LVHD vs WTAI
Comparison between FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF (LVHD, ETF) and WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND (WTAI, ETF).
5-Year PerformanceWTAI has outperformed LVHD, delivering a return of +11.6% compared to +7.0%
LVHD vs WTAI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LVHD
$631M
WTAI
$625M
Expense Ratio
Winner
LVHD
0.27%
WTAI
0.45%
Max Drawdown
Winner
LVHD
37.34%
WTAI
45.92%
Sharpe Ratio
LVHD
0.68
Winner
WTAI
1.34
5Y Beta
Winner
LVHD
0.27
WTAI
1.72
P/E Ratio
Winner
LVHD
19.44
WTAI
44.53
Forward P/E
Winner
LVHD
17.53
WTAI
24.77
PEG Ratio
LVHD
N/A
WTAI
0.20
5Y Dividends CAGR
LVHD
6.46%
WTAI
N/A
5Y EPS CAGR
LVHD
8.57%
Winner
WTAI
33.17%
Debt to Equity
LVHD
-28.17%
WTAI
N/A
P/S Ratio
Winner
LVHD
2.68
WTAI
5.95
P/B Ratio
Winner
LVHD
2.75
WTAI
11.46
LVHD vs WTAI - Holdings Comparison
LVHD and WTAI have 1 common holdings. Overlap is 0.00%
LVHD's top 25 holdings weight is 56.64%. WTAI's top 25 holdings weight is 69.23%.
| Rank | LVHD | WTAI |
|---|---|---|
| #1 | JOHNSON & JOHNSON (JNJ) - 2.82% | MICRON TECHNOLOGY INC (MU) - 4.97% |
| #2 | COCA-COLA CO (KO) - 2.80% | NVIDIA CORP (NVDA) - 4.55% |
| #3 | VERIZON COMMUNICATIONS INC (VZ) - 2.72% | SAMSUNG ELECTRONICS CO LTD (n/a) - 4.08% |
| #4 | U.S. BANCORP (USB) - 2.69% | AMAZON.COM INC (AMZN) - 3.91% |
| #5 | KIMBERLY-CLARK CORP (KMB) - 2.62% | META PLATFORMS INC CLASS A (META) - 3.59% |
| #6 | CHEVRON CORP (CVX) - 2.60% | ALPHABET INC CLASS A (GOOGL) - 3.43% |
| #7 | PEPSICO INC (PEP) - 2.56% | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 3.29% |
| #8 | THE HOME DEPOT INC (HD) - 2.53% | SANDISK CORP ORDINARY SHARES (SNDK) - 3.22% |
| #9 | MCDONALD'S CORP (MCD) - 2.51% | PALO ALTO NETWORKS INC (PANW) - 3.21% |
| #10 | LOCKHEED MARTIN CORP (LMT) - 2.40% | BROADCOM INC (AVGO) - 3.20% |
| #11 | PROCTER & GAMBLE CO (PG) - 2.39% | n/a (TSM) - 3.06% |
| #12 | ALTRIA GROUP INC (MO) - 2.35% | SK SQUARE (n/a) - 2.95% |
| #13 | DUKE ENERGY CORP (DUK) - 2.33% | ADVANCED MICRO DEVICES INC (AMD) - 2.49% |
| #14 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 2.27% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 2.32% |
| #15 | MEDTRONIC PLC (MDT) - 2.25% | LAM RESEARCH CORP (LRCX) - 2.25% |
| #16 | SOUTHERN CO (SO) - 2.14% | SK HYNIX INC (n/a) - 2.11% |
| #17 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 2.10% | LUMENTUM HOLDINGS INC (LITE) - 2.10% |
| #18 | EXELON CORP (EXC) - 1.96% | ORACLE CORP (ORCL) - 1.94% |
| #19 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.92% | MARVELL TECHNOLOGY INC (MRVL) - 1.86% |
| #20 | COLGATE-PALMOLIVE CO (CL) - 1.85% | CISCO SYSTEMS INC (CSCO) - 1.85% |
| #21 | ONEOK INC (OKE) - 1.81% | GE VERNOVA INC (GEV) - 1.82% |
| #22 | KEURIG DR PEPPER INC (KDP) - 1.80% | TERADYNE INC (TER) - 1.82% |
| #23 | KINDER MORGAN INC CLASS P (KMI) - 1.74% | DIGITALOCEAN HOLDINGS INC (DOCN) - 1.81% |
| #24 | ILLINOIS TOOL WORKS INC (ITW) - 1.74% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.70% |
| #25 | REALTY INCOME CORP (O) - 1.74% | CLOUDFLARE INC (NET) - 1.70% |
| Total Holdings | 117 | 68 |
LVHD vs WTAI - Historical Returns
Returns include dividend reinvestment.
1M
LVHD
-1.19%
Winner
WTAI
+4.37%
3M
Winner
LVHD
+4.31%
WTAI
-6.45%
6M
LVHD
+2.17%
Winner
WTAI
+32.42%
1Y
LVHD
+12.23%
Winner
WTAI
+62.64%
5Y(CAGR)
LVHD
+7.00%
Winner
WTAI
+11.60%
10Y(CAGR)
LVHD
+8.26%
WTAI
N/A
Max(CAGR)
LVHD
+9.05%
Winner
WTAI
+11.60%
LVHD vs WTAI - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | LVHD | WTAI |
|---|---|---|
| 2026 | +13.32% | +37.30% |
| 2025 | +8.00% | +34.09% |
| 2024 | +8.64% | +10.20% |
| 2023 | -1.54% | +47.35% |
| 2022 | -1.32% | -42.97% |
| 2021 | +28.59% | -0.83% |
| 2020 | -0.54% | N/A |
| 2019 | +24.08% | N/A |
| 2018 | -5.29% | N/A |
| 2017 | +14.00% | N/A |
| 2016 | +19.95% | N/A |
| 2015 | -1.55% | N/A |
LVHD vs WTAI Drawdown Comparison
The maximum drawdown for LVHD was -37.32%, occurring on Mar 23, 2020. Recovery took 282 trading sessions.
The maximum drawdown for WTAI was -45.92%, occurring on Oct 14, 2022. Recovery took 891 trading sessions.
The current LVHD drawdown is -2.17%. The current WTAI drawdown is -16.03%.
| Rank | LVHD | WTAI |
|---|---|---|
| #1 | -37.32% Jan 23, 2020 - Mar 8, 2021 | -45.92% Dec 27, 2021 - Jul 17, 2025 |
| #2 | -16.74% Apr 20, 2022 - Jul 17, 2024 | -27.61% Jun 22, 2026 - Jul 29, 2026 |
| #3 | -11.59% Dec 3, 2018 - Feb 15, 2019 | -15.42% Nov 3, 2025 - Apr 13, 2026 |
| #4 | -9.41% Jan 26, 2018 - Sep 12, 2018 | -12.30% Jun 2, 2026 - Jun 18, 2026 |
| #5 | -8.90% Mar 3, 2025 - Jul 22, 2025 | -5.13% May 14, 2026 - May 21, 2026 |
| #6 | -8.40% Nov 29, 2024 - Feb 28, 2025 | -4.64% Dec 9, 2021 - Dec 23, 2021 |
| #7 | -7.16% Dec 29, 2015 - Feb 22, 2016 | -4.60% Oct 9, 2025 - Oct 24, 2025 |
| #8 | -6.64% Jan 14, 2022 - Apr 6, 2022 | -4.46% Jul 30, 2025 - Aug 12, 2025 |
| #9 | -6.31% Jul 22, 2016 - Dec 9, 2016 | -4.05% Aug 13, 2025 - Aug 28, 2025 |
| #10 | -6.17% Mar 2, 2026 - Jun 26, 2026 | -3.15% Apr 27, 2026 - May 1, 2026 |
| #11 | -5.91% Aug 17, 2021 - Nov 15, 2021 | -3.12% May 11, 2026 - May 14, 2026 |
| #12 | -4.93% Sep 13, 2018 - Nov 30, 2018 | -2.81% Aug 28, 2025 - Sep 8, 2025 |
| #13 | -4.21% Apr 30, 2019 - Jun 14, 2019 | -1.93% Sep 22, 2025 - Oct 2, 2025 |
| #14 | -4.19% Aug 22, 2025 - Jan 14, 2026 | -1.70% Oct 6, 2025 - Oct 8, 2025 |
| #15 | -3.97% Oct 18, 2024 - Nov 25, 2024 | -1.59% Apr 22, 2026 - Apr 24, 2026 |
Correlation
Correlation between LVHD and WTAI is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2016 - 2026)
LVHD vs WTAI dividend yield comparison.
| Year | LVHD | WTAI |
|---|---|---|
| 2026 | 1.78% | 0.00% |
| 2025 | 3.35% | 1.81% |
| 2024 | 4.23% | 0.19% |
| 2023 | 3.55% | 0.24% |
| 2022 | 3.30% | 0.22% |
| 2021 | 2.56% | 0.00% |
| 2020 | 3.27% | 0.00% |
| 2019 | 3.30% | 0.00% |
| 2018 | 3.82% | 0.00% |
| 2017 | 3.33% | 0.00% |
| 2016 | 2.48% | 0.00% |
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