LVHI vs. DIVI
Compare and contrast key facts about Legg Mason International Low Volatility High Dividend ETF (LVHI) and Franklin International Core Dividend Tilt Index ETF (DIVI).
LVHI and DIVI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LVHI is a passively managed fund by Franklin Templeton that tracks the performance of the QS International Low Volatility High Dividend Hedged Index. It was launched on Jul 27, 2016. DIVI is an actively managed fund by Franklin. It was launched on Jun 1, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LVHI or DIVI.
Correlation
The correlation between LVHI and DIVI is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
LVHI vs. DIVI - Performance Comparison
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Key characteristics
LVHI:
0.97
DIVI:
0.59
LVHI:
1.40
DIVI:
0.99
LVHI:
1.22
DIVI:
1.13
LVHI:
1.16
DIVI:
0.75
LVHI:
5.80
DIVI:
2.19
LVHI:
2.39%
DIVI:
4.97%
LVHI:
13.70%
DIVI:
17.36%
LVHI:
-32.31%
DIVI:
-27.76%
LVHI:
0.00%
DIVI:
0.00%
Returns By Period
In the year-to-date period, LVHI achieves a 8.69% return, which is significantly lower than DIVI's 15.93% return.
LVHI
8.69%
6.96%
9.39%
12.96%
15.87%
N/A
DIVI
15.93%
7.42%
14.96%
9.74%
12.59%
N/A
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LVHI vs. DIVI - Expense Ratio Comparison
LVHI has a 0.40% expense ratio, which is higher than DIVI's 0.09% expense ratio.
Risk-Adjusted Performance
LVHI vs. DIVI — Risk-Adjusted Performance Rank
LVHI
DIVI
LVHI vs. DIVI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Legg Mason International Low Volatility High Dividend ETF (LVHI) and Franklin International Core Dividend Tilt Index ETF (DIVI). 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.
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Dividends
LVHI vs. DIVI - Dividend Comparison
LVHI's dividend yield for the trailing twelve months is around 4.84%, more than DIVI's 3.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
LVHI Legg Mason International Low Volatility High Dividend ETF | 4.84% | 4.95% | 8.12% | 7.74% | 4.13% | 3.97% | 6.67% | 10.66% | 1.97% | 1.16% |
DIVI Franklin International Core Dividend Tilt Index ETF | 3.88% | 4.39% | 3.17% | 5.43% | 2.77% | 5.87% | 1.61% | 5.67% | 5.71% | 13.51% |
Drawdowns
LVHI vs. DIVI - Drawdown Comparison
The maximum LVHI drawdown since its inception was -32.31%, which is greater than DIVI's maximum drawdown of -27.76%. Use the drawdown chart below to compare losses from any high point for LVHI and DIVI. For additional features, visit the drawdowns tool.
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Volatility
LVHI vs. DIVI - Volatility Comparison
Legg Mason International Low Volatility High Dividend ETF (LVHI) has a higher volatility of 3.74% compared to Franklin International Core Dividend Tilt Index ETF (DIVI) at 3.31%. This indicates that LVHI's price experiences larger fluctuations and is considered to be riskier than DIVI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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