LVHD vs SPY
Comparison between FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF (LVHD, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed LVHD, delivering a return of +13.3% compared to +6.5%
LVHD vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LVHD
$621M
Winner
SPY
$735B
Expense Ratio
LVHD
0.27%
Winner
SPY
0.09%
Max Drawdown
Winner
LVHD
37.34%
SPY
56.47%
Sharpe Ratio
LVHD
0.90
Winner
SPY
1.62
5Y Beta
Winner
LVHD
0.30
SPY
1.00
P/E Ratio
Winner
LVHD
19.22
SPY
28.99
Forward P/E
Winner
LVHD
16.79
SPY
22.37
5Y Dividends CAGR
LVHD
4.23%
Winner
SPY
5.43%
5Y EPS CAGR
LVHD
8.01%
Winner
SPY
26.05%
Debt to Equity
LVHD
51.70%
Winner
SPY
32.40%
P/S Ratio
Winner
LVHD
2.61
SPY
3.74
P/B Ratio
Winner
LVHD
2.67
SPY
5.61
LVHD vs SPY - Holdings Comparison
LVHD and SPY have 58 common holdings. Overlap is 7.28%
LVHD's top 25 holdings weight is 54.73%. SPY's top 25 holdings weight is 52.37%.
| Rank | LVHD | SPY |
|---|---|---|
| #1 | ALTRIA GROUP INC (MO) - 2.70% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | COCA-COLA CO (KO) - 2.63% | APPLE INC (AAPL) - 7.02% |
| #3 | VERIZON COMMUNICATIONS INC (VZ) - 2.57% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | KIMBERLY-CLARK CORP (KMB) - 2.49% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | JOHNSON & JOHNSON (JNJ) - 2.49% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | PROCTER & GAMBLE CO (PG) - 2.44% | BROADCOM INC (AVGO) - 3.10% |
| #7 | CHEVRON CORP (CVX) - 2.44% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | U.S. BANCORP (USB) - 2.38% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | PEPSICO INC (PEP) - 2.31% | TESLA INC (TSLA) - 1.89% |
| #10 | MCDONALD'S CORP (MCD) - 2.27% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | SOUTHERN CO (SO) - 2.27% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | DUKE ENERGY CORP (DUK) - 2.27% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | THE HOME DEPOT INC (HD) - 2.23% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | KINDER MORGAN INC CLASS P (KMI) - 2.20% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | LOCKHEED MARTIN CORP (LMT) - 2.18% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 2.12% | INTEL CORP (INTC) - 0.90% |
| #17 | EXELON CORP (EXC) - 2.06% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 2.04% | VISA INC CLASS A (V) - 0.85% |
| #19 | MEDTRONIC PLC (MDT) - 1.96% | WALMART INC (WMT) - 0.81% |
| #20 | COLGATE-PALMOLIVE CO (CL) - 1.88% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | REALTY INCOME CORP (O) - 1.81% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | KEURIG DR PEPPER INC (KDP) - 1.79% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | AMERICAN ELECTRIC POWER CO INC (AEP) - 1.76% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | ONEOK INC (OKE) - 1.75% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | XCEL ENERGY INC (XEL) - 1.69% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 116 | 505 |
LVHD vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
LVHD
+0.36%
Winner
SPY
+1.90%
3M
LVHD
-1.28%
Winner
SPY
+8.55%
6M
Winner
LVHD
+9.16%
SPY
+8.18%
1Y
LVHD
+12.67%
Winner
SPY
+25.79%
5Y(CAGR)
LVHD
+6.46%
Winner
SPY
+13.32%
10Y(CAGR)
LVHD
+8.19%
Winner
SPY
+15.19%
Max(CAGR)
Winner
LVHD
+8.81%
SPY
+8.47%
LVHD vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | LVHD | SPY |
|---|---|---|
| 2026 | +8.64% | +8.26% |
| 2025 | +8.00% | +18.00% |
| 2024 | +8.64% | +25.59% |
| 2023 | -1.54% | +26.72% |
| 2022 | -1.32% | -18.64% |
| 2021 | +28.59% | +30.52% |
| 2020 | -0.54% | +17.28% |
| 2019 | +24.08% | +31.09% |
| 2018 | -5.29% | -5.24% |
| 2017 | +14.00% | +20.78% |
| 2016 | +19.95% | +13.59% |
| 2015 | -1.55% | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
LVHD vs SPY Drawdown Comparison
The maximum drawdown for LVHD was -37.32%, occurring on Mar 23, 2020. Recovery took 282 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current LVHD drawdown is -2.96%. The current SPY drawdown is -2.90%.
| Rank | LVHD | SPY |
|---|---|---|
| #1 | -37.32% Jan 23, 2020 - Mar 8, 2021 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -16.74% Apr 20, 2022 - Jul 17, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -11.59% Dec 3, 2018 - Feb 15, 2019 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -9.41% Jan 26, 2018 - Sep 12, 2018 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -8.90% Mar 3, 2025 - Jul 22, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -8.40% Nov 29, 2024 - Feb 28, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -7.16% Dec 29, 2015 - Feb 22, 2016 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -6.64% Jan 14, 2022 - Apr 6, 2022 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -6.31% Jul 22, 2016 - Dec 9, 2016 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -6.17% Mar 2, 2026 - Mar 20, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -5.91% Aug 17, 2021 - Nov 15, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -4.93% Sep 13, 2018 - Nov 30, 2018 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -4.21% Apr 30, 2019 - Jun 14, 2019 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.19% Aug 22, 2025 - Jan 14, 2026 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -3.97% Oct 18, 2024 - Nov 25, 2024 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between LVHD and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (1999 - 2026)
LVHD vs SPY dividend yield comparison.
| Year | LVHD | SPY |
|---|---|---|
| 2026 | 0.95% | 0.24% |
| 2025 | 3.35% | 1.07% |
| 2024 | 4.23% | 1.21% |
| 2023 | 3.55% | 1.40% |
| 2022 | 3.30% | 1.65% |
| 2021 | 2.56% | 1.20% |
| 2020 | 3.27% | 1.52% |
| 2019 | 3.30% | 1.75% |
| 2018 | 3.82% | 2.04% |
| 2017 | 3.33% | 1.80% |
| 2016 | 2.48% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
Select Stocks to Compare
Popular: LVHD vs SPY
More Comparisons
Compare with similar stocks
Compare LVHD with:
Compare SPY with:
Popular suggestions:
SPY vs VOO
SPDR S&P 500 ETF Trust vs VANGUARD 500 INDEX FUND ETF SHARES
SPY vs BRK-B
SPDR S&P 500 ETF Trust vs Berkshire Hathaway Inc - Class B
SPY vs SCHD
SPDR S&P 500 ETF Trust vs SCHWAB U.S. DIVIDEND EQUITY ETF
SPY vs GLD
SPDR S&P 500 ETF Trust vs SPDR Gold Shares ETF
LVHD vs FDL
FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF vs FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
LVHD vs SPHD
FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF vs INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
SPY vs SPYG
SPDR S&P 500 ETF Trust vs STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF