TLTD vs. LVHI
Compare and contrast key facts about FlexShares Morningstar Developed Markets ex-US Factor Tilt (TLTD) and Legg Mason International Low Volatility High Dividend ETF (LVHI).
TLTD and LVHI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TLTD is a passively managed fund by Northern Trust that tracks the performance of the Morningstar Developed Markets ex-US Factor Tilt Index. It was launched on Sep 28, 2012. 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. Both TLTD and LVHI 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: TLTD or LVHI.
Correlation
The correlation between TLTD and LVHI is 0.69, 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
TLTD vs. LVHI - Performance Comparison
Key characteristics
TLTD:
1.04
LVHI:
1.98
TLTD:
1.48
LVHI:
2.59
TLTD:
1.18
LVHI:
1.36
TLTD:
1.49
LVHI:
2.92
TLTD:
3.53
LVHI:
13.48
TLTD:
3.73%
LVHI:
1.38%
TLTD:
12.73%
LVHI:
9.44%
TLTD:
-40.62%
LVHI:
-32.31%
TLTD:
-0.52%
LVHI:
-0.78%
Returns By Period
In the year-to-date period, TLTD achieves a 7.47% return, which is significantly higher than LVHI's 4.42% return.
TLTD
7.47%
4.64%
3.69%
12.79%
6.84%
5.24%
LVHI
4.42%
2.77%
8.19%
17.64%
9.19%
N/A
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TLTD vs. LVHI - Expense Ratio Comparison
TLTD has a 0.39% expense ratio, which is lower than LVHI's 0.40% expense ratio.
Risk-Adjusted Performance
TLTD vs. LVHI — Risk-Adjusted Performance Rank
TLTD
LVHI
TLTD vs. LVHI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FlexShares Morningstar Developed Markets ex-US Factor Tilt (TLTD) 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
TLTD vs. LVHI - Dividend Comparison
TLTD's dividend yield for the trailing twelve months is around 3.61%, less than LVHI's 4.74% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt | 3.61% | 3.88% | 3.39% | 2.76% | 3.44% | 2.04% | 3.46% | 3.16% | 2.71% | 2.93% | 2.56% | 3.14% |
LVHI Legg Mason International Low Volatility High Dividend ETF | 4.74% | 4.95% | 8.12% | 7.74% | 4.13% | 3.97% | 6.67% | 10.66% | 1.97% | 1.16% | 0.00% | 0.00% |
Drawdowns
TLTD vs. LVHI - Drawdown Comparison
The maximum TLTD drawdown since its inception was -40.62%, which is greater than LVHI's maximum drawdown of -32.31%. Use the drawdown chart below to compare losses from any high point for TLTD and LVHI. For additional features, visit the drawdowns tool.
Volatility
TLTD vs. LVHI - Volatility Comparison
FlexShares Morningstar Developed Markets ex-US Factor Tilt (TLTD) has a higher volatility of 3.10% compared to Legg Mason International Low Volatility High Dividend ETF (LVHI) at 2.87%. This indicates that TLTD's price experiences larger fluctuations and is considered to be riskier than LVHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.