EAGG vs LVHI

Comparison between ISHARES ESG AWARE U.S. AGGREGATE BOND ETF (EAGG, ETF) and FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF (LVHI, ETF).

5-Year PerformanceLVHI has outperformed EAGG, delivering a return of +16.3% compared to +0.1%

EAGG vs LVHI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EAGG(ETF)	LVHI(ETF)
Net Assets	$4.70B	$4.80B
Expense Ratio	0.10%	0.40%
Max Drawdown	22.96%	35.87%
Sharpe Ratio	0.32	2.69
5Y Beta	0.04	0.46
5Y Dividends CAGR	18.21%	11.18%

Net Assets

EAGG

$4.70B

Winner

LVHI

$4.80B

Expense Ratio

Winner

EAGG

0.10%

LVHI

0.40%

Max Drawdown

Winner

EAGG

22.96%

LVHI

35.87%

Sharpe Ratio

EAGG

0.32

Winner

LVHI

2.69

5Y Beta

Winner

EAGG

0.04

LVHI

0.46

5Y Dividends CAGR

Winner

EAGG

18.21%

LVHI

11.18%

EAGG vs LVHI - Historical Returns

Returns include dividend reinvestment.

Period	EAGG	LVHI
1 month	-0.59%	-0.78%
3 months	-1.10%	+1.79%
6 months	+0.13%	+14.26%
1 year	+5.24%	+31.61%
5 years(CAGR)	+0.14%	+16.29%
10 years(CAGR)	N/A	+11.28%
Max(CAGR)	+2.05%	+11.28%

Winner

EAGG

-0.59%

LVHI

-0.78%

EAGG

-1.10%

Winner

LVHI

+1.79%

EAGG

+0.13%

Winner

LVHI

+14.26%

EAGG

+5.24%

Winner

LVHI

+31.61%

5Y(CAGR)

EAGG

+0.14%

Winner

LVHI

+16.29%

10Y(CAGR)

EAGG

N/A

LVHI

+11.28%

Max(CAGR)

EAGG

+2.05%

Winner

LVHI

+11.28%

EAGG vs LVHI - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	EAGG	LVHI
2026	+0.07%	+10.37%
2025	+7.09%	+26.94%
2024	+1.63%	+14.48%
2023	+4.92%	+15.59%
2022	-12.52%	+3.08%
2021	-1.26%	+17.22%
2020	+7.20%	-9.74%
2019	+8.51%	+18.02%
2018	+2.35%	-5.49%
2017	N/A	+10.01%
2016	N/A	+5.46%

EAGG vs LVHI Drawdown Comparison

The maximum drawdown for EAGG was -18.75%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for LVHI was -32.30%, occurring on Mar 16, 2020. Recovery took 327 trading sessions.

The current EAGG drawdown is -3.02%. The current LVHI drawdown is -1.07%.

Rank	EAGG	LVHI
#1	-18.75% Aug 4, 2020 - Oct 20, 2022	-32.30% Feb 20, 2020 - Jun 8, 2021
#2	-6.98% Mar 9, 2020 - Apr 23, 2020	-11.99% Mar 25, 2025 - May 15, 2025
#3	-2.12% Sep 4, 2019 - Jan 21, 2020	-11.29% Jun 7, 2022 - Nov 30, 2022
#4	-0.95% Apr 23, 2020 - May 20, 2020	-9.72% Jan 9, 2018 - Mar 13, 2019
#5	-0.80% Jul 3, 2019 - Aug 1, 2019	-8.11% Feb 9, 2022 - Apr 19, 2022
#6	-0.71% Mar 27, 2019 - May 7, 2019	-6.39% Jul 22, 2024 - Aug 23, 2024
#7	-0.61% Jan 3, 2019 - Jan 30, 2019	-6.09% Jul 3, 2019 - Sep 11, 2019
#8	-0.59% Feb 26, 2019 - Mar 7, 2019	-6.07% Feb 27, 2026 - Mar 20, 2026
#9	-0.55% Jan 31, 2020 - Feb 18, 2020	-5.65% Sep 20, 2023 - Nov 17, 2023
#10	-0.53% Jun 2, 2020 - Jun 10, 2020	-5.03% Mar 6, 2023 - Apr 10, 2023
#11	-0.48% Oct 29, 2018 - Nov 19, 2018	-4.85% Apr 22, 2019 - Jun 20, 2019
#12	-0.44% Aug 15, 2019 - Aug 23, 2019	-4.50% Jul 31, 2023 - Sep 14, 2023
#13	-0.41% Jan 31, 2019 - Feb 8, 2019	-4.48% Aug 16, 2021 - Dec 23, 2021
#14	-0.29% Feb 8, 2019 - Feb 19, 2019	-4.33% May 4, 2022 - May 26, 2022
#15	-0.29% May 15, 2019 - May 23, 2019	-4.02% May 10, 2017 - Dec 8, 2017

Correlation

Correlation between EAGG and LVHI is 0.11 which considered as a very weak or no correlation - the stocks move independently of each other.

0.11

-101

Dividend Comparison (2016 - 2026)

EAGG vs LVHI dividend yield comparison.

Year	EAGG	LVHI
2026	1.33%	0.39%
2025	3.91%	4.92%
2024	3.93%	3.98%
2023	3.24%	8.12%
2022	2.07%	7.74%
2021	1.09%	4.13%
2020	1.82%	3.97%
2019	3.17%	6.67%
2018	0.61%	10.67%
2017	0.00%	3.38%
2016	0.00%	2.02%