LVHI vs CWB

Comparison between FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF (LVHI, ETF) and STATE STREET(R) SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF (CWB, ETF).

5-Year PerformanceLVHI has outperformed CWB, delivering a return of +16.4% compared to +6.3%

LVHI vs CWB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LVHI(ETF)	CWB(ETF)
Net Assets	$5.50B	$5.60B
Expense Ratio	0.40%	0.40%
Max Drawdown	35.87%	32.16%
Sharpe Ratio	2.42	1.14
5Y Beta	0.42	0.67
5Y Dividends CAGR	10.88%	-4.11%

Net Assets

LVHI

$5.50B

Winner

CWB

$5.60B

Expense Ratio

LVHI

0.40%

CWB

0.40%

Max Drawdown

LVHI

35.87%

Winner

CWB

32.16%

Sharpe Ratio

Winner

LVHI

2.42

CWB

1.14

5Y Beta

Winner

LVHI

0.42

CWB

0.67

5Y Dividends CAGR

Winner

LVHI

10.88%

CWB

-4.11%

LVHI vs CWB - Historical Returns

Returns include dividend reinvestment.

Period	LVHI	CWB
1 month	+2.19%	+0.20%
3 months	+4.86%	-1.17%
6 months	+6.95%	+10.46%
1 year	+29.19%	+24.41%
5 years(CAGR)	+16.36%	+6.27%
10 years(CAGR)	+11.78%	+11.67%
Max(CAGR)	+11.65%	+11.57%

Winner

LVHI

+2.19%

CWB

+0.20%

Winner

LVHI

+4.86%

CWB

-1.17%

LVHI

+6.95%

Winner

CWB

+10.46%

Winner

LVHI

+29.19%

CWB

+24.41%

5Y(CAGR)

Winner

LVHI

+16.36%

CWB

+6.27%

10Y(CAGR)

Winner

LVHI

+11.78%

CWB

+11.67%

Max(CAGR)

Winner

LVHI

+11.65%

CWB

+11.57%

LVHI vs CWB - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	LVHI	CWB
2026	+17.57%	+15.56%
2025	+26.94%	+16.44%
2024	+14.48%	+10.97%
2023	+15.59%	+14.90%
2022	+3.08%	-20.52%
2021	+17.22%	+2.71%
2020	-9.74%	+52.07%
2019	+18.02%	+22.44%
2018	-5.49%	-3.35%
2017	+10.01%	+15.84%
2016	+5.46%	+11.56%
2015	N/A	-0.87%
2014	N/A	+8.01%
2013	N/A	+19.29%
2012	N/A	+14.23%
2011	N/A	-7.95%
2010	N/A	+12.77%
2009	N/A	+29.61%

LVHI vs CWB Drawdown Comparison

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

The maximum drawdown for CWB was -32.06%, occurring on Mar 23, 2020. Recovery took 76 trading sessions.

The current LVHI drawdown is -0.09%. The current CWB drawdown is -6.09%.

Rank	LVHI	CWB
#1	-32.30% Feb 20, 2020 - Jun 8, 2021	-32.06% Feb 19, 2020 - Jun 8, 2020
#2	-11.99% Mar 25, 2025 - May 15, 2025	-29.86% Feb 12, 2021 - Jul 16, 2025
#3	-11.29% Jun 7, 2022 - Nov 30, 2022	-17.09% May 2, 2011 - Oct 18, 2012
#4	-9.72% Jan 9, 2018 - Mar 13, 2019	-15.95% Jun 1, 2015 - Jul 22, 2016
#5	-8.11% Feb 9, 2022 - Apr 19, 2022	-13.79% Jun 20, 2018 - Feb 25, 2019
#6	-6.39% Jul 22, 2024 - Aug 23, 2024	-11.08% Jun 2, 2026 - Jul 29, 2026
#7	-6.09% Jul 3, 2019 - Sep 11, 2019	-10.76% Apr 26, 2010 - Oct 5, 2010
#8	-6.07% Feb 27, 2026 - May 20, 2026	-9.06% Sep 5, 2014 - Mar 20, 2015
#9	-5.65% Sep 20, 2023 - Nov 17, 2023	-7.61% Sep 1, 2020 - Oct 9, 2020
#10	-5.03% Mar 6, 2023 - Apr 10, 2023	-7.58% Jan 19, 2010 - Mar 8, 2010
#11	-4.85% Apr 22, 2019 - Jun 20, 2019	-7.52% Oct 29, 2025 - Jan 13, 2026
#12	-4.50% Jul 31, 2023 - Sep 14, 2023	-7.36% Jan 26, 2018 - Mar 12, 2018
#13	-4.48% Aug 16, 2021 - Dec 23, 2021	-6.76% Jan 28, 2026 - Apr 8, 2026
#14	-4.33% May 4, 2022 - May 26, 2022	-6.52% May 21, 2013 - Jul 22, 2013
#15	-4.02% May 10, 2017 - Dec 8, 2017	-6.24% May 3, 2019 - Jul 12, 2019

Correlation

Correlation between LVHI and CWB is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2009 - 2026)

LVHI vs CWB dividend yield comparison.

Year	LVHI	CWB
2026	1.83%	0.88%
2025	4.92%	1.69%
2024	3.98%	1.85%
2023	8.12%	1.97%
2022	7.74%	2.21%
2021	4.13%	1.97%
2020	3.97%	2.34%
2019	6.67%	3.03%
2018	10.67%	6.17%
2017	3.38%	4.25%
2016	2.02%	4.60%
2015	0.00%	7.52%
2014	0.00%	7.37%
2013	0.00%	3.66%
2012	0.00%	3.84%
2011	0.00%	4.97%
2010	0.00%	4.59%
2009	0.00%	3.88%