FDN vs LVHI

Comparison between FIRST TRUST DOW JONES INTERNET INDEX FUND (FDN, ETF) and FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF (LVHI, ETF).

5-Year PerformanceLVHI has outperformed FDN, delivering a return of +15.8% compared to +4.0%

FDN vs LVHI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FDN(ETF)	LVHI(ETF)
Net Assets	$4.50B	$4.60B
Expense Ratio	0.49%	0.40%
Max Drawdown	61.61%	35.87%
Sharpe Ratio	0.57	2.63
5Y Beta	1.16	0.46
P/E Ratio	36.51	N/A
Forward P/E	25.31	N/A
5Y Dividends CAGR	N/A	11.18%
5Y EPS CAGR	25.44%	N/A
Debt to Equity	35.47%	N/A
P/S Ratio	5.49	N/A
P/B Ratio	7.26	N/A

Net Assets

FDN

$4.50B

Winner

LVHI

$4.60B

Expense Ratio

FDN

0.49%

Winner

LVHI

0.40%

Max Drawdown

FDN

61.61%

Winner

LVHI

35.87%

Sharpe Ratio

FDN

0.57

Winner

LVHI

2.63

5Y Beta

FDN

1.16

Winner

LVHI

0.46

P/E Ratio

FDN

36.51

LVHI

N/A

Forward P/E

FDN

25.31

LVHI

N/A

5Y Dividends CAGR

FDN

N/A

LVHI

11.18%

5Y EPS CAGR

FDN

25.44%

LVHI

N/A

Debt to Equity

FDN

35.47%

LVHI

N/A

P/S Ratio

FDN

5.49

LVHI

N/A

P/B Ratio

FDN

7.26

LVHI

N/A

FDN vs LVHI - Holdings Comparison

FDN and LVHI have 1 common holdings. Overlap is -28.31%

FDN's top 25 holdings weight is 92.14%. LVHI's top 25 holdings weight is 143.78%.

Rank	FDN	LVHI
#1	AMAZON.COM INC (AMZN) - 10.92%	USD FORWARD CASH/CCY CONTRACT PURCHASED (n/a) - 99.55%
#2	META PLATFORMS INC CLASS A (META) - 9.49%	CANADIAN NATURAL RESOURCES LTD (n/a) - 2.70%
#3	NETFLIX INC (NFLX) - 7.68%	SHELL PLC (n/a) - 2.63%
#4	CISCO SYSTEMS INC (CSCO) - 6.97%	RIO TINTO PLC ORDINARY SHARES (n/a) - 2.25%
#5	ALPHABET INC CLASS A (GOOGL) - 5.55%	SUNCOR ENERGY INC (n/a) - 2.24%
#6	ARISTA NETWORKS INC (ANET) - 5.23%	INTESA SANPAOLO (n/a) - 2.19%
#7	BOOKING HOLDINGS INC (BKNG) - 4.62%	NOVARTIS AG REGISTERED SHARES (n/a) - 2.19%
#8	ALPHABET INC CLASS C (GOOG) - 4.43%	BHP GROUP LTD (n/a) - 2.15%
#9	SALESFORCE INC (CRM) - 4.03%	CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 2.12%
#10	CIENA CORP (CIEN) - 3.34%	NESTLE SA (n/a) - 2.08%
#11	DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 3.20%	BANK OF NOVA SCOTIA (BNS) - 1.98%
#12	CLOUDFLARE INC (NET) - 3.09%	GSK PLC (n/a) - 1.88%
#13	AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.83%	ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.86%
#14	CARVANA CO CLASS A (CVNA) - 2.66%	TOTALENERGIES SE (TTE) - 1.83%
#15	SNOWFLAKE INC ORDINARY SHARES (SNOW) - 2.42%	MITSUBISHI CORP (n/a) - 1.81%
#16	EBAY INC (EBAY) - 2.23%	ALLIANZ SE (n/a) - 1.68%
#17	PAYPAL HOLDINGS INC (PYPL) - 2.20%	ENEL SPA (n/a) - 1.63%
#18	DATADOG INC CLASS A (DDOG) - 1.99%	BNP PARIBAS ACT. CAT.A (n/a) - 1.55%
#19	ROBLOX CORP ORDINARY SHARES CLASS A (RBLX) - 1.90%	BANCA MONTE DEI PASCHI DI SIENA (n/a) - 1.44%
#20	COPART INC (CPRT) - 1.41%	TC ENERGY CORP (TRP) - 1.43%
#21	COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 1.30%	MITSUI & CO LTD (n/a) - 1.41%
#22	WORKDAY INC CLASS A (WDAY) - 1.29%	NTT INC (n/a) - 1.36%
#23	VEEVA SYSTEMS INC CLASS A (VEEV) - 1.19%	SANOFI SA (n/a) - 1.32%
#24	ZOOM COMMUNICATIONS INC (ZM) - 1.13%	UNILEVER PLC (n/a) - 1.30%
#25	VERISIGN INC (VRSN) - 1.04%	AXA SA (n/a) - 1.20%
Total Holdings	43	223

FDN vs LVHI - Historical Returns

Returns include dividend reinvestment.

Period	FDN	LVHI
1 month	+8.40%	-1.77%
3 months	+7.85%	+1.50%
6 months	-1.79%	+15.72%
1 year	+12.11%	+32.18%
5 years(CAGR)	+4.03%	+15.76%
10 years(CAGR)	+14.47%	+11.17%
Max(CAGR)	+13.82%	+11.17%

Winner

FDN

+8.40%

LVHI

-1.77%

Winner

FDN

+7.85%

LVHI

+1.50%

FDN

-1.79%

Winner

LVHI

+15.72%

FDN

+12.11%

Winner

LVHI

+32.18%

5Y(CAGR)

FDN

+4.03%

Winner

LVHI

+15.76%

10Y(CAGR)

Winner

FDN

+14.47%

LVHI

+11.17%

Max(CAGR)

Winner

FDN

+13.82%

LVHI

+11.17%

FDN vs LVHI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	FDN	LVHI
2026	+0.77%	+9.26%
2025	+10.46%	+26.94%
2024	+33.48%	+14.48%
2023	+51.11%	+15.59%
2022	-45.62%	+3.08%
2021	+7.57%	+17.22%
2020	+50.08%	-9.74%
2019	+18.43%	+18.02%
2018	+5.03%	-5.49%
2017	+36.01%	+10.01%
2016	+10.37%	+5.46%
2015	+21.81%	N/A
2014	+3.41%	N/A
2013	+49.05%	N/A
2012	+18.45%	N/A
2011	-7.41%	N/A
2010	+34.32%	N/A
2009	+73.19%	N/A
2008	-43.41%	N/A
2007	+12.69%	N/A
2006	+10.03%	N/A

FDN vs LVHI Drawdown Comparison

The maximum drawdown for FDN was -61.55%, occurring on Nov 20, 2008. Recovery took 629 trading sessions.

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

The current FDN drawdown is -6.87%. The current LVHI drawdown is -2.06%.

Rank	FDN	LVHI
#1	-61.55% Oct 12, 2007 - Apr 14, 2010	-32.30% Feb 20, 2020 - Jun 8, 2021
#2	-53.97% Sep 7, 2021 - Dec 4, 2024	-11.99% Mar 25, 2025 - May 15, 2025
#3	-30.53% Feb 20, 2020 - May 8, 2020	-11.29% Jun 7, 2022 - Nov 30, 2022
#4	-27.39% Jul 25, 2018 - Apr 26, 2019	-9.72% Jan 9, 2018 - Mar 13, 2019
#5	-26.04% Jul 7, 2011 - Sep 13, 2012	-8.11% Feb 9, 2022 - Apr 19, 2022
#6	-25.79% Dec 1, 2015 - Jul 28, 2016	-6.39% Jul 22, 2024 - Aug 23, 2024
#7	-24.98% Feb 14, 2025 - Jun 27, 2025	-6.09% Jul 3, 2019 - Sep 11, 2019
#8	-21.31% Sep 19, 2025 - Mar 30, 2026	-6.07% Feb 27, 2026 - Mar 20, 2026
#9	-19.49% Mar 5, 2014 - Feb 19, 2015	-5.65% Sep 20, 2023 - Nov 17, 2023
#10	-16.26% Apr 15, 2010 - Sep 13, 2010	-5.03% Mar 6, 2023 - Apr 10, 2023
#11	-15.09% Feb 12, 2021 - Jun 24, 2021	-4.85% Apr 22, 2019 - Jun 20, 2019
#12	-14.41% Jul 26, 2019 - Feb 12, 2020	-4.50% Jul 31, 2023 - Sep 14, 2023
#13	-14.23% Jul 17, 2007 - Oct 5, 2007	-4.48% Aug 16, 2021 - Dec 23, 2021
#14	-12.87% Sep 2, 2020 - Nov 27, 2020	-4.33% May 4, 2022 - May 26, 2022
#15	-12.85% Aug 5, 2015 - Oct 23, 2015	-4.02% May 10, 2017 - Dec 8, 2017

Correlation

Correlation between FDN and LVHI is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75

-101

Dividend Comparison (2008 - 2026)

FDN vs LVHI dividend yield comparison.

Year	FDN	LVHI
2026	0.00%	0.39%
2025	0.00%	4.92%
2024	0.00%	3.98%
2023	0.00%	8.12%
2022	0.00%	7.74%
2021	0.00%	4.13%
2020	0.00%	3.97%
2019	0.00%	6.67%
2018	0.00%	10.67%
2017	0.00%	3.38%
2016	0.00%	2.02%
2011	0.07%	0.00%
2010	0.11%	0.00%
2008	0.35%	0.00%