LVHI vs. IQDG
Compare and contrast key facts about Legg Mason International Low Volatility High Dividend ETF (LVHI) and WisdomTree International Quality Dividend Growth Fund (IQDG).
LVHI and IQDG 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. IQDG is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree International Quality Dividend Growth Index. It was launched on Apr 7, 2016. Both LVHI and IQDG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LVHI or IQDG.
Key characteristics
| LVHI | IQDG | |
|---|---|---|
| YTD Return | 6.68% | 0.05% |
| 1Y Return | 14.74% | 4.86% |
| 3Y Return (Ann) | 12.11% | 0.48% |
| 5Y Return (Ann) | 8.50% | 7.16% |
| Sharpe Ratio | 1.65 | 0.37 |
| Daily Std Dev | 9.07% | 13.08% |
| Max Drawdown | -32.31% | -34.97% |
| Current Drawdown | -1.24% | -6.54% |
Correlation
The correlation between LVHI and IQDG is 0.61, 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. IQDG - Performance Comparison
In the year-to-date period, LVHI achieves a 6.68% return, which is significantly higher than IQDG's 0.05% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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LVHI vs. IQDG - Expense Ratio Comparison
LVHI has a 0.40% expense ratio, which is lower than IQDG's 0.42% expense ratio.
Risk-Adjusted Performance
LVHI vs. IQDG - 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 WisdomTree International Quality Dividend Growth Fund (IQDG). 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.
Dividends
LVHI vs. IQDG - Dividend Comparison
LVHI's dividend yield for the trailing twelve months is around 7.35%, more than IQDG's 1.84% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
LVHI Legg Mason International Low Volatility High Dividend ETF | 7.35% | 8.12% | 7.74% | 4.13% | 3.97% | 6.67% | 10.67% | 1.97% | 1.16% |
IQDG WisdomTree International Quality Dividend Growth Fund | 1.84% | 1.76% | 4.18% | 2.67% | 1.65% | 1.95% | 1.96% | 1.71% | 1.35% |
Drawdowns
LVHI vs. IQDG - Drawdown Comparison
The maximum LVHI drawdown since its inception was -32.31%, smaller than the maximum IQDG drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for LVHI and IQDG. For additional features, visit the drawdowns tool.
Volatility
LVHI vs. IQDG - Volatility Comparison
The current volatility for Legg Mason International Low Volatility High Dividend ETF (LVHI) is 2.50%, while WisdomTree International Quality Dividend Growth Fund (IQDG) has a volatility of 3.90%. This indicates that LVHI experiences smaller price fluctuations and is considered to be less risky than IQDG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.