UDIV vs. LVHD
Compare and contrast key facts about Franklin U.S. Core Dividend Tilt Index ETF (UDIV) and Legg Mason Low Volatility High Dividend ETF (LVHD).
UDIV and LVHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UDIV is a passively managed fund by Franklin Templeton that tracks the performance of the Linked Morningstar US Dividend Enhanced Select Index. It was launched on Jun 1, 2016. LVHD is a passively managed fund by Franklin Templeton that tracks the performance of the QS Low Volatility High Dividend Index. It was launched on Dec 29, 2015. Both UDIV and LVHD 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: UDIV or LVHD.
Correlation
The correlation between UDIV and LVHD is 0.63, 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
UDIV vs. LVHD - Performance Comparison
Key characteristics
UDIV:
2.16
LVHD:
1.84
UDIV:
2.89
LVHD:
2.54
UDIV:
1.39
LVHD:
1.33
UDIV:
3.29
LVHD:
2.25
UDIV:
13.63
LVHD:
7.04
UDIV:
1.97%
LVHD:
2.85%
UDIV:
12.42%
LVHD:
10.85%
UDIV:
-35.21%
LVHD:
-37.32%
UDIV:
0.00%
LVHD:
-2.37%
Returns By Period
In the year-to-date period, UDIV achieves a 4.86% return, which is significantly higher than LVHD's 4.03% return.
UDIV
4.86%
2.58%
10.96%
26.38%
12.19%
N/A
LVHD
4.03%
2.75%
4.47%
18.57%
6.61%
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.
UDIV vs. LVHD - Expense Ratio Comparison
UDIV has a 0.06% expense ratio, which is lower than LVHD's 0.27% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
UDIV vs. LVHD — Risk-Adjusted Performance Rank
UDIV
LVHD
UDIV vs. LVHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin U.S. Core Dividend Tilt Index ETF (UDIV) and Legg Mason Low Volatility High Dividend 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.
Dividends
UDIV vs. LVHD - Dividend Comparison
UDIV's dividend yield for the trailing twelve months is around 1.96%, less than LVHD's 3.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
UDIV Franklin U.S. Core Dividend Tilt Index ETF | 1.96% | 2.05% | 1.91% | 3.21% | 2.97% | 2.90% | 3.39% | 3.74% | 3.47% | 1.62% |
LVHD Legg Mason Low Volatility High Dividend ETF | 3.90% | 4.24% | 3.55% | 3.30% | 2.56% | 3.27% | 3.30% | 3.81% | 3.33% | 2.18% |
Drawdowns
UDIV vs. LVHD - Drawdown Comparison
The maximum UDIV drawdown since its inception was -35.21%, smaller than the maximum LVHD drawdown of -37.32%. Use the drawdown chart below to compare losses from any high point for UDIV and LVHD. For additional features, visit the drawdowns tool.
Volatility
UDIV vs. LVHD - Volatility Comparison
The current volatility for Franklin U.S. Core Dividend Tilt Index ETF (UDIV) is 3.09%, while Legg Mason Low Volatility High Dividend ETF (LVHD) has a volatility of 3.60%. This indicates that UDIV experiences smaller price fluctuations and is considered to be less risky than LVHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.