LVHI vs ISTB

Comparison between FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF (LVHI, ETF) and ISHARES CORE 1-5 YEAR USD BOND ETF (ISTB, ETF).

5-Year PerformanceLVHI has outperformed ISTB, delivering a return of +16.7% compared to +2.0%

LVHI vs ISTB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LVHI(ETF)	ISTB(ETF)
Net Assets	$5B	$5B
Expense Ratio	0.40%	0.06%
Max Drawdown	35.87%	11.76%
Sharpe Ratio	2.85	-0.45
5Y Beta	0.42	0.02
5Y Dividends CAGR	10.88%	15.08%

Net Assets

LVHI

$5B

ISTB

$5B

Expense Ratio

LVHI

0.40%

Winner

ISTB

0.06%

Max Drawdown

LVHI

35.87%

Winner

ISTB

11.76%

Sharpe Ratio

Winner

LVHI

2.85

ISTB

-0.45

5Y Beta

LVHI

0.42

Winner

ISTB

0.02

5Y Dividends CAGR

LVHI

10.88%

Winner

ISTB

15.08%

LVHI vs ISTB - Historical Returns

Returns include dividend reinvestment.

Period	LVHI	ISTB
1 month	+3.97%	+0.28%
3 months	+7.77%	+0.50%
6 months	+9.48%	+0.54%
1 year	+33.81%	+3.05%
5 years(CAGR)	+16.66%	+1.95%
10 years(CAGR)	+11.75%	+2.25%
Max(CAGR)	+11.68%	+2.03%

Winner

LVHI

+3.97%

ISTB

+0.28%

Winner

LVHI

+7.77%

ISTB

+0.50%

Winner

LVHI

+9.48%

ISTB

+0.54%

Winner

LVHI

+33.81%

ISTB

+3.05%

5Y(CAGR)

Winner

LVHI

+16.66%

ISTB

+1.95%

10Y(CAGR)

Winner

LVHI

+11.75%

ISTB

+2.25%

Max(CAGR)

Winner

LVHI

+11.68%

ISTB

+2.03%

LVHI vs ISTB - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	LVHI	ISTB
2026	+17.44%	+0.96%
2025	+26.94%	+6.36%
2024	+14.48%	+4.64%
2023	+15.59%	+5.44%
2022	+3.08%	-5.89%
2021	+17.22%	-0.74%
2020	-9.74%	+4.69%
2019	+18.02%	+5.50%
2018	-5.49%	+1.12%
2017	+10.01%	+1.76%
2016	+5.46%	+2.69%
2015	N/A	+0.57%
2014	N/A	+1.20%
2013	N/A	+0.62%
2012	N/A	-0.02%

LVHI vs ISTB Drawdown Comparison

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

The maximum drawdown for ISTB was -9.34%, occurring on Oct 20, 2022. Recovery took 738 trading sessions.

The current LVHI drawdown is -0.21%.

Rank	LVHI	ISTB
#1	-32.30% Feb 20, 2020 - Jun 8, 2021	-9.34% Aug 3, 2021 - Jul 11, 2024
#2	-11.99% Mar 25, 2025 - May 15, 2025	-6.06% Mar 6, 2020 - May 15, 2020
#3	-11.29% Jun 7, 2022 - Nov 30, 2022	-2.26% May 8, 2013 - Aug 13, 2014
#4	-9.72% Jan 9, 2018 - Mar 13, 2019	-1.63% Sep 7, 2017 - Dec 14, 2018
#5	-8.11% Feb 9, 2022 - Apr 19, 2022	-1.45% Oct 21, 2016 - Apr 3, 2017
#6	-6.39% Jul 22, 2024 - Aug 23, 2024	-1.36% Sep 24, 2024 - Feb 5, 2025
#7	-6.09% Jul 3, 2019 - Sep 11, 2019	-1.26% Feb 27, 2026 - Aug 4, 2026
#8	-6.07% Feb 27, 2026 - May 20, 2026	-1.19% Oct 14, 2015 - Mar 11, 2016
#9	-5.65% Sep 20, 2023 - Nov 17, 2023	-1.03% Apr 3, 2025 - Apr 25, 2025
#10	-5.03% Mar 6, 2023 - Apr 10, 2023	-0.97% Apr 16, 2015 - Oct 14, 2015
#11	-4.85% Apr 22, 2019 - Jun 20, 2019	-0.80% Oct 21, 2014 - Jan 14, 2015
#12	-4.50% Jul 31, 2023 - Sep 14, 2023	-0.77% Sep 4, 2019 - Oct 3, 2019
#13	-4.48% Aug 16, 2021 - Dec 23, 2021	-0.74% Feb 10, 2021 - Jun 7, 2021
#14	-4.33% May 4, 2022 - May 26, 2022	-0.73% Apr 30, 2025 - Jun 4, 2025
#15	-4.02% May 10, 2017 - Dec 8, 2017	-0.68% May 13, 2016 - Jun 8, 2016

Correlation

Correlation between LVHI and ISTB is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2012 - 2026)

LVHI vs ISTB dividend yield comparison.

Year	LVHI	ISTB
2026	1.83%	2.50%
2025	4.92%	4.12%
2024	3.98%	3.83%
2023	8.12%	2.97%
2022	7.74%	2.01%
2021	4.13%	1.69%
2020	3.97%	2.20%
2019	6.67%	2.75%
2018	10.67%	2.57%
2017	3.38%	2.06%
2016	2.02%	1.90%
2015	0.00%	1.58%
2014	0.00%	1.07%
2013	0.00%	0.60%
2012	0.00%	0.09%