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BBHY vs LVHD

Comparison between JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF (BBHY, ETF) and FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF (LVHD, ETF).

5-Year PerformanceLVHD has outperformed BBHY, delivering a return of +7.5% compared to +4.0%

BBHY vs LVHD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
BBHY
$611M
LVHD
$607M
Expense Ratio
Winner
BBHY
0.07%
LVHD
0.27%
Max Drawdown
Winner
BBHY
25.29%
LVHD
37.34%
Sharpe Ratio
BBHY
0.54
Winner
LVHD
0.94
5Y Beta
Winner
BBHY
0.23
LVHD
0.28
P/E Ratio
BBHY
N/A
LVHD
20.51
Forward P/E
BBHY
N/A
LVHD
17.69
5Y Dividends CAGR
Winner
BBHY
8.21%
LVHD
4.23%
5Y EPS CAGR
BBHY
N/A
LVHD
7.84%
Debt to Equity
BBHY
N/A
LVHD
60.52%
P/S Ratio
BBHY
N/A
LVHD
2.68
P/B Ratio
BBHY
N/A
LVHD
2.78

BBHY vs LVHD - Historical Returns

Returns include dividend reinvestment.

1M
BBHY
+0.15%
Winner
LVHD
+3.67%
3M
BBHY
+0.72%
Winner
LVHD
+5.33%
6M
BBHY
+1.34%
Winner
LVHD
+8.71%
1Y
BBHY
+5.69%
Winner
LVHD
+13.72%
5Y(CAGR)
BBHY
+3.98%
Winner
LVHD
+7.51%
10Y(CAGR)
BBHY
+4.80%
Winner
LVHD
+8.10%
Max(CAGR)
BBHY
+4.80%
Winner
LVHD
+9.08%

BBHY vs LVHD - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

YearBBHYLVHD
2026+2.02%+12.65%
2025+8.28%+8.00%
2024+8.22%+8.64%
2023+11.85%-1.54%
2022-10.31%-1.32%
2021+4.19%+28.59%
2020+5.26%-0.54%
2019+14.72%+24.08%
2018-2.57%-5.29%
2017+6.56%+14.00%
2016+1.83%+19.95%
2015N/A-1.55%

BBHY vs LVHD Drawdown Comparison

The maximum drawdown for BBHY was -24.98%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.

The maximum drawdown for LVHD was -37.32%, occurring on Mar 23, 2020. Recovery took 282 trading sessions.

The current BBHY drawdown is -0.34%. The current LVHD drawdown is -1.55%.

RankBBHYLVHD
#1-24.98%
Feb 20, 2020 - Aug 4, 2020
-37.32%
Jan 23, 2020 - Mar 8, 2021
#2-15.32%
Dec 27, 2021 - Dec 21, 2023
-16.74%
Apr 20, 2022 - Jul 17, 2024
#3-5.00%
Feb 28, 2025 - May 12, 2025
-11.59%
Dec 3, 2018 - Feb 15, 2019
#4-4.79%
Oct 2, 2018 - Jan 18, 2019
-9.41%
Jan 26, 2018 - Sep 12, 2018
#5-2.75%
Jan 25, 2018 - Oct 1, 2018
-8.90%
Mar 3, 2025 - Jul 22, 2025
#6-2.56%
Sep 2, 2020 - Oct 9, 2020
-8.40%
Nov 29, 2024 - Feb 28, 2025
#7-2.50%
Oct 25, 2016 - Dec 23, 2016
-7.16%
Dec 29, 2015 - Feb 22, 2016
#8-2.37%
Feb 20, 2026 - Apr 9, 2026
-6.64%
Jan 14, 2022 - Apr 6, 2022
#9-2.33%
Feb 12, 2021 - May 5, 2021
-6.31%
Jul 22, 2016 - Dec 9, 2016
#10-2.27%
Sep 15, 2021 - Dec 23, 2021
-6.17%
Mar 2, 2026 - Jun 26, 2026
#11-2.16%
Mar 27, 2024 - May 6, 2024
-5.91%
Aug 17, 2021 - Nov 15, 2021
#12-2.00%
Mar 1, 2017 - Apr 10, 2017
-4.93%
Sep 13, 2018 - Nov 30, 2018
#13-1.71%
Oct 24, 2017 - Jan 3, 2018
-4.21%
Apr 30, 2019 - Jun 14, 2019
#14-1.69%
Dec 6, 2024 - Jan 21, 2025
-4.19%
Aug 22, 2025 - Jan 14, 2026
#15-1.58%
Oct 12, 2020 - Nov 4, 2020
-3.97%
Oct 18, 2024 - Nov 25, 2024

Correlation

Correlation between BBHY and LVHD is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2016 - 2026)

BBHY vs LVHD dividend yield comparison.

YearBBHYLVHD
20263.52%0.91%
20257.24%3.35%
20247.18%4.23%
20236.49%3.55%
20225.92%3.30%
20214.06%2.56%
20204.73%3.27%
20194.99%3.30%
20185.02%3.82%
20174.81%3.33%
20161.42%2.48%

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