LVHI vs BKLC
Comparison between FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF (LVHI, ETF) and BNY MELLON US LARGE CAP CORE EQUITY ETF (BKLC, ETF).
5-Year PerformanceLVHI has outperformed BKLC, delivering a return of +16.4% compared to +13.3%
LVHI vs BKLC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LVHI
$5.50B
BKLC
$5.50B
Expense Ratio
LVHI
0.40%
BKLC
N/A
Max Drawdown
LVHI
35.87%
Winner
BKLC
27.20%
Sharpe Ratio
Winner
LVHI
2.42
BKLC
1.26
5Y Beta
Winner
LVHI
0.42
BKLC
0.98
P/E Ratio
LVHI
N/A
BKLC
26.04
Forward P/E
LVHI
N/A
BKLC
20.68
5Y Dividends CAGR
LVHI
10.88%
Winner
BKLC
11.61%
5Y EPS CAGR
LVHI
N/A
BKLC
28.91%
Debt to Equity
LVHI
N/A
BKLC
49.56%
P/S Ratio
LVHI
N/A
BKLC
3.79
P/B Ratio
LVHI
N/A
BKLC
5.71
LVHI vs BKLC - Holdings Comparison
LVHI and BKLC have 1 common holdings. Overlap is -27.84%
LVHI's top 25 holdings weight is 139.38%. BKLC's top 25 holdings weight is 48.42%.
| Rank | LVHI | BKLC |
|---|---|---|
| #1 | USD FORWARD CASH/CCY CONTRACT PURCHASED (n/a) - 95.84% | NVIDIA CORP (NVDA) - 7.56% |
| #2 | SHELL PLC (n/a) - 2.54% | APPLE INC (AAPL) - 6.51% |
| #3 | INTESA SANPAOLO (n/a) - 2.30% | MICROSOFT CORP (MSFT) - 5.51% |
| #4 | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.24% | AMAZON.COM INC (AMZN) - 3.91% |
| #5 | SUNCOR ENERGY INC (n/a) - 2.23% | ALPHABET INC CLASS A (GOOGL) - 3.00% |
| #6 | BANK OF NOVA SCOTIA (n/a) - 2.19% | BROADCOM INC (AVGO) - 2.90% |
| #7 | BHP GROUP LTD (n/a) - 2.17% | ALPHABET INC CLASS C (GOOG) - 2.60% |
| #8 | UNILEVER PLC (n/a) - 2.14% | META PLATFORMS INC CLASS A (META) - 1.97% |
| #9 | NOVARTIS AG REGISTERED SHARES (n/a) - 2.07% | ELI LILLY AND CO (LLY) - 1.53% |
| #10 | CANADIAN IMPERIAL BANK OF COMMERCE (n/a) - 2.04% | TESLA INC (TSLA) - 1.52% |
| #11 | RIO TINTO PLC ORDINARY SHARES (n/a) - 2.03% | MICRON TECHNOLOGY INC (MU) - 1.46% |
| #12 | NESTLE SA (n/a) - 1.74% | JPMORGAN CHASE & CO (JPM) - 1.45% |
| #13 | ALLIANZ SE (n/a) - 1.72% | ADVANCED MICRO DEVICES INC (AMD) - 1.15% |
| #14 | BANCA MONTE DEI PASCHI DI SIENA (n/a) - 1.70% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.07% |
| #15 | TOTALENERGIES SE (TTE) - 1.69% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.99% |
| #16 | GSK PLC (n/a) - 1.66% | JOHNSON & JOHNSON (JNJ) - 0.93% |
| #17 | MITSUBISHI CORP (n/a) - 1.66% | VISA INC CLASS A (V) - 0.90% |
| #18 | BNP PARIBAS ACT. CAT.A (n/a) - 1.62% | WALMART INC (WMT) - 0.73% |
| #19 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.59% | CISCO SYSTEMS INC (CSCO) - 0.71% |
| #20 | ENEL SPA (n/a) - 1.56% | ABBVIE INC (ABBV) - 0.66% |
| #21 | DBS GROUP HOLDINGS LTD (n/a) - 1.55% | MARVELL TECHNOLOGY INC (MRVL) - 0.28% |
| #22 | TC ENERGY CORP (TRP) - 1.42% | BOEING CO (BA) - 0.27% |
| #23 | NTT INC (n/a) - 1.28% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.27% |
| #24 | AXA SA (n/a) - 1.21% | THE WALT DISNEY CO (DIS) - 0.27% |
| #25 | SANOFI SA (n/a) - 1.19% | EATON CORP PLC (ETN) - 0.27% |
| Total Holdings | 224 | 461 |
LVHI vs BKLC - Historical Returns
Returns include dividend reinvestment.
1M
LVHI
+2.19%
Winner
BKLC
+2.41%
3M
Winner
LVHI
+4.86%
BKLC
+3.49%
6M
LVHI
+6.95%
Winner
BKLC
+12.05%
1Y
Winner
LVHI
+29.19%
BKLC
+21.88%
5Y(CAGR)
Winner
LVHI
+16.36%
BKLC
+13.28%
10Y(CAGR)
LVHI
+11.78%
BKLC
N/A
Max(CAGR)
LVHI
+11.65%
Winner
BKLC
+19.13%
LVHI vs BKLC - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | LVHI | BKLC |
|---|---|---|
| 2026 | +17.57% | +12.70% |
| 2025 | +26.94% | +18.27% |
| 2024 | +14.48% | +26.40% |
| 2023 | +15.59% | +31.33% |
| 2022 | +3.08% | -21.04% |
| 2021 | +17.22% | +29.05% |
| 2020 | -9.74% | +37.37% |
| 2019 | +18.02% | N/A |
| 2018 | -5.49% | N/A |
| 2017 | +10.01% | N/A |
| 2016 | +5.46% | N/A |
LVHI vs BKLC Drawdown Comparison
The maximum drawdown for LVHI was -32.30%, occurring on Mar 16, 2020. Recovery took 327 trading sessions.
The maximum drawdown for BKLC was -26.15%, occurring on Oct 12, 2022. Recovery took 493 trading sessions.
The current LVHI drawdown is -0.09%. The current BKLC drawdown is -1.59%.
| Rank | LVHI | BKLC |
|---|---|---|
| #1 | -32.30% Feb 20, 2020 - Jun 8, 2021 | -26.15% Dec 27, 2021 - Dec 12, 2023 |
| #2 | -11.99% Mar 25, 2025 - May 15, 2025 | -19.05% Feb 19, 2025 - Jun 26, 2025 |
| #3 | -11.29% Jun 7, 2022 - Nov 30, 2022 | -10.03% Sep 2, 2020 - Nov 24, 2020 |
| #4 | -9.72% Jan 9, 2018 - Mar 13, 2019 | -9.10% Jan 28, 2026 - Apr 15, 2026 |
| #5 | -8.11% Feb 9, 2022 - Apr 19, 2022 | -8.42% Jul 16, 2024 - Sep 19, 2024 |
| #6 | -6.39% Jul 22, 2024 - Aug 23, 2024 | -6.15% Jun 8, 2020 - Jul 10, 2020 |
| #7 | -6.09% Jul 3, 2019 - Sep 11, 2019 | -5.59% Sep 3, 2021 - Oct 21, 2021 |
| #8 | -6.07% Feb 27, 2026 - May 20, 2026 | -5.38% Mar 27, 2024 - May 14, 2024 |
| #9 | -5.65% Sep 20, 2023 - Nov 17, 2023 | -5.32% Feb 16, 2021 - Mar 31, 2021 |
| #10 | -5.03% Mar 6, 2023 - Apr 10, 2023 | -5.31% Oct 29, 2025 - Dec 11, 2025 |
| #11 | -4.85% Apr 22, 2019 - Jun 20, 2019 | -4.58% Jun 2, 2026 - Aug 4, 2026 |
| #12 | -4.50% Jul 31, 2023 - Sep 14, 2023 | -4.56% Apr 17, 2020 - Apr 27, 2020 |
| #13 | -4.48% Aug 16, 2021 - Dec 23, 2021 | -4.37% Dec 6, 2024 - Jan 22, 2025 |
| #14 | -4.33% May 4, 2022 - May 26, 2022 | -4.12% Nov 18, 2021 - Dec 23, 2021 |
| #15 | -4.02% May 10, 2017 - Dec 8, 2017 | -4.08% May 7, 2021 - Jun 10, 2021 |
Correlation
Correlation between LVHI and BKLC is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2016 - 2026)
LVHI vs BKLC dividend yield comparison.
| Year | LVHI | BKLC |
|---|---|---|
| 2026 | 1.83% | 0.54% |
| 2025 | 4.92% | 1.06% |
| 2024 | 3.98% | 1.22% |
| 2023 | 8.12% | 1.35% |
| 2022 | 7.74% | 1.64% |
| 2021 | 4.13% | 1.10% |
| 2020 | 3.97% | 0.84% |
| 2019 | 6.67% | 0.00% |
| 2018 | 10.67% | 0.00% |
| 2017 | 3.38% | 0.00% |
| 2016 | 2.02% | 0.00% |
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