LVHI vs FDN

Comparison between FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF (LVHI, ETF) and FIRST TRUST DOW JONES INTERNET INDEX FUND (FDN, ETF).

5-Year PerformanceLVHI has outperformed FDN, delivering a return of +16.2% compared to +2.7%

LVHI vs FDN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LVHI(ETF)	FDN(ETF)
Net Assets	$5B	$5B
Expense Ratio	0.40%	0.49%
Max Drawdown	35.87%	61.61%
Sharpe Ratio	2.55	0.10
5Y Beta	0.45	1.15
P/E Ratio	N/A	36.73
Forward P/E	N/A	24.95
5Y Dividends CAGR	10.88%	N/A
5Y EPS CAGR	N/A	24.50%
Debt to Equity	N/A	31.67%
P/S Ratio	N/A	5.72
P/B Ratio	N/A	8.13

Net Assets

LVHI

$5B

FDN

$5B

Expense Ratio

Winner

LVHI

0.40%

FDN

0.49%

Max Drawdown

Winner

LVHI

35.87%

FDN

61.61%

Sharpe Ratio

Winner

LVHI

2.55

FDN

0.10

5Y Beta

Winner

LVHI

0.45

FDN

1.15

P/E Ratio

LVHI

N/A

FDN

36.73

Forward P/E

LVHI

N/A

FDN

24.95

5Y Dividends CAGR

LVHI

10.88%

FDN

N/A

5Y EPS CAGR

LVHI

N/A

FDN

24.50%

Debt to Equity

LVHI

N/A

FDN

31.67%

P/S Ratio

LVHI

N/A

FDN

5.72

P/B Ratio

LVHI

N/A

FDN

8.13

LVHI vs FDN - Holdings Comparison

LVHI and FDN have 1 common holdings. Overlap is -27.95%

LVHI's top 25 holdings weight is 143.28%. FDN's top 25 holdings weight is 91.38%.

Rank	LVHI	FDN
#1	USD FORWARD CASH/CCY CONTRACT PURCHASED (n/a) - 101.00%	META PLATFORMS INC CLASS A (META) - 10.58%
#2	SHELL PLC (n/a) - 2.26%	AMAZON.COM INC (AMZN) - 9.93%
#3	BHP GROUP LTD (n/a) - 2.23%	CISCO SYSTEMS INC (CSCO) - 8.26%
#4	BANK OF NOVA SCOTIA (n/a) - 2.19%	ALPHABET INC CLASS A (GOOGL) - 5.35%
#5	INTESA SANPAOLO (n/a) - 2.19%	ARISTA NETWORKS INC (ANET) - 5.24%
#6	UNILEVER PLC (n/a) - 2.16%	BOOKING HOLDINGS INC (BKNG) - 4.70%
#7	RIO TINTO PLC ORDINARY SHARES (n/a) - 2.14%	ORACLE CORP (ORCL) - 4.34%
#8	NOVARTIS AG REGISTERED SHARES (n/a) - 2.10%	ALPHABET INC CLASS C (GOOG) - 4.28%
#9	CANADIAN IMPERIAL BANK OF COMMERCE (n/a) - 2.02%	SALESFORCE INC (CRM) - 4.09%
#10	CANADIAN NATURAL RESOURCES LTD (n/a) - 2.02%	NETFLIX INC (NFLX) - 3.96%
#11	SUNCOR ENERGY INC (n/a) - 1.91%	SNOWFLAKE INC ORDINARY SHARES (SNOW) - 3.64%
#12	NESTLE SA (n/a) - 1.74%	DATADOG INC CLASS A (DDOG) - 3.50%
#13	GSK PLC (n/a) - 1.72%	CLOUDFLARE INC (NET) - 3.47%
#14	ALLIANZ SE (n/a) - 1.70%	DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 2.87%
#15	BANCA MONTE DEI PASCHI DI SIENA (n/a) - 1.66%	CIENA CORP (CIEN) - 2.58%
#16	ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.59%	AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.42%
#17	BNP PARIBAS ACT. CAT.A (n/a) - 1.58%	EBAY INC (EBAY) - 2.05%
#18	TOTALENERGIES SE (TTE) - 1.57%	CARVANA CO CLASS A (CVNA) - 1.89%
#19	MITSUBISHI CORP (n/a) - 1.57%	PAYPAL HOLDINGS INC (PYPL) - 1.58%
#20	ENEL SPA (n/a) - 1.56%	ROBLOX CORP ORDINARY SHARES CLASS A (RBLX) - 1.49%
#21	DBS GROUP HOLDINGS LTD (n/a) - 1.42%	VEEVA SYSTEMS INC CLASS A (VEEV) - 1.12%
#22	TC ENERGY CORP (TRP) - 1.39%	WORKDAY INC CLASS A (WDAY) - 1.11%
#23	NTT INC (n/a) - 1.23%	COPART INC (CPRT) - 0.99%
#24	AXA SA (n/a) - 1.19%	OKTA INC CLASS A (OKTA) - 0.98%
#25	IBERDROLA SA (n/a) - 1.14%	F5 INC (FFIV) - 0.96%
Total Holdings	227	43

LVHI vs FDN - Historical Returns

Returns include dividend reinvestment.

Period	LVHI	FDN
1 month	+2.08%	+0.88%
3 months	+3.68%	+4.51%
6 months	+11.88%	+4.34%
1 year	+33.05%	+2.76%
5 years(CAGR)	+16.20%	+2.65%
10 years(CAGR)	+11.43%	+13.74%
Max(CAGR)	+11.43%	+13.79%

Winner

LVHI

+2.08%

FDN

+0.88%

LVHI

+3.68%

Winner

FDN

+4.51%

Winner

LVHI

+11.88%

FDN

+4.34%

Winner

LVHI

+33.05%

FDN

+2.76%

5Y(CAGR)

Winner

LVHI

+16.20%

FDN

+2.65%

10Y(CAGR)

LVHI

+11.43%

Winner

FDN

+13.74%

Max(CAGR)

LVHI

+11.43%

Winner

FDN

+13.79%

LVHI vs FDN - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	LVHI	FDN
2026	+14.07%	+2.80%
2025	+26.94%	+10.46%
2024	+14.48%	+33.48%
2023	+15.59%	+51.11%
2022	+3.08%	-45.62%
2021	+17.22%	+7.57%
2020	-9.74%	+50.08%
2019	+18.02%	+18.43%
2018	-5.49%	+5.03%
2017	+10.01%	+36.01%
2016	+5.46%	+10.37%
2015	N/A	+21.81%
2014	N/A	+3.41%
2013	N/A	+49.05%
2012	N/A	+18.45%
2011	N/A	-7.41%
2010	N/A	+34.32%
2009	N/A	+73.19%
2008	N/A	-43.41%
2007	N/A	+12.69%
2006	N/A	+10.03%

LVHI vs FDN Drawdown Comparison

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

The maximum drawdown for FDN was -61.55%, occurring on Nov 20, 2008. Recovery took 629 trading sessions.

The current FDN drawdown is -5.79%.

Rank	LVHI	FDN
#1	-32.30% Feb 20, 2020 - Jun 8, 2021	-61.55% Oct 12, 2007 - Apr 14, 2010
#2	-11.99% Mar 25, 2025 - May 15, 2025	-53.97% Sep 7, 2021 - Dec 4, 2024
#3	-11.29% Jun 7, 2022 - Nov 30, 2022	-30.53% Feb 20, 2020 - May 8, 2020
#4	-9.72% Jan 9, 2018 - Mar 13, 2019	-27.39% Jul 25, 2018 - Apr 26, 2019
#5	-8.11% Feb 9, 2022 - Apr 19, 2022	-26.04% Jul 7, 2011 - Sep 13, 2012
#6	-6.39% Jul 22, 2024 - Aug 23, 2024	-25.79% Dec 1, 2015 - Jul 28, 2016
#7	-6.09% Jul 3, 2019 - Sep 11, 2019	-24.98% Feb 14, 2025 - Jun 27, 2025
#8	-6.07% Feb 27, 2026 - May 20, 2026	-21.31% Sep 19, 2025 - Jun 1, 2026
#9	-5.65% Sep 20, 2023 - Nov 17, 2023	-19.49% Mar 5, 2014 - Feb 19, 2015
#10	-5.03% Mar 6, 2023 - Apr 10, 2023	-16.26% Apr 15, 2010 - Sep 13, 2010
#11	-4.85% Apr 22, 2019 - Jun 20, 2019	-15.09% Feb 12, 2021 - Jun 24, 2021
#12	-4.50% Jul 31, 2023 - Sep 14, 2023	-14.41% Jul 26, 2019 - Feb 12, 2020
#13	-4.48% Aug 16, 2021 - Dec 23, 2021	-14.23% Jul 17, 2007 - Oct 5, 2007
#14	-4.33% May 4, 2022 - May 26, 2022	-12.87% Sep 2, 2020 - Nov 27, 2020
#15	-4.02% May 10, 2017 - Dec 8, 2017	-12.85% Aug 5, 2015 - Oct 23, 2015

Correlation

Correlation between LVHI and FDN is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76

-101

Dividend Comparison (2008 - 2026)

LVHI vs FDN dividend yield comparison.

Year	LVHI	FDN
2026	1.88%	0.00%
2025	4.92%	0.00%
2024	3.98%	0.00%
2023	8.12%	0.00%
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%
2011	0.00%	0.07%
2010	0.00%	0.11%
2008	0.00%	0.35%