LVHI vs CGDG
Comparison between FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF (LVHI, ETF) and CAPITAL GROUP DIVIDEND GROWERS ETF SHARE CLASS (CGDG, ETF).
LVHI vs CGDG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LVHI
$4.80B
Winner
CGDG
$4.90B
Expense Ratio
Winner
LVHI
0.40%
CGDG
0.47%
Max Drawdown
LVHI
35.87%
Winner
CGDG
10.91%
Sharpe Ratio
Winner
LVHI
2.69
CGDG
1.47
5Y Beta
Winner
LVHI
0.46
CGDG
0.64
P/E Ratio
LVHI
N/A
CGDG
24.58
Forward P/E
LVHI
N/A
CGDG
18.45
PEG Ratio
LVHI
N/A
CGDG
0.73
5Y Dividends CAGR
LVHI
11.18%
CGDG
N/A
5Y EPS CAGR
LVHI
N/A
CGDG
12.60%
P/S Ratio
LVHI
N/A
CGDG
2.12
P/B Ratio
LVHI
N/A
CGDG
3.60
LVHI vs CGDG - Holdings Comparison
LVHI and CGDG have 1 common holdings. Overlap is -28.31%
LVHI's top 25 holdings weight is 143.78%. CGDG's top 25 holdings weight is 44.36%.
| Rank | LVHI | CGDG |
|---|---|---|
| #1 | USD FORWARD CASH/CCY CONTRACT PURCHASED (n/a) - 99.55% | n/a (TSM) - 3.65% |
| #2 | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.70% | PHILIP MORRIS INTERNATIONAL INC (PM) - 3.64% |
| #3 | SHELL PLC (n/a) - 2.63% | BROADCOM INC (AVGO) - 3.50% |
| #4 | RIO TINTO PLC ORDINARY SHARES (n/a) - 2.25% | ASTRAZENECA PLC (AZN:XLON) - 2.90% |
| #5 | SUNCOR ENERGY INC (n/a) - 2.24% | TOTALENERGIES SE (TTE:XPAR) - 2.33% |
| #6 | INTESA SANPAOLO (n/a) - 2.19% | BRITISH AMERICAN TOBACCO PLC (n/a) - 2.03% |
| #7 | NOVARTIS AG REGISTERED SHARES (n/a) - 2.19% | WELLTOWER INC (WELL) - 2.02% |
| #8 | BHP GROUP LTD (n/a) - 2.15% | MARUBENI CORP (n/a) - 1.74% |
| #9 | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 2.12% | IBERDROLA SA (n/a) - 1.74% |
| #10 | NESTLE SA (n/a) - 2.08% | ONEOK INC (OKE) - 1.57% |
| #11 | BANK OF NOVA SCOTIA (BNS) - 1.98% | CONOCOPHILLIPS (COP) - 1.55% |
| #12 | GSK PLC (n/a) - 1.88% | RTX CORP (RTX) - 1.44% |
| #13 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.86% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.40% |
| #14 | TOTALENERGIES SE (TTE) - 1.83% | DBS GROUP HOLDINGS LTD (n/a) - 1.32% |
| #15 | MITSUBISHI CORP (n/a) - 1.81% | ABBVIE INC (ABBV) - 1.32% |
| #16 | ALLIANZ SE (n/a) - 1.68% | NESTLE SA (n/a) - 1.31% |
| #17 | ENEL SPA (n/a) - 1.63% | EXXON MOBIL CORP (XOM) - 1.30% |
| #18 | BNP PARIBAS ACT. CAT.A (n/a) - 1.55% | KONINKLIJKE KPN NV (n/a) - 1.30% |
| #19 | BANCA MONTE DEI PASCHI DI SIENA (n/a) - 1.44% | TRUIST FINANCIAL CORP (TFC) - 1.28% |
| #20 | TC ENERGY CORP (TRP) - 1.43% | AIR PRODUCTS AND CHEMICALS INC (APD) - 1.27% |
| #21 | MITSUI & CO LTD (n/a) - 1.41% | BARRICK MINING CORP (n/a) - 1.23% |
| #22 | NTT INC (n/a) - 1.36% | LINDE PLC (LIN) - 1.14% |
| #23 | SANOFI SA (n/a) - 1.32% | MITSUBISHI CORP (n/a) - 1.13% |
| #24 | UNILEVER PLC (n/a) - 1.30% | ZURICH INSURANCE GROUP AG (n/a) - 1.13% |
| #25 | AXA SA (n/a) - 1.20% | CENTERPOINT ENERGY INC (CNP) - 1.12% |
| Total Holdings | 223 | 108 |
LVHI vs CGDG - Historical Returns
Returns include dividend reinvestment.
1M
LVHI
-0.78%
Winner
CGDG
+0.13%
3M
Winner
LVHI
+1.79%
CGDG
-0.55%
6M
Winner
LVHI
+14.26%
CGDG
+5.57%
1Y
Winner
LVHI
+31.61%
CGDG
+19.64%
5Y(CAGR)
LVHI
+16.29%
CGDG
N/A
10Y(CAGR)
LVHI
+11.28%
CGDG
N/A
Max(CAGR)
LVHI
+11.28%
Winner
CGDG
+18.92%
LVHI vs CGDG - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | LVHI | CGDG |
|---|---|---|
| 2026 | +10.37% | +4.10% |
| 2025 | +26.94% | +23.32% |
| 2024 | +14.48% | +12.23% |
| 2023 | +15.59% | +9.54% |
| 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 CGDG Drawdown Comparison
The maximum drawdown for LVHI was -32.30%, occurring on Mar 16, 2020. Recovery took 327 trading sessions.
The maximum drawdown for CGDG was -10.52%, occurring on Apr 8, 2025. Recovery took 54 trading sessions.
The current LVHI drawdown is -1.07%. The current CGDG drawdown is -1.36%.
| Rank | LVHI | CGDG |
|---|---|---|
| #1 | -32.30% Feb 20, 2020 - Jun 8, 2021 | -10.52% Feb 13, 2025 - May 2, 2025 |
| #2 | -11.99% Mar 25, 2025 - May 15, 2025 | -7.72% Feb 25, 2026 - Mar 20, 2026 |
| #3 | -11.29% Jun 7, 2022 - Nov 30, 2022 | -5.54% Oct 14, 2024 - Feb 5, 2025 |
| #4 | -9.72% Jan 9, 2018 - Mar 13, 2019 | -4.89% Mar 28, 2024 - May 9, 2024 |
| #5 | -8.11% Feb 9, 2022 - Apr 19, 2022 | -4.64% Jul 16, 2024 - Aug 15, 2024 |
| #6 | -6.39% Jul 22, 2024 - Aug 23, 2024 | -4.44% Oct 11, 2023 - Nov 3, 2023 |
| #7 | -6.09% Jul 3, 2019 - Sep 11, 2019 | -3.90% Nov 12, 2025 - Nov 28, 2025 |
| #8 | -6.07% Feb 27, 2026 - Mar 20, 2026 | -3.47% Jul 23, 2025 - Aug 22, 2025 |
| #9 | -5.65% Sep 20, 2023 - Nov 17, 2023 | -2.96% Aug 30, 2024 - Sep 16, 2024 |
| #10 | -5.03% Mar 6, 2023 - Apr 10, 2023 | -2.83% Oct 6, 2025 - Oct 20, 2025 |
| #11 | -4.85% Apr 22, 2019 - Jun 20, 2019 | -2.77% May 17, 2024 - Jul 11, 2024 |
| #12 | -4.50% Jul 31, 2023 - Sep 14, 2023 | -2.49% Sep 28, 2023 - Oct 10, 2023 |
| #13 | -4.48% Aug 16, 2021 - Dec 23, 2021 | -2.46% Dec 28, 2023 - Jan 29, 2024 |
| #14 | -4.33% May 4, 2022 - May 26, 2022 | -2.09% Oct 27, 2025 - Nov 11, 2025 |
| #15 | -4.02% May 10, 2017 - Dec 8, 2017 | -1.85% Jun 12, 2025 - Jun 26, 2025 |
Correlation
Correlation between LVHI and CGDG 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 CGDG dividend yield comparison.
| Year | LVHI | CGDG |
|---|---|---|
| 2026 | 0.39% | 0.37% |
| 2025 | 4.92% | 1.95% |
| 2024 | 3.98% | 2.15% |
| 2023 | 8.12% | 0.39% |
| 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% |
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