Franklin US Low Volatility High Dividend Index ETF

LVHD

Market cap $592M

Overview Fund Activity

40.69 USD

-0.12

0.29%

At close Updated Sep 16, 4:00 PM EDT

1 day

-0.29%

5 days

-0.2%

1 month

0.47%

3 months

2.67%

6 months

0.82%

Year to date

6.57%

1 year

0.07%

5 years

34.65%

10 years

61.21%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

58% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 24

17% more funds holding

Funds holding: 84 [Q1] → 98 (+14) [Q2]

4% more capital invested

Capital invested by funds: $260M [Q1] → $271M (+$10.9M) [Q2]

0.35% more ownership

Funds ownership: 47.56% [Q1] → 47.91% (+0.35%) [Q2]

See Fund Rankings

Financial journalist opinion

Zacks Investment Research

Is Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) a Strong ETF Right Now?

Designed to provide broad exposure to the Style Box - Large Cap Value category of the market, the Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) is a smart beta exchange traded fund launched on 12/28/2015.

Is Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) a Strong ETF Right Now?

Zacks Investment Research

Should Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) Be on Your Investing Radar?

Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) is a passively managed exchange traded fund launched on 12/28/2015.

Should Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) Be on Your Investing Radar?

LVHD Can Provide Investors With Stability And Income

Franklin U.S. Low Volatility High Dividend Index ETF offers a differentiated, low-volatility, high-dividend strategy focused on profitable U.S. companies with durable dividends, with sector and single-stock diversification caps. The LVHD ETF underweights tech and communication sectors, favoring consumer staples and utilities, which provides defensive positioning but may miss high-growth opportunities. LVHD charges a low fee, yields 3.47%, and has outperformed peers over 1- and 5-year periods, making it attractive for income-focused investors.

LVHD Can Provide Investors With Stability And Income

LVHD: Lags In Bull Markets And Shows Inconsistent Drawdown Protection

LVHD shows inconsistent performance during market corrections but lags consistently during this bull market. With a turnover rate of 65% this ETF contradicts the promise of stability and adds unnecessary transaction fees. The 3.68% yield isn't truly high yield, and the payout ratio of 74% raises concerns about safety in major downturns.

LVHD: Lags In Bull Markets And Shows Inconsistent Drawdown Protection

Zacks Investment Research

Is Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) a Strong ETF Right Now?

Making its debut on 12/28/2015, smart beta exchange traded fund Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) provides investors broad exposure to the Style Box - Large Cap Value category of the market.

Is Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) a Strong ETF Right Now?

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2 ETFs Under $50 Built for a Bear Market

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2 ETFs Under $50 Built for a Bear Market

Zacks Investment Research

Should Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) Be on Your Investing Radar?

If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the Franklin U.S. Low Volatility High Dividend Index ETF (LVHD), a passively managed exchange traded fund launched on 12/28/2015.

Should Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) Be on Your Investing Radar?

Tax-Efficient Dividend Portfolio For Retired Investors With Low-Risk Tolerance

Crafting a dividend portfolio can provide reliable income for retirees, supplementing social security and ensuring financial stability with minimal market knowledge. Allocating funds to diversified ETFs like SCHD, LVHD, and DURA ensures consistent monthly income, tax efficiency, and low volatility. The portfolio aims for $42,000 in annual dividend income, with growth potential surpassing this target, ensuring retirees never touch the principal.

Tax-Efficient Dividend Portfolio For Retired Investors With Low-Risk Tolerance

LVHD: Low Volatility With Lower Returns

LVHD offers lower volatility and reliable dividends, making it suitable for investors seeking defensive positions during market uncertainty, despite its underwhelming 4% starting yield. The fund's strategy focuses on consumer staples and utilities, sectors known for stability, but it lacks significant exposure to high-growth technology companies. LVHD has historically underperformed traditional index-tracking ETFs like SPY and QQQ, making it less appealing for younger investors seeking higher long-term returns.

LVHD: Low Volatility With Lower Returns

Zacks Investment Research

Is Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) a Strong ETF Right Now?

Launched on 12/28/2015, the Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) is a smart beta exchange traded fund offering broad exposure to the Style Box - Large Cap Value category of the market.

Is Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) a Strong ETF Right Now?

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