LVHD vs BKMC
Comparison between FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF (LVHD, ETF) and BNY MELLON US MID CAP CORE EQUITY ETF (BKMC, ETF).
5-Year PerformanceBKMC has outperformed LVHD, delivering a return of +7.5% compared to +6.5%
LVHD vs BKMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LVHD
$621M
Winner
BKMC
$621M
Expense Ratio
LVHD
0.27%
Winner
BKMC
0.04%
Max Drawdown
LVHD
37.34%
Winner
BKMC
26.22%
Sharpe Ratio
LVHD
0.90
Winner
BKMC
1.09
5Y Beta
Winner
LVHD
0.30
BKMC
0.99
P/E Ratio
Winner
LVHD
19.22
BKMC
34.41
Forward P/E
Winner
LVHD
16.79
BKMC
16.84
5Y Dividends CAGR
LVHD
4.23%
Winner
BKMC
17.61%
5Y EPS CAGR
LVHD
8.01%
Winner
BKMC
9.60%
Debt to Equity
LVHD
51.70%
BKMC
N/A
P/S Ratio
LVHD
2.61
Winner
BKMC
1.78
P/B Ratio
Winner
LVHD
2.67
BKMC
2.77
LVHD vs BKMC - Holdings Comparison
LVHD and BKMC have 22 common holdings. Overlap is 5.54%
LVHD's top 25 holdings weight is 54.73%. BKMC's top 25 holdings weight is 12.89%.
| Rank | LVHD | BKMC |
|---|---|---|
| #1 | ALTRIA GROUP INC (MO) - 2.70% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.72% |
| #2 | COCA-COLA CO (KO) - 2.63% | NVENT ELECTRIC PLC (NVT) - 0.69% |
| #3 | VERIZON COMMUNICATIONS INC (VZ) - 2.57% | TWILIO INC CLASS A (TWLO) - 0.69% |
| #4 | KIMBERLY-CLARK CORP (KMB) - 2.49% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.64% |
| #5 | JOHNSON & JOHNSON (JNJ) - 2.49% | IONQ INC CLASS A (IONQ) - 0.58% |
| #6 | PROCTER & GAMBLE CO (PG) - 2.44% | STERLING INFRASTRUCTURE INC (STRL) - 0.58% |
| #7 | CHEVRON CORP (CVX) - 2.44% | F5 INC (FFIV) - 0.57% |
| #8 | U.S. BANCORP (USB) - 2.38% | ATI INC (ATI) - 0.57% |
| #9 | PEPSICO INC (PEP) - 2.31% | CARPENTER TECHNOLOGY CORP (CRS) - 0.56% |
| #10 | MCDONALD'S CORP (MCD) - 2.27% | AKAMAI TECHNOLOGIES INC (AKAM) - 0.53% |
| #11 | SOUTHERN CO (SO) - 2.27% | ALBEMARLE CORP (ALB) - 0.52% |
| #12 | DUKE ENERGY CORP (DUK) - 2.27% | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.52% |
| #13 | THE HOME DEPOT INC (HD) - 2.23% | MKS INC (MKSI) - 0.52% |
| #14 | KINDER MORGAN INC CLASS P (KMI) - 2.20% | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.51% |
| #15 | LOCKHEED MARTIN CORP (LMT) - 2.18% | BURLINGTON STORES INC (BURL) - 0.51% |
| #16 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 2.12% | TTM TECHNOLOGIES INC (TTMI) - 0.50% |
| #17 | EXELON CORP (EXC) - 2.06% | SNAP-ON INC (SNA) - 0.49% |
| #18 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 2.04% | ALCOA CORP (AA) - 0.48% |
| #19 | MEDTRONIC PLC (MDT) - 1.96% | RBC BEARINGS INC (RBC) - 0.47% |
| #20 | COLGATE-PALMOLIVE CO (CL) - 1.88% | COEUR MINING INC (CDE) - 0.47% |
| #21 | REALTY INCOME CORP (O) - 1.81% | BORGWARNER INC (BWA) - 0.36% |
| #22 | KEURIG DR PEPPER INC (KDP) - 1.79% | BALL CORP (BALL) - 0.36% |
| #23 | AMERICAN ELECTRIC POWER CO INC (AEP) - 1.76% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.35% |
| #24 | ONEOK INC (OKE) - 1.75% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.35% |
| #25 | XCEL ENERGY INC (XEL) - 1.69% | REGAL REXNORD CORP (RRX) - 0.35% |
| Total Holdings | 116 | 367 |
LVHD vs BKMC - Historical Returns
Returns include dividend reinvestment.
1M
LVHD
+0.36%
Winner
BKMC
+0.65%
3M
LVHD
-1.28%
Winner
BKMC
+3.78%
6M
Winner
LVHD
+9.16%
BKMC
+8.56%
1Y
LVHD
+12.67%
Winner
BKMC
+21.32%
5Y(CAGR)
LVHD
+6.46%
Winner
BKMC
+7.48%
10Y(CAGR)
LVHD
+8.19%
BKMC
N/A
Max(CAGR)
LVHD
+8.81%
Winner
BKMC
+15.39%
LVHD vs BKMC - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | LVHD | BKMC |
|---|---|---|
| 2026 | +8.64% | +8.01% |
| 2025 | +8.00% | +8.88% |
| 2024 | +8.64% | +14.54% |
| 2023 | -1.54% | +17.86% |
| 2022 | -1.32% | -15.69% |
| 2021 | +28.59% | +25.81% |
| 2020 | -0.54% | +45.92% |
| 2019 | +24.08% | N/A |
| 2018 | -5.29% | N/A |
| 2017 | +14.00% | N/A |
| 2016 | +19.95% | N/A |
| 2015 | -1.55% | N/A |
LVHD vs BKMC Drawdown Comparison
The maximum drawdown for LVHD was -37.32%, occurring on Mar 23, 2020. Recovery took 282 trading sessions.
The maximum drawdown for BKMC was -25.04%, occurring on Oct 14, 2022. Recovery took 571 trading sessions.
The current LVHD drawdown is -2.96%. The current BKMC drawdown is -2.24%.
| Rank | LVHD | BKMC |
|---|---|---|
| #1 | -37.32% Jan 23, 2020 - Mar 8, 2021 | -25.04% Nov 16, 2021 - Feb 27, 2024 |
| #2 | -16.74% Apr 20, 2022 - Jul 17, 2024 | -23.68% Nov 25, 2024 - Sep 8, 2025 |
| #3 | -11.59% Dec 3, 2018 - Feb 15, 2019 | -9.82% Feb 26, 2026 - Apr 17, 2026 |
| #4 | -9.41% Jan 26, 2018 - Sep 12, 2018 | -9.55% Jun 8, 2020 - Aug 3, 2020 |
| #5 | -8.90% Mar 3, 2025 - Jul 22, 2025 | -7.77% Mar 28, 2024 - Jul 16, 2024 |
| #6 | -8.40% Nov 29, 2024 - Feb 28, 2025 | -7.68% Jul 16, 2024 - Aug 23, 2024 |
| #7 | -7.16% Dec 29, 2015 - Feb 22, 2016 | -7.45% Sep 2, 2020 - Oct 8, 2020 |
| #8 | -6.64% Jan 14, 2022 - Apr 6, 2022 | -6.43% Oct 27, 2025 - Dec 4, 2025 |
| #9 | -6.31% Jul 22, 2016 - Dec 9, 2016 | -6.36% Apr 29, 2020 - May 20, 2020 |
| #10 | -6.17% Mar 2, 2026 - Mar 20, 2026 | -6.19% Oct 12, 2020 - Nov 5, 2020 |
| #11 | -5.91% Aug 17, 2021 - Nov 15, 2021 | -5.02% Feb 24, 2021 - Mar 11, 2021 |
| #12 | -4.93% Sep 13, 2018 - Nov 30, 2018 | -4.68% Apr 17, 2020 - Apr 28, 2020 |
| #13 | -4.21% Apr 30, 2019 - Jun 14, 2019 | -4.59% Jan 20, 2021 - Feb 5, 2021 |
| #14 | -4.19% Aug 22, 2025 - Jan 14, 2026 | -4.55% Sep 2, 2021 - Oct 19, 2021 |
| #15 | -3.97% Oct 18, 2024 - Nov 25, 2024 | -4.49% Aug 30, 2024 - Sep 17, 2024 |
Correlation
Correlation between LVHD and BKMC is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2016 - 2026)
LVHD vs BKMC dividend yield comparison.
| Year | LVHD | BKMC |
|---|---|---|
| 2026 | 0.95% | 0.44% |
| 2025 | 3.35% | 1.35% |
| 2024 | 4.23% | 1.54% |
| 2023 | 3.55% | 1.38% |
| 2022 | 3.30% | 1.63% |
| 2021 | 2.56% | 1.15% |
| 2020 | 3.27% | 0.86% |
| 2019 | 3.30% | 0.00% |
| 2018 | 3.82% | 0.00% |
| 2017 | 3.33% | 0.00% |
| 2016 | 2.48% | 0.00% |
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