LVHD vs SPHD
Comparison between FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF (LVHD, ETF) and INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF).
5-Year PerformanceSPHD has outperformed LVHD, delivering a return of +8.1% compared to +7.5%
LVHD vs SPHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LVHD
$607M
Winner
SPHD
$3.30B
Expense Ratio
Winner
LVHD
0.27%
SPHD
0.30%
Max Drawdown
Winner
LVHD
37.34%
SPHD
42.14%
Sharpe Ratio
Winner
LVHD
0.94
SPHD
0.82
5Y Beta
Winner
LVHD
0.28
SPHD
0.36
P/E Ratio
LVHD
20.51
Winner
SPHD
20.16
Forward P/E
LVHD
17.69
Winner
SPHD
14.47
PEG Ratio
LVHD
N/A
SPHD
0.49
5Y Dividends CAGR
LVHD
4.23%
Winner
SPHD
6.97%
5Y EPS CAGR
Winner
LVHD
7.84%
SPHD
4.93%
Debt to Equity
LVHD
60.52%
Winner
SPHD
-40.77%
P/S Ratio
LVHD
2.68
Winner
SPHD
2.12
P/B Ratio
LVHD
2.78
Winner
SPHD
1.96
LVHD vs SPHD - Holdings Comparison
LVHD and SPHD have 23 common holdings. Overlap is 31.18%
LVHD's top 25 holdings weight is 53.87%. SPHD's top 25 holdings weight is 62.34%.
| Rank | LVHD | SPHD |
|---|---|---|
| #1 | JOHNSON & JOHNSON (JNJ) - 2.65% | HEALTHPEAK PROPERTIES INC (DOC) - 3.65% |
| #2 | COCA-COLA CO (KO) - 2.62% | ALTRIA GROUP INC (MO) - 3.47% |
| #3 | U.S. BANCORP (USB) - 2.61% | THE KRAFT HEINZ CO (KHC) - 3.19% |
| #4 | KIMBERLY-CLARK CORP (KMB) - 2.60% | VERIZON COMMUNICATIONS INC (VZ) - 3.10% |
| #5 | ALTRIA GROUP INC (MO) - 2.54% | FRANKLIN RESOURCES INC (BEN) - 3.03% |
| #6 | PROCTER & GAMBLE CO (PG) - 2.41% | ONEOK INC (OKE) - 2.86% |
| #7 | THE HOME DEPOT INC (HD) - 2.34% | PFIZER INC (PFE) - 2.82% |
| #8 | CHEVRON CORP (CVX) - 2.30% | AMCOR PLC ORDINARY SHARES (AMCR) - 2.68% |
| #9 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 2.25% | KIMCO REALTY CORP (KIM) - 2.54% |
| #10 | SOUTHERN CO (SO) - 2.22% | REALTY INCOME CORP (O) - 2.49% |
| #11 | VERIZON COMMUNICATIONS INC (VZ) - 2.21% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.48% |
| #12 | DUKE ENERGY CORP (DUK) - 2.20% | T. ROWE PRICE GROUP INC (TROW) - 2.36% |
| #13 | KINDER MORGAN INC CLASS P (KMI) - 2.11% | DOMINION ENERGY INC (D) - 2.26% |
| #14 | MCDONALD'S CORP (MCD) - 2.11% | KIMBERLY-CLARK CORP (KMB) - 2.26% |
| #15 | PEPSICO INC (PEP) - 2.07% | BXP INC (BXP) - 2.21% |
| #16 | LOCKHEED MARTIN CORP (LMT) - 2.04% | PUBLIC STORAGE (PSA) - 2.14% |
| #17 | EXELON CORP (EXC) - 2.03% | HORMEL FOODS CORP (HRL) - 2.14% |
| #18 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.97% | PRUDENTIAL FINANCIAL INC (PRU) - 2.14% |
| #19 | MEDTRONIC PLC (MDT) - 1.95% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.12% |
| #20 | COLGATE-PALMOLIVE CO (CL) - 1.84% | EXTRA SPACE STORAGE INC (EXR) - 2.11% |
| #21 | REALTY INCOME CORP (O) - 1.80% | CHEVRON CORP (CVX) - 2.08% |
| #22 | KEURIG DR PEPPER INC (KDP) - 1.78% | UDR INC (UDR) - 2.08% |
| #23 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.76% | CROWN CASTLE INC (CCI) - 2.07% |
| #24 | AMERICAN ELECTRIC POWER CO INC (AEP) - 1.74% | EOG RESOURCES INC (EOG) - 2.03% |
| #25 | ONEOK INC (OKE) - 1.72% | KINDER MORGAN INC CLASS P (KMI) - 2.03% |
| Total Holdings | 116 | 54 |
LVHD vs SPHD - Historical Returns
Returns include dividend reinvestment.
1M
LVHD
+3.67%
Winner
SPHD
+5.22%
3M
LVHD
+5.33%
Winner
SPHD
+7.02%
6M
Winner
LVHD
+8.71%
SPHD
+8.57%
1Y
Winner
LVHD
+13.72%
SPHD
+13.66%
5Y(CAGR)
LVHD
+7.51%
Winner
SPHD
+8.05%
10Y(CAGR)
Winner
LVHD
+8.10%
SPHD
+7.21%
Max(CAGR)
LVHD
+9.08%
Winner
SPHD
+9.85%
LVHD vs SPHD - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | LVHD | SPHD |
|---|---|---|
| 2026 | +12.65% | +11.48% |
| 2025 | +8.00% | +3.29% |
| 2024 | +8.64% | +16.18% |
| 2023 | -1.54% | +0.93% |
| 2022 | -1.32% | +0.31% |
| 2021 | +28.59% | +26.77% |
| 2020 | -0.54% | -8.99% |
| 2019 | +24.08% | +20.89% |
| 2018 | -5.29% | -6.32% |
| 2017 | +14.00% | +10.79% |
| 2016 | +19.95% | +23.47% |
| 2015 | -1.55% | +4.85% |
| 2014 | N/A | +21.27% |
| 2013 | N/A | +18.33% |
| 2012 | N/A | -1.73% |
LVHD vs SPHD Drawdown Comparison
The maximum drawdown for LVHD was -37.32%, occurring on Mar 23, 2020. Recovery took 282 trading sessions.
The maximum drawdown for SPHD was -41.36%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.
The current LVHD drawdown is -1.55%. The current SPHD drawdown is -1.38%.
| Rank | LVHD | SPHD |
|---|---|---|
| #1 | -37.32% Jan 23, 2020 - Mar 8, 2021 | -41.36% Jan 17, 2020 - Mar 8, 2021 |
| #2 | -16.74% Apr 20, 2022 - Jul 17, 2024 | -19.51% Apr 20, 2022 - May 15, 2024 |
| #3 | -11.59% Dec 3, 2018 - Feb 15, 2019 | -13.30% Nov 29, 2024 - Jan 22, 2026 |
| #4 | -9.41% Jan 26, 2018 - Sep 12, 2018 | -12.52% Sep 21, 2018 - Feb 5, 2019 |
| #5 | -8.90% Mar 3, 2025 - Jul 22, 2025 | -11.05% Jan 26, 2018 - Aug 17, 2018 |
| #6 | -8.40% Nov 29, 2024 - Feb 28, 2025 | -8.88% Aug 17, 2015 - Oct 22, 2015 |
| #7 | -7.16% Dec 29, 2015 - Feb 22, 2016 | -8.32% Jun 11, 2021 - Dec 29, 2021 |
| #8 | -6.64% Jan 14, 2022 - Apr 6, 2022 | -7.39% Jul 29, 2016 - Dec 7, 2016 |
| #9 | -6.31% Jul 22, 2016 - Dec 9, 2016 | -7.33% Mar 2, 2026 - Jun 26, 2026 |
| #10 | -6.17% Mar 2, 2026 - Jun 26, 2026 | -7.24% Apr 12, 2019 - Sep 10, 2019 |
| #11 | -5.91% Aug 17, 2021 - Nov 15, 2021 | -6.98% May 21, 2013 - Oct 25, 2013 |
| #12 | -4.93% Sep 13, 2018 - Nov 30, 2018 | -6.67% Dec 29, 2015 - Feb 17, 2016 |
| #13 | -4.21% Apr 30, 2019 - Jun 14, 2019 | -5.84% Nov 1, 2012 - Jan 2, 2013 |
| #14 | -4.19% Aug 22, 2025 - Jan 14, 2026 | -5.76% Jan 22, 2015 - Aug 14, 2015 |
| #15 | -3.97% Oct 18, 2024 - Nov 25, 2024 | -5.04% Jan 14, 2022 - Mar 22, 2022 |
Correlation
Correlation between LVHD and SPHD is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2012 - 2026)
LVHD vs SPHD dividend yield comparison.
| Year | LVHD | SPHD |
|---|---|---|
| 2026 | 0.91% | 2.80% |
| 2025 | 3.35% | 4.02% |
| 2024 | 4.23% | 3.41% |
| 2023 | 3.55% | 4.48% |
| 2022 | 3.30% | 3.89% |
| 2021 | 2.56% | 3.45% |
| 2020 | 3.27% | 4.89% |
| 2019 | 3.30% | 4.07% |
| 2018 | 3.82% | 4.40% |
| 2017 | 3.33% | 3.14% |
| 2016 | 2.48% | 3.83% |
| 2015 | 0.00% | 3.49% |
| 2014 | 0.00% | 3.24% |
| 2013 | 0.00% | 3.68% |
| 2012 | 0.00% | 0.93% |
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