LVHI vs IYR
Comparison between FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF (LVHI, ETF) and ISHARES U.S. REAL ESTATE ETF (IYR, ETF).
5-Year PerformanceLVHI has outperformed IYR, delivering a return of +15.6% compared to +1.9%
LVHI vs IYR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LVHI
$4.90B
IYR
$4.90B
Expense Ratio
LVHI
0.40%
Winner
IYR
0.38%
Max Drawdown
Winner
LVHI
35.87%
IYR
76.51%
Sharpe Ratio
Winner
LVHI
2.44
IYR
0.46
5Y Beta
Winner
LVHI
0.45
IYR
0.51
P/E Ratio
LVHI
N/A
IYR
31.67
Forward P/E
LVHI
N/A
IYR
30.23
PEG Ratio
LVHI
N/A
IYR
0.35
5Y Dividends CAGR
Winner
LVHI
10.88%
IYR
3.34%
5Y EPS CAGR
LVHI
N/A
IYR
8.04%
Debt to Equity
LVHI
N/A
IYR
32.75%
P/S Ratio
LVHI
N/A
IYR
5.74
P/B Ratio
LVHI
N/A
IYR
2.70
LVHI vs IYR - Holdings Comparison
LVHI and IYR have 1 common holdings. Overlap is -27.44%
LVHI's top 25 holdings weight is 140.96%. IYR's top 25 holdings weight is 76.29%.
| Rank | LVHI | IYR |
|---|---|---|
| #1 | USD FORWARD CASH/CCY CONTRACT PURCHASED (n/a) - 97.38% | WELLTOWER INC (WELL) - 10.08% |
| #2 | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.79% | PROLOGIS INC (PLD) - 9.37% |
| #3 | SHELL PLC (n/a) - 2.52% | EQUINIX INC (EQIX) - 4.78% |
| #4 | RIO TINTO PLC ORDINARY SHARES (n/a) - 2.48% | SIMON PROPERTY GROUP INC (SPG) - 4.64% |
| #5 | BHP GROUP LTD (n/a) - 2.39% | DIGITAL REALTY TRUST INC (DLR) - 4.57% |
| #6 | SUNCOR ENERGY INC (n/a) - 2.26% | AMERICAN TOWER CORP (AMT) - 4.33% |
| #7 | INTESA SANPAOLO (n/a) - 2.09% | REALTY INCOME CORP (O) - 4.13% |
| #8 | NOVARTIS AG REGISTERED SHARES (n/a) - 2.05% | PUBLIC STORAGE (PSA) - 3.55% |
| #9 | CANADIAN IMPERIAL BANK OF COMMERCE (n/a) - 2.04% | VENTAS INC (VTR) - 3.08% |
| #10 | BANK OF NOVA SCOTIA (n/a) - 2.02% | CROWN CASTLE INC (CCI) - 2.93% |
| #11 | NESTLE SA (n/a) - 1.99% | CBRE GROUP INC CLASS A (CBRE) - 2.80% |
| #12 | TOTALENERGIES SE (TTE) - 1.79% | IRON MOUNTAIN INC (IRM) - 2.75% |
| #13 | MITSUBISHI CORP (n/a) - 1.78% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.29% |
| #14 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.75% | EXTRA SPACE STORAGE INC (EXR) - 2.24% |
| #15 | GSK PLC (n/a) - 1.61% | AVALONBAY COMMUNITIES INC (AVB) - 1.93% |
| #16 | ENEL SPA (n/a) - 1.55% | EQUITY RESIDENTIAL (EQR) - 1.68% |
| #17 | TC ENERGY CORP (TRP) - 1.55% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.61% |
| #18 | ALLIANZ SE (n/a) - 1.54% | ESSEX PROPERTY TRUST INC (ESS) - 1.31% |
| #19 | BNP PARIBAS ACT. CAT.A (n/a) - 1.53% | WEYERHAEUSER CO (WY) - 1.25% |
| #20 | NET CURRENT ASSETS USD (n/a) - 1.46% | INVITATION HOMES INC (INVH) - 1.22% |
| #21 | BANCA MONTE DEI PASCHI DI SIENA (n/a) - 1.38% | W.P. CAREY INC (WPC) - 1.20% |
| #22 | DBS GROUP HOLDINGS LTD (n/a) - 1.32% | KIMCO REALTY CORP (KIM) - 1.20% |
| #23 | NTT INC (n/a) - 1.25% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.13% |
| #24 | UNILEVER PLC (n/a) - 1.24% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.13% |
| #25 | MITSUI & CO LTD (n/a) - 1.20% | SUN COMMUNITIES INC (SUI) - 1.09% |
| Total Holdings | 226 | 65 |
LVHI vs IYR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LVHI
+0.77%
IYR
-1.64%
3M
Winner
LVHI
+3.13%
IYR
+2.15%
6M
Winner
LVHI
+13.55%
IYR
+8.08%
1Y
Winner
LVHI
+29.77%
IYR
+8.86%
5Y(CAGR)
Winner
LVHI
+15.63%
IYR
+1.92%
10Y(CAGR)
Winner
LVHI
+11.16%
IYR
+5.54%
Max(CAGR)
Winner
LVHI
+11.16%
IYR
+8.36%
LVHI vs IYR - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | LVHI | IYR |
|---|---|---|
| 2026 | +10.10% | +7.84% |
| 2025 | +26.94% | +4.26% |
| 2024 | +14.48% | +3.50% |
| 2023 | +15.59% | +11.73% |
| 2022 | +3.08% | -24.93% |
| 2021 | +17.22% | +43.60% |
| 2020 | -9.74% | -4.21% |
| 2019 | +18.02% | +31.02% |
| 2018 | -5.49% | -3.81% |
| 2017 | +10.01% | +8.90% |
| 2016 | +5.46% | +8.08% |
| 2015 | N/A | +0.39% |
| 2014 | N/A | +26.89% |
| 2013 | N/A | -0.46% |
| 2012 | N/A | +17.48% |
| 2011 | N/A | +3.90% |
| 2010 | N/A | +26.88% |
| 2009 | N/A | +34.13% |
| 2008 | N/A | -39.37% |
| 2007 | N/A | -18.62% |
| 2006 | N/A | +31.33% |
| 2005 | N/A | +10.31% |
| 2004 | N/A | +30.53% |
| 2003 | N/A | +35.37% |
| 2002 | N/A | +2.87% |
| 2001 | N/A | +11.51% |
| 2000 | N/A | +12.29% |
LVHI vs IYR Drawdown Comparison
The maximum drawdown for LVHI was -32.30%, occurring on Mar 16, 2020. Recovery took 327 trading sessions.
The maximum drawdown for IYR was -74.11%, occurring on Mar 6, 2009. Recovery took 1553 trading sessions.
The current LVHI drawdown is -1.80%. The current IYR drawdown is -2.81%.
| Rank | LVHI | IYR |
|---|---|---|
| #1 | -32.30% Feb 20, 2020 - Jun 8, 2021 | -74.11% Feb 7, 2007 - Apr 10, 2013 |
| #2 | -11.99% Mar 25, 2025 - May 15, 2025 | -42.32% Feb 14, 2020 - Apr 20, 2021 |
| #3 | -11.29% Jun 7, 2022 - Nov 30, 2022 | -33.72% Dec 31, 2021 - Oct 25, 2023 |
| #4 | -9.72% Jan 9, 2018 - Mar 13, 2019 | -18.84% Apr 1, 2004 - Aug 31, 2004 |
| #5 | -8.11% Feb 9, 2022 - Apr 19, 2022 | -18.54% May 21, 2013 - Jun 5, 2014 |
| #6 | -6.39% Jul 22, 2024 - Aug 23, 2024 | -18.38% Apr 12, 2002 - May 20, 2003 |
| #7 | -6.09% Jul 3, 2019 - Sep 11, 2019 | -17.09% Jan 26, 2015 - May 6, 2016 |
| #8 | -6.07% Feb 27, 2026 - May 20, 2026 | -14.25% Aug 1, 2016 - Sep 11, 2017 |
| #9 | -5.65% Sep 20, 2023 - Nov 17, 2023 | -13.93% Aug 21, 2001 - Mar 4, 2002 |
| #10 | -5.03% Mar 6, 2023 - Apr 10, 2023 | -12.64% Dec 6, 2018 - Jan 30, 2019 |
| #11 | -4.85% Apr 22, 2019 - Jun 20, 2019 | -12.50% Aug 2, 2005 - Jan 6, 2006 |
| #12 | -4.50% Jul 31, 2023 - Sep 14, 2023 | -12.49% Dec 18, 2017 - Jun 29, 2018 |
| #13 | -4.48% Aug 16, 2021 - Dec 23, 2021 | -9.61% Mar 17, 2006 - Jul 19, 2006 |
| #14 | -4.33% May 4, 2022 - May 26, 2022 | -9.01% Dec 30, 2004 - May 18, 2005 |
| #15 | -4.02% May 10, 2017 - Dec 8, 2017 | -8.39% Aug 20, 2018 - Dec 6, 2018 |
Correlation
Correlation between LVHI and IYR is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2000 - 2026)
LVHI vs IYR dividend yield comparison.
| Year | LVHI | IYR |
|---|---|---|
| 2026 | 1.95% | 0.27% |
| 2025 | 4.92% | 2.48% |
| 2024 | 3.98% | 2.57% |
| 2023 | 8.12% | 2.75% |
| 2022 | 7.74% | 2.92% |
| 2021 | 4.13% | 2.06% |
| 2020 | 3.97% | 2.58% |
| 2019 | 6.67% | 3.05% |
| 2018 | 10.67% | 3.53% |
| 2017 | 3.38% | 3.73% |
| 2016 | 2.02% | 4.41% |
| 2015 | 0.00% | 3.92% |
| 2014 | 0.00% | 3.66% |
| 2013 | 0.00% | 3.78% |
| 2012 | 0.00% | 3.71% |
| 2011 | 0.00% | 3.83% |
| 2010 | 0.00% | 3.52% |
| 2009 | 0.00% | 4.21% |
| 2008 | 0.00% | 8.26% |
| 2007 | 0.00% | 4.40% |
| 2006 | 0.00% | 3.46% |
| 2005 | 0.00% | 4.38% |
| 2004 | 0.00% | 4.23% |
| 2003 | 0.00% | 4.70% |
| 2002 | 0.00% | 6.95% |
| 2001 | 0.00% | 5.01% |
| 2000 | 0.00% | 3.37% |
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