LVHI vs EAGG

Comparison between FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF (LVHI, ETF) and ISHARES ESG AWARE U.S. AGGREGATE BOND ETF (EAGG, ETF).

5-Year PerformanceLVHI has outperformed EAGG, delivering a return of +15.8% compared to +0.1%

LVHI vs EAGG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LVHI(ETF)	EAGG(ETF)
Net Assets	$4.60B	$4.70B
Expense Ratio	0.40%	0.10%
Max Drawdown	35.87%	22.96%
Sharpe Ratio	2.63	0.35
5Y Beta	0.46	0.04
5Y Dividends CAGR	11.18%	18.21%

Net Assets

LVHI

$4.60B

Winner

EAGG

$4.70B

Expense Ratio

LVHI

0.40%

Winner

EAGG

0.10%

Max Drawdown

LVHI

35.87%

Winner

EAGG

22.96%

Sharpe Ratio

Winner

LVHI

2.63

EAGG

0.35

5Y Beta

LVHI

0.46

Winner

EAGG

0.04

5Y Dividends CAGR

LVHI

11.18%

Winner

EAGG

18.21%

LVHI vs EAGG - Historical Returns

Returns include dividend reinvestment.

Period	LVHI	EAGG
1 month	-1.77%	+0.10%
3 months	+1.50%	+0.04%
6 months	+15.72%	+0.91%
1 year	+32.18%	+5.59%
5 years(CAGR)	+15.76%	+0.12%
10 years(CAGR)	+11.17%	N/A
Max(CAGR)	+11.17%	+2.13%

LVHI

-1.77%

Winner

EAGG

+0.10%

Winner

LVHI

+1.50%

EAGG

+0.04%

Winner

LVHI

+15.72%

EAGG

+0.91%

Winner

LVHI

+32.18%

EAGG

+5.59%

5Y(CAGR)

Winner

LVHI

+15.76%

EAGG

+0.12%

10Y(CAGR)

LVHI

+11.17%

EAGG

N/A

Max(CAGR)

Winner

LVHI

+11.17%

EAGG

+2.13%

LVHI vs EAGG - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	LVHI	EAGG
2026	+9.26%	+0.64%
2025	+26.94%	+7.09%
2024	+14.48%	+1.63%
2023	+15.59%	+4.92%
2022	+3.08%	-12.52%
2021	+17.22%	-1.26%
2020	-9.74%	+7.20%
2019	+18.02%	+8.51%
2018	-5.49%	+2.35%
2017	+10.01%	N/A
2016	+5.46%	N/A

LVHI vs EAGG Drawdown Comparison

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

The maximum drawdown for EAGG was -18.75%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current LVHI drawdown is -2.06%. The current EAGG drawdown is -2.47%.

Rank	LVHI	EAGG
#1	-32.30% Feb 20, 2020 - Jun 8, 2021	-18.75% Aug 4, 2020 - Oct 20, 2022
#2	-11.99% Mar 25, 2025 - May 15, 2025	-6.98% Mar 9, 2020 - Apr 23, 2020
#3	-11.29% Jun 7, 2022 - Nov 30, 2022	-2.12% Sep 4, 2019 - Jan 21, 2020
#4	-9.72% Jan 9, 2018 - Mar 13, 2019	-0.95% Apr 23, 2020 - May 20, 2020
#5	-8.11% Feb 9, 2022 - Apr 19, 2022	-0.80% Jul 3, 2019 - Aug 1, 2019
#6	-6.39% Jul 22, 2024 - Aug 23, 2024	-0.71% Mar 27, 2019 - May 7, 2019
#7	-6.09% Jul 3, 2019 - Sep 11, 2019	-0.61% Jan 3, 2019 - Jan 30, 2019
#8	-6.07% Feb 27, 2026 - Mar 20, 2026	-0.59% Feb 26, 2019 - Mar 7, 2019
#9	-5.65% Sep 20, 2023 - Nov 17, 2023	-0.55% Jan 31, 2020 - Feb 18, 2020
#10	-5.03% Mar 6, 2023 - Apr 10, 2023	-0.53% Jun 2, 2020 - Jun 10, 2020
#11	-4.85% Apr 22, 2019 - Jun 20, 2019	-0.48% Oct 29, 2018 - Nov 19, 2018
#12	-4.50% Jul 31, 2023 - Sep 14, 2023	-0.44% Aug 15, 2019 - Aug 23, 2019
#13	-4.48% Aug 16, 2021 - Dec 23, 2021	-0.41% Jan 31, 2019 - Feb 8, 2019
#14	-4.33% May 4, 2022 - May 26, 2022	-0.29% Feb 8, 2019 - Feb 19, 2019
#15	-4.02% May 10, 2017 - Dec 8, 2017	-0.29% May 15, 2019 - May 23, 2019

Correlation

Correlation between LVHI and EAGG is 0.11 which considered as a very weak or no correlation - the stocks move independently of each other.

0.11

-101

Dividend Comparison (2016 - 2026)

LVHI vs EAGG dividend yield comparison.

Year	LVHI	EAGG
2026	0.39%	1.32%
2025	4.92%	3.91%
2024	3.98%	3.93%
2023	8.12%	3.24%
2022	7.74%	2.07%
2021	4.13%	1.09%
2020	3.97%	1.82%
2019	6.67%	3.17%
2018	10.67%	0.61%
2017	3.38%	0.00%
2016	2.02%	0.00%