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ZINC vs. LVHI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ZINC vs. LVHI - Performance Comparison

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

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Returns By Period


ZINC

1D
-0.07%
1M
1.96%
6M
YTD
1Y
3Y*
5Y*
10Y*

LVHI

1D
0.19%
1M
2.11%
6M
11.82%
YTD
15.44%
1Y
33.40%
3Y*
22.14%
5Y*
16.20%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ZINC vs. LVHI - Yearly Performance Comparison


Correlation

The correlation between ZINC and LVHI is 0.58, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jun 2, 2026

0.58

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Return for Risk

ZINC vs. LVHI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ZINC

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


LVHI
LVHI Risk / Return Rank: 9696
Overall Rank
LVHI Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
LVHI Sortino Ratio Rank: 9696
Sortino Ratio Rank
LVHI Omega Ratio Rank: 9696
Omega Ratio Rank
LVHI Calmar Ratio Rank: 9494
Calmar Ratio Rank
LVHI Martin Ratio Rank: 9595
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ZINC vs. LVHI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Zacks Income ETF (ZINC) 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.


ZINCLVHIDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.68

Calmar ratioReturn relative to maximum drawdown

5.52

Martin ratioReturn relative to average drawdown

22.75

ZINC vs. LVHI - Sharpe Ratio Comparison


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Drawdowns

ZINC vs. LVHI - Drawdown Comparison

The maximum ZINC drawdown since its inception was -1.94%, smaller than the maximum LVHI drawdown of -32.31%. Use the drawdown chart below to compare losses from any high point for ZINC and LVHI.


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Drawdown Indicators


ZINCLVHIDifference

Max Drawdown

Largest peak-to-trough decline

-1.94%

-32.31%

+30.37%

Max Drawdown (1Y)

Largest decline over 1 year

-6.08%

Max Drawdown (3Y)

Largest decline over 3 years

-11.99%

Max Drawdown (5Y)

Largest decline over 5 years

-11.99%

Current Drawdown

Current decline from peak

-0.07%

0.00%

-0.07%

Average Drawdown

Average peak-to-trough decline

-0.47%

-3.49%

+3.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.47%

Volatility

ZINC vs. LVHI - Volatility Comparison


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Volatility by Period


ZINCLVHIDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.22%

Volatility (6M)

Calculated over the trailing 6-month period

7.72%

Volatility (1Y)

Calculated over the trailing 1-year period

10.19%

9.62%

+0.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.19%

11.07%

-0.88%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.19%

13.71%

-3.52%

ZINC vs. LVHI - Expense Ratio Comparison

ZINC has a 0.55% expense ratio, which is higher than LVHI's 0.40% expense ratio.


Dividends

ZINC vs. LVHI - Dividend Comparison

ZINC has not paid dividends to shareholders, while LVHI's dividend yield for the trailing twelve months is around 4.62%.


PositionTTM2025202420232022202120202019201820172016
LVHI
Franklin International Low Volatility High Dividend Index ETF
4.62%4.92%3.98%8.12%7.74%4.13%3.97%6.67%10.67%3.38%2.02%
ZINC
Zacks Income ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


ZINC and LVHI have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, LVHI is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.

LVHI is cheaper with a 0.40% expense ratio, compared with 0.55% for ZINC.

LVHI has the higher dividend yield at 4.62%, compared with 0.00% for ZINC.

ZINC is categorized as Dividend, while LVHI is Volatility Hedged Equity. They also come from different issuers: Zacks and Franklin Templeton. Their fees differ too: 0.55% for ZINC and 0.40% for LVHI.

Portfolio Optimizer

Find the right allocation for ZINC and LVHI

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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