IALT vs LVHD
Comparison between iShares Systematic Alternatives Active ETF (IALT, ETF) and FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF (LVHD, ETF).
IALT vs LVHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IALT
$583M
LVHD
$581M
Expense Ratio
IALT
0.99%
Winner
LVHD
0.27%
Max Drawdown
Winner
IALT
2.27%
LVHD
37.34%
Sharpe Ratio
Winner
IALT
2.79
LVHD
1.00
5Y Beta
Winner
IALT
0.29
LVHD
0.29
P/E Ratio
IALT
N/A
LVHD
19.40
Forward P/E
IALT
N/A
LVHD
17.10
5Y Dividends CAGR
IALT
N/A
LVHD
4.23%
5Y EPS CAGR
IALT
N/A
LVHD
7.98%
Debt to Equity
IALT
N/A
LVHD
50.68%
P/S Ratio
IALT
N/A
LVHD
2.62
P/B Ratio
IALT
N/A
LVHD
2.70
IALT vs LVHD - Holdings Comparison
IALT and LVHD have 67 common holdings. Overlap is -15.19%
IALT's top 25 holdings weight is 156.45%. LVHD's top 25 holdings weight is 54.65%.
| Rank | IALT | LVHD |
|---|---|---|
| #1 | CASH OFFSET (n/a) - 21.13% | ALTRIA GROUP INC (MO) - 2.63% |
| #2 | CNY/USD PURCHASED (n/a) - 13.10% | COCA-COLA CO (KO) - 2.60% |
| #3 | BRL/USD PURCHASED (n/a) - 13.09% | VERIZON COMMUNICATIONS INC (VZ) - 2.58% |
| #4 | EUR/USD PURCHASED (n/a) - 12.45% | CHEVRON CORP (CVX) - 2.52% |
| #5 | CAD/USD PURCHASED (n/a) - 11.50% | KIMBERLY-CLARK CORP (KMB) - 2.50% |
| #6 | AUD/USD PURCHASED (n/a) - 9.64% | JOHNSON & JOHNSON (JNJ) - 2.46% |
| #7 | INR/USD PURCHASED (n/a) - 8.48% | PROCTER & GAMBLE CO (PG) - 2.44% |
| #8 | CHF/EUR PURCHASED (n/a) - 8.42% | U.S. BANCORP (USB) - 2.39% |
| #9 | ZAR/USD PURCHASED (n/a) - 7.64% | MCDONALD'S CORP (MCD) - 2.30% |
| #10 | GBP/USD PURCHASED (n/a) - 7.16% | PEPSICO INC (PEP) - 2.29% |
| #11 | NZD/USD PURCHASED (n/a) - 6.76% | THE HOME DEPOT INC (HD) - 2.27% |
| #12 | JPY/USD PURCHASED (n/a) - 6.03% | DUKE ENERGY CORP (DUK) - 2.24% |
| #13 | NOK/EUR PURCHASED (n/a) - 5.95% | SOUTHERN CO (SO) - 2.22% |
| #14 | SEK/EUR PURCHASED (n/a) - 5.48% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 2.16% |
| #15 | MXN/USD PURCHASED (n/a) - 5.39% | KINDER MORGAN INC CLASS P (KMI) - 2.15% |
| #16 | KRW/USD PURCHASED (n/a) - 3.64% | LOCKHEED MARTIN CORP (LMT) - 2.15% |
| #17 | SGD/USD PURCHASED (n/a) - 1.71% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 2.08% |
| #18 | CHF CASH (n/a) - 1.64% | EXELON CORP (EXC) - 2.05% |
| #19 | SEK CASH (n/a) - 1.61% | MEDTRONIC PLC (MDT) - 1.90% |
| #20 | ICE: (CDX.NA.IG.46.V1) (n/a) - 1.26% | COLGATE-PALMOLIVE CO (CL) - 1.88% |
| #21 | DKK CASH (n/a) - 1.17% | KEURIG DR PEPPER INC (KDP) - 1.87% |
| #22 | ICE: (ITRAXX.XO.45.V1) (n/a) - 0.96% | REALTY INCOME CORP (O) - 1.78% |
| #23 | 3M CO (MMM) - 0.78% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.74% |
| #24 | SGD CASH (n/a) - 0.74% | AMERICAN ELECTRIC POWER CO INC (AEP) - 1.74% |
| #25 | INTESA SANPAOLO (n/a) - 0.72% | ONEOK INC (OKE) - 1.71% |
| Total Holdings | 1757 | 116 |
IALT vs LVHD - Historical Returns
Returns include dividend reinvestment.
1M
IALT
+0.72%
Winner
LVHD
+3.16%
3M
Winner
IALT
+6.97%
LVHD
+2.83%
6M
Winner
IALT
+13.94%
LVHD
+10.48%
1Y
IALT
N/A
LVHD
+13.29%
5Y(CAGR)
IALT
N/A
LVHD
+6.89%
10Y(CAGR)
IALT
N/A
LVHD
+8.41%
Max(CAGR)
Winner
IALT
+28.20%
LVHD
+9.00%
IALT vs LVHD - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | IALT | LVHD |
|---|---|---|
| 2026 | +12.20% | +10.76% |
| 2025 | +0.73% | +8.00% |
| 2024 | N/A | +8.64% |
| 2023 | N/A | -1.54% |
| 2022 | N/A | -1.32% |
| 2021 | N/A | +28.59% |
| 2020 | N/A | -0.54% |
| 2019 | N/A | +24.08% |
| 2018 | N/A | -5.29% |
| 2017 | N/A | +14.00% |
| 2016 | N/A | +19.95% |
| 2015 | N/A | -1.55% |
IALT vs LVHD Drawdown Comparison
The maximum drawdown for IALT was -2.27%, occurring on Jun 10, 2026. This drawdown has not yet recovered.
The maximum drawdown for LVHD was -37.32%, occurring on Mar 23, 2020. Recovery took 282 trading sessions.
The current IALT drawdown is -0.63%. The current LVHD drawdown is -1.06%.
| Rank | IALT | LVHD |
|---|---|---|
| #1 | -2.27% Jun 2, 2026 - Jun 10, 2026 | -37.32% Jan 23, 2020 - Mar 8, 2021 |
| #2 | -1.47% Apr 10, 2026 - Apr 24, 2026 | -16.74% Apr 20, 2022 - Jul 17, 2024 |
| #3 | -1.28% Feb 3, 2026 - Feb 6, 2026 | -11.59% Dec 3, 2018 - Feb 15, 2019 |
| #4 | -1.12% Mar 10, 2026 - Mar 17, 2026 | -9.41% Jan 26, 2018 - Sep 12, 2018 |
| #5 | -0.81% Jan 14, 2026 - Jan 27, 2026 | -8.90% Mar 3, 2025 - Jul 22, 2025 |
| #6 | -0.79% May 18, 2026 - Jun 1, 2026 | -8.40% Nov 29, 2024 - Feb 28, 2025 |
| #7 | -0.76% Feb 10, 2026 - Feb 20, 2026 | -7.16% Dec 29, 2015 - Feb 22, 2016 |
| #8 | -0.74% Jan 29, 2026 - Feb 3, 2026 | -6.64% Jan 14, 2022 - Apr 6, 2022 |
| #9 | -0.61% Mar 2, 2026 - Mar 4, 2026 | -6.31% Jul 22, 2016 - Dec 9, 2016 |
| #10 | -0.61% May 13, 2026 - May 18, 2026 | -6.17% Mar 2, 2026 - Mar 20, 2026 |
| #11 | -0.60% Mar 25, 2026 - Mar 31, 2026 | -5.91% Aug 17, 2021 - Nov 15, 2021 |
| #12 | -0.57% Apr 27, 2026 - Apr 30, 2026 | -4.93% Sep 13, 2018 - Nov 30, 2018 |
| #13 | -0.54% Dec 10, 2025 - Dec 19, 2025 | -4.21% Apr 30, 2019 - Jun 14, 2019 |
| #14 | -0.46% May 1, 2026 - May 11, 2026 | -4.19% Aug 22, 2025 - Jan 14, 2026 |
| #15 | -0.45% Dec 24, 2025 - Jan 5, 2026 | -3.97% Oct 18, 2024 - Nov 25, 2024 |
Correlation
Correlation between IALT and LVHD is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.63
-101
Dividend Comparison (2016 - 2026)
IALT vs LVHD dividend yield comparison.
| Year | IALT | LVHD |
|---|---|---|
| 2026 | 0.00% | 0.93% |
| 2025 | 0.14% | 3.35% |
| 2024 | 0.00% | 4.23% |
| 2023 | 0.00% | 3.55% |
| 2022 | 0.00% | 3.30% |
| 2021 | 0.00% | 2.56% |
| 2020 | 0.00% | 3.27% |
| 2019 | 0.00% | 3.30% |
| 2018 | 0.00% | 3.82% |
| 2017 | 0.00% | 3.33% |
| 2016 | 0.00% | 2.48% |
Select Stocks to Compare
Popular: IALT vs SPYLVHD vs SPY
More Comparisons
Compare with similar stocks