Global All Cap Index. They also come from different issuers: Franklin Templeton and Vanguard. Their fees differ too: 0.27% for LVHD and 0.06% for VT.

Which has better risk-adjusted returns?

VT currently has the higher Sharpe Ratio (1.40 vs 1.39), 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.