StockComparison Logo
vs

LVHD vs MMU

Comparison between FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF (LVHD, ETF) and Western Asset Managed Municipals Fund Inc (MMU, ETF).

5-Year PerformanceLVHD has outperformed MMU, delivering a return of +7.5% compared to +0.0%

LVHD vs MMU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
LVHD
$607M
MMU
$604M
Expense Ratio
LVHD
0.27%
MMU
N/A
Max Drawdown
Winner
LVHD
37.34%
MMU
46.70%
Sharpe Ratio
Winner
LVHD
0.94
MMU
0.91
5Y Beta
LVHD
0.28
Winner
MMU
0.18
P/E Ratio
LVHD
20.51
MMU
N/A
Forward P/E
LVHD
17.69
MMU
N/A
5Y Dividends CAGR
LVHD
4.23%
Winner
MMU
5.98%
5Y EPS CAGR
LVHD
7.84%
MMU
N/A
Debt to Equity
LVHD
60.52%
MMU
N/A
P/S Ratio
LVHD
2.68
MMU
N/A
P/B Ratio
LVHD
2.78
MMU
N/A

LVHD vs MMU - Historical Returns

Returns include dividend reinvestment.

1M
Winner
LVHD
+3.67%
MMU
-0.53%
3M
Winner
LVHD
+5.33%
MMU
-0.04%
6M
Winner
LVHD
+8.71%
MMU
+1.55%
1Y
Winner
LVHD
+13.72%
MMU
+11.44%
5Y(CAGR)
Winner
LVHD
+7.51%
MMU
+0.04%
10Y(CAGR)
Winner
LVHD
+8.10%
MMU
+1.05%
Max(CAGR)
Winner
LVHD
+9.08%
MMU
+5.90%

LVHD vs MMU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearLVHDMMU
2026+12.65%+1.94%
2025+8.00%+6.96%
2024+8.64%+5.34%
2023-1.54%+4.91%
2022-1.32%-19.58%
2021+28.59%+6.24%
2020-0.54%+0.29%
2019+24.08%+5.60%
2018-5.29%-4.82%
2017+14.00%+8.30%
2016+19.95%+1.72%
2015-1.55%+10.34%
2014N/A+18.47%
2013N/A-11.35%
2012N/A+14.07%
2011N/A+20.27%
2010N/A+3.61%
2009N/A+37.35%
2008N/A-9.63%
2007N/A+3.15%
2006N/A+10.06%
2005N/A+3.14%
2004N/A+0.27%
2003N/A+14.43%
2002N/A+8.40%
2001N/A+7.38%
2000N/A+16.78%
1999N/A-6.08%

LVHD vs MMU Drawdown Comparison

The maximum drawdown for LVHD was -37.32%, occurring on Mar 23, 2020. Recovery took 282 trading sessions.

The maximum drawdown for MMU was -34.50%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current LVHD drawdown is -1.55%. The current MMU drawdown is -5.09%.

RankLVHDMMU
#1-37.32%
Jan 23, 2020 - Mar 8, 2021
-34.50%
Aug 8, 2019 - Mar 18, 2020
#2-16.74%
Apr 20, 2022 - Jul 17, 2024
-32.11%
May 28, 2008 - Apr 21, 2009
#3-11.59%
Dec 3, 2018 - Feb 15, 2019
-26.42%
Nov 26, 2012 - Mar 4, 2015
#4-9.41%
Jan 26, 2018 - Sep 12, 2018
-16.43%
Dec 20, 2017 - Feb 26, 2019
#5-8.90%
Mar 3, 2025 - Jul 22, 2025
-14.63%
Aug 23, 2016 - Dec 20, 2017
#6-8.40%
Nov 29, 2024 - Feb 28, 2025
-13.52%
Sep 10, 2010 - Sep 7, 2011
#7-7.16%
Dec 29, 2015 - Feb 22, 2016
-12.27%
Mar 8, 2004 - Nov 26, 2004
#8-6.64%
Jan 14, 2022 - Apr 6, 2022
-9.50%
Feb 9, 2012 - May 3, 2012
#9-6.31%
Jul 22, 2016 - Dec 9, 2016
-8.49%
Nov 16, 1999 - Jun 22, 2000
#10-6.17%
Mar 2, 2026 - Jun 26, 2026
-7.74%
Oct 6, 2009 - Jan 14, 2010
#11-5.91%
Aug 17, 2021 - Nov 15, 2021
-7.60%
Apr 24, 2015 - Jul 29, 2015
#12-4.93%
Sep 13, 2018 - Nov 30, 2018
-7.25%
Sep 7, 2001 - Nov 7, 2001
#13-4.21%
Apr 30, 2019 - Jun 14, 2019
-7.17%
Jul 27, 2012 - Sep 21, 2012
#14-4.19%
Aug 22, 2025 - Jan 14, 2026
-7.06%
May 14, 2007 - Jan 3, 2008
#15-3.97%
Oct 18, 2024 - Nov 25, 2024
-6.87%
Oct 2, 2002 - May 14, 2003

Correlation

Correlation between LVHD and MMU is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.42
-101

Dividend Comparison (1999 - 2026)

LVHD vs MMU dividend yield comparison.

YearLVHDMMU
20260.91%3.17%
20253.35%6.26%
20244.23%6.16%
20233.55%4.36%
20223.30%4.65%
20212.56%3.88%
20203.27%4.21%
20193.30%4.96%
20183.82%5.68%
20173.33%5.37%
20162.48%5.67%
20150.00%5.50%
20140.00%5.74%
20130.00%6.39%
20120.00%5.43%
20110.00%5.82%
20100.00%6.40%
20090.00%5.29%
20080.00%5.79%
20070.00%4.97%
20060.00%5.16%
20050.00%5.54%
20040.00%6.35%
20030.00%6.10%
20020.00%5.87%
20010.00%5.77%
20000.00%6.04%
19990.00%1.10%

Select Stocks to Compare