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LVHDvsBAMDETF Comparison

ETF 1

LVHD

Franklin U.S. Low Volatility High Dividend Index ETF

This fund is part of

US Multi-Factor

+0.52%

Full LVHD fund page

VS

ETF 2

BAMD

Brookstone Dividend Stock ETF

This fund is part of

US High Dividend

-0.31%

Full BAMD fund page

Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) belongs to the US Multi-Factor segment. Brookstone Dividend Stock ETF (BAMD) is part of the US High Dividend segment. LVHD's top 3 sector exposures are Utilities, Consumer Staples and Real Estate. In contrast, BAMD's top sector exposures are Utilities, Financials and Consumer Staples. LVHD is less expensive with a Total Expense Ratio (TER) of 0.27%, versus 0.87% for BAMD. LVHD is up 7.63% year-to-date (YTD) with -$98K in YTD flows. BAMD performs worse with 7.22% YTD performance, and -$8M in YTD flows. Run a side-by-side ETF comparison of LVHD and BAMD below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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LVHD vs BAMD performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 04/24/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	LVHD BAMD	+1.28%+3.83%	+3.47%+4.34%	+7.63%+7.22%	+11.99%+7.87%	+27.79%n/a	+41.10%n/a
Flows	LVHD BAMD	-$2M-$117K	-$2M-$4M	-$98K-$8M	+$10M+$3M	-$570M-	-$201M-

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	LVHD BAMD	+9.64%+10.50%	+9.62%+11.23%	+11.86%n/a	+12.96%n/a
Max drawdown	LVHD BAMD	-6.20%-7.01%	-6.20%-7.01%	-14.22%n/a	-16.79%n/a
Max drawdown duration	LVHD BAMD	53d61d	53d61d	294dn/a	818dn/a

Trading data

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	LVHD	BAMD
Last sale 4/24/2026 at 1:30 PM	$42.82	$31.97
Previous close 04/24/2026	$43.06	$32.10
Consolidated volume 04/24/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of March 31, 2026

1-year trailing difference

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BAMD

is actively managed and doesn’t replicate an index

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	LVHD	BAMD
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 4/24/2026 at 1:30 PM

Live

Closed

	LVHD	BAMD
Last price	$42.82	$31.97
1D performance	-0.57%	-0.39%
AuM	$610.09 M	$95.88 M
E/R	0.27%	0.87%

Characteristics

	LVHD	BAMD
Management strategy	Passive	Active
Provider	Franklin Templeton	Brookstone Asset Management
Benchmark	Franklin Low Volatility High Dividend Index	-
N° of holdings	112	29
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	December 28, 2015	September 28, 2023
ESG	No	No

More LVHD data on Trackinsight

More BAMD data on Trackinsight

Exposure

Countries

LVHD

USA

97.43%

Other

2.57%

BAMD

USA

96.84%

Other

3.16%

Sectors

LVHD

Utilities

25.39%

Consumer Staples

18.59%

Real Estate

14.14%

Financials

7.71%

Other

34.17%

BAMD

Utilities

25.94%

Financials

20.12%

Consumer Staples

12.2%

Real Estate

12.18%

Energy

7.75%

Communication Ser.

7.19%

Other

14.62%

Diversification

LVHD

Total weight of top 15 holdings out of 15

39.15%

BAMD

Total weight of top 15 holdings out of 15

56.32%

Top 15 holdings

Data as of March 31, 2026

LVHD

VERIZON COMMUNICATIONS

3.19%

CHEVRON TEXACO

3.06%

AMERICAN ELECTRIC POWER

2.76%

CISCO-T

2.75%

JOHNSON&JOHNSON

2.69%

COCA-COLA

2.67%

ALTRIA GROUP

2.67%

LOCKHEED MARTIN

2.62%

DUKE ENERGY

2.55%

MCDONALD'S

2.54%

SOUTHERN

2.51%

PROCTERGAMBLE

2.41%

US

2.29%

MEDTRONIC PLC

2.26%

HERSHEY FOODS

2.19%

BAMD

EDISON INTERNATIONAL

4.46%

PORTLAND GENERAL ELECTRIC

4.11%

GILEAD SCIENCES

4.03%

KINDER MORGAN

3.89%

ONEOK

3.86%

US

3.86%

VERIZON COMMUNICATIONS

3.79%

AMERICAN ELECTRIC POWER

3.75%

KEYCORP

3.70%

HERSHEY FOODS

3.57%

REALTY INCOME REIT

3.49%

TRUIST FINANCIAL CORP

3.48%

DUKE ENERGY

3.46%

ALTRIA GROUP

3.45%

FORD MOTOR

3.43%

Frequently asked questions about LVHD and BAMD

How have the LVHD and BAMD ETFs performed in 2026?

As of April 24, 2026, LVHD is up 7.63% year-to-date (YTD), while BAMD has returned 7.22%. That puts LVHD better performer ahead so far this year.

Which ETF is attracting more investor money: LVHD or BAMD?

Year-to-date, the LVHD ETF saw -$98K in flows, compared to -$8M for BAMD.

Which ETF is more volatile: LVHD or BAMD?

Over the past year, LVHD had a volatility of 9.62%, while BAMD experienced 11.23%.

Which ETF is bigger: LVHD or BAMD?

As of April 24, 2026, LVHD holds $610.09 M in assets under management (AUM), while BAMD manages $95.88 M.

What sectors do the LVHD and BAMD ETFs invest in?

LVHD leans toward sectors like Utilities, Consumer Staples and Real Estate. Meanwhile, BAMD focuses on Utilities, Financials and Consumer Staples.

What are the top holdings of the LVHD ETF and BAMD ETF?

LVHD top holdings include VERIZON COMMUNICATIONS, CHEVRON TEXACO and AMERICAN ELECTRIC POWER. BAMD holds in its top three: EDISON INTERNATIONAL, PORTLAND GENERAL ELECTRIC and GILEAD SCIENCES.

Which ETF is more diversified: LVHD or BAMD?

LVHD holds 113 securities with 39.15% of its assets in the top 15. BAMD has 29 securities and a top 15 weight of 56.32%.

ETF Central's Ultimate Guide to Dividend Investing, Part 5: Hybrid Dividend ETFs

July 23, 2024

LVHD

LVHDvsBAMDETF Comparison

Franklin U.S. Low Volatility High Dividend Index ETF

Brookstone Dividend Stock ETF

LVHD vs BAMD performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the LVHD and BAMD ETFs performed in 2026?

As of April 24, 2026, LVHD is up 7.63% year-to-date (YTD), while BAMD has returned 7.22%. That puts LVHD better performer ahead so far this year.

Which ETF is attracting more investor money: LVHD or BAMD?

Year-to-date, the LVHD ETF saw -$98K in flows, compared to -$8M for BAMD.

Which ETF is more volatile: LVHD or BAMD?

Over the past year, LVHD had a volatility of 9.62%, while BAMD experienced 11.23%.

Which ETF is bigger: LVHD or BAMD?

As of April 24, 2026, LVHD holds $610.09 M in assets under management (AUM), while BAMD manages $95.88 M.

What sectors do the LVHD and BAMD ETFs invest in?

LVHD leans toward sectors like Utilities, Consumer Staples and Real Estate. Meanwhile, BAMD focuses on Utilities, Financials and Consumer Staples.

What are the top holdings of the LVHD ETF and BAMD ETF?

LVHD top holdings include VERIZON COMMUNICATIONS, CHEVRON TEXACO and AMERICAN ELECTRIC POWER. BAMD holds in its top three: EDISON INTERNATIONAL, PORTLAND GENERAL ELECTRIC and GILEAD SCIENCES.

Which ETF is more diversified: LVHD or BAMD?

LVHD holds 113 securities with 39.15% of its assets in the top 15. BAMD has 29 securities and a top 15 weight of 56.32%.

ETF Central's Ultimate Guide to Dividend Investing, Part 5: Hybrid Dividend ETFs

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