WCBR vs. LVHD

Last updated Aug 4, 2026

WCBR (WisdomTree Cybersecurity Fund) and LVHD (Franklin U.S. Low Volatility High Dividend Index ETF) are both exchange-traded funds - WCBR is a Technology Equities fund tracking the WisdomTree Team8 Cybersecurity Index, while LVHD is a Dividend fund tracking the Franklin U.S. Low Volatility High Dividend Index. Both are passively managed. Over the past 5 years, WCBR returned 8.16%/yr vs 7.44%/yr for LVHD. Their 0.17 correlation means their historical movements had little consistent relationship. WCBR charges 0.45%/yr vs 0.27%/yr for LVHD.

Performance

WCBR vs. LVHD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Cybersecurity Fund (WCBR) 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, WCBR achieves a 38.04% return, which is significantly higher than LVHD's 13.57% return.

WCBR

• 1D: 3.28%
• 1M: 3.11%
• 6M: 45.67%
• YTD: 38.04%
• 1Y: 27.65%
• 3Y*: 24.81%
• 5Y*: 8.16%
• 10Y*: —
• ALL TIME*: 8.63%

LVHD

• 1D: -0.01%
• 1M: -0.57%
• 6M: 7.71%
• YTD: 13.57%
• 1Y: 14.82%
• 3Y*: 10.47%
• 5Y*: 7.44%
• 10Y*: 8.26%
• ALL TIME*: 9.15%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
LVHD Franklin U.S. Low Volatility High Dividend Index ETF	$2.34M	$2.46M	$2.92M
WCBR WisdomTree Cybersecurity Fund	$2.26M	$1.99M	$1.49M

WCBR vs. LVHD - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
WCBR WisdomTree Cybersecurity Fund	38.04%	-1.44%	11.42%	66.63%	-41.96%	7.65%
LVHD Franklin U.S. Low Volatility High Dividend Index ETF	13.57%	7.50%	10.18%	-0.95%	-1.82%	24.78%

Correlation

The correlation between WCBR and LVHD is -0.12, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	-0.12
Correlation (3Y) Balances recent behavior with more history.	0.09
Correlation (5Y) Shows whether the relationship held over a longer period.	0.19
Correlation (All Time) Calculated using the full available price history since Jan 28, 2021	0.17

The correlation between WCBR and LVHD shifts across timeframes, from -0.12 (1 year) to 0.19 (5 years), reflecting how their relationship changes across market environments.

WCBR vs. LVHD - Sectors Allocation Comparison

Sectors	WCBR	LVHD
Technology	100.0%	3.1%
Basic Materials	-	-
Communication Services	-	2.2%
Consumer Cyclical	-	7.5%
Consumer Defensive	-	21.8%
Energy	-	7.0%
Financial Services	-	8.6%
Healthcare	-	4.7%
Industrials	-	4.9%
Real Estate	-	15.4%
Utilities	-	24.8%

Return for Risk

WCBR vs. LVHD — Risk / Return Rank

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

WCBR

WCBR Risk / Return Rank: 30
WCBR Sharpe Ratio Rank: 32
WCBR Sortino Ratio Rank: 33
WCBR Omega Ratio Rank: 32
WCBR Calmar Ratio Rank: 29
WCBR Martin Ratio Rank: 26

LVHD

LVHD Risk / Return Rank: 58
LVHD Sharpe Ratio Rank: 58
LVHD Sortino Ratio Rank: 62
LVHD Omega Ratio Rank: 54
LVHD Calmar Ratio Rank: 68
LVHD Martin Ratio Rank: 50

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.

WCBR vs. LVHD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Cybersecurity Fund (WCBR) 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.

	WCBR	LVHD	Difference
Sharpe ratio: Return per unit of total volatility	0.81	1.42	-0.61
Sortino ratio: Return per unit of downside risk	1.27	2.13	-0.86
Omega ratio: Gain probability vs. loss probability	1.16	1.25	-0.09
Calmar ratio: Return relative to maximum drawdown	0.93	2.41	-1.49
Martin ratio: Return relative to average drawdown	2.09	5.96	-3.87

WCBR vs. LVHD - Sharpe Ratio Comparison

The current WCBR Sharpe Ratio is 0.81, which is lower than the LVHD Sharpe Ratio of 1.42. The chart below compares the historical Sharpe Ratios of WCBR 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

WCBR vs. LVHD - Drawdown Comparison

The maximum WCBR drawdown since its inception was -52.25%, which is greater than LVHD's maximum drawdown of -37.32%. Use the drawdown chart below to compare losses from any high point for WCBR and LVHD.

Drawdown Indicators

	WCBR	LVHD	Difference
Max Drawdown Largest peak-to-trough decline	-52.25%	-37.32%	-14.93%
Max Drawdown (1Y) Largest decline over 1 year	-29.92%	-6.17%	-23.75%
Max Drawdown (3Y) Largest decline over 3 years	-30.27%	-11.87%	-18.40%
Max Drawdown (5Y) Largest decline over 5 years	-52.25%	-16.75%	-35.50%
Max Drawdown (10Y) Largest decline over 10 years	—	-37.32%	—
Current Drawdown Current decline from peak	-4.94%	-2.13%	-2.81%
Average Drawdown Average peak-to-trough decline	-19.96%	-4.00%	-15.96%
Ulcer Index Depth and duration of drawdowns from previous peaks	13.27%	2.49%	+10.78%

Volatility

WCBR vs. LVHD - Volatility Comparison

WisdomTree Cybersecurity Fund (WCBR) has a higher volatility of 11.32% compared to Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) at 4.27%. This indicates that WCBR'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

	WCBR	LVHD	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.32%	4.27%	+7.05%
Volatility (6M) Calculated over the trailing 6-month period	29.53%	8.31%	+21.22%
Volatility (1Y) Calculated over the trailing 1-year period	34.51%	10.53%	+23.98%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	34.10%	13.05%	+21.05%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	33.67%	15.58%	+18.09%

WCBR vs. LVHD - Expense Ratio Comparison

WCBR has a 0.45% expense ratio, which is higher than LVHD's 0.27% expense ratio.

Dividends

WCBR vs. LVHD - Dividend Comparison

WCBR has not paid dividends to shareholders, while LVHD's dividend yield for the trailing twelve months is around 3.20%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
LVHD Franklin U.S. Low Volatility High Dividend Index ETF	3.20%	3.35%	4.23%	3.55%	3.30%	2.56%	3.27%	3.30%	3.82%	3.33%	2.48%
WCBR WisdomTree Cybersecurity Fund	0.00%	0.00%	0.02%	0.00%	0.03%	0.43%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both WCBR and LVHD in my portfolio?

WCBR and LVHD have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, WCBR or LVHD?

WCBR has higher volatility (11.32%) compared to LVHD (4.27%). In terms of maximum drawdown, WCBR dropped -52.25% vs LVHD's -37.32%.

Which ETF is better, WCBR or LVHD?

On 5-year performance, WCBR leads with 8.16% vs 7.44% for LVHD. On fees, LVHD is cheaper at 0.27% per year. On volatility, LVHD has been the lower-risk option at 4.27%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, WCBR or LVHD?

Over the 5-year period, WCBR has performed better with a 8.16% return vs 7.44%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, WCBR or LVHD?

LVHD is cheaper with a 0.27% expense ratio, compared with 0.45% for WCBR.

Which ETF pays a higher dividend yield, WCBR or LVHD?

LVHD has the higher dividend yield at 3.20%, compared with 0.00% for WCBR.

What is the main difference between WCBR and LVHD?

WCBR is categorized as Technology Equities, while LVHD is Dividend. WCBR tracks WisdomTree Team8 Cybersecurity Index, while LVHD tracks Franklin U.S. Low Volatility High Dividend Index. They also come from different issuers: WisdomTree and Franklin Templeton. Their fees differ too: 0.45% for WCBR and 0.27% for LVHD.

Which has better risk-adjusted returns?

LVHD currently has the higher Sharpe Ratio (1.42 vs 0.81), 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.