LVHI vs EFAV
Comparison between FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF (LVHI, ETF) and ISHARES MSCI EAFE MIN VOL FACTOR ETF (EFAV, ETF).
5-Year PerformanceLVHI has outperformed EFAV, delivering a return of +16.2% compared to +6.6%
LVHI vs EFAV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LVHI
$5B
Winner
EFAV
$5.10B
Expense Ratio
LVHI
0.40%
Winner
EFAV
0.20%
Max Drawdown
LVHI
35.87%
Winner
EFAV
29.26%
Sharpe Ratio
Winner
LVHI
2.55
EFAV
0.75
5Y Beta
LVHI
0.45
Winner
EFAV
0.30
5Y Dividends CAGR
LVHI
10.88%
Winner
EFAV
14.66%
LVHI vs EFAV - Holdings Comparison
LVHI and EFAV have 2 common holdings. Overlap is -27.82%
LVHI's top 25 holdings weight is 143.28%. EFAV's top 25 holdings weight is 30.43%.
| Rank | LVHI | EFAV |
|---|---|---|
| #1 | USD FORWARD CASH/CCY CONTRACT PURCHASED (n/a) - 101.00% | IBERDROLA SA (n/a) - 1.66% |
| #2 | SHELL PLC (n/a) - 2.26% | SECOM CO LTD (n/a) - 1.52% |
| #3 | BHP GROUP LTD (n/a) - 2.23% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.50% |
| #4 | BANK OF NOVA SCOTIA (n/a) - 2.19% | ZURICH INSURANCE GROUP AG (n/a) - 1.41% |
| #5 | INTESA SANPAOLO (n/a) - 2.19% | TAKEDA PHARMACEUTICAL CO LTD (n/a) - 1.38% |
| #6 | UNILEVER PLC (n/a) - 2.16% | DBS GROUP HOLDINGS LTD (n/a) - 1.37% |
| #7 | RIO TINTO PLC ORDINARY SHARES (n/a) - 2.14% | SHELL PLC (n/a) - 1.36% |
| #8 | NOVARTIS AG REGISTERED SHARES (n/a) - 2.10% | SWISSCOM AG (n/a) - 1.34% |
| #9 | CANADIAN IMPERIAL BANK OF COMMERCE (n/a) - 2.02% | ENI SPA (n/a) - 1.31% |
| #10 | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.02% | TOTALENERGIES SE (TTE:XPAR) - 1.29% |
| #11 | SUNCOR ENERGY INC (n/a) - 1.91% | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 1.22% |
| #12 | NESTLE SA (n/a) - 1.74% | SAMPO OYJ CLASS A (n/a) - 1.20% |
| #13 | GSK PLC (n/a) - 1.72% | EQUINOR ASA (n/a) - 1.20% |
| #14 | ALLIANZ SE (n/a) - 1.70% | BOC HONG KONG HOLDINGS LTD (n/a) - 1.19% |
| #15 | BANCA MONTE DEI PASCHI DI SIENA (n/a) - 1.66% | UNILEVER PLC (n/a) - 1.18% |
| #16 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.59% | ORANGE SA (n/a) - 1.12% |
| #17 | BNP PARIBAS ACT. CAT.A (n/a) - 1.58% | NESTLE SA (n/a) - 1.12% |
| #18 | TOTALENERGIES SE (TTE) - 1.57% | KONINKLIJKE AHOLD DELHAIZE NV (n/a) - 1.10% |
| #19 | MITSUBISHI CORP (n/a) - 1.57% | SWISS PRIME SITE AG (n/a) - 1.06% |
| #20 | ENEL SPA (n/a) - 1.56% | KDDI CORP (n/a) - 1.04% |
| #21 | DBS GROUP HOLDINGS LTD (n/a) - 1.42% | CLP HOLDINGS LTD (n/a) - 1.02% |
| #22 | TC ENERGY CORP (TRP) - 1.39% | SOFTBANK CORP (n/a) - 1.01% |
| #23 | NTT INC (n/a) - 1.23% | POSTE ITALIANE SPA (n/a) - 0.95% |
| #24 | AXA SA (n/a) - 1.19% | JAPAN TOBACCO INC (n/a) - 0.94% |
| #25 | IBERDROLA SA (n/a) - 1.14% | BANK HAPOALIM BM (n/a) - 0.94% |
| Total Holdings | 227 | 292 |
LVHI vs EFAV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LVHI
+2.08%
EFAV
+1.90%
3M
Winner
LVHI
+3.68%
EFAV
-1.08%
6M
Winner
LVHI
+11.88%
EFAV
+5.28%
1Y
Winner
LVHI
+33.05%
EFAV
+12.33%
5Y(CAGR)
Winner
LVHI
+16.20%
EFAV
+6.56%
10Y(CAGR)
Winner
LVHI
+11.43%
EFAV
+6.22%
Max(CAGR)
Winner
LVHI
+11.43%
EFAV
+7.03%
LVHI vs EFAV - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | LVHI | EFAV |
|---|---|---|
| 2026 | +14.07% | +6.14% |
| 2025 | +26.94% | +26.40% |
| 2024 | +14.48% | +6.07% |
| 2023 | +15.59% | +11.62% |
| 2022 | +3.08% | -14.94% |
| 2021 | +17.22% | +6.72% |
| 2020 | -9.74% | -0.48% |
| 2019 | +18.02% | +16.95% |
| 2018 | -5.49% | -6.14% |
| 2017 | +10.01% | +22.12% |
| 2016 | +5.46% | -0.60% |
| 2015 | N/A | +8.41% |
| 2014 | N/A | +5.21% |
| 2013 | N/A | +14.45% |
| 2012 | N/A | +9.64% |
| 2011 | N/A | -0.77% |
LVHI vs EFAV Drawdown Comparison
The maximum drawdown for LVHI was -32.30%, occurring on Mar 16, 2020. Recovery took 327 trading sessions.
The maximum drawdown for EFAV was -27.56%, occurring on Mar 23, 2020. Recovery took 246 trading sessions.
The current EFAV drawdown is -3.04%.
| Rank | LVHI | EFAV |
|---|---|---|
| #1 | -32.30% Feb 20, 2020 - Jun 8, 2021 | -27.56% Jan 17, 2020 - Jan 8, 2021 |
| #2 | -11.99% Mar 25, 2025 - May 15, 2025 | -27.44% Sep 3, 2021 - Jul 31, 2024 |
| #3 | -11.29% Jun 7, 2022 - Nov 30, 2022 | -12.25% Jan 26, 2018 - Jun 20, 2019 |
| #4 | -9.72% Jan 9, 2018 - Mar 13, 2019 | -11.29% May 15, 2015 - Apr 18, 2016 |
| #5 | -8.11% Feb 9, 2022 - Apr 19, 2022 | -10.22% Sep 6, 2016 - Apr 24, 2017 |
| #6 | -6.39% Jul 22, 2024 - Aug 23, 2024 | -10.19% May 8, 2013 - Oct 17, 2013 |
| #7 | -6.09% Jul 3, 2019 - Sep 11, 2019 | -9.86% Apr 2, 2012 - Aug 3, 2012 |
| #8 | -6.07% Feb 27, 2026 - May 20, 2026 | -9.83% Oct 27, 2011 - Mar 1, 2012 |
| #9 | -5.65% Sep 20, 2023 - Nov 17, 2023 | -8.65% Sep 16, 2024 - Mar 3, 2025 |
| #10 | -5.03% Mar 6, 2023 - Apr 10, 2023 | -8.49% Jul 3, 2014 - Feb 5, 2015 |
| #11 | -4.85% Apr 22, 2019 - Jun 20, 2019 | -7.49% Mar 19, 2025 - Apr 15, 2025 |
| #12 | -4.50% Jul 31, 2023 - Sep 14, 2023 | -7.29% Apr 19, 2016 - Aug 11, 2016 |
| #13 | -4.48% Aug 16, 2021 - Dec 23, 2021 | -6.64% Feb 27, 2026 - Jun 23, 2026 |
| #14 | -4.33% May 4, 2022 - May 26, 2022 | -5.21% Oct 22, 2013 - Feb 18, 2014 |
| #15 | -4.02% May 10, 2017 - Dec 8, 2017 | -5.03% Jan 8, 2021 - Apr 15, 2021 |
Correlation
Correlation between LVHI and EFAV is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2011 - 2026)
LVHI vs EFAV dividend yield comparison.
| Year | LVHI | EFAV |
|---|---|---|
| 2026 | 1.88% | 1.87% |
| 2025 | 4.92% | 3.20% |
| 2024 | 3.98% | 3.24% |
| 2023 | 8.12% | 3.08% |
| 2022 | 7.74% | 2.53% |
| 2021 | 4.13% | 2.47% |
| 2020 | 3.97% | 1.33% |
| 2019 | 6.67% | 4.19% |
| 2018 | 10.67% | 3.34% |
| 2017 | 3.38% | 2.45% |
| 2016 | 2.02% | 3.94% |
| 2015 | 0.00% | 2.49% |
| 2014 | 0.00% | 3.57% |
| 2013 | 0.00% | 2.53% |
| 2012 | 0.00% | 1.97% |
| 2011 | 0.00% | 0.46% |
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