ISTB vs LVHI

Comparison between ISHARES CORE 1-5 YEAR USD BOND ETF (ISTB, ETF) and FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF (LVHI, ETF).

5-Year PerformanceLVHI has outperformed ISTB, delivering a return of +16.3% compared to +1.9%

ISTB vs LVHI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ISTB(ETF)	LVHI(ETF)
Net Assets	$4.70B	$4.80B
Expense Ratio	0.06%	0.40%
Max Drawdown	11.76%	35.87%
Sharpe Ratio	0.42	2.69
5Y Beta	0.01	0.46
5Y Dividends CAGR	16.37%	11.18%

Net Assets

ISTB

$4.70B

Winner

LVHI

$4.80B

Expense Ratio

Winner

ISTB

0.06%

LVHI

0.40%

Max Drawdown

Winner

ISTB

11.76%

LVHI

35.87%

Sharpe Ratio

ISTB

0.42

Winner

LVHI

2.69

5Y Beta

Winner

ISTB

0.01

LVHI

0.46

5Y Dividends CAGR

Winner

ISTB

16.37%

LVHI

11.18%

ISTB vs LVHI - Historical Returns

Returns include dividend reinvestment.

Period	ISTB	LVHI
1 month	-0.10%	-0.78%
3 months	-0.18%	+1.79%
6 months	+1.02%	+14.26%
1 year	+4.55%	+31.61%
5 years(CAGR)	+1.90%	+16.29%
10 years(CAGR)	+2.27%	+11.28%
Max(CAGR)	+2.02%	+11.28%

Winner

ISTB

-0.10%

LVHI

-0.78%

ISTB

-0.18%

Winner

LVHI

+1.79%

ISTB

+1.02%

Winner

LVHI

+14.26%

ISTB

+4.55%

Winner

LVHI

+31.61%

5Y(CAGR)

ISTB

+1.90%

Winner

LVHI

+16.29%

10Y(CAGR)

ISTB

+2.27%

Winner

LVHI

+11.28%

Max(CAGR)

ISTB

+2.02%

Winner

LVHI

+11.28%

ISTB vs LVHI - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	ISTB	LVHI
2026	+0.36%	+10.37%
2025	+6.36%	+26.94%
2024	+4.64%	+14.48%
2023	+5.44%	+15.59%
2022	-5.89%	+3.08%
2021	-0.74%	+17.22%
2020	+4.69%	-9.74%
2019	+5.50%	+18.02%
2018	+1.12%	-5.49%
2017	+1.76%	+10.01%
2016	+2.69%	+5.46%
2015	+0.57%	N/A
2014	+1.20%	N/A
2013	+0.62%	N/A
2012	-0.02%	N/A

ISTB vs LVHI Drawdown Comparison

The maximum drawdown for ISTB was -9.34%, occurring on Oct 20, 2022. Recovery took 738 trading sessions.

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

The current ISTB drawdown is -0.53%. The current LVHI drawdown is -1.07%.

Rank	ISTB	LVHI
#1	-9.34% Aug 3, 2021 - Jul 11, 2024	-32.30% Feb 20, 2020 - Jun 8, 2021
#2	-6.06% Mar 6, 2020 - May 15, 2020	-11.99% Mar 25, 2025 - May 15, 2025
#3	-2.26% May 8, 2013 - Aug 13, 2014	-11.29% Jun 7, 2022 - Nov 30, 2022
#4	-1.63% Sep 7, 2017 - Dec 14, 2018	-9.72% Jan 9, 2018 - Mar 13, 2019
#5	-1.45% Oct 21, 2016 - Apr 3, 2017	-8.11% Feb 9, 2022 - Apr 19, 2022
#6	-1.36% Sep 24, 2024 - Feb 5, 2025	-6.39% Jul 22, 2024 - Aug 23, 2024
#7	-1.26% Feb 27, 2026 - Mar 26, 2026	-6.09% Jul 3, 2019 - Sep 11, 2019
#8	-1.19% Oct 14, 2015 - Mar 11, 2016	-6.07% Feb 27, 2026 - Mar 20, 2026
#9	-1.03% Apr 3, 2025 - Apr 25, 2025	-5.65% Sep 20, 2023 - Nov 17, 2023
#10	-0.97% Apr 16, 2015 - Oct 14, 2015	-5.03% Mar 6, 2023 - Apr 10, 2023
#11	-0.80% Oct 21, 2014 - Jan 14, 2015	-4.85% Apr 22, 2019 - Jun 20, 2019
#12	-0.77% Sep 4, 2019 - Oct 3, 2019	-4.50% Jul 31, 2023 - Sep 14, 2023
#13	-0.74% Feb 10, 2021 - Jun 7, 2021	-4.48% Aug 16, 2021 - Dec 23, 2021
#14	-0.73% Apr 30, 2025 - Jun 4, 2025	-4.33% May 4, 2022 - May 26, 2022
#15	-0.68% May 13, 2016 - Jun 8, 2016	-4.02% May 10, 2017 - Dec 8, 2017

Correlation

Correlation between ISTB and LVHI is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2012 - 2026)

ISTB vs LVHI dividend yield comparison.

Year	ISTB	LVHI
2026	1.42%	0.39%
2025	4.12%	4.92%
2024	3.83%	3.98%
2023	2.97%	8.12%
2022	2.01%	7.74%
2021	1.69%	4.13%
2020	2.20%	3.97%
2019	2.75%	6.67%
2018	2.57%	10.67%
2017	2.06%	3.38%
2016	1.90%	2.02%
2015	1.58%	0.00%
2014	1.07%	0.00%
2013	0.60%	0.00%
2012	0.09%	0.00%