LVHI vs VYM
Franklin International Low Volatility High Dividend Index ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. LVHI delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | LVHI | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.40% | 0.04% | |
| AUM | $5.6B | $81.6B | |
| Dividend Yield | 3.76% | 2.24% | |
| Holdings | 300 | 616 | |
| YTD Return | +15.32% | +15.34% | |
| 1Y Return | +26.73% | +23.24% | |
| 3Y Return (annualized) | +23.46% | +19.22% | |
| 5Y Return (annualized) | +16.08% | +12.21% | |
| Volatility (annualized) | 11.0% | 14.6% | |
| Max Drawdown | -32.3% | -58.8% | |
| Fund Family | Franklin Templeton Investments (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 27, 2016 | Nov 10, 2006 |
LVHI vs VYM Performance
Franklin International Low Volatility High Dividend Index ETF (LVHI) is a ETF from Franklin Templeton Investments (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year LVHI returned +26.73% while VYM returned +23.24%. Year to date, LVHI is up 15.32% versus a gain of 15.34% for VYM.
Over three years, LVHI compounded at +23.46% per year against +19.22% for VYM; over five years the annualized figures are +16.08% and +12.21% respectively. Across the full 10-year window we track, LVHI has the edge at +11.48% annualized vs +7.04%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -58.8% for VYM. 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 0.80. 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 3.76% against 2.24% for VYM.
Holdings Overlap
LVHI and VYM share 1 holdings out of 795 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in LVHI | Weight in VYM | Difference |
|---|---|---|---|
| TIGO:LU | 0.45% | 0.03% | 0.42% |
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. On a $10,000 investment, that is $36 per year of difference.
Which performed better, LVHI or VYM?
Over the past year LVHI returned +26.73% vs +23.24% for VYM, so LVHI leads on 1-year performance. Over the longest common window we track (10 years), LVHI annualized +11.48% vs +7.04% for VYM. Past performance does not guarantee future results.
Which is riskier, LVHI or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 11.0% for LVHI. Worst drawdown: LVHI -32.3% vs VYM -58.8%.
Should I hold both LVHI and VYM?
LVHI and VYM have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LVHI and VYM?
LVHI and VYM share 1 common holdings with a 0.0% weight overlap. Combined, they hold 795 unique securities.
Which pays a higher dividend, LVHI or VYM?
LVHI yields 3.76% while VYM yields 2.24%, so LVHI currently pays the higher dividend yield.
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