IYR vs LVHI
Comparison between ISHARES U.S. REAL ESTATE ETF (IYR, ETF) and FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF (LVHI, ETF).
5-Year PerformanceLVHI has outperformed IYR, delivering a return of +15.6% compared to +1.9%
IYR vs LVHI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYR
$4.90B
LVHI
$4.90B
Expense Ratio
Winner
IYR
0.38%
LVHI
0.40%
Max Drawdown
IYR
76.51%
Winner
LVHI
35.87%
Sharpe Ratio
IYR
0.46
Winner
LVHI
2.44
5Y Beta
IYR
0.51
Winner
LVHI
0.45
P/E Ratio
IYR
31.67
LVHI
N/A
Forward P/E
IYR
30.23
LVHI
N/A
PEG Ratio
IYR
0.35
LVHI
N/A
5Y Dividends CAGR
IYR
3.34%
Winner
LVHI
10.88%
5Y EPS CAGR
IYR
8.04%
LVHI
N/A
Debt to Equity
IYR
32.75%
LVHI
N/A
P/S Ratio
IYR
5.74
LVHI
N/A
P/B Ratio
IYR
2.70
LVHI
N/A
IYR vs LVHI - Holdings Comparison
IYR and LVHI have 1 common holdings. Overlap is -27.44%
IYR's top 25 holdings weight is 76.29%. LVHI's top 25 holdings weight is 140.96%.
| Rank | IYR | LVHI |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 10.08% | USD FORWARD CASH/CCY CONTRACT PURCHASED (n/a) - 97.38% |
| #2 | PROLOGIS INC (PLD) - 9.37% | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.79% |
| #3 | EQUINIX INC (EQIX) - 4.78% | SHELL PLC (n/a) - 2.52% |
| #4 | SIMON PROPERTY GROUP INC (SPG) - 4.64% | RIO TINTO PLC ORDINARY SHARES (n/a) - 2.48% |
| #5 | DIGITAL REALTY TRUST INC (DLR) - 4.57% | BHP GROUP LTD (n/a) - 2.39% |
| #6 | AMERICAN TOWER CORP (AMT) - 4.33% | SUNCOR ENERGY INC (n/a) - 2.26% |
| #7 | REALTY INCOME CORP (O) - 4.13% | INTESA SANPAOLO (n/a) - 2.09% |
| #8 | PUBLIC STORAGE (PSA) - 3.55% | NOVARTIS AG REGISTERED SHARES (n/a) - 2.05% |
| #9 | VENTAS INC (VTR) - 3.08% | CANADIAN IMPERIAL BANK OF COMMERCE (n/a) - 2.04% |
| #10 | CROWN CASTLE INC (CCI) - 2.93% | BANK OF NOVA SCOTIA (n/a) - 2.02% |
| #11 | CBRE GROUP INC CLASS A (CBRE) - 2.80% | NESTLE SA (n/a) - 1.99% |
| #12 | IRON MOUNTAIN INC (IRM) - 2.75% | TOTALENERGIES SE (TTE) - 1.79% |
| #13 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.29% | MITSUBISHI CORP (n/a) - 1.78% |
| #14 | EXTRA SPACE STORAGE INC (EXR) - 2.24% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.75% |
| #15 | AVALONBAY COMMUNITIES INC (AVB) - 1.93% | GSK PLC (n/a) - 1.61% |
| #16 | EQUITY RESIDENTIAL (EQR) - 1.68% | ENEL SPA (n/a) - 1.55% |
| #17 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.61% | TC ENERGY CORP (TRP) - 1.55% |
| #18 | ESSEX PROPERTY TRUST INC (ESS) - 1.31% | ALLIANZ SE (n/a) - 1.54% |
| #19 | WEYERHAEUSER CO (WY) - 1.25% | BNP PARIBAS ACT. CAT.A (n/a) - 1.53% |
| #20 | INVITATION HOMES INC (INVH) - 1.22% | NET CURRENT ASSETS USD (n/a) - 1.46% |
| #21 | W.P. CAREY INC (WPC) - 1.20% | BANCA MONTE DEI PASCHI DI SIENA (n/a) - 1.38% |
| #22 | KIMCO REALTY CORP (KIM) - 1.20% | DBS GROUP HOLDINGS LTD (n/a) - 1.32% |
| #23 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.13% | NTT INC (n/a) - 1.25% |
| #24 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.13% | UNILEVER PLC (n/a) - 1.24% |
| #25 | SUN COMMUNITIES INC (SUI) - 1.09% | MITSUI & CO LTD (n/a) - 1.20% |
| Total Holdings | 65 | 226 |
IYR vs LVHI - Historical Returns
Returns include dividend reinvestment.
1M
IYR
-1.64%
Winner
LVHI
+0.77%
3M
IYR
+2.15%
Winner
LVHI
+3.13%
6M
IYR
+8.08%
Winner
LVHI
+13.55%
1Y
IYR
+8.86%
Winner
LVHI
+29.77%
5Y(CAGR)
IYR
+1.92%
Winner
LVHI
+15.63%
10Y(CAGR)
IYR
+5.54%
Winner
LVHI
+11.16%
Max(CAGR)
IYR
+8.36%
Winner
LVHI
+11.16%
IYR vs LVHI - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYR | LVHI |
|---|---|---|
| 2026 | +7.84% | +10.10% |
| 2025 | +4.26% | +26.94% |
| 2024 | +3.50% | +14.48% |
| 2023 | +11.73% | +15.59% |
| 2022 | -24.93% | +3.08% |
| 2021 | +43.60% | +17.22% |
| 2020 | -4.21% | -9.74% |
| 2019 | +31.02% | +18.02% |
| 2018 | -3.81% | -5.49% |
| 2017 | +8.90% | +10.01% |
| 2016 | +8.08% | +5.46% |
| 2015 | +0.39% | N/A |
| 2014 | +26.89% | N/A |
| 2013 | -0.46% | N/A |
| 2012 | +17.48% | N/A |
| 2011 | +3.90% | N/A |
| 2010 | +26.88% | N/A |
| 2009 | +34.13% | N/A |
| 2008 | -39.37% | N/A |
| 2007 | -18.62% | N/A |
| 2006 | +31.33% | N/A |
| 2005 | +10.31% | N/A |
| 2004 | +30.53% | N/A |
| 2003 | +35.37% | N/A |
| 2002 | +2.87% | N/A |
| 2001 | +11.51% | N/A |
| 2000 | +12.29% | N/A |
IYR vs LVHI Drawdown Comparison
The maximum drawdown for IYR was -74.11%, occurring on Mar 6, 2009. Recovery took 1553 trading sessions.
The maximum drawdown for LVHI was -32.30%, occurring on Mar 16, 2020. Recovery took 327 trading sessions.
The current IYR drawdown is -2.81%. The current LVHI drawdown is -1.80%.
| Rank | IYR | LVHI |
|---|---|---|
| #1 | -74.11% Feb 7, 2007 - Apr 10, 2013 | -32.30% Feb 20, 2020 - Jun 8, 2021 |
| #2 | -42.32% Feb 14, 2020 - Apr 20, 2021 | -11.99% Mar 25, 2025 - May 15, 2025 |
| #3 | -33.72% Dec 31, 2021 - Oct 25, 2023 | -11.29% Jun 7, 2022 - Nov 30, 2022 |
| #4 | -18.84% Apr 1, 2004 - Aug 31, 2004 | -9.72% Jan 9, 2018 - Mar 13, 2019 |
| #5 | -18.54% May 21, 2013 - Jun 5, 2014 | -8.11% Feb 9, 2022 - Apr 19, 2022 |
| #6 | -18.38% Apr 12, 2002 - May 20, 2003 | -6.39% Jul 22, 2024 - Aug 23, 2024 |
| #7 | -17.09% Jan 26, 2015 - May 6, 2016 | -6.09% Jul 3, 2019 - Sep 11, 2019 |
| #8 | -14.25% Aug 1, 2016 - Sep 11, 2017 | -6.07% Feb 27, 2026 - May 20, 2026 |
| #9 | -13.93% Aug 21, 2001 - Mar 4, 2002 | -5.65% Sep 20, 2023 - Nov 17, 2023 |
| #10 | -12.64% Dec 6, 2018 - Jan 30, 2019 | -5.03% Mar 6, 2023 - Apr 10, 2023 |
| #11 | -12.50% Aug 2, 2005 - Jan 6, 2006 | -4.85% Apr 22, 2019 - Jun 20, 2019 |
| #12 | -12.49% Dec 18, 2017 - Jun 29, 2018 | -4.50% Jul 31, 2023 - Sep 14, 2023 |
| #13 | -9.61% Mar 17, 2006 - Jul 19, 2006 | -4.48% Aug 16, 2021 - Dec 23, 2021 |
| #14 | -9.01% Dec 30, 2004 - May 18, 2005 | -4.33% May 4, 2022 - May 26, 2022 |
| #15 | -8.39% Aug 20, 2018 - Dec 6, 2018 | -4.02% May 10, 2017 - Dec 8, 2017 |
Correlation
Correlation between IYR and LVHI is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2000 - 2026)
IYR vs LVHI dividend yield comparison.
| Year | IYR | LVHI |
|---|---|---|
| 2026 | 0.27% | 1.95% |
| 2025 | 2.48% | 4.92% |
| 2024 | 2.57% | 3.98% |
| 2023 | 2.75% | 8.12% |
| 2022 | 2.92% | 7.74% |
| 2021 | 2.06% | 4.13% |
| 2020 | 2.58% | 3.97% |
| 2019 | 3.05% | 6.67% |
| 2018 | 3.53% | 10.67% |
| 2017 | 3.73% | 3.38% |
| 2016 | 4.41% | 2.02% |
| 2015 | 3.92% | 0.00% |
| 2014 | 3.66% | 0.00% |
| 2013 | 3.78% | 0.00% |
| 2012 | 3.71% | 0.00% |
| 2011 | 3.83% | 0.00% |
| 2010 | 3.52% | 0.00% |
| 2009 | 4.21% | 0.00% |
| 2008 | 8.26% | 0.00% |
| 2007 | 4.40% | 0.00% |
| 2006 | 3.46% | 0.00% |
| 2005 | 4.38% | 0.00% |
| 2004 | 4.23% | 0.00% |
| 2003 | 4.70% | 0.00% |
| 2002 | 6.95% | 0.00% |
| 2001 | 5.01% | 0.00% |
| 2000 | 3.37% | 0.00% |
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