SBIL vs LVHI
Comparison between Simplify Government Money Market ETF (SBIL, ETF) and FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF (LVHI, ETF).
SBIL vs LVHI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SBIL
$4.90B
LVHI
$4.90B
Expense Ratio
Winner
SBIL
0.15%
LVHI
0.40%
Max Drawdown
Winner
SBIL
0.48%
LVHI
35.87%
Sharpe Ratio
SBIL
0.35
Winner
LVHI
2.44
5Y Beta
Winner
SBIL
0.00
LVHI
0.45
5Y Dividends CAGR
SBIL
N/A
LVHI
10.88%
SBIL vs LVHI - Holdings Comparison
SBIL and LVHI have 1 common holdings. Overlap is -27.44%
SBIL's top 25 holdings weight is 84.20%. LVHI's top 25 holdings weight is 140.96%.
| Rank | SBIL | LVHI |
|---|---|---|
| #1 | FEDERAL HOME LOAN BANKS (n/a) - 41.46% | USD FORWARD CASH/CCY CONTRACT PURCHASED (n/a) - 97.38% |
| #2 | CASH AND CASH EQUIVALENTS (n/a) - 10.29% | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.79% |
| #3 | UNITED STATES TREASURY NOTES (n/a) - 9.48% | SHELL PLC (n/a) - 2.52% |
| #4 | FEDERAL AGRICULTURAL MORTGAGE CORPORATION (n/a) - 7.88% | RIO TINTO PLC ORDINARY SHARES (n/a) - 2.48% |
| #5 | FEDERAL HOME LOAN MORTGAGE CORP. (n/a) - 3.54% | BHP GROUP LTD (n/a) - 2.39% |
| #6 | UNITED STATES TREASURY NOTES 0.75% (n/a) - 2.63% | SUNCOR ENERGY INC (n/a) - 2.26% |
| #7 | REPO 06/03/2026 3.68% (n/a) - 2.02% | INTESA SANPAOLO (n/a) - 2.09% |
| #8 | REPO 06/08/2026 3.62% (n/a) - 2.02% | NOVARTIS AG REGISTERED SHARES (n/a) - 2.05% |
| #9 | FEDERAL NATIONAL MORTGAGE ASSOCIATION (n/a) - 0.68% | CANADIAN IMPERIAL BANK OF COMMERCE (n/a) - 2.04% |
| #10 | UNITED STATES TREASURY NOTES 4.25% (n/a) - 0.51% | BANK OF NOVA SCOTIA (n/a) - 2.02% |
| #11 | UNITED STATES TREASURY NOTES 4.125% (n/a) - 0.51% | NESTLE SA (n/a) - 1.99% |
| #12 | n/a (n/a) - 0.42% | TOTALENERGIES SE (TTE) - 1.79% |
| #13 | n/a (n/a) - 0.41% | MITSUBISHI CORP (n/a) - 1.78% |
| #14 | FEDERAL HOME LOAN BANKS 3.8% (n/a) - 0.40% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.75% |
| #15 | FEDERAL FARM CREDIT BANKS (n/a) - 0.40% | GSK PLC (n/a) - 1.61% |
| #16 | FEDERAL HOME LOAN BANKS 3.752% (n/a) - 0.31% | ENEL SPA (n/a) - 1.55% |
| #17 | FEDERAL FARM CREDIT BANKS 3.73% (n/a) - 0.30% | TC ENERGY CORP (TRP) - 1.55% |
| #18 | FEDERAL FARM CREDIT BANKS 4.375% (n/a) - 0.29% | ALLIANZ SE (n/a) - 1.54% |
| #19 | FEDERAL HOME LOAN BANKS 3.84% (n/a) - 0.20% | BNP PARIBAS ACT. CAT.A (n/a) - 1.53% |
| #20 | FEDERAL FARM CREDIT BANKS 0.74% (n/a) - 0.11% | NET CURRENT ASSETS USD (n/a) - 1.46% |
| #21 | FEDERAL HOME LOAN BANKS 1.7% (n/a) - 0.10% | BANCA MONTE DEI PASCHI DI SIENA (n/a) - 1.38% |
| #22 | FEDERAL FARM CREDIT BANKS 1.3% (n/a) - 0.07% | DBS GROUP HOLDINGS LTD (n/a) - 1.32% |
| #23 | n/a (n/a) - 0.06% | NTT INC (n/a) - 1.25% |
| #24 | FEDERAL HOME LOAN BANKS 4.625% (n/a) - 0.06% | UNILEVER PLC (n/a) - 1.24% |
| #25 | FEDERAL HOME LOAN BANKS 1.75% (n/a) - 0.05% | MITSUI & CO LTD (n/a) - 1.20% |
| Total Holdings | 42 | 226 |
SBIL vs LVHI - Historical Returns
Returns include dividend reinvestment.
1M
SBIL
+0.28%
Winner
LVHI
+0.77%
3M
SBIL
+0.89%
Winner
LVHI
+3.13%
6M
SBIL
+1.80%
Winner
LVHI
+13.55%
1Y
SBIL
+3.47%
Winner
LVHI
+29.77%
5Y(CAGR)
SBIL
N/A
LVHI
+15.63%
10Y(CAGR)
SBIL
N/A
LVHI
+11.16%
Max(CAGR)
SBIL
+3.87%
Winner
LVHI
+11.16%
SBIL vs LVHI - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | SBIL | LVHI |
|---|---|---|
| 2026 | +1.52% | +10.10% |
| 2025 | +1.88% | +26.94% |
| 2024 | N/A | +14.48% |
| 2023 | N/A | +15.59% |
| 2022 | N/A | +3.08% |
| 2021 | N/A | +17.22% |
| 2020 | N/A | -9.74% |
| 2019 | N/A | +18.02% |
| 2018 | N/A | -5.49% |
| 2017 | N/A | +10.01% |
| 2016 | N/A | +5.46% |
SBIL vs LVHI Drawdown Comparison
The maximum drawdown for SBIL was -0.03%, occurring on Jul 29, 2025. Recovery took 5 trading sessions.
The maximum drawdown for LVHI was -32.30%, occurring on Mar 16, 2020. Recovery took 327 trading sessions.
The current LVHI drawdown is -1.80%.
| Rank | SBIL | LVHI |
|---|---|---|
| #1 | -0.03% Jul 28, 2025 - Aug 4, 2025 | -32.30% Feb 20, 2020 - Jun 8, 2021 |
| #2 | -0.02% Apr 28, 2026 - Apr 30, 2026 | -11.99% Mar 25, 2025 - May 15, 2025 |
| #3 | -0.02% May 6, 2026 - May 8, 2026 | -11.29% Jun 7, 2022 - Nov 30, 2022 |
| #4 | -0.02% Nov 10, 2025 - Nov 14, 2025 | -9.72% Jan 9, 2018 - Mar 13, 2019 |
| #5 | -0.02% May 22, 2026 - May 27, 2026 | -8.11% Feb 9, 2022 - Apr 19, 2022 |
| #6 | -0.02% Aug 20, 2025 - Aug 22, 2025 | -6.39% Jul 22, 2024 - Aug 23, 2024 |
| #7 | -0.02% Feb 3, 2026 - Feb 6, 2026 | -6.09% Jul 3, 2019 - Sep 11, 2019 |
| #8 | -0.01% Jan 28, 2026 - Jan 30, 2026 | -6.07% Feb 27, 2026 - May 20, 2026 |
| #9 | -0.01% Mar 3, 2026 - Mar 9, 2026 | -5.65% Sep 20, 2023 - Nov 17, 2023 |
| #10 | -0.01% Mar 12, 2026 - Mar 16, 2026 | -5.03% Mar 6, 2023 - Apr 10, 2023 |
| #11 | -0.01% Aug 22, 2025 - Aug 27, 2025 | -4.85% Apr 22, 2019 - Jun 20, 2019 |
| #12 | -0.01% Nov 21, 2025 - Nov 25, 2025 | -4.50% Jul 31, 2023 - Sep 14, 2023 |
| #13 | -0.01% Sep 26, 2025 - Sep 30, 2025 | -4.48% Aug 16, 2021 - Dec 23, 2021 |
| #14 | -0.01% Jul 21, 2025 - Jul 24, 2025 | -4.33% May 4, 2022 - May 26, 2022 |
| #15 | -0.01% Sep 5, 2025 - Sep 9, 2025 | -4.02% May 10, 2017 - Dec 8, 2017 |
Correlation
Correlation between SBIL and LVHI is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2016 - 2026)
SBIL vs LVHI dividend yield comparison.
| Year | SBIL | LVHI |
|---|---|---|
| 2026 | 1.47% | 1.95% |
| 2025 | 1.79% | 4.92% |
| 2024 | 0.00% | 3.98% |
| 2023 | 0.00% | 8.12% |
| 2022 | 0.00% | 7.74% |
| 2021 | 0.00% | 4.13% |
| 2020 | 0.00% | 3.97% |
| 2019 | 0.00% | 6.67% |
| 2018 | 0.00% | 10.67% |
| 2017 | 0.00% | 3.38% |
| 2016 | 0.00% | 2.02% |
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