REET vs LVHI
Comparison between ISHARES GLOBAL REIT ETF (REET, ETF) and FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF (LVHI, ETF).
5-Year PerformanceLVHI has outperformed REET, delivering a return of +16.6% compared to +2.6%
REET vs LVHI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
REET
$4.90B
Winner
LVHI
$5B
Expense Ratio
Winner
REET
0.14%
LVHI
0.40%
Max Drawdown
REET
44.61%
Winner
LVHI
35.87%
Sharpe Ratio
REET
1.04
Winner
LVHI
2.84
5Y Beta
REET
0.49
Winner
LVHI
0.42
P/E Ratio
REET
39.09
LVHI
N/A
Forward P/E
REET
41.52
LVHI
N/A
5Y Dividends CAGR
REET
6.08%
Winner
LVHI
10.88%
5Y EPS CAGR
REET
14.73%
LVHI
N/A
Debt to Equity
REET
48.09%
LVHI
N/A
P/S Ratio
REET
8.23
LVHI
N/A
P/B Ratio
REET
2.63
LVHI
N/A
REET vs LVHI - Holdings Comparison
REET and LVHI have 1 common holdings. Overlap is -27.84%
REET's top 25 holdings weight is 54.78%. LVHI's top 25 holdings weight is 139.38%.
| Rank | REET | LVHI |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 9.23% | USD FORWARD CASH/CCY CONTRACT PURCHASED (n/a) - 95.84% |
| #2 | PROLOGIS INC (PLD) - 7.40% | SHELL PLC (n/a) - 2.54% |
| #3 | EQUINIX INC (EQIX) - 5.36% | INTESA SANPAOLO (n/a) - 2.30% |
| #4 | SIMON PROPERTY GROUP INC (SPG) - 3.84% | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.24% |
| #5 | DIGITAL REALTY TRUST INC (DLR) - 3.44% | SUNCOR ENERGY INC (n/a) - 2.23% |
| #6 | REALTY INCOME CORP (O) - 3.21% | BANK OF NOVA SCOTIA (n/a) - 2.19% |
| #7 | PUBLIC STORAGE (PSA) - 2.59% | BHP GROUP LTD (n/a) - 2.17% |
| #8 | VENTAS INC (VTR) - 2.51% | UNILEVER PLC (n/a) - 2.14% |
| #9 | GOODMAN GROUP (n/a) - 2.19% | NOVARTIS AG REGISTERED SHARES (n/a) - 2.07% |
| #10 | IRON MOUNTAIN INC (IRM) - 1.97% | CANADIAN IMPERIAL BANK OF COMMERCE (n/a) - 2.04% |
| #11 | EXTRA SPACE STORAGE INC (EXR) - 1.62% | RIO TINTO PLC ORDINARY SHARES (n/a) - 2.03% |
| #12 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.53% | NESTLE SA (n/a) - 1.74% |
| #13 | AVALONBAY COMMUNITIES INC (AVB) - 1.40% | ALLIANZ SE (n/a) - 1.72% |
| #14 | EQUITY RESIDENTIAL (EQR) - 1.35% | BANCA MONTE DEI PASCHI DI SIENA (n/a) - 1.70% |
| #15 | ESSEX PROPERTY TRUST INC (ESS) - 1.00% | TOTALENERGIES SE (TTE) - 1.69% |
| #16 | INVITATION HOMES INC (INVH) - 0.94% | GSK PLC (n/a) - 1.66% |
| #17 | KIMCO REALTY CORP (KIM) - 0.91% | MITSUBISHI CORP (n/a) - 1.66% |
| #18 | HOST HOTELS & RESORTS INC (HST) - 0.88% | BNP PARIBAS ACT. CAT.A (n/a) - 1.62% |
| #19 | W.P. CAREY INC (WPC) - 0.88% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.59% |
| #20 | HEALTHPEAK PROPERTIES INC (DOC) - 0.83% | ENEL SPA (n/a) - 1.56% |
| #21 | LAND SECURITIES GROUP PLC (n/a) - 0.37% | DBS GROUP HOLDINGS LTD (n/a) - 1.55% |
| #22 | GPT GROUP (n/a) - 0.35% | TC ENERGY CORP (TRP) - 1.42% |
| #23 | NIPPON BUILDING FUND INC (n/a) - 0.35% | NTT INC (n/a) - 1.28% |
| #24 | KITE REALTY GROUP TRUST (KRG) - 0.32% | AXA SA (n/a) - 1.21% |
| #25 | BRITISH LAND CO PLC (n/a) - 0.31% | SANOFI SA (n/a) - 1.19% |
| Total Holdings | 323 | 224 |
REET vs LVHI - Historical Returns
Returns include dividend reinvestment.
1M
REET
+0.86%
Winner
LVHI
+4.24%
3M
REET
+2.57%
Winner
LVHI
+5.67%
6M
REET
+8.26%
Winner
LVHI
+9.20%
1Y
REET
+17.69%
Winner
LVHI
+34.39%
5Y(CAGR)
REET
+2.61%
Winner
LVHI
+16.61%
10Y(CAGR)
REET
+3.90%
Winner
LVHI
+11.82%
Max(CAGR)
REET
+4.84%
Winner
LVHI
+11.66%
REET vs LVHI - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | REET | LVHI |
|---|---|---|
| 2026 | +13.62% | +17.13% |
| 2025 | +8.74% | +26.94% |
| 2024 | +2.06% | +14.48% |
| 2023 | +10.56% | +15.59% |
| 2022 | -23.62% | +3.08% |
| 2021 | +36.24% | +17.22% |
| 2020 | -9.57% | -9.74% |
| 2019 | +25.90% | +18.02% |
| 2018 | -5.11% | -5.49% |
| 2017 | +7.49% | +10.01% |
| 2016 | +7.10% | +5.46% |
| 2015 | +0.19% | N/A |
| 2014 | +5.22% | N/A |
REET vs LVHI Drawdown Comparison
The maximum drawdown for REET was -44.59%, occurring on Mar 23, 2020. Recovery took 325 trading sessions.
The maximum drawdown for LVHI was -32.30%, occurring on Mar 16, 2020. Recovery took 327 trading sessions.
The current REET drawdown is -2.77%. The current LVHI drawdown is -0.46%.
| Rank | REET | LVHI |
|---|---|---|
| #1 | -44.59% Feb 14, 2020 - Jun 1, 2021 | -32.30% Feb 20, 2020 - Jun 8, 2021 |
| #2 | -32.06% Dec 31, 2021 - Feb 13, 2026 | -11.99% Mar 25, 2025 - May 15, 2025 |
| #3 | -15.78% Jan 26, 2015 - Apr 19, 2016 | -11.29% Jun 7, 2022 - Nov 30, 2022 |
| #4 | -14.35% Jul 29, 2016 - Aug 3, 2018 | -9.72% Jan 9, 2018 - Mar 13, 2019 |
| #5 | -10.88% Aug 29, 2018 - Jan 29, 2019 | -8.11% Feb 9, 2022 - Apr 19, 2022 |
| #6 | -9.05% Feb 26, 2026 - Apr 17, 2026 | -6.39% Jul 22, 2024 - Aug 23, 2024 |
| #7 | -7.38% Sep 3, 2021 - Nov 3, 2021 | -6.09% Jul 3, 2019 - Sep 11, 2019 |
| #8 | -7.32% Sep 5, 2014 - Nov 3, 2014 | -6.07% Feb 27, 2026 - May 20, 2026 |
| #9 | -5.26% May 10, 2016 - Jun 23, 2016 | -5.65% Sep 20, 2023 - Nov 17, 2023 |
| #10 | -5.13% Oct 24, 2019 - Jan 21, 2020 | -5.03% Mar 6, 2023 - Apr 10, 2023 |
| #11 | -5.13% Nov 24, 2021 - Dec 8, 2021 | -4.85% Apr 22, 2019 - Jun 20, 2019 |
| #12 | -4.06% Jun 14, 2021 - Jul 12, 2021 | -4.50% Jul 31, 2023 - Sep 14, 2023 |
| #13 | -4.00% Jul 10, 2019 - Sep 3, 2019 | -4.48% Aug 16, 2021 - Dec 23, 2021 |
| #14 | -3.61% Jun 23, 2016 - Jun 29, 2016 | -4.33% May 4, 2022 - May 26, 2022 |
| #15 | -3.47% Jul 23, 2014 - Aug 18, 2014 | -4.02% May 10, 2017 - Dec 8, 2017 |
Correlation
Correlation between REET and LVHI is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2014 - 2026)
REET vs LVHI dividend yield comparison.
| Year | REET | LVHI |
|---|---|---|
| 2026 | 1.16% | 1.83% |
| 2025 | 3.67% | 4.92% |
| 2024 | 3.64% | 3.98% |
| 2023 | 3.27% | 8.12% |
| 2022 | 2.43% | 7.74% |
| 2021 | 3.18% | 4.13% |
| 2020 | 2.65% | 3.97% |
| 2019 | 5.25% | 6.67% |
| 2018 | 5.73% | 10.67% |
| 2017 | 3.84% | 3.38% |
| 2016 | 5.37% | 2.02% |
| 2015 | 3.56% | 0.00% |
| 2014 | 1.71% | 0.00% |
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