LVHD vs DPG
Comparison between FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF (LVHD, ETF) and Duff & Phelps Utility and Infrastructure Fund Inc (DPG, ETF).
5-Year PerformanceDPG has outperformed LVHD, delivering a return of +7.8% compared to +6.5%
LVHD vs DPG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
LVHD vs DPG - Historical Returns
Returns include dividend reinvestment.
LVHD vs DPG - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | LVHD | DPG |
|---|---|---|
| 2026 | +8.64% | +12.96% |
| 2025 | +8.00% | +16.48% |
| 2024 | +8.64% | +35.56% |
| 2023 | -1.54% | -24.87% |
| 2022 | -1.32% | +3.83% |
| 2021 | +28.59% | +32.46% |
| 2020 | -0.54% | -10.01% |
| 2019 | +24.08% | +38.67% |
| 2018 | -5.29% | -17.04% |
| 2017 | +14.00% | +8.80% |
| 2016 | +19.95% | +14.72% |
| 2015 | -1.55% | -25.08% |
| 2014 | N/A | +22.62% |
| 2013 | N/A | +19.06% |
| 2012 | N/A | +1.16% |
| 2011 | N/A | -6.38% |
LVHD vs DPG Drawdown Comparison
The maximum drawdown for LVHD was -37.32%, occurring on Mar 23, 2020. Recovery took 282 trading sessions.
The maximum drawdown for DPG was -64.61%, occurring on Mar 18, 2020. Recovery took 281 trading sessions.
The current LVHD drawdown is -2.96%. The current DPG drawdown is -4.93%.
| Rank | LVHD | DPG |
|---|---|---|
| #1 | -37.32% Jan 23, 2020 - Mar 8, 2021 | -64.61% Jan 29, 2020 - Mar 11, 2021 |
| #2 | -16.74% Apr 20, 2022 - Jul 17, 2024 | -41.98% Dec 3, 2014 - Apr 9, 2019 |
| #3 | -11.59% Dec 3, 2018 - Feb 15, 2019 | -41.18% Sep 12, 2022 - Nov 27, 2024 |
| #4 | -9.41% Jan 26, 2018 - Sep 12, 2018 | -17.61% May 27, 2022 - Aug 16, 2022 |
| #5 | -8.90% Mar 3, 2025 - Jul 22, 2025 | -14.70% Aug 16, 2011 - Feb 23, 2012 |
| #6 | -8.40% Nov 29, 2024 - Feb 28, 2025 | -13.54% Feb 23, 2012 - Aug 3, 2012 |
| #7 | -7.16% Dec 29, 2015 - Feb 22, 2016 | -12.69% Apr 2, 2025 - Apr 29, 2025 |
| #8 | -6.64% Jan 14, 2022 - Apr 6, 2022 | -11.16% Aug 29, 2014 - Nov 17, 2014 |
| #9 | -6.31% Jul 22, 2016 - Dec 9, 2016 | -10.99% May 21, 2013 - Oct 22, 2013 |
| #10 | -6.17% Mar 2, 2026 - Mar 20, 2026 | -10.68% Aug 20, 2012 - Feb 1, 2013 |
| #11 | -5.91% Aug 17, 2021 - Nov 15, 2021 | -10.66% Nov 29, 2024 - Mar 31, 2025 |
| #12 | -4.93% Sep 13, 2018 - Nov 30, 2018 | -9.71% Jun 14, 2021 - Dec 31, 2021 |
| #13 | -4.21% Apr 30, 2019 - Jun 14, 2019 | -7.90% Apr 20, 2022 - May 27, 2022 |
| #14 | -4.19% Aug 22, 2025 - Jan 14, 2026 | -7.55% Sep 30, 2019 - Jan 13, 2020 |
| #15 | -3.97% Oct 18, 2024 - Nov 25, 2024 | -6.89% Mar 11, 2021 - Apr 8, 2021 |
Correlation
Correlation between LVHD and DPG is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2011 - 2026)
LVHD vs DPG dividend yield comparison.
| Year | LVHD | DPG |
|---|---|---|
| 2026 | 0.95% | 2.46% |
| 2025 | 3.35% | 6.61% |
| 2024 | 4.23% | 7.19% |
| 2023 | 3.55% | 12.21% |
| 2022 | 3.30% | 10.36% |
| 2021 | 2.56% | 9.70% |
| 2020 | 3.27% | 11.48% |
| 2019 | 3.30% | 9.21% |
| 2018 | 3.82% | 11.81% |
| 2017 | 3.33% | 9.02% |
| 2016 | 2.48% | 9.03% |
| 2015 | 0.00% | 9.50% |
| 2014 | 0.00% | 6.47% |
| 2013 | 0.00% | 7.34% |
| 2012 | 0.00% | 8.30% |
| 2011 | 0.00% | 3.87% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks