LVHI vs REET
Comparison between FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF (LVHI, ETF) and ISHARES GLOBAL REIT ETF (REET, ETF).
5-Year PerformanceLVHI has outperformed REET, delivering a return of +16.3% compared to +4.1%
LVHI vs REET - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LVHI
$4.80B
REET
$4.80B
Expense Ratio
LVHI
0.40%
Winner
REET
0.14%
Max Drawdown
Winner
LVHI
35.87%
REET
44.61%
Sharpe Ratio
Winner
LVHI
2.69
REET
0.98
5Y Beta
Winner
LVHI
0.46
REET
0.53
P/E Ratio
LVHI
N/A
REET
34.37
Forward P/E
LVHI
N/A
REET
41.04
5Y Dividends CAGR
Winner
LVHI
11.18%
REET
10.55%
5Y EPS CAGR
LVHI
N/A
REET
10.39%
Debt to Equity
LVHI
N/A
REET
39.20%
P/S Ratio
LVHI
N/A
REET
8.34
P/B Ratio
LVHI
N/A
REET
2.58
LVHI vs REET - Holdings Comparison
LVHI and REET have 1 common holdings. Overlap is -28.31%
LVHI's top 25 holdings weight is 143.78%. REET's top 25 holdings weight is 54.86%.
| Rank | LVHI | REET |
|---|---|---|
| #1 | USD FORWARD CASH/CCY CONTRACT PURCHASED (n/a) - 99.55% | WELLTOWER INC (WELL) - 8.37% |
| #2 | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.70% | PROLOGIS INC (PLD) - 7.22% |
| #3 | SHELL PLC (n/a) - 2.63% | EQUINIX INC (EQIX) - 5.94% |
| #4 | RIO TINTO PLC ORDINARY SHARES (n/a) - 2.25% | DIGITAL REALTY TRUST INC (DLR) - 3.83% |
| #5 | SUNCOR ENERGY INC (n/a) - 2.24% | SIMON PROPERTY GROUP INC (SPG) - 3.66% |
| #6 | INTESA SANPAOLO (n/a) - 2.19% | REALTY INCOME CORP (O) - 3.26% |
| #7 | NOVARTIS AG REGISTERED SHARES (n/a) - 2.19% | PUBLIC STORAGE (PSA) - 2.62% |
| #8 | BHP GROUP LTD (n/a) - 2.15% | GOODMAN GROUP (n/a) - 2.39% |
| #9 | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 2.12% | VENTAS INC (VTR) - 2.30% |
| #10 | NESTLE SA (n/a) - 2.08% | IRON MOUNTAIN INC (IRM) - 2.11% |
| #11 | BANK OF NOVA SCOTIA (BNS) - 1.98% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.71% |
| #12 | GSK PLC (n/a) - 1.88% | EXTRA SPACE STORAGE INC (EXR) - 1.65% |
| #13 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.86% | AVALONBAY COMMUNITIES INC (AVB) - 1.45% |
| #14 | TOTALENERGIES SE (TTE) - 1.83% | EQUITY RESIDENTIAL (EQR) - 1.39% |
| #15 | MITSUBISHI CORP (n/a) - 1.81% | INVITATION HOMES INC (INVH) - 0.98% |
| #16 | ALLIANZ SE (n/a) - 1.68% | ESSEX PROPERTY TRUST INC (ESS) - 0.95% |
| #17 | ENEL SPA (n/a) - 1.63% | W.P. CAREY INC (WPC) - 0.88% |
| #18 | BNP PARIBAS ACT. CAT.A (n/a) - 1.55% | KIMCO REALTY CORP (KIM) - 0.88% |
| #19 | BANCA MONTE DEI PASCHI DI SIENA (n/a) - 1.44% | SUN COMMUNITIES INC (SUI) - 0.86% |
| #20 | TC ENERGY CORP (TRP) - 1.43% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 0.84% |
| #21 | MITSUI & CO LTD (n/a) - 1.41% | LAND SECURITIES GROUP PLC (n/a) - 0.33% |
| #22 | NTT INC (n/a) - 1.36% | LONDONMETRIC PROPERTY PLC (n/a) - 0.32% |
| #23 | SANOFI SA (n/a) - 1.32% | KITE REALTY GROUP TRUST (KRG) - 0.32% |
| #24 | UNILEVER PLC (n/a) - 1.30% | MACERICH CO (MAC) - 0.31% |
| #25 | AXA SA (n/a) - 1.20% | BRITISH LAND CO PLC (n/a) - 0.29% |
| Total Holdings | 223 | 314 |
LVHI vs REET - Historical Returns
Returns include dividend reinvestment.
1M
LVHI
-0.78%
Winner
REET
+3.28%
3M
LVHI
+1.79%
Winner
REET
+3.05%
6M
Winner
LVHI
+14.26%
REET
+9.58%
1Y
Winner
LVHI
+31.61%
REET
+15.51%
5Y(CAGR)
Winner
LVHI
+16.29%
REET
+4.07%
10Y(CAGR)
Winner
LVHI
+11.28%
REET
+4.16%
Max(CAGR)
Winner
LVHI
+11.28%
REET
+4.65%
LVHI vs REET - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | LVHI | REET |
|---|---|---|
| 2026 | +10.37% | +10.01% |
| 2025 | +26.94% | +8.74% |
| 2024 | +14.48% | +2.06% |
| 2023 | +15.59% | +10.56% |
| 2022 | +3.08% | -23.62% |
| 2021 | +17.22% | +36.24% |
| 2020 | -9.74% | -9.57% |
| 2019 | +18.02% | +25.90% |
| 2018 | -5.49% | -5.11% |
| 2017 | +10.01% | +7.49% |
| 2016 | +5.46% | +7.10% |
| 2015 | N/A | +0.19% |
| 2014 | N/A | +5.22% |
LVHI vs REET Drawdown Comparison
The maximum drawdown for LVHI was -32.30%, occurring on Mar 16, 2020. Recovery took 327 trading sessions.
The maximum drawdown for REET was -44.59%, occurring on Mar 23, 2020. Recovery took 325 trading sessions.
The current LVHI drawdown is -1.07%. The current REET drawdown is -0.69%.
| Rank | LVHI | REET |
|---|---|---|
| #1 | -32.30% Feb 20, 2020 - Jun 8, 2021 | -44.59% Feb 14, 2020 - Jun 1, 2021 |
| #2 | -11.99% Mar 25, 2025 - May 15, 2025 | -32.06% Dec 31, 2021 - Feb 13, 2026 |
| #3 | -11.29% Jun 7, 2022 - Nov 30, 2022 | -15.78% Jan 26, 2015 - Apr 19, 2016 |
| #4 | -9.72% Jan 9, 2018 - Mar 13, 2019 | -14.35% Jul 29, 2016 - Aug 3, 2018 |
| #5 | -8.11% Feb 9, 2022 - Apr 19, 2022 | -10.88% Aug 29, 2018 - Jan 29, 2019 |
| #6 | -6.39% Jul 22, 2024 - Aug 23, 2024 | -9.05% Feb 26, 2026 - Apr 17, 2026 |
| #7 | -6.09% Jul 3, 2019 - Sep 11, 2019 | -7.38% Sep 3, 2021 - Nov 3, 2021 |
| #8 | -6.07% Feb 27, 2026 - Mar 20, 2026 | -7.32% Sep 5, 2014 - Nov 3, 2014 |
| #9 | -5.65% Sep 20, 2023 - Nov 17, 2023 | -5.26% May 10, 2016 - Jun 23, 2016 |
| #10 | -5.03% Mar 6, 2023 - Apr 10, 2023 | -5.13% Oct 24, 2019 - Jan 21, 2020 |
| #11 | -4.85% Apr 22, 2019 - Jun 20, 2019 | -5.13% Nov 24, 2021 - Dec 8, 2021 |
| #12 | -4.50% Jul 31, 2023 - Sep 14, 2023 | -4.06% Jun 14, 2021 - Jul 12, 2021 |
| #13 | -4.48% Aug 16, 2021 - Dec 23, 2021 | -4.00% Jul 10, 2019 - Sep 3, 2019 |
| #14 | -4.33% May 4, 2022 - May 26, 2022 | -3.61% Jun 23, 2016 - Jun 29, 2016 |
| #15 | -4.02% May 10, 2017 - Dec 8, 2017 | -3.47% Jul 23, 2014 - Aug 18, 2014 |
Correlation
Correlation between LVHI and REET is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
0.75
-101
Dividend Comparison (2014 - 2026)
LVHI vs REET dividend yield comparison.
| Year | LVHI | REET |
|---|---|---|
| 2026 | 0.39% | 0.47% |
| 2025 | 4.92% | 3.67% |
| 2024 | 3.98% | 3.64% |
| 2023 | 8.12% | 3.27% |
| 2022 | 7.74% | 2.43% |
| 2021 | 4.13% | 3.18% |
| 2020 | 3.97% | 2.65% |
| 2019 | 6.67% | 5.25% |
| 2018 | 10.67% | 5.73% |
| 2017 | 3.38% | 3.84% |
| 2016 | 2.02% | 5.37% |
| 2015 | 0.00% | 3.56% |
| 2014 | 0.00% | 1.71% |
Select Stocks to Compare
Popular: LVHI vs SPYREET vs SPY
More Comparisons
Compare with similar stocks