LVHI vs SJNK

Comparison between FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF (LVHI, ETF) and SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF (SJNK, ETF).

5-Year PerformanceLVHI has outperformed SJNK, delivering a return of +16.3% compared to +4.9%

LVHI vs SJNK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LVHI(ETF)	SJNK(ETF)
Net Assets	$4.80B	$4.80B
Expense Ratio	0.40%	0.40%
Max Drawdown	35.87%	30.59%
Sharpe Ratio	2.69	1.10
5Y Beta	0.46	0.22
5Y Dividends CAGR	11.18%	7.08%

Net Assets

LVHI

$4.80B

SJNK

$4.80B

Expense Ratio

LVHI

0.40%

SJNK

0.40%

Max Drawdown

LVHI

35.87%

Winner

SJNK

30.59%

Sharpe Ratio

Winner

LVHI

2.69

SJNK

1.10

5Y Beta

LVHI

0.46

Winner

SJNK

0.22

5Y Dividends CAGR

Winner

LVHI

11.18%

SJNK

7.08%

LVHI vs SJNK - Historical Returns

Returns include dividend reinvestment.

Period	LVHI	SJNK
1 month	-0.78%	+0.13%
3 months	+1.79%	+0.60%
6 months	+14.26%	+2.15%
1 year	+31.61%	+6.45%
5 years(CAGR)	+16.29%	+4.93%
10 years(CAGR)	+11.28%	+5.60%
Max(CAGR)	+11.28%	+4.65%

LVHI

-0.78%

Winner

SJNK

+0.13%

Winner

LVHI

+1.79%

SJNK

+0.60%

Winner

LVHI

+14.26%

SJNK

+2.15%

Winner

LVHI

+31.61%

SJNK

+6.45%

5Y(CAGR)

Winner

LVHI

+16.29%

SJNK

+4.93%

10Y(CAGR)

Winner

LVHI

+11.28%

SJNK

+5.60%

Max(CAGR)

Winner

LVHI

+11.28%

SJNK

+4.65%

LVHI vs SJNK - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	LVHI	SJNK
2026	+10.37%	+1.03%
2025	+26.94%	+7.46%
2024	+14.48%	+8.41%
2023	+15.59%	+11.44%
2022	+3.08%	-5.43%
2021	+17.22%	+5.29%
2020	-9.74%	+5.55%
2019	+18.02%	+9.62%
2018	-5.49%	-0.41%
2017	+10.01%	+4.89%
2016	+5.46%	+14.71%
2015	N/A	-6.64%
2014	N/A	-1.25%
2013	N/A	+6.17%
2012	N/A	+6.47%

LVHI vs SJNK Drawdown Comparison

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

The maximum drawdown for SJNK was -19.74%, occurring on Mar 23, 2020. Recovery took 162 trading sessions.

The current LVHI drawdown is -1.07%. The current SJNK drawdown is -0.36%.

Rank	LVHI	SJNK
#1	-32.30% Feb 20, 2020 - Jun 8, 2021	-19.74% Feb 20, 2020 - Oct 9, 2020
#2	-11.99% Mar 25, 2025 - May 15, 2025	-15.03% Jul 7, 2014 - Aug 29, 2016
#3	-11.29% Jun 7, 2022 - Nov 30, 2022	-10.18% Dec 27, 2021 - Jul 13, 2023
#4	-9.72% Jan 9, 2018 - Mar 13, 2019	-5.36% Oct 1, 2018 - Feb 5, 2019
#5	-8.11% Feb 9, 2022 - Apr 19, 2022	-4.92% May 21, 2013 - Sep 19, 2013
#6	-6.39% Jul 22, 2024 - Aug 23, 2024	-4.77% Feb 28, 2025 - May 12, 2025
#7	-6.09% Jul 3, 2019 - Sep 11, 2019	-3.04% May 3, 2012 - Jun 29, 2012
#8	-6.07% Feb 27, 2026 - Mar 20, 2026	-2.79% Oct 24, 2016 - Dec 6, 2016
#9	-5.65% Sep 20, 2023 - Nov 17, 2023	-2.47% Sep 14, 2023 - Nov 3, 2023
#10	-5.03% Mar 6, 2023 - Apr 10, 2023	-1.90% Jan 23, 2018 - Apr 12, 2018
#11	-4.85% Apr 22, 2019 - Jun 20, 2019	-1.73% Jan 22, 2026 - Apr 8, 2026
#12	-4.50% Jul 31, 2023 - Sep 14, 2023	-1.68% Mar 20, 2024 - May 3, 2024
#13	-4.48% Aug 16, 2021 - Dec 23, 2021	-1.60% Oct 12, 2020 - Nov 4, 2020
#14	-4.33% May 4, 2022 - May 26, 2022	-1.59% Nov 5, 2021 - Dec 27, 2021
#15	-4.02% May 10, 2017 - Dec 8, 2017	-1.57% Mar 1, 2017 - Apr 20, 2017

Correlation

Correlation between LVHI and SJNK is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2012 - 2026)

LVHI vs SJNK dividend yield comparison.

Year	LVHI	SJNK
2026	0.39%	2.31%
2025	4.92%	7.12%
2024	3.98%	7.47%
2023	8.12%	7.20%
2022	7.74%	5.85%
2021	4.13%	4.21%
2020	3.97%	5.34%
2019	6.67%	5.64%
2018	10.67%	5.69%
2017	3.38%	5.64%
2016	2.02%	5.65%
2015	0.00%	5.81%
2014	0.00%	5.46%
2013	0.00%	5.34%
2012	0.00%	5.00%