NBIS vs. LVHD

Last updated Jul 17, 2026

NBIS (Nebius Group N.V.) is a stock, while LVHD (Franklin U.S. Low Volatility High Dividend Index ETF) is Dividend fund tracking the Franklin U.S. Low Volatility High Dividend Index. Over the past year, NBIS returned 222.21% vs 16.67% for LVHD. At a correlation of -0.09, they often move in opposite directions.

Performance

NBIS vs. LVHD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nebius Group N.V. (NBIS) and Franklin U.S. Low Volatility High Dividend Index ETF (LVHD). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, NBIS achieves a 105.21% return, which is significantly higher than LVHD's 14.62% return.

NBIS

• 1D: -13.90%
• 1M: -35.21%
• 6M: 65.35%
• YTD: 105.21%
• 1Y: 222.21%
• 3Y*: —
• 5Y*: —
• 10Y*: —

LVHD

• 1D: 2.24%
• 1M: 3.49%
• 6M: 10.72%
• YTD: 14.62%
• 1Y: 16.67%
• 3Y*: 10.97%
• 5Y*: 7.75%
• 10Y*: 8.26%

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

NBIS vs. LVHD - Yearly Performance Comparison

	2026 (YTD)	2025	2024
NBIS Nebius Group N.V.	105.21%	202.18%	46.25%
LVHD Franklin U.S. Low Volatility High Dividend Index ETF	14.62%	7.50%	-5.11%

Correlation

The correlation between NBIS and LVHD is -0.21, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.21
Correlation (All Time) Calculated using the full available price history since Oct 18, 2024	-0.09

The correlation between NBIS and LVHD shifts across timeframes, from -0.21 (1 year) to -0.09 (all time), reflecting how their relationship changes across market environments.

Return for Risk

NBIS vs. LVHD — Risk / Return Rank

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

NBIS

NBIS Risk / Return Rank: 91
NBIS Sharpe Ratio Rank: 92
NBIS Sortino Ratio Rank: 90
NBIS Omega Ratio Rank: 86
NBIS Calmar Ratio Rank: 94
NBIS Martin Ratio Rank: 91

LVHD

LVHD Risk / Return Rank: 60
LVHD Sharpe Ratio Rank: 60
LVHD Sortino Ratio Rank: 65
LVHD Omega Ratio Rank: 55
LVHD Calmar Ratio Rank: 67
LVHD Martin Ratio Rank: 50

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.

NBIS vs. LVHD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nebius Group N.V. (NBIS) and Franklin U.S. Low Volatility High Dividend Index ETF (LVHD). 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.

	NBIS	LVHD	Difference
Sharpe ratio: Return per unit of total volatility	2.10	1.61	+0.49
Sortino ratio: Return per unit of downside risk	2.88	2.42	+0.46
Omega ratio: Gain probability vs. loss probability	1.33	1.28	+0.05
Calmar ratio: Return relative to maximum drawdown	4.92	2.71	+2.21
Martin ratio: Return relative to average drawdown	10.85	6.72	+4.14

NBIS vs. LVHD - Sharpe Ratio Comparison

The current NBIS Sharpe Ratio is 2.10, which is higher than the LVHD Sharpe Ratio of 1.61. The chart below compares the historical Sharpe Ratios of NBIS and LVHD, 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

NBIS vs. LVHD - Drawdown Comparison

The maximum NBIS drawdown since its inception was -58.27%, which is greater than LVHD's maximum drawdown of -37.32%. Use the drawdown chart below to compare losses from any high point for NBIS and LVHD.

Drawdown Indicators

	NBIS	LVHD	Difference
Max Drawdown Largest peak-to-trough decline	-58.27%	-37.32%	-20.95%
Max Drawdown (1Y) Largest decline over 1 year	-45.47%	-6.17%	-39.30%
Max Drawdown (3Y) Largest decline over 3 years	—	-14.29%	—
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	-40.09%	0.00%	-40.09%
Average Drawdown Average peak-to-trough decline	-18.81%	-4.02%	-14.79%
Ulcer Index Depth and duration of drawdowns from previous peaks	20.57%	2.49%	+18.08%

Volatility

NBIS vs. LVHD - Volatility Comparison

Nebius Group N.V. (NBIS) has a higher volatility of 33.00% compared to Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) at 4.92%. This indicates that NBIS's price experiences larger fluctuations and is considered to be riskier than LVHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	NBIS	LVHD	Difference
Volatility (1M) Calculated over the trailing 1-month period	33.00%	4.92%	+28.08%
Volatility (6M) Calculated over the trailing 6-month period	75.90%	8.10%	+67.80%
Volatility (1Y) Calculated over the trailing 1-year period	106.67%	10.44%	+96.23%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	110.64%	13.02%	+97.62%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	110.64%	15.56%	+95.08%

Dividends

NBIS vs. LVHD - Dividend Comparison

NBIS has not paid dividends to shareholders, while LVHD's dividend yield for the trailing twelve months is around 3.17%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
LVHD Franklin U.S. Low Volatility High Dividend Index ETF	3.17%	3.35%	4.23%	3.55%	3.30%	2.56%	3.27%	3.30%	3.82%	3.33%	2.48%
NBIS Nebius Group N.V.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both NBIS and LVHD in my portfolio?

NBIS and LVHD have a correlation of -0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, NBIS or LVHD?

NBIS has higher volatility (33.00%) compared to LVHD (4.92%). In terms of maximum drawdown, NBIS dropped -58.27% vs LVHD's -37.32%.

Which has better risk-adjusted returns?

NBIS currently has the higher Sharpe Ratio (2.10 vs 1.61), 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.