LVHDvsSDYETF Comparison
ETF 1
LVHD
Franklin U.S. Low Volatility High Dividend Index ETF
This fund is part of
US Multi-Factor
-0.43%
VS
Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) belongs to the US Multi-Factor segment. State Street SPDR S&P Dividend ETF (SDY) is part of the US High Dividend segment. LVHD's top 3 sector exposures are Finance, Utilities and Consumer Non-Cyclicals. In contrast, SDY's top sector exposures are Finance, Consumer Non-Cyclicals and Industrials. LVHD is less expensive with a Total Expense Ratio (TER) of 0.27%, versus 0.35% for SDY. LVHD is up 14.02% year-to-date (YTD) with -$273K in YTD flows. SDY performs better with 16.03% YTD performance, and -$654M in YTD flows. Run a side-by-side ETF comparison of LVHD and SDY 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 SDY performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/23/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | LVHD SDY | +6.02%+6.36% | +0.40%+3.57% | +14.02%+16.03% | +12.35%+16.49% | +52.14%+54.35% | +42.29%+45.73% |
| Flows | LVHD SDY | -$2M-$61M | +$9M-$260M | -$273K-$654M | -$12M-$799M | -$389M-$4.34B | -$189M-$2.93B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | LVHD SDY | +11.95%+11.78% | +11.17%+11.19% | +11.96%+12.26% | +13.19%+14.06% |
| Max drawdown | LVHD SDY | -9.08%-7.44% | -9.08%-7.73% | -9.08%-14.33% | -16.79%-15.22% |
| Max drawdown duration | LVHD SDY | 87d58d | 87d122d | 87d254d | 818d107d |
Trading data
LVHD | SDY | |
Last sale 10/26/2026 at 1:30 PM | $44.66 | $158.51 |
| Previous close 10/23/2026 | $44.65 | $158.40 |
| Consolidated volume 10/23/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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LVHD | SDY | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/26/2026 at 1:30 PM
Live
Closed
LVHD | SDY | |
|---|---|---|
| Last price | $44.66 | $158.51 |
| 1D performance | +0.02% | +0.07% |
| AuM | $633.75 M | $21.97 B |
| E/R | 0.27% | 0.35% |
Characteristics
LVHD | SDY | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Franklin Templeton | State Street Investment Management |
| Benchmark | Franklin Low Volatility High Dividend Index | S&P High Yield Dividend Aristocrats Index |
| N° of holdings | 115 | 154 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 28, 2015 | November 8, 2005 |
| ESG | No | No |
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Exposure
Countries
LVHD
USA
95.68%
Other
4.32%
SDY
USA
90.23%
Other
9.77%
Sectors
LVHD
Finance
23.66%
Utilities
23.46%
Consumer Non-Cycl.
19.03%
Other
33.85%
SDY
Finance
15.78%
Consumer Non-Cycl.
14.62%
Industrials
14.18%
Utilities
12.51%
Technology
8.98%
Healthcare
8.21%
Other
25.73%
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Diversification
LVHD
Total weight of top 15 holdings out of 15
37.87%
SDY
Total weight of top 15 holdings out of 15
27.38%
Top 15 holdings
Data as of August 31, 2026
LVHD
Verizon Communications, Inc.
2.84%
The Coca-Cola Co.
2.83%
Johnson & Johnson
2.81%
Kimberly-Clark Corp.
2.66%
Chevron Corp.
2.64%
PepsiCo, Inc.
2.60%
U.S. Bancorp
2.60%
McDonald's Corp.
2.52%
Altria Group, Inc.
2.51%
The Home Depot, Inc.
2.49%
Procter & Gamble Co.
2.45%
Duke Energy Corp.
2.26%
Lockheed Martin Corp.
2.25%
Medtronic Plc
2.24%
The PNC Financial Services Group, Inc.
2.17%
SDY
Verizon Communications, Inc.
3.24%
Accenture Plc
3.05%
Realty Income Corp.
2.12%
Chevron Corp.
1.97%
PepsiCo, Inc.
1.94%
Medtronic Plc
1.75%
Target Corp.
1.75%
NIKE, Inc.
1.57%
Automatic Data Processing, Inc.
1.54%
Kenvue, Inc.
1.52%
Kimberly-Clark Corp.
1.52%
Becton, Dickinson & Co.
1.46%
Consolidated Edison, Inc.
1.32%
WEC Energy Group, Inc.
1.31%
Abbott Laboratories
1.31%
Frequently asked questions about LVHD and SDY
How have the LVHD and SDY ETFs performed in 2026?
As of October 23, 2026, LVHD is up 14.02% year-to-date (YTD), while SDY has returned 16.03%. That puts SDY better performer ahead so far this year.
Which ETF is attracting more investor money: LVHD or SDY?
Year-to-date, the LVHD ETF saw -$273K in flows, compared to -$654M for SDY.
Which ETF is more volatile: LVHD or SDY?
Over the past year, LVHD had a volatility of 11.17%, while SDY experienced 11.19%.
Which ETF is bigger: LVHD or SDY?
As of October 23, 2026, LVHD holds $633.75 M in assets under management (AUM), while SDY manages $21.97 B.
What sectors do the LVHD and SDY ETFs invest in?
LVHD leans toward sectors like Finance, Utilities and Consumer Non-Cyclicals. Meanwhile, SDY focuses on Finance, Consumer Non-Cyclicals and Industrials.
What are the top holdings of the LVHD ETF and SDY ETF?
LVHD top holdings include Verizon Communications, Inc., The Coca-Cola Co. and Johnson & Johnson. SDY holds in its top three: Verizon Communications, Inc., Accenture Plc and Realty Income Corp..
Which ETF is more diversified: LVHD or SDY?
LVHD holds 115 securities with 37.87% of its assets in the top 15. SDY has 154 securities and a top 15 weight of 27.38%.
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Latest news about LVHD & SDY
Dividend Growth, High Yield, & Dividend Quality ETFs: What's the Difference?
October 20, 2023
SDY
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