LVHI vs SBIL
Comparison between FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF (LVHI, ETF) and Simplify Government Money Market ETF (SBIL, ETF).
LVHI vs SBIL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LVHI
$5B
SBIL
$5B
Expense Ratio
LVHI
0.40%
Winner
SBIL
0.15%
Max Drawdown
LVHI
35.87%
Winner
SBIL
0.48%
Sharpe Ratio
Winner
LVHI
2.84
SBIL
-0.29
5Y Beta
LVHI
0.42
Winner
SBIL
0.00
5Y Dividends CAGR
LVHI
10.88%
SBIL
N/A
LVHI vs SBIL - Holdings Comparison
LVHI and SBIL have 1 common holdings. Overlap is -27.84%
LVHI's top 25 holdings weight is 139.38%. SBIL's top 25 holdings weight is 87.77%.
| Rank | LVHI | SBIL |
|---|---|---|
| #1 | USD FORWARD CASH/CCY CONTRACT PURCHASED (n/a) - 95.84% | FEDERAL HOME LOAN BANKS (n/a) - 35.60% |
| #2 | SHELL PLC (n/a) - 2.54% | FEDERAL AGRICULTURAL MORTGAGE CORPORATION 3.65% (n/a) - 12.18% |
| #3 | INTESA SANPAOLO (n/a) - 2.30% | CASH AND CASH EQUIVALENTS (n/a) - 10.74% |
| #4 | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.24% | UNITED STATES TREASURY NOTES (n/a) - 9.41% |
| #5 | SUNCOR ENERGY INC (n/a) - 2.23% | FEDERAL NATIONAL MORTGAGE ASSOCIATION (n/a) - 5.85% |
| #6 | BANK OF NOVA SCOTIA (n/a) - 2.19% | FEDERAL FARM CREDIT BANKS (n/a) - 4.37% |
| #7 | BHP GROUP LTD (n/a) - 2.17% | FEDERAL HOME LOAN MORTGAGE CORP. (n/a) - 3.34% |
| #8 | UNILEVER PLC (n/a) - 2.14% | UNITED STATES TREASURY NOTES 4.25% (n/a) - 1.00% |
| #9 | NOVARTIS AG REGISTERED SHARES (n/a) - 2.07% | REPO 08/06/2026 3.63% (n/a) - 0.99% |
| #10 | CANADIAN IMPERIAL BANK OF COMMERCE (n/a) - 2.04% | REPO 07/24/2026 3.62% (n/a) - 0.99% |
| #11 | RIO TINTO PLC ORDINARY SHARES (n/a) - 2.03% | UNITED STATES TREASURY NOTES 4.125% (n/a) - 0.70% |
| #12 | NESTLE SA (n/a) - 1.74% | n/a (n/a) - 0.42% |
| #13 | ALLIANZ SE (n/a) - 1.72% | FEDERAL HOME LOAN BANKS 3.8% (n/a) - 0.40% |
| #14 | BANCA MONTE DEI PASCHI DI SIENA (n/a) - 1.70% | n/a (n/a) - 0.40% |
| #15 | TOTALENERGIES SE (TTE) - 1.69% | FEDERAL FARM CREDIT BANKS 3.73% (n/a) - 0.30% |
| #16 | GSK PLC (n/a) - 1.66% | UNITED STATES TREASURY NOTES 2.25% (n/a) - 0.20% |
| #17 | MITSUBISHI CORP (n/a) - 1.66% | FEDERAL HOME LOAN BANKS 3.84% (n/a) - 0.20% |
| #18 | BNP PARIBAS ACT. CAT.A (n/a) - 1.62% | FEDERAL FARM CREDIT BANKS 0.78% (n/a) - 0.19% |
| #19 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.59% | FEDERAL FARM CREDIT BANKS 0.74% (n/a) - 0.11% |
| #20 | ENEL SPA (n/a) - 1.56% | FEDERAL HOME LOAN BANKS 1.7% (n/a) - 0.10% |
| #21 | DBS GROUP HOLDINGS LTD (n/a) - 1.55% | FEDERAL FARM CREDIT BANKS 1.3% (n/a) - 0.07% |
| #22 | TC ENERGY CORP (TRP) - 1.42% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 0.875% (n/a) - 0.06% |
| #23 | NTT INC (n/a) - 1.28% | FEDERAL HOME LOAN BANKS 4.625% (n/a) - 0.06% |
| #24 | AXA SA (n/a) - 1.21% | FEDERAL HOME LOAN BANKS 1.75% (n/a) - 0.05% |
| #25 | SANOFI SA (n/a) - 1.19% | FEDERAL HOME LOAN BANKS 1.625% (n/a) - 0.04% |
| Total Holdings | 224 | 38 |
LVHI vs SBIL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LVHI
+4.24%
SBIL
+0.34%
3M
Winner
LVHI
+5.67%
SBIL
+0.88%
6M
Winner
LVHI
+9.20%
SBIL
+1.74%
1Y
Winner
LVHI
+34.39%
SBIL
+3.80%
5Y(CAGR)
LVHI
+16.61%
SBIL
N/A
10Y(CAGR)
LVHI
+11.82%
SBIL
N/A
Max(CAGR)
Winner
LVHI
+11.66%
SBIL
+3.83%
LVHI vs SBIL - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | LVHI | SBIL |
|---|---|---|
| 2026 | +17.13% | +2.10% |
| 2025 | +26.94% | +1.88% |
| 2024 | +14.48% | N/A |
| 2023 | +15.59% | N/A |
| 2022 | +3.08% | N/A |
| 2021 | +17.22% | N/A |
| 2020 | -9.74% | N/A |
| 2019 | +18.02% | N/A |
| 2018 | -5.49% | N/A |
| 2017 | +10.01% | N/A |
| 2016 | +5.46% | N/A |
LVHI vs SBIL Drawdown Comparison
The maximum drawdown for LVHI was -32.30%, occurring on Mar 16, 2020. Recovery took 327 trading sessions.
The maximum drawdown for SBIL was -0.03%, occurring on Jul 29, 2025. Recovery took 5 trading sessions.
The current LVHI drawdown is -0.46%. The current SBIL drawdown is -0.01%.
| Rank | LVHI | SBIL |
|---|---|---|
| #1 | -32.30% Feb 20, 2020 - Jun 8, 2021 | -0.03% Jul 28, 2025 - Aug 4, 2025 |
| #2 | -11.99% Mar 25, 2025 - May 15, 2025 | -0.02% Apr 28, 2026 - Apr 30, 2026 |
| #3 | -11.29% Jun 7, 2022 - Nov 30, 2022 | -0.02% May 6, 2026 - May 8, 2026 |
| #4 | -9.72% Jan 9, 2018 - Mar 13, 2019 | -0.02% Nov 10, 2025 - Nov 14, 2025 |
| #5 | -8.11% Feb 9, 2022 - Apr 19, 2022 | -0.02% May 22, 2026 - May 27, 2026 |
| #6 | -6.39% Jul 22, 2024 - Aug 23, 2024 | -0.02% Aug 20, 2025 - Aug 22, 2025 |
| #7 | -6.09% Jul 3, 2019 - Sep 11, 2019 | -0.02% Feb 3, 2026 - Feb 6, 2026 |
| #8 | -6.07% Feb 27, 2026 - May 20, 2026 | -0.01% Jan 28, 2026 - Jan 30, 2026 |
| #9 | -5.65% Sep 20, 2023 - Nov 17, 2023 | -0.01% Mar 3, 2026 - Mar 9, 2026 |
| #10 | -5.03% Mar 6, 2023 - Apr 10, 2023 | -0.01% Mar 12, 2026 - Mar 16, 2026 |
| #11 | -4.85% Apr 22, 2019 - Jun 20, 2019 | -0.01% Aug 22, 2025 - Aug 27, 2025 |
| #12 | -4.50% Jul 31, 2023 - Sep 14, 2023 | -0.01% Nov 21, 2025 - Nov 25, 2025 |
| #13 | -4.48% Aug 16, 2021 - Dec 23, 2021 | -0.01% Sep 26, 2025 - Sep 30, 2025 |
| #14 | -4.33% May 4, 2022 - May 26, 2022 | -0.01% Jul 21, 2025 - Jul 24, 2025 |
| #15 | -4.02% May 10, 2017 - Dec 8, 2017 | -0.01% Aug 5, 2026 - Aug 6, 2026 |
Correlation
Correlation between LVHI and SBIL is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2016 - 2026)
LVHI vs SBIL dividend yield comparison.
| Year | LVHI | SBIL |
|---|---|---|
| 2026 | 1.83% | 2.08% |
| 2025 | 4.92% | 1.79% |
| 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% |
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