WLDR vs. LVHI

Last updated Aug 1, 2026

WLDR (Affinity World Leaders Equity ETF) and LVHI (Franklin International Low Volatility High Dividend Index ETF) are both exchange-traded funds - WLDR is a Global Equities fund tracking the Thomson Reuters StarMine Affinity World Leaders Index, while LVHI is a Dividend fund tracking the Franklin International Low Volatility High Dividend Hedged Index-NR. Both are passively managed. Over the past 5 years, WLDR returned 18.24%/yr vs 16.77%/yr for LVHI. Their 0.57 correlation means they have sometimes moved together and sometimes differently. WLDR charges 0.67%/yr vs 0.40%/yr for LVHI.

Performance

WLDR vs. LVHI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Affinity World Leaders Equity ETF (WLDR) and Franklin International Low Volatility High Dividend Index ETF (LVHI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, WLDR achieves a 28.50% return, which is significantly higher than LVHI's 18.29% return.

WLDR

• 1D: -0.76%
• 1M: -0.48%
• 6M: 21.09%
• YTD: 28.50%
• 1Y: 45.63%
• 3Y*: 29.47%
• 5Y*: 18.24%
• 10Y*: —
• ALL TIME*: 12.44%

LVHI

• 1D: -0.70%
• 1M: 5.74%
• 6M: 13.36%
• YTD: 18.29%
• 1Y: 34.81%
• 3Y*: 22.13%
• 5Y*: 16.77%
• 10Y*: 11.87%
• ALL TIME*: 11.67%

*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)
LVHI Franklin International Low Volatility High Dividend Index ETF	$37.17M	$30.23M	$26.64M
WLDR Affinity World Leaders Equity ETF	$1.06M	$840.07K	$651.34K

WLDR vs. LVHI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
WLDR Affinity World Leaders Equity ETF	28.50%	31.24%	22.74%	18.93%	-10.44%	26.77%	-1.93%	21.54%	-18.38%
LVHI Franklin International Low Volatility High Dividend Index ETF	18.29%	27.12%	14.81%	17.45%	3.84%	18.19%	-8.76%	18.35%	-7.43%

Correlation

The correlation between WLDR and LVHI is 0.42, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.42
Correlation (3Y) Balances recent behavior with more history.	0.52
Correlation (5Y) Shows whether the relationship held over a longer period.	0.61
Correlation (All Time) Calculated using the full available price history since Jan 17, 2018	0.57

The correlation between WLDR and LVHI shifts across timeframes, from 0.42 (1 year) to 0.61 (5 years), reflecting how their relationship changes across market environments.

WLDR vs. LVHI - Sectors Allocation Comparison

Sectors	WLDR	LVHI
Technology	37.8%	0.1%
Financial Services	13.0%	25.1%
Communication Services	9.1%	6.1%
Healthcare	8.2%	7.2%
Industrials	7.8%	13.2%
Consumer Cyclical	7.2%	4.9%
Consumer Defensive	6.7%	10.5%
Energy	3.7%	14.2%
Basic Materials	2.6%	6.3%
Utilities	2.5%	10.4%
Real Estate	1.6%	2.2%

Return for Risk

WLDR vs. LVHI — Risk / Return Rank

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

WLDR

WLDR Risk / Return Rank: 93
WLDR Sharpe Ratio Rank: 94
WLDR Sortino Ratio Rank: 93
WLDR Omega Ratio Rank: 91
WLDR Calmar Ratio Rank: 95
WLDR Martin Ratio Rank: 94

LVHI

LVHI Risk / Return Rank: 97
LVHI Sharpe Ratio Rank: 98
LVHI Sortino Ratio Rank: 97
LVHI Omega Ratio Rank: 97
LVHI Calmar Ratio Rank: 96
LVHI Martin Ratio Rank: 96

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.

WLDR vs. LVHI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Affinity World Leaders Equity ETF (WLDR) 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.

	WLDR	LVHI	Difference
Sharpe ratio: Return per unit of total volatility	2.61	3.72	-1.11
Sortino ratio: Return per unit of downside risk	3.54	5.08	-1.55
Omega ratio: Gain probability vs. loss probability	1.44	1.71	-0.28
Calmar ratio: Return relative to maximum drawdown	5.18	5.76	-0.58
Martin ratio: Return relative to average drawdown	17.98	24.05	-6.07

WLDR vs. LVHI - Sharpe Ratio Comparison

The current WLDR Sharpe Ratio is 2.61, which is comparable to the LVHI Sharpe Ratio of 3.72. The chart below compares the historical Sharpe Ratios of WLDR and LVHI, 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

WLDR vs. LVHI - Drawdown Comparison

The maximum WLDR drawdown since its inception was -44.69%, which is greater than LVHI's maximum drawdown of -32.31%. Use the drawdown chart below to compare losses from any high point for WLDR and LVHI.

Drawdown Indicators

	WLDR	LVHI	Difference
Max Drawdown Largest peak-to-trough decline	-44.69%	-32.31%	-12.38%
Max Drawdown (1Y) Largest decline over 1 year	-8.86%	-6.08%	-2.78%
Max Drawdown (3Y) Largest decline over 3 years	-20.30%	-11.99%	-8.31%
Max Drawdown (5Y) Largest decline over 5 years	-23.77%	-11.99%	-11.78%
Max Drawdown (10Y) Largest decline over 10 years	—	-32.31%	—
Current Drawdown Current decline from peak	-3.30%	-0.70%	-2.60%
Average Drawdown Average peak-to-trough decline	-8.52%	-3.47%	-5.05%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.55%	1.45%	+1.10%

Volatility

WLDR vs. LVHI - Volatility Comparison

Affinity World Leaders Equity ETF (WLDR) has a higher volatility of 7.02% compared to Franklin International Low Volatility High Dividend Index ETF (LVHI) at 2.48%. This indicates that WLDR'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.

Volatility by Period

	WLDR	LVHI	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.02%	2.48%	+4.54%
Volatility (6M) Calculated over the trailing 6-month period	14.91%	7.58%	+7.33%
Volatility (1Y) Calculated over the trailing 1-year period	17.61%	9.46%	+8.15%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.58%	11.05%	+6.53%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.04%	13.70%	+7.34%

WLDR vs. LVHI - Expense Ratio Comparison

WLDR has a 0.67% expense ratio, which is higher than LVHI's 0.40% expense ratio.

Dividends

WLDR vs. LVHI - Dividend Comparison

WLDR's dividend yield for the trailing twelve months is around 7.24%, more than LVHI's 4.51% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
LVHI Franklin International Low Volatility High Dividend Index ETF	4.51%	4.92%	3.98%	8.12%	7.74%	4.13%	3.97%	6.67%	10.67%	3.38%	2.02%
WLDR Affinity World Leaders Equity ETF	7.24%	9.01%	13.99%	2.28%	2.10%	7.55%	1.80%	2.48%	2.82%	0.00%	0.00%

Frequently Asked Questions

Can I hold both WLDR and LVHI in my portfolio?

WLDR and LVHI have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, WLDR or LVHI?

WLDR has higher volatility (7.02%) compared to LVHI (2.48%). In terms of maximum drawdown, WLDR dropped -44.69% vs LVHI's -32.31%.

Which ETF is better, WLDR or LVHI?

On 5-year performance, WLDR leads with 18.24% vs 16.77% for LVHI. On fees, LVHI is cheaper at 0.40% per year. On volatility, LVHI has been the lower-risk option at 2.48%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, WLDR or LVHI?

Over the 5-year period, WLDR has performed better with a 18.24% return vs 16.77%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, WLDR or LVHI?

LVHI is cheaper with a 0.40% expense ratio, compared with 0.67% for WLDR.

Which ETF pays a higher dividend yield, WLDR or LVHI?

WLDR has the higher dividend yield at 7.24%, compared with 4.51% for LVHI.

What is the main difference between WLDR and LVHI?

WLDR is categorized as Global Equities, while LVHI is Dividend. WLDR tracks Thomson Reuters StarMine Affinity World Leaders Index, while LVHI tracks Franklin International Low Volatility High Dividend Hedged Index-NR. They also come from different issuers: Regents Park and Franklin Templeton. Their fees differ too: 0.67% for WLDR and 0.40% for LVHI.

Which has better risk-adjusted returns?

LVHI currently has the higher Sharpe Ratio (3.72 vs 2.61), 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.