TBLD vs. LVHI
Compare and contrast key facts about Thornburg Income Builder Opportunities Trust Common Stock (TBLD) and Legg Mason International Low Volatility High Dividend ETF (LVHI).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TBLD or LVHI.
Correlation
The correlation between TBLD and LVHI is 0.60, 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
TBLD vs. LVHI - Performance Comparison
Key characteristics
TBLD:
2.02
LVHI:
1.07
TBLD:
2.68
LVHI:
1.46
TBLD:
1.37
LVHI:
1.23
TBLD:
3.26
LVHI:
1.21
TBLD:
8.71
LVHI:
6.10
TBLD:
3.00%
LVHI:
2.39%
TBLD:
12.86%
LVHI:
13.67%
TBLD:
-33.65%
LVHI:
-32.31%
TBLD:
-0.82%
LVHI:
-1.95%
Returns By Period
In the year-to-date period, TBLD achieves a 13.14% return, which is significantly higher than LVHI's 5.96% return.
TBLD
13.14%
8.92%
8.54%
24.21%
N/A
N/A
LVHI
5.96%
7.51%
6.30%
13.40%
15.66%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
TBLD vs. LVHI — Risk-Adjusted Performance Rank
TBLD
LVHI
TBLD vs. LVHI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Thornburg Income Builder Opportunities Trust Common Stock (TBLD) and Legg Mason International Low Volatility High Dividend 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.
Dividends
TBLD vs. LVHI - Dividend Comparison
TBLD's dividend yield for the trailing twelve months is around 6.87%, more than LVHI's 4.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
TBLD Thornburg Income Builder Opportunities Trust Common Stock | 6.87% | 8.32% | 8.06% | 8.02% | 2.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
LVHI Legg Mason International Low Volatility High Dividend ETF | 4.97% | 4.95% | 8.12% | 7.74% | 4.13% | 3.97% | 6.67% | 10.66% | 1.97% | 1.16% |
Drawdowns
TBLD vs. LVHI - Drawdown Comparison
The maximum TBLD drawdown since its inception was -33.65%, roughly equal to the maximum LVHI drawdown of -32.31%. Use the drawdown chart below to compare losses from any high point for TBLD and LVHI. For additional features, visit the drawdowns tool.
Volatility
TBLD vs. LVHI - Volatility Comparison
The current volatility for Thornburg Income Builder Opportunities Trust Common Stock (TBLD) is 4.64%, while Legg Mason International Low Volatility High Dividend ETF (LVHI) has a volatility of 8.23%. This indicates that TBLD experiences smaller price fluctuations and is considered to be less risky than LVHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.