LVHI vs CGCB

Comparison between FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF (LVHI, ETF) and CAPITAL GROUP CORE BOND ETF SHARE CLASS (CGCB, ETF).

LVHI vs CGCB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LVHI(ETF)	CGCB(ETF)
Net Assets	$4.80B	$4.80B
Expense Ratio	0.40%	0.27%
Max Drawdown	35.87%	6.57%
Sharpe Ratio	2.40	0.14
5Y Beta	0.45	0.03
5Y Dividends CAGR	10.88%	N/A

Net Assets

LVHI

$4.80B

CGCB

$4.80B

Expense Ratio

LVHI

0.40%

Winner

CGCB

0.27%

Max Drawdown

LVHI

35.87%

Winner

CGCB

6.57%

Sharpe Ratio

Winner

LVHI

2.40

CGCB

0.14

5Y Beta

LVHI

0.45

Winner

CGCB

0.03

5Y Dividends CAGR

LVHI

10.88%

CGCB

N/A

LVHI vs CGCB - Historical Returns

Returns include dividend reinvestment.

Period	LVHI	CGCB
1 month	-0.20%	-0.28%
3 months	+2.47%	-1.29%
6 months	+13.12%	+0.07%
1 year	+29.64%	+4.33%
5 years(CAGR)	+15.65%	N/A
10 years(CAGR)	+11.13%	N/A
Max(CAGR)	+11.13%	+5.64%

Winner

LVHI

-0.20%

CGCB

-0.28%

Winner

LVHI

+2.47%

CGCB

-1.29%

Winner

LVHI

+13.12%

CGCB

+0.07%

Winner

LVHI

+29.64%

CGCB

+4.33%

5Y(CAGR)

LVHI

+15.65%

CGCB

N/A

10Y(CAGR)

LVHI

+11.13%

CGCB

N/A

Max(CAGR)

Winner

LVHI

+11.13%

CGCB

+5.64%

LVHI vs CGCB - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	LVHI	CGCB
2026	+9.69%	-0.15%
2025	+26.94%	+7.28%
2024	+14.48%	+1.88%
2023	+15.59%	+6.80%
2022	+3.08%	N/A
2021	+17.22%	N/A
2020	-9.74%	N/A
2019	+18.02%	N/A
2018	-5.49%	N/A
2017	+10.01%	N/A
2016	+5.46%	N/A

LVHI vs CGCB Drawdown Comparison

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

The maximum drawdown for CGCB was -5.17%, occurring on Jan 13, 2025. Recovery took 219 trading sessions.

The current LVHI drawdown is -2.16%. The current CGCB drawdown is -2.17%.

Rank	LVHI	CGCB
#1	-32.30% Feb 20, 2020 - Jun 8, 2021	-5.17% Sep 16, 2024 - Aug 1, 2025
#2	-11.99% Mar 25, 2025 - May 15, 2025	-3.96% Dec 27, 2023 - Jul 11, 2024
#3	-11.29% Jun 7, 2022 - Nov 30, 2022	-2.98% Feb 27, 2026 - May 19, 2026
#4	-9.72% Jan 9, 2018 - Mar 13, 2019	-2.50% Oct 11, 2023 - Nov 3, 2023
#5	-8.11% Feb 9, 2022 - Apr 19, 2022	-1.54% Sep 29, 2023 - Oct 11, 2023
#6	-6.39% Jul 22, 2024 - Aug 23, 2024	-1.16% Aug 5, 2024 - Aug 20, 2024
#7	-6.09% Jul 3, 2019 - Sep 11, 2019	-1.14% Nov 26, 2025 - Feb 5, 2026
#8	-6.07% Feb 27, 2026 - May 20, 2026	-0.90% Oct 21, 2025 - Nov 26, 2025
#9	-5.65% Sep 20, 2023 - Nov 17, 2023	-0.78% Sep 11, 2025 - Oct 10, 2025
#10	-5.03% Mar 6, 2023 - Apr 10, 2023	-0.76% Jul 17, 2024 - Jul 29, 2024
#11	-4.85% Apr 22, 2019 - Jun 20, 2019	-0.61% Nov 8, 2023 - Nov 14, 2023
#12	-4.50% Jul 31, 2023 - Sep 14, 2023	-0.61% Aug 13, 2025 - Aug 27, 2025
#13	-4.48% Aug 16, 2021 - Dec 23, 2021	-0.54% Aug 23, 2024 - Sep 4, 2024
#14	-4.33% May 4, 2022 - May 26, 2022	-0.45% Aug 21, 2024 - Aug 23, 2024
#15	-4.02% May 10, 2017 - Dec 8, 2017	-0.44% Dec 14, 2023 - Dec 20, 2023

Correlation

Correlation between LVHI and CGCB is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2016 - 2026)

LVHI vs CGCB dividend yield comparison.

Year	LVHI	CGCB
2026	1.96%	1.63%
2025	4.92%	4.22%
2024	3.98%	3.99%
2023	8.12%	0.95%
2022	7.74%	0.00%
2021	4.13%	0.00%
2020	3.97%	0.00%
2019	6.67%	0.00%
2018	10.67%	0.00%
2017	3.38%	0.00%
2016	2.02%	0.00%