LVHI vs SPXL
Comparison between FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF (LVHI, ETF) and DIREXION DAILY S&P 500(R) BULL 3X SHARES (SPXL, ETF).
5-Year PerformanceSPXL has outperformed LVHI, delivering a return of +22.0% compared to +15.8%
LVHI vs SPXL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LVHI
$4.60B
SPXL
$4.60B
Expense Ratio
LVHI
0.40%
SPXL
N/A
Max Drawdown
Winner
LVHI
35.87%
SPXL
76.86%
Sharpe Ratio
Winner
LVHI
2.63
SPXL
1.98
5Y Beta
Winner
LVHI
0.46
SPXL
2.88
P/E Ratio
LVHI
N/A
SPXL
28.16
Forward P/E
LVHI
N/A
SPXL
22.34
5Y Dividends CAGR
LVHI
11.18%
Winner
SPXL
65.03%
5Y EPS CAGR
LVHI
N/A
SPXL
29.10%
Debt to Equity
LVHI
N/A
SPXL
25.08%
LVHI vs SPXL - Holdings Comparison
LVHI and SPXL have 1 common holdings. Overlap is -28.31%
LVHI's top 25 holdings weight is 143.78%. SPXL's top 25 holdings weight is 67.68%.
| Rank | LVHI | SPXL |
|---|---|---|
| #1 | USD FORWARD CASH/CCY CONTRACT PURCHASED (n/a) - 99.55% | DREYFUS TRSRY SECURITIES CASH MGMT (n/a) - 17.47% |
| #2 | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.70% | S&P 500 INDEX SWAP (n/a) - 9.19% |
| #3 | SHELL PLC (n/a) - 2.63% | NVIDIA CORP (NVDA) - 5.97% |
| #4 | RIO TINTO PLC ORDINARY SHARES (n/a) - 2.25% | APPLE INC (AAPL) - 4.58% |
| #5 | SUNCOR ENERGY INC (n/a) - 2.24% | GOLDMAN FINL SQ TRSRY INST 506 (n/a) - 4.38% |
| #6 | INTESA SANPAOLO (n/a) - 2.19% | DREYFUS GOVT CASH MAN INS (n/a) - 3.96% |
| #7 | NOVARTIS AG REGISTERED SHARES (n/a) - 2.19% | MICROSOFT CORP (MSFT) - 3.67% |
| #8 | BHP GROUP LTD (n/a) - 2.15% | JP MORGAN 100 US TRSY CAPITAL 3163 (n/a) - 3.06% |
| #9 | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 2.12% | AMAZON.COM INC (AMZN) - 2.92% |
| #10 | NESTLE SA (n/a) - 2.08% | ALPHABET INC CLASS A (GOOGL) - 2.35% |
| #11 | BANK OF NOVA SCOTIA (BNS) - 1.98% | BROADCOM INC (AVGO) - 2.18% |
| #12 | GSK PLC (n/a) - 1.88% | ALPHABET INC CLASS C (GOOG) - 1.87% |
| #13 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.86% | META PLATFORMS INC CLASS A (META) - 1.69% |
| #14 | TOTALENERGIES SE (TTE) - 1.83% | TESLA INC (TSLA) - 1.22% |
| #15 | MITSUBISHI CORP (n/a) - 1.81% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.01% |
| #16 | ALLIANZ SE (n/a) - 1.68% | MCDONALD'S CORP (MCD) - 0.24% |
| #17 | ENEL SPA (n/a) - 1.63% | NEXTERA ENERGY INC (NEE) - 0.23% |
| #18 | BNP PARIBAS ACT. CAT.A (n/a) - 1.55% | VERIZON COMMUNICATIONS INC (VZ) - 0.23% |
| #19 | BANCA MONTE DEI PASCHI DI SIENA (n/a) - 1.44% | ANALOG DEVICES INC (ADI) - 0.22% |
| #20 | TC ENERGY CORP (TRP) - 1.43% | AT&T INC (T) - 0.21% |
| #21 | MITSUI & CO LTD (n/a) - 1.41% | BOEING CO (BA) - 0.21% |
| #22 | NTT INC (n/a) - 1.36% | AMGEN INC (AMGN) - 0.21% |
| #23 | SANOFI SA (n/a) - 1.32% | THE WALT DISNEY CO (DIS) - 0.21% |
| #24 | UNILEVER PLC (n/a) - 1.30% | THERMO FISHER SCIENTIFIC INC (TMO) - 0.20% |
| #25 | AXA SA (n/a) - 1.20% | TJX COMPANIES INC (TJX) - 0.20% |
| Total Holdings | 223 | 472 |
LVHI vs SPXL - Historical Returns
Returns include dividend reinvestment.
1M
LVHI
-1.77%
Winner
SPXL
+28.35%
3M
LVHI
+1.50%
Winner
SPXL
+16.26%
6M
LVHI
+15.72%
Winner
SPXL
+25.09%
1Y
LVHI
+32.18%
Winner
SPXL
+97.99%
5Y(CAGR)
LVHI
+15.76%
Winner
SPXL
+21.95%
10Y(CAGR)
LVHI
+11.17%
Winner
SPXL
+30.19%
Max(CAGR)
LVHI
+11.17%
Winner
SPXL
+28.54%
LVHI vs SPXL - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | LVHI | SPXL |
|---|---|---|
| 2026 | +9.26% | +20.10% |
| 2025 | +26.94% | +33.02% |
| 2024 | +14.48% | +66.58% |
| 2023 | +15.59% | +71.53% |
| 2022 | +3.08% | -57.31% |
| 2021 | +17.22% | +107.32% |
| 2020 | -9.74% | +6.68% |
| 2019 | +18.02% | +102.65% |
| 2018 | -5.49% | -26.55% |
| 2017 | +10.01% | +67.50% |
| 2016 | +5.46% | +35.96% |
| 2015 | N/A | -5.43% |
| 2014 | N/A | +41.39% |
| 2013 | N/A | +102.91% |
| 2012 | N/A | +37.95% |
| 2011 | N/A | -17.26% |
| 2010 | N/A | +32.94% |
| 2009 | N/A | +50.59% |
| 2008 | N/A | -28.52% |
LVHI vs SPXL Drawdown Comparison
The maximum drawdown for LVHI was -32.30%, occurring on Mar 16, 2020. Recovery took 327 trading sessions.
The maximum drawdown for SPXL was -76.86%, occurring on Mar 23, 2020. Recovery took 225 trading sessions.
The current LVHI drawdown is -2.06%.
| Rank | LVHI | SPXL |
|---|---|---|
| #1 | -32.30% Feb 20, 2020 - Jun 8, 2021 | -76.86% Feb 19, 2020 - Jan 8, 2021 |
| #2 | -11.99% Mar 25, 2025 - May 15, 2025 | -71.32% Nov 5, 2008 - Sep 15, 2009 |
| #3 | -11.29% Jun 7, 2022 - Nov 30, 2022 | -63.80% Jan 3, 2022 - Jun 12, 2024 |
| #4 | -9.72% Jan 9, 2018 - Mar 13, 2019 | -53.81% Apr 29, 2011 - Sep 13, 2012 |
| #5 | -8.11% Feb 9, 2022 - Apr 19, 2022 | -50.17% Sep 20, 2018 - Jul 12, 2019 |
| #6 | -6.39% Jul 22, 2024 - Aug 23, 2024 | -48.95% Dec 6, 2024 - Jul 25, 2025 |
| #7 | -6.09% Jul 3, 2019 - Sep 11, 2019 | -43.44% Apr 23, 2010 - Dec 10, 2010 |
| #8 | -6.07% Feb 27, 2026 - Mar 20, 2026 | -39.56% May 21, 2015 - Jul 20, 2016 |
| #9 | -5.65% Sep 20, 2023 - Nov 17, 2023 | -29.48% Jan 26, 2018 - Sep 20, 2018 |
| #10 | -5.03% Mar 6, 2023 - Apr 10, 2023 | -26.77% Jan 12, 2026 - Apr 17, 2026 |
| #11 | -4.85% Apr 22, 2019 - Jun 20, 2019 | -24.36% Jul 16, 2024 - Sep 26, 2024 |
| #12 | -4.50% Jul 31, 2023 - Sep 14, 2023 | -22.79% Jan 19, 2010 - Mar 11, 2010 |
| #13 | -4.48% Aug 16, 2021 - Dec 23, 2021 | -21.42% Sep 14, 2012 - Jan 10, 2013 |
| #14 | -4.33% May 4, 2022 - May 26, 2022 | -21.05% Sep 18, 2014 - Nov 3, 2014 |
| #15 | -4.02% May 10, 2017 - Dec 8, 2017 | -17.96% Jul 26, 2019 - Nov 1, 2019 |
Correlation
Correlation between LVHI and SPXL is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2008 - 2026)
LVHI vs SPXL dividend yield comparison.
| Year | LVHI | SPXL |
|---|---|---|
| 2026 | 0.39% | 0.17% |
| 2025 | 4.92% | 0.69% |
| 2024 | 3.98% | 0.74% |
| 2023 | 8.12% | 0.98% |
| 2022 | 7.74% | 0.32% |
| 2021 | 4.13% | 0.11% |
| 2020 | 3.97% | 0.22% |
| 2019 | 6.67% | 0.84% |
| 2018 | 10.67% | 1.02% |
| 2017 | 3.38% | 3.88% |
| 2016 | 2.02% | 0.00% |
| 2010 | 0.00% | 2.17% |
| 2009 | 0.00% | 13.15% |
| 2008 | 0.00% | 0.18% |
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