EFAV vs LVHI
Comparison between ISHARES MSCI EAFE MIN VOL FACTOR ETF (EFAV, ETF) and FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF (LVHI, ETF).
5-Year PerformanceLVHI has outperformed EFAV, delivering a return of +16.4% compared to +6.9%
EFAV vs LVHI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EFAV
$5.40B
Winner
LVHI
$5.50B
Expense Ratio
Winner
EFAV
0.20%
LVHI
0.40%
Max Drawdown
Winner
EFAV
29.26%
LVHI
35.87%
Sharpe Ratio
EFAV
0.88
Winner
LVHI
2.42
5Y Beta
Winner
EFAV
0.28
LVHI
0.42
5Y Dividends CAGR
Winner
EFAV
14.66%
LVHI
10.88%
EFAV vs LVHI - Holdings Comparison
EFAV and LVHI have 2 common holdings. Overlap is -27.71%
EFAV's top 25 holdings weight is 30.43%. LVHI's top 25 holdings weight is 139.38%.
| Rank | EFAV | LVHI |
|---|---|---|
| #1 | IBERDROLA SA (n/a) - 1.66% | USD FORWARD CASH/CCY CONTRACT PURCHASED (n/a) - 95.84% |
| #2 | SECOM CO LTD (n/a) - 1.52% | SHELL PLC (n/a) - 2.54% |
| #3 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.50% | INTESA SANPAOLO (n/a) - 2.30% |
| #4 | ZURICH INSURANCE GROUP AG (n/a) - 1.41% | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.24% |
| #5 | TAKEDA PHARMACEUTICAL CO LTD (n/a) - 1.38% | SUNCOR ENERGY INC (n/a) - 2.23% |
| #6 | DBS GROUP HOLDINGS LTD (n/a) - 1.37% | BANK OF NOVA SCOTIA (n/a) - 2.19% |
| #7 | SHELL PLC (n/a) - 1.36% | BHP GROUP LTD (n/a) - 2.17% |
| #8 | SWISSCOM AG (n/a) - 1.34% | UNILEVER PLC (n/a) - 2.14% |
| #9 | ENI SPA (n/a) - 1.31% | NOVARTIS AG REGISTERED SHARES (n/a) - 2.07% |
| #10 | TOTALENERGIES SE (TTE:XPAR) - 1.29% | CANADIAN IMPERIAL BANK OF COMMERCE (n/a) - 2.04% |
| #11 | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 1.22% | RIO TINTO PLC ORDINARY SHARES (n/a) - 2.03% |
| #12 | SAMPO OYJ CLASS A (n/a) - 1.20% | NESTLE SA (n/a) - 1.74% |
| #13 | EQUINOR ASA (n/a) - 1.20% | ALLIANZ SE (n/a) - 1.72% |
| #14 | BOC HONG KONG HOLDINGS LTD (n/a) - 1.19% | BANCA MONTE DEI PASCHI DI SIENA (n/a) - 1.70% |
| #15 | UNILEVER PLC (n/a) - 1.18% | TOTALENERGIES SE (TTE) - 1.69% |
| #16 | ORANGE SA (n/a) - 1.12% | GSK PLC (n/a) - 1.66% |
| #17 | NESTLE SA (n/a) - 1.12% | MITSUBISHI CORP (n/a) - 1.66% |
| #18 | KONINKLIJKE AHOLD DELHAIZE NV (n/a) - 1.10% | BNP PARIBAS ACT. CAT.A (n/a) - 1.62% |
| #19 | SWISS PRIME SITE AG (n/a) - 1.06% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.59% |
| #20 | KDDI CORP (n/a) - 1.04% | ENEL SPA (n/a) - 1.56% |
| #21 | CLP HOLDINGS LTD (n/a) - 1.02% | DBS GROUP HOLDINGS LTD (n/a) - 1.55% |
| #22 | SOFTBANK CORP (n/a) - 1.01% | TC ENERGY CORP (TRP) - 1.42% |
| #23 | POSTE ITALIANE SPA (n/a) - 0.95% | NTT INC (n/a) - 1.28% |
| #24 | JAPAN TOBACCO INC (n/a) - 0.94% | AXA SA (n/a) - 1.21% |
| #25 | BANK HAPOALIM BM (n/a) - 0.94% | SANOFI SA (n/a) - 1.19% |
| Total Holdings | 292 | 224 |
EFAV vs LVHI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EFAV
+4.37%
LVHI
+2.19%
3M
EFAV
+4.72%
Winner
LVHI
+4.86%
6M
EFAV
+2.74%
Winner
LVHI
+6.95%
1Y
EFAV
+14.08%
Winner
LVHI
+29.19%
5Y(CAGR)
EFAV
+6.89%
Winner
LVHI
+16.36%
10Y(CAGR)
EFAV
+6.57%
Winner
LVHI
+11.78%
Max(CAGR)
EFAV
+7.32%
Winner
LVHI
+11.65%
EFAV vs LVHI - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | EFAV | LVHI |
|---|---|---|
| 2026 | +11.28% | +17.57% |
| 2025 | +26.40% | +26.94% |
| 2024 | +6.07% | +14.48% |
| 2023 | +11.62% | +15.59% |
| 2022 | -14.94% | +3.08% |
| 2021 | +6.72% | +17.22% |
| 2020 | -0.48% | -9.74% |
| 2019 | +16.95% | +18.02% |
| 2018 | -6.14% | -5.49% |
| 2017 | +22.12% | +10.01% |
| 2016 | -0.60% | +5.46% |
| 2015 | +8.41% | N/A |
| 2014 | +5.21% | N/A |
| 2013 | +14.45% | N/A |
| 2012 | +9.64% | N/A |
| 2011 | -0.77% | N/A |
EFAV vs LVHI Drawdown Comparison
The maximum drawdown for EFAV was -27.56%, occurring on Mar 23, 2020. Recovery took 246 trading sessions.
The maximum drawdown for LVHI was -32.30%, occurring on Mar 16, 2020. Recovery took 327 trading sessions.
The current LVHI drawdown is -0.09%.
| Rank | EFAV | LVHI |
|---|---|---|
| #1 | -27.56% Jan 17, 2020 - Jan 8, 2021 | -32.30% Feb 20, 2020 - Jun 8, 2021 |
| #2 | -27.44% Sep 3, 2021 - Jul 31, 2024 | -11.99% Mar 25, 2025 - May 15, 2025 |
| #3 | -12.25% Jan 26, 2018 - Jun 20, 2019 | -11.29% Jun 7, 2022 - Nov 30, 2022 |
| #4 | -11.29% May 15, 2015 - Apr 18, 2016 | -9.72% Jan 9, 2018 - Mar 13, 2019 |
| #5 | -10.22% Sep 6, 2016 - Apr 24, 2017 | -8.11% Feb 9, 2022 - Apr 19, 2022 |
| #6 | -10.19% May 8, 2013 - Oct 17, 2013 | -6.39% Jul 22, 2024 - Aug 23, 2024 |
| #7 | -9.86% Apr 2, 2012 - Aug 3, 2012 | -6.09% Jul 3, 2019 - Sep 11, 2019 |
| #8 | -9.83% Oct 27, 2011 - Mar 1, 2012 | -6.07% Feb 27, 2026 - May 20, 2026 |
| #9 | -8.65% Sep 16, 2024 - Mar 3, 2025 | -5.65% Sep 20, 2023 - Nov 17, 2023 |
| #10 | -8.49% Jul 3, 2014 - Feb 5, 2015 | -5.03% Mar 6, 2023 - Apr 10, 2023 |
| #11 | -7.49% Mar 19, 2025 - Apr 15, 2025 | -4.85% Apr 22, 2019 - Jun 20, 2019 |
| #12 | -7.29% Apr 19, 2016 - Aug 11, 2016 | -4.50% Jul 31, 2023 - Sep 14, 2023 |
| #13 | -6.64% Feb 27, 2026 - Jul 29, 2026 | -4.48% Aug 16, 2021 - Dec 23, 2021 |
| #14 | -5.21% Oct 22, 2013 - Feb 18, 2014 | -4.33% May 4, 2022 - May 26, 2022 |
| #15 | -5.03% Jan 8, 2021 - Apr 15, 2021 | -4.02% May 10, 2017 - Dec 8, 2017 |
Correlation
Correlation between EFAV and LVHI is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2011 - 2026)
EFAV vs LVHI dividend yield comparison.
| Year | EFAV | LVHI |
|---|---|---|
| 2026 | 1.78% | 1.83% |
| 2025 | 3.20% | 4.92% |
| 2024 | 3.24% | 3.98% |
| 2023 | 3.08% | 8.12% |
| 2022 | 2.53% | 7.74% |
| 2021 | 2.47% | 4.13% |
| 2020 | 1.33% | 3.97% |
| 2019 | 4.19% | 6.67% |
| 2018 | 3.34% | 10.67% |
| 2017 | 2.45% | 3.38% |
| 2016 | 3.94% | 2.02% |
| 2015 | 2.49% | 0.00% |
| 2014 | 3.57% | 0.00% |
| 2013 | 2.53% | 0.00% |
| 2012 | 1.97% | 0.00% |
| 2011 | 0.46% | 0.00% |
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