LVHI vs VOO
Franklin International Low Volatility High Dividend Index ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. LVHI delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | LVHI | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.40% | 0.03% | |
| AUM | $5.6B | $997.4B | |
| Dividend Yield | 3.76% | 1.08% | |
| Holdings | 300 | 509 | |
| YTD Return | +15.32% | +12.68% | |
| 1Y Return | +26.73% | +21.87% | |
| 3Y Return (annualized) | +23.46% | +22.06% | |
| 5Y Return (annualized) | +16.08% | +12.95% | |
| Volatility (annualized) | 11.0% | 14.1% | |
| Max Drawdown | -32.3% | -34.3% | |
| Fund Family | Franklin Templeton Investments (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 27, 2016 | Sep 7, 2010 |
LVHI vs VOO Performance
Franklin International Low Volatility High Dividend Index ETF (LVHI) is a ETF from Franklin Templeton Investments (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year LVHI returned +26.73% while VOO returned +21.87%. Year to date, LVHI is up 15.32% versus a gain of 12.68% for VOO.
Over three years, LVHI compounded at +23.46% per year against +22.06% for VOO; over five years the annualized figures are +16.08% and +12.95% respectively. Across the full 10-year window we track, VOO has the edge at +13.47% annualized vs +11.48%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 11.0% for LVHI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -32.3% for LVHI and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
LVHI charges 0.40% per year while VOO charges 0.03%. On a $10,000 position that is $40 vs $3 annually, a gap of $37 per year that compounds over a long holding period. On income, LVHI currently yields 3.76% against 1.08% for VOO.
Holdings Overlap
LVHI and VOO share 0 holdings out of 698 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, LVHI or VOO?
LVHI has an expense ratio of 0.40% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $37 per year of difference.
Which performed better, LVHI or VOO?
Over the past year LVHI returned +26.73% vs +21.87% for VOO, so LVHI leads on 1-year performance. Over the longest common window we track (10 years), LVHI annualized +11.48% vs +13.47% for VOO. Past performance does not guarantee future results.
Which is riskier, LVHI or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 11.0% for LVHI. Worst drawdown: LVHI -32.3% vs VOO -34.3%.
Should I hold both LVHI and VOO?
LVHI and VOO have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LVHI and VOO?
LVHI and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 698 unique securities.
Which pays a higher dividend, LVHI or VOO?
LVHI yields 3.76% while VOO yields 1.08%, so LVHI currently pays the higher dividend yield.
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