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EMHY vs LVHD

Comparison between ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF (EMHY, ETF) and FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF (LVHD, ETF).

5-Year PerformanceLVHD has outperformed EMHY, delivering a return of +7.5% compared to +4.4%

EMHY vs LVHD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
EMHY
$607M
LVHD
$607M
Expense Ratio
EMHY
0.50%
Winner
LVHD
0.27%
Max Drawdown
EMHY
43.77%
Winner
LVHD
37.34%
Sharpe Ratio
Winner
EMHY
1.24
LVHD
0.94
5Y Beta
EMHY
0.29
Winner
LVHD
0.28
P/E Ratio
EMHY
N/A
LVHD
20.51
Forward P/E
EMHY
N/A
LVHD
17.69
5Y Dividends CAGR
EMHY
0.69%
Winner
LVHD
4.23%
5Y EPS CAGR
EMHY
N/A
LVHD
7.84%
Debt to Equity
EMHY
N/A
LVHD
60.52%
P/S Ratio
EMHY
N/A
LVHD
2.68
P/B Ratio
EMHY
N/A
LVHD
2.78

EMHY vs LVHD - Historical Returns

Returns include dividend reinvestment.

1M
EMHY
-0.15%
Winner
LVHD
+3.67%
3M
EMHY
+1.33%
Winner
LVHD
+5.33%
6M
EMHY
+2.69%
Winner
LVHD
+8.71%
1Y
EMHY
+10.86%
Winner
LVHD
+13.72%
5Y(CAGR)
EMHY
+4.43%
Winner
LVHD
+7.51%
10Y(CAGR)
EMHY
+4.28%
Winner
LVHD
+8.10%
Max(CAGR)
EMHY
+4.95%
Winner
LVHD
+9.08%

EMHY vs LVHD - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearEMHYLVHD
2026+3.29%+12.65%
2025+13.16%+8.00%
2024+12.94%+8.64%
2023+10.68%-1.54%
2022-12.40%-1.32%
2021-1.83%+28.59%
2020+3.40%-0.54%
2019+12.72%+24.08%
2018-5.59%-5.29%
2017+8.51%+14.00%
2016+15.66%+19.95%
2015+1.72%-1.55%
2014+1.66%N/A
2013-6.95%N/A
2012+18.07%N/A

EMHY vs LVHD Drawdown Comparison

The maximum drawdown for EMHY was -30.11%, occurring on Mar 18, 2020. Recovery took 204 trading sessions.

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

The current EMHY drawdown is -0.58%. The current LVHD drawdown is -1.55%.

RankEMHYLVHD
#1-30.11%
Feb 14, 2020 - Dec 4, 2020
-37.32%
Jan 23, 2020 - Mar 8, 2021
#2-25.84%
Sep 14, 2021 - Jul 31, 2024
-16.74%
Apr 20, 2022 - Jul 17, 2024
#3-14.90%
Jul 24, 2014 - Apr 19, 2016
-11.59%
Dec 3, 2018 - Feb 15, 2019
#4-14.03%
May 9, 2013 - May 23, 2014
-9.41%
Jan 26, 2018 - Sep 12, 2018
#5-9.70%
Jan 5, 2018 - Mar 15, 2019
-8.90%
Mar 3, 2025 - Jul 22, 2025
#6-6.31%
May 7, 2012 - Jul 6, 2012
-8.40%
Nov 29, 2024 - Feb 28, 2025
#7-5.96%
Feb 28, 2025 - May 16, 2025
-7.16%
Dec 29, 2015 - Feb 22, 2016
#8-5.88%
Oct 25, 2016 - Feb 3, 2017
-6.64%
Jan 14, 2022 - Apr 6, 2022
#9-4.47%
Dec 30, 2020 - May 25, 2021
-6.31%
Jul 22, 2016 - Dec 9, 2016
#10-4.34%
Feb 18, 2026 - Apr 17, 2026
-6.17%
Mar 2, 2026 - Jun 26, 2026
#11-3.99%
Jul 26, 2019 - Dec 16, 2019
-5.91%
Aug 17, 2021 - Nov 15, 2021
#12-2.95%
Jan 3, 2013 - May 2, 2013
-4.93%
Sep 13, 2018 - Nov 30, 2018
#13-2.73%
Oct 19, 2017 - Jan 4, 2018
-4.21%
Apr 30, 2019 - Jun 14, 2019
#14-2.34%
Dec 6, 2024 - Jan 30, 2025
-4.19%
Aug 22, 2025 - Jan 14, 2026
#15-2.20%
Sep 7, 2016 - Oct 24, 2016
-3.97%
Oct 18, 2024 - Nov 25, 2024

Correlation

Correlation between EMHY and LVHD is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (2012 - 2026)

EMHY vs LVHD dividend yield comparison.

YearEMHYLVHD
20263.27%0.91%
20256.52%3.35%
20246.86%4.23%
20236.73%3.55%
20227.08%3.30%
20215.58%2.56%
20205.44%3.27%
20195.72%3.30%
20186.79%3.82%
20175.59%3.33%
20166.43%2.48%
20156.99%0.00%
20146.36%0.00%
20136.03%0.00%
20123.54%0.00%

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