LVHI vs AIA

Comparison between FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF (LVHI, ETF) and iShares Asia 50 ETF (AIA, ETF).

5-Year PerformanceLVHI has outperformed AIA, delivering a return of +15.6% compared to +11.0%

LVHI vs AIA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LVHI(ETF)	AIA(ETF)
Net Assets	$4.90B	$5.10B
Expense Ratio	0.40%	0.50%
Max Drawdown	35.87%	61.14%
Sharpe Ratio	2.44	2.15
5Y Beta	0.45	1.05
5Y Dividends CAGR	10.88%	14.29%

Net Assets

LVHI

$4.90B

Winner

AIA

$5.10B

Expense Ratio

Winner

LVHI

0.40%

AIA

0.50%

Max Drawdown

Winner

LVHI

35.87%

AIA

61.14%

Sharpe Ratio

Winner

LVHI

2.44

AIA

2.15

5Y Beta

Winner

LVHI

0.45

AIA

1.05

5Y Dividends CAGR

LVHI

10.88%

Winner

AIA

14.29%

LVHI vs AIA - Historical Returns

Returns include dividend reinvestment.

Period	LVHI	AIA
1 month	+0.77%	-0.34%
3 months	+3.13%	+25.03%
6 months	+13.55%	+43.26%
1 year	+29.77%	+77.31%
5 years(CAGR)	+15.63%	+10.96%
10 years(CAGR)	+11.16%	+14.24%
Max(CAGR)	+11.16%	+8.05%

Winner

LVHI

+0.77%

AIA

-0.34%

LVHI

+3.13%

Winner

AIA

+25.03%

LVHI

+13.55%

Winner

AIA

+43.26%

LVHI

+29.77%

Winner

AIA

+77.31%

5Y(CAGR)

Winner

LVHI

+15.63%

AIA

+10.96%

10Y(CAGR)

LVHI

+11.16%

Winner

AIA

+14.24%

Max(CAGR)

Winner

LVHI

+11.16%

AIA

+8.05%

LVHI vs AIA - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	LVHI	AIA
2026	+10.10%	+34.71%
2025	+26.94%	+48.71%
2024	+14.48%	+22.69%
2023	+15.59%	+2.40%
2022	+3.08%	-24.46%
2021	+17.22%	-12.19%
2020	-9.74%	+30.85%
2019	+18.02%	+23.26%
2018	-5.49%	-16.07%
2017	+10.01%	+43.29%
2016	+5.46%	+15.24%
2015	N/A	-7.12%
2014	N/A	+3.38%
2013	N/A	-0.78%
2012	N/A	+21.80%
2011	N/A	-15.32%
2010	N/A	+16.76%
2009	N/A	+51.33%
2008	N/A	-44.96%
2007	N/A	-0.01%

LVHI vs AIA Drawdown Comparison

The maximum drawdown for LVHI was -32.30%, occurring on Mar 16, 2020. Recovery took 327 trading sessions.

The maximum drawdown for AIA was -60.89%, occurring on Nov 20, 2008. Recovery took 837 trading sessions.

The current LVHI drawdown is -1.80%. The current AIA drawdown is -9.09%.

Rank	LVHI	AIA
#1	-32.30% Feb 20, 2020 - Jun 8, 2021	-60.89% Dec 6, 2007 - Apr 4, 2011
#2	-11.99% Mar 25, 2025 - May 15, 2025	-54.62% Feb 17, 2021 - Sep 16, 2025
#3	-11.29% Jun 7, 2022 - Nov 30, 2022	-30.87% Apr 27, 2015 - Mar 16, 2017
#4	-9.72% Jan 9, 2018 - Mar 13, 2019	-28.35% Jan 26, 2018 - Jul 6, 2020
#5	-8.11% Feb 9, 2022 - Apr 19, 2022	-27.84% May 2, 2011 - Dec 14, 2012
#6	-6.39% Jul 22, 2024 - Aug 23, 2024	-17.59% Jan 2, 2013 - Nov 18, 2013
#7	-6.09% Jul 3, 2019 - Sep 11, 2019	-14.15% Feb 25, 2026 - Apr 17, 2026
#8	-6.07% Feb 27, 2026 - May 20, 2026	-12.05% Nov 29, 2013 - Jun 10, 2014
#9	-5.65% Sep 20, 2023 - Nov 17, 2023	-11.61% Jun 2, 2026 - Jun 5, 2026
#10	-5.03% Mar 6, 2023 - Apr 10, 2023	-10.96% Sep 5, 2014 - Apr 2, 2015
#11	-4.85% Apr 22, 2019 - Jun 20, 2019	-8.07% Oct 29, 2025 - Jan 2, 2026
#12	-4.50% Jul 31, 2023 - Sep 14, 2023	-7.00% Oct 8, 2025 - Oct 20, 2025
#13	-4.48% Aug 16, 2021 - Dec 23, 2021	-6.87% Nov 22, 2017 - Jan 3, 2018
#14	-4.33% May 4, 2022 - May 26, 2022	-6.78% Jan 25, 2021 - Feb 11, 2021
#15	-4.02% May 10, 2017 - Dec 8, 2017	-5.85% Jan 28, 2026 - Feb 11, 2026

Correlation

Correlation between LVHI and AIA is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78

-101

Dividend Comparison (2007 - 2026)

LVHI vs AIA dividend yield comparison.

Year	LVHI	AIA
2026	1.95%	0.00%
2025	4.92%	2.50%
2024	3.98%	2.78%
2023	8.12%	2.07%
2022	7.74%	2.59%
2021	4.13%	1.54%
2020	3.97%	1.11%
2019	6.67%	2.24%
2018	10.67%	2.49%
2017	3.38%	1.45%
2016	2.02%	2.29%
2015	0.00%	2.88%
2014	0.00%	2.24%
2013	0.00%	2.06%
2012	0.00%	1.88%
2011	0.00%	2.97%
2010	0.00%	1.56%
2009	0.00%	1.26%
2008	0.00%	2.79%
2007	0.00%	0.04%