LVHI vs BSCR

Comparison between FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF (LVHI, ETF) and INVESCO BULLETSHARES 2027 CORPORATE BOND ETF (BSCR, ETF).

5-Year PerformanceLVHI has outperformed BSCR, delivering a return of +15.8% compared to +1.4%

LVHI vs BSCR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LVHI(ETF)	BSCR(ETF)
Net Assets	$4.60B	$4.70B
Expense Ratio	0.40%	0.10%
Max Drawdown	35.87%	18.12%
Sharpe Ratio	2.63	0.82
5Y Beta	0.46	0.02
5Y Dividends CAGR	11.18%	10.57%

Net Assets

LVHI

$4.60B

Winner

BSCR

$4.70B

Expense Ratio

LVHI

0.40%

Winner

BSCR

0.10%

Max Drawdown

LVHI

35.87%

Winner

BSCR

18.12%

Sharpe Ratio

Winner

LVHI

2.63

BSCR

0.82

5Y Beta

LVHI

0.46

Winner

BSCR

0.02

5Y Dividends CAGR

Winner

LVHI

11.18%

BSCR

10.57%

LVHI vs BSCR - Historical Returns

Returns include dividend reinvestment.

Period	LVHI	BSCR
1 month	-1.77%	+0.34%
3 months	+1.50%	+0.52%
6 months	+15.72%	+1.76%
1 year	+32.18%	+4.75%
5 years(CAGR)	+15.76%	+1.40%
10 years(CAGR)	+11.17%	+3.15%
Max(CAGR)	+11.17%	+3.15%

LVHI

-1.77%

Winner

BSCR

+0.34%

Winner

LVHI

+1.50%

BSCR

+0.52%

Winner

LVHI

+15.72%

BSCR

+1.76%

Winner

LVHI

+32.18%

BSCR

+4.75%

5Y(CAGR)

Winner

LVHI

+15.76%

BSCR

+1.40%

10Y(CAGR)

Winner

LVHI

+11.17%

BSCR

+3.15%

Max(CAGR)

Winner

LVHI

+11.17%

BSCR

+3.15%

LVHI vs BSCR - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	LVHI	BSCR
2026	+9.26%	+0.95%
2025	+26.94%	+5.76%
2024	+14.48%	+4.98%
2023	+15.59%	+6.21%
2022	+3.08%	-9.13%
2021	+17.22%	-1.72%
2020	-9.74%	+9.53%
2019	+18.02%	+14.70%
2018	-5.49%	-2.60%
2017	+10.01%	+0.81%
2016	+5.46%	N/A

LVHI vs BSCR Drawdown Comparison

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

The maximum drawdown for BSCR was -17.26%, occurring on Mar 20, 2020. Recovery took 62 trading sessions.

The current LVHI drawdown is -2.06%. The current BSCR drawdown is -0.03%.

Rank	LVHI	BSCR
#1	-32.30% Feb 20, 2020 - Jun 8, 2021	-17.26% Mar 4, 2020 - Jun 2, 2020
#2	-11.99% Mar 25, 2025 - May 15, 2025	-14.89% Dec 30, 2020 - Feb 28, 2025
#3	-11.29% Jun 7, 2022 - Nov 30, 2022	-5.12% Dec 13, 2017 - Jan 31, 2019
#4	-9.72% Jan 9, 2018 - Mar 13, 2019	-2.30% Sep 3, 2019 - Nov 26, 2019
#5	-8.11% Feb 9, 2022 - Apr 19, 2022	-1.41% Aug 6, 2020 - Nov 18, 2020
#6	-6.39% Jul 22, 2024 - Aug 23, 2024	-1.09% Jul 3, 2019 - Aug 1, 2019
#7	-6.09% Jul 3, 2019 - Sep 11, 2019	-0.94% Jun 16, 2020 - Jul 6, 2020
#8	-6.07% Feb 27, 2026 - Mar 20, 2026	-0.85% Oct 13, 2017 - Nov 22, 2017
#9	-5.65% Sep 20, 2023 - Nov 17, 2023	-0.81% Apr 3, 2025 - Apr 25, 2025
#10	-5.03% Mar 6, 2023 - Apr 10, 2023	-0.72% Jun 10, 2020 - Jun 15, 2020
#11	-4.85% Apr 22, 2019 - Jun 20, 2019	-0.63% Mar 28, 2019 - Apr 24, 2019
#12	-4.50% Jul 31, 2023 - Sep 14, 2023	-0.54% Nov 30, 2020 - Dec 15, 2020
#13	-4.48% Aug 16, 2021 - Dec 23, 2021	-0.48% Dec 11, 2019 - Dec 27, 2019
#14	-4.33% May 4, 2022 - May 26, 2022	-0.45% Nov 26, 2019 - Dec 3, 2019
#15	-4.02% May 10, 2017 - Dec 8, 2017	-0.45% Feb 3, 2020 - Feb 10, 2020

Correlation

Correlation between LVHI and BSCR is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69

-101

Dividend Comparison (2016 - 2026)

LVHI vs BSCR dividend yield comparison.

Year	LVHI	BSCR
2026	0.39%	1.38%
2025	4.92%	4.26%
2024	3.98%	4.27%
2023	8.12%	3.74%
2022	7.74%	2.65%
2021	4.13%	2.12%
2020	3.97%	2.46%
2019	6.67%	3.11%
2018	10.67%	3.35%
2017	3.38%	0.78%
2016	2.02%	0.00%