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LVHI vs. IYH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

LVHI vs. IYH

Last updated Jun 13, 2026

LVHI (Franklin International Low Volatility High Dividend Index ETF) and IYH (iShares U.S. Healthcare ETF) are both exchange-traded funds - LVHI is a Volatility Hedged Equity fund tracking the Franklin International Low Volatility High Dividend Hedged Index-NR, while IYH is a Health & Biotech Equities fund tracking the Dow Jones U.S. Health Care Index. Both are passively managed. Over the past 5 years, LVHI returned 15.97%/yr vs 4.89%/yr for IYH. At a 0.46 correlation, their price movements are largely independent. LVHI charges 0.40%/yr vs 0.43%/yr for IYH.

Performance

LVHI vs. IYH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Franklin International Low Volatility High Dividend Index ETF (LVHI) and iShares U.S. Healthcare ETF (IYH). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, LVHI achieves a 13.78% return, which is significantly higher than IYH's -0.65% return.

LVHI

1D
0.49%
1M
1.30%
YTD
13.78%
6M
14.96%
1Y
31.64%
3Y*
21.52%
5Y*
15.97%
10Y*
—

IYH

1D
-0.20%
1M
4.45%
YTD
-0.65%
6M
0.07%
1Y
14.13%
3Y*
6.45%
5Y*
4.89%
10Y*
9.52%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LVHI vs. IYH - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
LVHI
Franklin International Low Volatility High Dividend Index ETF		13.78%27.12%14.81%17.45%3.84%18.19%-8.76%18.35%-5.22%12.26%
IYH
iShares U.S. Healthcare ETF		-0.65%13.16%2.99%2.14%-4.46%23.41%15.56%20.80%5.80%22.27%

Correlation

The correlation between LVHI and IYH is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.44

Correlation (3Y)
Calculated over the trailing 3-year period

0.45

Correlation (5Y)
Calculated over the trailing 5-year period

0.51

Correlation (All Time)
Calculated using the full available price history since Jul 28, 2016

0.46

The correlation between LVHI and IYH has been stable across timeframes, ranging from 0.44 to 0.51 - a consistent structural relationship.

LVHI vs. IYH - Sectors Allocation Comparison

Sectors
LVHI
IYH

Financial Services

23.6%

-

Energy

17.4%

-

Industrials

13.4%

-

Utilities

10.4%

-

Consumer Defensive

8.7%

-

Healthcare

7.4%
100.0%

Basic Materials

6.1%

-

Communication Services

5.8%

-

Consumer Cyclical

5.3%

-

Real Estate

1.9%

-

Technology

0.1%

-

Financial Services

LVHI
23.6%
IYH

-

Energy

LVHI
17.4%
IYH

-

Industrials

LVHI
13.4%
IYH

-

Utilities

LVHI
10.4%
IYH

-

Consumer Defensive

LVHI
8.7%
IYH

-

Healthcare

LVHI
7.4%
IYH
100.0%

Basic Materials

LVHI
6.1%
IYH

-

Communication Services

LVHI
5.8%
IYH

-

Consumer Cyclical

LVHI
5.3%
IYH

-

Real Estate

LVHI
1.9%
IYH

-

Technology

LVHI
0.1%
IYH

-

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Franklin International Low Volatility High Dividend Index ETF

iShares U.S. Healthcare ETF

Often compared with LVHI:
LVHI vs. SCHDLVHI vs. IDVLVHI vs. DIVILVHI vs. VYMILVHI vs. VOOLVHI vs. SPYLVHI vs. VFQY
Often compared with IYH:
IYH vs. VHTIYH vs. XLVIYH vs. SPYIYH vs. IYEIYH vs. IFRAIYH vs. BMEDIYH vs. IBB

Return for Risk

LVHI vs. IYH — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
LVHI
LVHI Risk / Return Rank: 9494
Overall Rank
LVHI Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
LVHI Sortino Ratio Rank: 9595
Sortino Ratio Rank
LVHI Omega Ratio Rank: 9494
Omega Ratio Rank
LVHI Calmar Ratio Rank: 9292
Calmar Ratio Rank
LVHI Martin Ratio Rank: 9393
Martin Ratio Rank
IYH
IYH Risk / Return Rank: 2929
Overall Rank
IYH Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
IYH Sortino Ratio Rank: 3131
Sortino Ratio Rank
IYH Omega Ratio Rank: 2828
Omega Ratio Rank
IYH Calmar Ratio Rank: 3131
Calmar Ratio Rank
IYH Martin Ratio Rank: 2727
Martin Ratio Rank
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.

LVHI vs. IYH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin International Low Volatility High Dividend Index ETF (LVHI) and iShares U.S. Healthcare ETF (IYH). 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.

LVHIIYHDifference
Sharpe ratioReturn per unit of total volatility
3.31
0.94

+2.37

Sortino ratioReturn per unit of downside risk
4.54
1.52

+3.03

Omega ratioGain probability vs. loss probability

1.63

1.17

+0.46

Calmar ratioReturn relative to maximum drawdown

5.23

1.33

+3.90

Martin ratioReturn relative to average drawdown

21.61

3.18

+18.43

LVHI vs. IYH - Sharpe Ratio Comparison

The current LVHI Sharpe Ratio is 3.31, which is higher than the IYH Sharpe Ratio of 0.94. The chart below compares the historical Sharpe Ratios of LVHI and IYH, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

LVHI vs. IYH - Drawdown Comparison

The maximum LVHI drawdown since its inception was -32.31%, smaller than the maximum IYH drawdown of -43.12%. Use the drawdown chart below to compare losses from any high point for LVHI and IYH.

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Drawdown Indicators

LVHIIYHDifference

Max Drawdown

Largest peak-to-trough decline

-32.31%

-43.12%

+10.81%

Max Drawdown (1Y)

Largest decline over 1 year

-6.08%

-10.64%

+4.56%

Max Drawdown (3Y)

Largest decline over 3 years

-11.99%

-17.91%

+5.92%

Max Drawdown (5Y)

Largest decline over 5 years

-11.99%

-17.91%

+5.92%

Max Drawdown (10Y)

Largest decline over 10 years

—

-28.40%

—

Current Drawdown

Current decline from peak

0.00%

-3.94%

+3.94%

Average Drawdown

Average peak-to-trough decline

-3.51%

-8.96%

+5.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.48%

4.46%

-2.98%

Volatility

LVHI vs. IYH - Volatility Comparison

The current volatility for Franklin International Low Volatility High Dividend Index ETF (LVHI) is 2.78%, while iShares U.S. Healthcare ETF (IYH) has a volatility of 4.94%. This indicates that LVHI experiences smaller price fluctuations and is considered to be less risky than IYH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

LVHIIYHDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.78%

4.94%

-2.16%

Volatility (6M)

Calculated over the trailing 6-month period

7.72%

10.64%

-2.92%

Volatility (1Y)

Calculated over the trailing 1-year period

9.60%

15.10%

-5.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.08%

14.96%

-3.88%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.75%

16.74%

-2.99%

LVHI vs. IYH - Expense Ratio Comparison

LVHI has a 0.40% expense ratio, which is lower than IYH's 0.43% expense ratio.

Dividends

LVHI vs. IYH - Dividend Comparison

LVHI's dividend yield for the trailing twelve months is around 4.69%, more than IYH's 1.25% yield.

PositionTTM20252024202320222021202020192018201720162015
IYH
iShares U.S. Healthcare ETF		1.25%1.19%1.25%1.18%1.10%0.94%1.16%1.14%1.95%1.10%1.29%2.02%
LVHI
Franklin International Low Volatility High Dividend Index ETF		4.69%4.92%3.98%8.12%7.74%4.13%3.97%6.67%10.67%3.38%2.02%0.00%

Frequently Asked Questions

LVHI and IYH have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IYH has higher volatility (4.94%) compared to LVHI (2.78%). In terms of maximum drawdown, LVHI dropped -32.31% vs IYH's -43.12%.

On 5-year performance, LVHI leads with 15.97% vs 4.89% for IYH. On fees, LVHI is cheaper at 0.40% per year. On volatility, LVHI has been the lower-risk option at 2.78%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, LVHI has performed better with a 15.97% return vs 4.89%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

LVHI is cheaper with a 0.40% expense ratio, compared with 0.43% for IYH.

LVHI has the higher dividend yield at 4.69%, compared with 1.25% for IYH.

LVHI is categorized as Volatility Hedged Equity, while IYH is Health & Biotech Equities. LVHI tracks Franklin International Low Volatility High Dividend Hedged Index-NR, while IYH tracks Dow Jones U.S. Health Care Index. They also come from different issuers: Franklin Templeton and iShares. Their fees differ too: 0.40% for LVHI and 0.43% for IYH.

LVHI currently has the higher Sharpe Ratio (3.31 vs 0.94), 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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