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RJDI vs. LVHI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

RJDI vs. LVHI

Last updated Aug 4, 2026
Documentation

RJDI (RJ Eagle GCM Dividend Select Income ETF) and LVHI (Franklin International Low Volatility High Dividend Index ETF) are both Dividend funds. RJDI is actively managed, while LVHI is passively managed. Their 0.56 correlation means they have sometimes moved together and sometimes differently. RJDI charges 0.63%/yr vs 0.40%/yr for LVHI.

Performance

RJDI vs. LVHI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in RJ Eagle GCM Dividend Select Income ETF (RJDI) and Franklin International Low Volatility High Dividend Index ETF (LVHI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, RJDI achieves a 16.77% return, which is significantly lower than LVHI's 18.07% return.

RJDI

1D
0.31%
1M
1.39%
6M
11.27%
YTD
16.77%
1Y
—
3Y*
—
5Y*
—
10Y*
—
ALL TIME*
—

LVHI

1D
-0.19%
1M
3.87%
6M
12.27%
YTD
18.07%
1Y
35.95%
3Y*
22.77%
5Y*
16.64%
10Y*
11.79%
ALL TIME*
11.64%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

LVHI

Franklin International Low Volatility High Dividend Index ETF
$35.67M$30.40M$26.81M

RJDI

RJ Eagle GCM Dividend Select Income ETF
$754.41K$782.95K$972.66K

RJDI vs. LVHI - Yearly Performance Comparison

2026 (YTD)2025
RJDI
RJ Eagle GCM Dividend Select Income ETF		16.77%1.23%
LVHI
Franklin International Low Volatility High Dividend Index ETF		18.07%7.79%

Correlation

The correlation between RJDI and LVHI is 0.56, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

Correlation
Correlation (All Time)
Calculated using the full available price history since Oct 2, 2025

0.56

RJDI vs. LVHI - Sectors Allocation Comparison

Sectors
RJDI
LVHI

Technology

29.5%
0.1%

Industrials

12.8%
13.3%

Healthcare

10.8%
7.2%

Financial Services

10.0%
25.1%

Consumer Cyclical

8.1%
5.0%

Real Estate

7.1%
2.2%

Consumer Defensive

7.1%
10.4%

Energy

5.8%
14.0%

Utilities

3.7%
10.4%

Communication Services

3.3%
6.1%

Basic Materials

1.9%
6.3%

Technology

RJDI
29.5%
LVHI
0.1%

Industrials

RJDI
12.8%
LVHI
13.3%

Healthcare

RJDI
10.8%
LVHI
7.2%

Financial Services

RJDI
10.0%
LVHI
25.1%

Consumer Cyclical

RJDI
8.1%
LVHI
5.0%

Real Estate

RJDI
7.1%
LVHI
2.2%

Consumer Defensive

RJDI
7.1%
LVHI
10.4%

Energy

RJDI
5.8%
LVHI
14.0%

Utilities

RJDI
3.7%
LVHI
10.4%

Communication Services

RJDI
3.3%
LVHI
6.1%

Basic Materials

RJDI
1.9%
LVHI
6.3%

Compare stocks, funds, or ETFs

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RJ Eagle GCM Dividend Select Income ETF

Franklin International Low Volatility High Dividend Index ETF

Often compared with RJDI:
RJDI vs. RJMIRJDI vs. SCDLRJDI vs. AMDYRJDI vs. RJVIRJDI vs. GCOWRJDI vs. VYMIRJDI vs. INCE
Often compared with LVHI:
LVHI vs. SCHDLVHI vs. IDVLVHI vs. VYMILVHI vs. DIVILVHI vs. VOOLVHI vs. SPYLVHI vs. SCHY

Return for Risk

RJDI vs. LVHI — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
RJDI

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

LVHI
LVHI Risk / Return Rank: 9797
Overall Rank
LVHI Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
LVHI Sortino Ratio Rank: 9797
Sortino Ratio Rank
LVHI Omega Ratio Rank: 9797
Omega Ratio Rank
LVHI Calmar Ratio Rank: 9696
Calmar Ratio Rank
LVHI Martin Ratio Rank: 9696
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

RJDI vs. LVHI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for RJ Eagle GCM Dividend Select Income ETF (RJDI) and Franklin International Low Volatility High Dividend Index ETF (LVHI). 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.

RJDILVHIDifference
Sharpe ratioReturn per unit of total volatility

—

3.87

—

Sortino ratioReturn per unit of downside risk

—

5.30

—

Omega ratioGain probability vs. loss probability

—

1.75

—

Calmar ratioReturn relative to maximum drawdown

—

5.94

—

Martin ratioReturn relative to average drawdown

—

24.81

—

RJDI vs. LVHI - Sharpe Ratio Comparison

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Drawdowns

RJDI vs. LVHI - Drawdown Comparison

The maximum RJDI drawdown since its inception was -7.05%, smaller than the maximum LVHI drawdown of -32.31%. Use the drawdown chart below to compare losses from any high point for RJDI and LVHI.

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Drawdown Indicators

RJDILVHIDifference

Max Drawdown

Largest peak-to-trough decline

-7.05%

-32.31%

+25.26%

Max Drawdown (1Y)

Largest decline over 1 year

—

-6.08%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-11.99%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-11.99%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-32.31%

—

Current Drawdown

Current decline from peak

0.00%

-0.88%

+0.88%

Average Drawdown

Average peak-to-trough decline

-1.37%

-3.47%

+2.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

1.45%

—

Volatility

RJDI vs. LVHI - Volatility Comparison

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Volatility by Period

RJDILVHIDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

2.09%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

7.58%

—

Volatility (1Y)

Calculated over the trailing 1-year period

12.27%

9.35%

+2.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.27%

11.06%

+1.21%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.27%

13.70%

-1.43%

RJDI vs. LVHI - Expense Ratio Comparison

RJDI has a 0.63% expense ratio, which is higher than LVHI's 0.40% expense ratio.

Dividends

RJDI vs. LVHI - Dividend Comparison

RJDI's dividend yield for the trailing twelve months is around 0.77%, less than LVHI's 4.52% yield.

PositionTTM2025202420232022202120202019201820172016
LVHI
Franklin International Low Volatility High Dividend Index ETF		4.52%4.92%3.98%8.12%7.74%4.13%3.97%6.67%10.67%3.38%2.02%
RJDI
RJ Eagle GCM Dividend Select Income ETF		0.77%0.23%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

RJDI and LVHI have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, LVHI is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.

LVHI is cheaper with a 0.40% expense ratio, compared with 0.63% for RJDI.

LVHI has the higher dividend yield at 4.52%, compared with 0.77% for RJDI.

They also come from different issuers: Carillon Tower Advisers and Franklin Templeton. Their fees differ too: 0.63% for RJDI and 0.40% for LVHI.

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