LVHI vs VYM

LVHI vs VYM

Which is better, LVHI or VYM?

LVHI has been ahead.

VYM has a lower expense ratio. LVHI led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VYMHigher Returns: LVHI

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricLVHIVYM
Expense Ratio0.40%0.04%Best
AUM$6.4B$95.8B
Dividend Yield3.80%2.23%
Holdings574610
YTD Return+16.98%Best+14.91%
1Y Return+22.92%Best+18.73%
3Y Return (annualized)+22.18%Best+20.11%
5Y Return (annualized)+16.72%Best+11.36%
Volatility (annualized)11.0%Best14.2%
Max Drawdown-32.3%Best-35.7%
$10,000 over 5 years$21,663Best$17,126
Fund FamilyFranklin Templeton Investments (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionJul 27, 2016Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jul 28, 2016 to Nov 10, 2026 (10.3 years).

LVHI vs VYM growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 10.3 years both funds cover.

LVHI vs VYM Performance

Franklin International Low Volatility High Dividend Index ETF (LVHI) is an ETF from Franklin Templeton Investments (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year LVHI returned +22.92% while VYM returned +18.73%. Year to date, LVHI is up 16.98% versus a gain of 14.91% for VYM.

Over three years, LVHI compounded at +22.18% per year against +20.11% for VYM; over five years the annualized figures are +16.72% and +11.36% respectively. Across the full 10-year window we track, LVHI has the edge at +11.38% annualized vs +9.90%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.2% 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 -35.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

LVHI charges 0.40% per year while VYM charges 0.04%. On a $10,000 position that is $40 vs $4 annually, a gap of $36 per year that compounds over a long holding period. On income, LVHI currently yields 3.80% against 2.23% for VYM.

Holdings Overlap

We hold position weights for 157 holdings in LVHI and 602 in VYM, totalling 75.4% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 46 days apart, LVHI as of Oct 16, 2026 and VYM as of Aug 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 157 positions we hold weights for in LVHI and 602 in VYM, against full books of 574 and 610.

You are not choosing between two funds in isolation.

Whichever of LVHI and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

LVHIVYM

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Frequently Asked Questions

Which is cheaper, LVHI or VYM?

LVHI has an expense ratio of 0.40% while VYM charges 0.04%. VYM is the cheaper option, by $36 a year on a $10,000 investment.

Which performed better, LVHI or VYM?

Over the past year LVHI returned +22.92% vs +18.73% for VYM, so LVHI leads on 1-year performance. Over the longest common window we track (10 years), LVHI annualized +11.38% vs +9.90% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, LVHI or VYM?

VYM has been the more volatile fund at 14.2% annualized versus 11.0% for LVHI. Worst drawdown: LVHI -32.3% vs VYM -35.7%.

Should I hold both LVHI and VYM?

LVHI and VYM have a monthly-return correlation of 0.80, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, LVHI or VYM?

LVHI yields 3.80% while VYM yields 2.23%, so LVHI currently pays the higher dividend yield.

Is VYM better than LVHI?

VYM has a lower expense ratio. LVHI led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.