SLYV vs LVHI
Comparison between STATE STREET(R) SPDR(R) S & P 600(TM) SMALL CAP VALUE ETF (SLYV, ETF) and FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF (LVHI, ETF).
5-Year PerformanceLVHI has outperformed SLYV, delivering a return of +16.7% compared to +8.3%
SLYV vs LVHI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SLYV
$4.90B
Winner
LVHI
$5B
Expense Ratio
Winner
SLYV
0.15%
LVHI
0.40%
Max Drawdown
SLYV
63.11%
Winner
LVHI
35.87%
Sharpe Ratio
SLYV
1.76
Winner
LVHI
2.85
5Y Beta
SLYV
0.98
Winner
LVHI
0.42
P/E Ratio
SLYV
88.67
LVHI
N/A
Forward P/E
SLYV
13.02
LVHI
N/A
5Y Dividends CAGR
Winner
SLYV
13.06%
LVHI
10.88%
5Y EPS CAGR
SLYV
5.16%
LVHI
N/A
Debt to Equity
SLYV
34.52%
LVHI
N/A
P/S Ratio
SLYV
0.90
LVHI
N/A
P/B Ratio
SLYV
1.65
LVHI
N/A
SLYV vs LVHI - Holdings Comparison
SLYV and LVHI have 1 common holdings. Overlap is -27.84%
SLYV's top 25 holdings weight is 16.78%. LVHI's top 25 holdings weight is 139.38%.
| Rank | SLYV | LVHI |
|---|---|---|
| #1 | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 1.01% | USD FORWARD CASH/CCY CONTRACT PURCHASED (n/a) - 95.84% |
| #2 | JACKSON FINANCIAL INC (JXN) - 0.98% | SHELL PLC (n/a) - 2.54% |
| #3 | EASTMAN CHEMICAL CO (EMN) - 0.89% | INTESA SANPAOLO (n/a) - 2.30% |
| #4 | CARMAX INC (KMX) - 0.86% | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.24% |
| #5 | LINCOLN NATIONAL CORP (LNC) - 0.84% | SUNCOR ENERGY INC (n/a) - 2.23% |
| #6 | PAYCOM SOFTWARE INC (PAYC) - 0.77% | BANK OF NOVA SCOTIA (n/a) - 2.19% |
| #7 | LAMB WESTON HOLDINGS INC (LW) - 0.77% | BHP GROUP LTD (n/a) - 2.17% |
| #8 | CONAGRA BRANDS INC (CAG) - 0.76% | UNILEVER PLC (n/a) - 2.14% |
| #9 | SM ENERGY CO (SM) - 0.75% | NOVARTIS AG REGISTERED SHARES (n/a) - 2.07% |
| #10 | VICTORIA'S SECRET & CO (VSXY) - 0.75% | CANADIAN IMPERIAL BANK OF COMMERCE (n/a) - 2.04% |
| #11 | MOHAWK INDUSTRIES INC (MHK) - 0.74% | RIO TINTO PLC ORDINARY SHARES (n/a) - 2.03% |
| #12 | POOL CORP (POOL) - 0.69% | NESTLE SA (n/a) - 1.74% |
| #13 | MATSON INC (MATX) - 0.68% | ALLIANZ SE (n/a) - 1.72% |
| #14 | LKQ CORP (LKQ) - 0.66% | BANCA MONTE DEI PASCHI DI SIENA (n/a) - 1.70% |
| #15 | ATLANTIC UNION BANKSHARES CORP (AUB) - 0.65% | TOTALENERGIES SE (TTE) - 1.69% |
| #16 | CAESARS ENTERTAINMENT INC (CZR) - 0.65% | GSK PLC (n/a) - 1.66% |
| #17 | TELEFLEX INC (TFX) - 0.65% | MITSUBISHI CORP (n/a) - 1.66% |
| #18 | EPAM SYSTEMS INC (EPAM) - 0.62% | BNP PARIBAS ACT. CAT.A (n/a) - 1.62% |
| #19 | MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 0.60% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.59% |
| #20 | RITHM CAPITAL CORP (RITM) - 0.60% | ENEL SPA (n/a) - 1.56% |
| #21 | POWER INTEGRATIONS INC (POWI) - 0.38% | DBS GROUP HOLDINGS LTD (n/a) - 1.55% |
| #22 | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.37% | TC ENERGY CORP (TRP) - 1.42% |
| #23 | MAXLINEAR INC (MXL) - 0.37% | NTT INC (n/a) - 1.28% |
| #24 | ORGANON & CO ORDINARY SHARES (OGN) - 0.37% | AXA SA (n/a) - 1.21% |
| #25 | GATES INDUSTRIAL CORP LTD (GTES) - 0.37% | SANOFI SA (n/a) - 1.19% |
| Total Holdings | 423 | 224 |
SLYV vs LVHI - Historical Returns
Returns include dividend reinvestment.
1M
SLYV
+3.58%
Winner
LVHI
+3.97%
3M
Winner
SLYV
+8.08%
LVHI
+7.77%
6M
Winner
SLYV
+10.64%
LVHI
+9.48%
1Y
Winner
SLYV
+39.51%
LVHI
+33.81%
5Y(CAGR)
SLYV
+8.30%
Winner
LVHI
+16.66%
10Y(CAGR)
SLYV
+10.31%
Winner
LVHI
+11.75%
Max(CAGR)
SLYV
+10.82%
Winner
LVHI
+11.68%
SLYV vs LVHI - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | SLYV | LVHI |
|---|---|---|
| 2026 | +22.00% | +17.44% |
| 2025 | +6.95% | +26.94% |
| 2024 | +7.71% | +14.48% |
| 2023 | +14.75% | +15.59% |
| 2022 | -12.49% | +3.08% |
| 2021 | +32.09% | +17.22% |
| 2020 | +2.89% | -9.74% |
| 2019 | +22.93% | +18.02% |
| 2018 | -13.66% | -5.49% |
| 2017 | +10.65% | +10.01% |
| 2016 | +33.70% | +5.46% |
| 2015 | -6.11% | N/A |
| 2014 | +8.03% | N/A |
| 2013 | +36.44% | N/A |
| 2012 | +14.72% | N/A |
| 2011 | -3.60% | N/A |
| 2010 | +22.52% | N/A |
| 2009 | +34.31% | N/A |
| 2008 | -32.98% | N/A |
| 2007 | -4.23% | N/A |
| 2006 | +17.84% | N/A |
| 2005 | +7.43% | N/A |
| 2004 | +17.66% | N/A |
| 2003 | +40.39% | N/A |
| 2002 | -2.12% | N/A |
| 2001 | +15.20% | N/A |
| 2000 | +12.56% | N/A |
SLYV vs LVHI Drawdown Comparison
The maximum drawdown for SLYV was -61.18%, occurring on Mar 9, 2009. Recovery took 928 trading sessions.
The maximum drawdown for LVHI was -32.30%, occurring on Mar 16, 2020. Recovery took 327 trading sessions.
The current SLYV drawdown is -0.80%. The current LVHI drawdown is -0.21%.
| Rank | SLYV | LVHI |
|---|---|---|
| #1 | -61.18% Jun 4, 2007 - Feb 7, 2011 | -32.30% Feb 20, 2020 - Jun 8, 2021 |
| #2 | -47.71% Aug 22, 2018 - Jan 6, 2021 | -11.99% Mar 25, 2025 - May 15, 2025 |
| #3 | -28.68% Nov 25, 2024 - Dec 10, 2025 | -11.29% Jun 7, 2022 - Nov 30, 2022 |
| #4 | -27.05% May 3, 2002 - Jul 7, 2003 | -9.72% Jan 9, 2018 - Mar 13, 2019 |
| #5 | -26.79% Jul 7, 2011 - Feb 1, 2012 | -8.11% Feb 9, 2022 - Apr 19, 2022 |
| #6 | -24.16% Nov 5, 2021 - Jul 16, 2024 | -6.39% Jul 22, 2024 - Aug 23, 2024 |
| #7 | -20.29% Jun 23, 2015 - Jul 11, 2016 | -6.09% Jul 3, 2019 - Sep 11, 2019 |
| #8 | -18.33% Aug 21, 2001 - Dec 27, 2001 | -6.07% Feb 27, 2026 - May 20, 2026 |
| #9 | -13.92% Mar 26, 2012 - Sep 7, 2012 | -5.65% Sep 20, 2023 - Nov 17, 2023 |
| #10 | -12.61% Jun 8, 2021 - Nov 5, 2021 | -5.03% Mar 6, 2023 - Apr 10, 2023 |
| #11 | -12.54% Apr 2, 2004 - Nov 4, 2004 | -4.85% Apr 22, 2019 - Jun 20, 2019 |
| #12 | -11.21% Jul 3, 2014 - Nov 12, 2014 | -4.50% Jul 31, 2023 - Sep 14, 2023 |
| #13 | -10.95% Dec 31, 2004 - Jun 17, 2005 | -4.48% Aug 16, 2021 - Dec 23, 2021 |
| #14 | -10.41% Sep 14, 2012 - Jan 2, 2013 | -4.33% May 4, 2022 - May 26, 2022 |
| #15 | -10.20% Mar 12, 2021 - Jun 1, 2021 | -4.02% May 10, 2017 - Dec 8, 2017 |
Correlation
Correlation between SLYV and LVHI is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2000 - 2026)
SLYV vs LVHI dividend yield comparison.
| Year | SLYV | LVHI |
|---|---|---|
| 2026 | 0.84% | 1.83% |
| 2025 | 2.02% | 4.92% |
| 2024 | 2.30% | 3.98% |
| 2023 | 2.11% | 8.12% |
| 2022 | 1.47% | 7.74% |
| 2021 | 1.94% | 4.13% |
| 2020 | 1.40% | 3.97% |
| 2019 | 1.67% | 6.67% |
| 2018 | 2.14% | 10.67% |
| 2017 | 5.53% | 3.38% |
| 2016 | 2.18% | 2.02% |
| 2015 | 6.55% | 0.00% |
| 2014 | 7.50% | 0.00% |
| 2013 | 1.58% | 0.00% |
| 2012 | 2.01% | 0.00% |
| 2011 | 1.19% | 0.00% |
| 2010 | 1.99% | 0.00% |
| 2009 | 2.05% | 0.00% |
| 2008 | 3.74% | 0.00% |
| 2007 | 2.83% | 0.00% |
| 2006 | 2.22% | 0.00% |
| 2005 | 5.00% | 0.00% |
| 2004 | 5.85% | 0.00% |
| 2003 | 4.07% | 0.00% |
| 2002 | 3.55% | 0.00% |
| 2001 | 5.65% | 0.00% |
| 2000 | 0.79% | 0.00% |
Select Stocks to Compare
Popular: SLYV vs SPYLVHI vs SPY
More Comparisons
Compare with similar stocks