LVHD vs IIM
Comparison between FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF (LVHD, ETF) and Invesco Value Municipal Income Trust (IIM, ETF).
5-Year PerformanceLVHD has outperformed IIM, delivering a return of +6.9% compared to +0.7%
LVHD vs IIM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
LVHD vs IIM - Historical Returns
Returns include dividend reinvestment.
LVHD vs IIM - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | LVHD | IIM |
|---|---|---|
| 2026 | +10.76% | +5.29% |
| 2025 | +8.00% | +10.49% |
| 2024 | +8.64% | +8.05% |
| 2023 | -1.54% | +1.96% |
| 2022 | -1.32% | -24.99% |
| 2021 | +28.59% | +14.43% |
| 2020 | -0.54% | +6.40% |
| 2019 | +24.08% | +16.89% |
| 2018 | -5.29% | -3.94% |
| 2017 | +14.00% | +6.76% |
| 2016 | +19.95% | -6.13% |
| 2015 | -1.55% | +4.87% |
| 2014 | N/A | +27.82% |
| 2013 | N/A | -15.82% |
| 2012 | N/A | +10.32% |
| 2011 | N/A | +26.65% |
| 2010 | N/A | +2.22% |
| 2009 | N/A | +35.02% |
| 2008 | N/A | -16.26% |
| 2007 | N/A | -1.26% |
| 2006 | N/A | +9.16% |
| 2005 | N/A | +6.85% |
| 2004 | N/A | +0.01% |
| 2003 | N/A | +13.26% |
| 2002 | N/A | +10.83% |
| 2001 | N/A | +8.90% |
| 2000 | N/A | +9.86% |
| 1999 | N/A | -5.21% |
LVHD vs IIM Drawdown Comparison
The maximum drawdown for LVHD was -37.32%, occurring on Mar 23, 2020. Recovery took 282 trading sessions.
The maximum drawdown for IIM was -40.17%, occurring on Oct 10, 2008. Recovery took 364 trading sessions.
The current LVHD drawdown is -1.06%. The current IIM drawdown is -2.84%.
| Rank | LVHD | IIM |
|---|---|---|
| #1 | -37.32% Jan 23, 2020 - Mar 8, 2021 | -40.17% Feb 12, 2008 - Jul 23, 2009 |
| #2 | -16.74% Apr 20, 2022 - Jul 17, 2024 | -35.72% Dec 31, 2021 - Oct 26, 2023 |
| #3 | -11.59% Dec 3, 2018 - Feb 15, 2019 | -28.68% Mar 6, 2020 - Nov 30, 2020 |
| #4 | -9.41% Jan 26, 2018 - Sep 12, 2018 | -21.70% Jan 9, 2013 - Oct 3, 2014 |
| #5 | -8.90% Mar 3, 2025 - Jul 22, 2025 | -18.68% Jul 11, 2016 - Aug 2, 2019 |
| #6 | -8.40% Nov 29, 2024 - Feb 28, 2025 | -17.73% Sep 8, 2010 - Aug 22, 2011 |
| #7 | -7.16% Dec 29, 2015 - Feb 22, 2016 | -16.13% Jan 29, 2015 - Jan 4, 2016 |
| #8 | -6.64% Jan 14, 2022 - Apr 6, 2022 | -13.63% Mar 8, 2004 - Jun 16, 2005 |
| #9 | -6.31% Jul 22, 2016 - Dec 9, 2016 | -13.17% Mar 9, 2012 - Jan 2, 2013 |
| #10 | -6.17% Mar 2, 2026 - Mar 20, 2026 | -10.27% Nov 4, 1999 - Jul 6, 2000 |
| #11 | -5.91% Aug 17, 2021 - Nov 15, 2021 | -10.27% Sep 13, 2000 - Jan 8, 2001 |
| #12 | -4.93% Sep 13, 2018 - Nov 30, 2018 | -9.06% Jun 16, 2003 - Dec 16, 2003 |
| #13 | -4.21% Apr 30, 2019 - Jun 14, 2019 | -8.74% May 15, 2007 - Jan 14, 2008 |
| #14 | -4.19% Aug 22, 2025 - Jan 14, 2026 | -7.97% Sep 14, 2021 - Dec 31, 2021 |
| #15 | -3.97% Oct 18, 2024 - Nov 25, 2024 | -7.40% Oct 8, 2009 - Dec 17, 2009 |
Correlation
Correlation between LVHD and IIM is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2000 - 2026)
LVHD vs IIM dividend yield comparison.
| Year | LVHD | IIM |
|---|---|---|
| 2026 | 0.93% | 3.06% |
| 2025 | 3.35% | 7.51% |
| 2024 | 4.23% | 6.58% |
| 2023 | 3.55% | 4.72% |
| 2022 | 3.30% | 5.87% |
| 2021 | 2.56% | 4.51% |
| 2020 | 3.27% | 4.48% |
| 2019 | 3.30% | 4.61% |
| 2018 | 3.82% | 5.43% |
| 2017 | 3.33% | 4.99% |
| 2016 | 2.48% | 5.52% |
| 2015 | 0.00% | 5.20% |
| 2014 | 0.00% | 5.49% |
| 2013 | 0.00% | 6.67% |
| 2012 | 0.00% | 5.35% |
| 2011 | 0.00% | 5.50% |
| 2010 | 0.00% | 6.44% |
| 2009 | 0.00% | 5.70% |
| 2008 | 0.00% | 7.39% |
| 2007 | 0.00% | 5.22% |
| 2006 | 0.00% | 5.82% |
| 2005 | 0.00% | 6.10% |
| 2004 | 0.00% | 6.47% |
| 2003 | 0.00% | 8.03% |
| 2002 | 0.00% | 5.82% |
| 2001 | 0.00% | 5.68% |
| 2000 | 0.00% | 2.54% |
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