Franklin US Low Volatility High Dividend Index ETFLVHD
LVHD
0
Funds holding %
of 7,327 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
0% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 27
4.7% less ownership
Funds ownership: 52.26% [Q4 2024] → 47.56% (-4.7%) [Q1 2025]
7% less capital invested
Capital invested by funds: $279M [Q4 2024] → $260M (-$18.5M) [Q1 2025]
7% less funds holding
Funds holding: 90 [Q4 2024] → 84 (-6) [Q1 2025]
17% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 12
100% less funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 0 (-1) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for LVHD.
Financial journalist opinion
Based on 3 articles about LVHD published over the past 30 days
Neutral
Zacks Investment Research
5 days ago
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.
Positive
Seeking Alpha
2 weeks ago
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.
Positive
Seeking Alpha
2 weeks ago
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.
Neutral
Zacks Investment Research
1 month ago
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.
Negative
24/7 Wall Street
2 months ago
2 ETFs Under $50 Built for a Bear Market
With all of the uncertainty swirling around the economy, the stock market has been moving one step forward and two steps back.
Neutral
Zacks Investment Research
2 months ago
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.
Positive
Seeking Alpha
3 months ago
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.
Negative
Seeking Alpha
3 months ago
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.
Neutral
Zacks Investment Research
3 months ago
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.
Positive
Zacks Investment Research
4 months ago
5 U.S. Dividend ETFs Outperforming Amid Market Turmoil
Here are five dividend ETFs that are outpacing the broader market this year and are considered solid options in uncertain markets.
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