LVHI vs RSPT
Comparison between FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF (LVHI, ETF) and INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF (RSPT, ETF).
5-Year PerformanceRSPT has outperformed LVHI, delivering a return of +17.2% compared to +16.4%
LVHI vs RSPT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LVHI
$5.50B
RSPT
$5.50B
Expense Ratio
LVHI
0.40%
RSPT
0.40%
Max Drawdown
Winner
LVHI
35.87%
RSPT
58.97%
Sharpe Ratio
Winner
LVHI
2.42
RSPT
1.75
5Y Beta
Winner
LVHI
0.42
RSPT
1.38
P/E Ratio
LVHI
N/A
RSPT
33.69
Forward P/E
LVHI
N/A
RSPT
20.48
PEG Ratio
LVHI
N/A
RSPT
0.46
5Y Dividends CAGR
Winner
LVHI
10.88%
RSPT
-8.33%
5Y EPS CAGR
LVHI
N/A
RSPT
20.18%
Debt to Equity
LVHI
N/A
RSPT
809.70%
P/S Ratio
LVHI
N/A
RSPT
4.14
P/B Ratio
LVHI
N/A
RSPT
6.11
LVHI vs RSPT - Holdings Comparison
LVHI and RSPT have 1 common holdings. Overlap is -27.84%
LVHI's top 25 holdings weight is 139.38%. RSPT's top 25 holdings weight is 37.65%.
| Rank | LVHI | RSPT |
|---|---|---|
| #1 | USD FORWARD CASH/CCY CONTRACT PURCHASED (n/a) - 95.84% | PALO ALTO NETWORKS INC (PANW) - 1.83% |
| #2 | SHELL PLC (n/a) - 2.54% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.73% |
| #3 | INTESA SANPAOLO (n/a) - 2.30% | FORTINET INC (FTNT) - 1.61% |
| #4 | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.24% | n/a (ZBRA) - 1.60% |
| #5 | SUNCOR ENERGY INC (n/a) - 2.23% | ADVANCED MICRO DEVICES INC (AMD) - 1.59% |
| #6 | BANK OF NOVA SCOTIA (n/a) - 2.19% | APPLIED MATERIALS INC (AMAT) - 1.58% |
| #7 | BHP GROUP LTD (n/a) - 2.17% | DATADOG INC CLASS A (DDOG) - 1.58% |
| #8 | UNILEVER PLC (n/a) - 2.14% | GODADDY INC CLASS A (GDDY) - 1.54% |
| #9 | NOVARTIS AG REGISTERED SHARES (n/a) - 2.07% | ARISTA NETWORKS INC (ANET) - 1.54% |
| #10 | CANADIAN IMPERIAL BANK OF COMMERCE (n/a) - 2.04% | APPLE INC (AAPL) - 1.53% |
| #11 | RIO TINTO PLC ORDINARY SHARES (n/a) - 2.03% | n/a (DELL) - 1.52% |
| #12 | NESTLE SA (n/a) - 1.74% | F5 INC (FFIV) - 1.46% |
| #13 | ALLIANZ SE (n/a) - 1.72% | GEN DIGITAL INC (GEN) - 1.46% |
| #14 | BANCA MONTE DEI PASCHI DI SIENA (n/a) - 1.70% | TEXAS INSTRUMENTS INC (TXN) - 1.45% |
| #15 | TOTALENERGIES SE (TTE) - 1.69% | BROADCOM INC (AVGO) - 1.44% |
| #16 | GSK PLC (n/a) - 1.66% | NVIDIA CORP (NVDA) - 1.44% |
| #17 | MITSUBISHI CORP (n/a) - 1.66% | KLA CORP (KLAC) - 1.43% |
| #18 | BNP PARIBAS ACT. CAT.A (n/a) - 1.62% | AMPHENOL CORP CLASS A (APH) - 1.43% |
| #19 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.59% | LAM RESEARCH CORP (LRCX) - 1.42% |
| #20 | ENEL SPA (n/a) - 1.56% | WESTERN DIGITAL CORP (WDC) - 1.42% |
| #21 | DBS GROUP HOLDINGS LTD (n/a) - 1.55% | ROPER TECHNOLOGIES INC (ROP) - 1.42% |
| #22 | TC ENERGY CORP (TRP) - 1.42% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 1.41% |
| #23 | NTT INC (n/a) - 1.28% | TELEDYNE TECHNOLOGIES INC (TDY) - 1.41% |
| #24 | AXA SA (n/a) - 1.21% | CORNING INC (GLW) - 1.41% |
| #25 | SANOFI SA (n/a) - 1.19% | WORKDAY INC CLASS A (WDAY) - 1.40% |
| Total Holdings | 224 | 77 |
LVHI vs RSPT - Historical Returns
Returns include dividend reinvestment.
1M
LVHI
+2.19%
Winner
RSPT
+5.49%
3M
LVHI
+4.86%
Winner
RSPT
+7.98%
6M
LVHI
+6.95%
Winner
RSPT
+36.33%
1Y
LVHI
+29.19%
Winner
RSPT
+57.51%
5Y(CAGR)
LVHI
+16.36%
Winner
RSPT
+17.22%
10Y(CAGR)
LVHI
+11.78%
Winner
RSPT
+21.08%
Max(CAGR)
LVHI
+11.65%
Winner
RSPT
+14.73%
LVHI vs RSPT - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | LVHI | RSPT |
|---|---|---|
| 2026 | +17.57% | +40.12% |
| 2025 | +26.94% | +22.30% |
| 2024 | +14.48% | +17.94% |
| 2023 | +15.59% | +35.50% |
| 2022 | +3.08% | -24.88% |
| 2021 | +17.22% | +30.18% |
| 2020 | -9.74% | +28.40% |
| 2019 | +18.02% | +41.75% |
| 2018 | -5.49% | -1.79% |
| 2017 | +10.01% | +31.76% |
| 2016 | +5.46% | +20.94% |
| 2015 | N/A | +2.89% |
| 2014 | N/A | +20.37% |
| 2013 | N/A | +35.76% |
| 2012 | N/A | +10.47% |
| 2011 | N/A | -7.81% |
| 2010 | N/A | +16.56% |
| 2009 | N/A | +69.08% |
| 2008 | N/A | -44.46% |
| 2007 | N/A | +1.69% |
| 2006 | N/A | +1.64% |
LVHI vs RSPT Drawdown Comparison
The maximum drawdown for LVHI was -32.30%, occurring on Mar 16, 2020. Recovery took 327 trading sessions.
The maximum drawdown for RSPT was -58.91%, occurring on Nov 21, 2008. Recovery took 879 trading sessions.
The current LVHI drawdown is -0.09%. The current RSPT drawdown is -5.08%.
| Rank | LVHI | RSPT |
|---|---|---|
| #1 | -32.30% Feb 20, 2020 - Jun 8, 2021 | -58.91% Jul 19, 2007 - Jan 12, 2011 |
| #2 | -11.99% Mar 25, 2025 - May 15, 2025 | -33.67% Feb 19, 2020 - Aug 3, 2020 |
| #3 | -11.29% Jun 7, 2022 - Nov 30, 2022 | -32.49% Dec 27, 2021 - Dec 19, 2023 |
| #4 | -9.72% Jan 9, 2018 - Mar 13, 2019 | -26.73% Feb 17, 2011 - Jan 25, 2013 |
| #5 | -8.11% Feb 9, 2022 - Apr 19, 2022 | -26.62% Feb 19, 2025 - Jun 26, 2025 |
| #6 | -6.39% Jul 22, 2024 - Aug 23, 2024 | -22.41% Aug 29, 2018 - Mar 19, 2019 |
| #7 | -6.09% Jul 3, 2019 - Sep 11, 2019 | -16.92% Dec 1, 2015 - May 27, 2016 |
| #8 | -6.07% Feb 27, 2026 - May 20, 2026 | -14.71% May 27, 2015 - Dec 1, 2015 |
| #9 | -5.65% Sep 20, 2023 - Nov 17, 2023 | -13.29% Jun 2, 2026 - Jul 29, 2026 |
| #10 | -5.03% Mar 6, 2023 - Apr 10, 2023 | -12.86% Jul 16, 2024 - Oct 14, 2024 |
| #11 | -4.85% Apr 22, 2019 - Jun 20, 2019 | -11.71% Apr 24, 2019 - Jul 3, 2019 |
| #12 | -4.50% Jul 31, 2023 - Sep 14, 2023 | -11.01% Sep 18, 2014 - Nov 3, 2014 |
| #13 | -4.48% Aug 16, 2021 - Dec 23, 2021 | -10.67% Jan 28, 2026 - Apr 13, 2026 |
| #14 | -4.33% May 4, 2022 - May 26, 2022 | -10.36% Nov 3, 2025 - Dec 9, 2025 |
| #15 | -4.02% May 10, 2017 - Dec 8, 2017 | -10.12% Mar 7, 2024 - May 22, 2024 |
Correlation
Correlation between LVHI and RSPT is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2007 - 2026)
LVHI vs RSPT dividend yield comparison.
| Year | LVHI | RSPT |
|---|---|---|
| 2026 | 1.83% | 0.13% |
| 2025 | 4.92% | 0.39% |
| 2024 | 3.98% | 0.44% |
| 2023 | 8.12% | 0.56% |
| 2022 | 7.74% | 0.71% |
| 2021 | 4.13% | 0.50% |
| 2020 | 3.97% | 1.29% |
| 2019 | 6.67% | 0.92% |
| 2018 | 10.67% | 0.98% |
| 2017 | 3.38% | 0.84% |
| 2016 | 2.02% | 1.16% |
| 2015 | 0.00% | 1.18% |
| 2014 | 0.00% | 1.16% |
| 2013 | 0.00% | 0.80% |
| 2012 | 0.00% | 1.03% |
| 2011 | 0.00% | 0.74% |
| 2010 | 0.00% | 0.27% |
| 2009 | 0.00% | 0.25% |
| 2008 | 0.00% | 0.35% |
| 2007 | 0.00% | 0.03% |
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