LVHDvsSDYETF Comparison
ETF 1
LVHD
Franklin U.S. Low Volatility High Dividend Index ETF
This fund is part of
US Multi-Factor
-0.03%
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 Utilities, Finance 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 16.16% year-to-date (YTD) with -$7M in YTD flows. SDY performs worse with 15.52% YTD performance, and -$401M 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 07/28/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | LVHD SDY | +3.08%+3.87% | +7.37%+7.68% | +16.16%+15.52% | +16.90%+17.27% | +34.21%+35.48% | +46.07%+47.54% |
| Flows | LVHD SDY | +$13M-$62M | -$7M-$159M | -$7M-$401M | -$1M-$889M | -$524M-$4.86B | -$209M-$2.52B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | LVHD SDY | +13.70%+11.92% | +10.47%+10.74% | +11.98%+12.22% | +13.09%+14.05% |
| Max drawdown | LVHD SDY | -3.00%-2.61% | -6.20%-7.73% | -13.69%-14.33% | -16.79%-15.22% |
| Max drawdown duration | LVHD SDY | 40d22d | 115d122d | 284d254d | 818d107d |
Trading data
LVHD | SDY | |
Last sale 7/29/2026 at 1:30 PM | $45.71 | $157.75 |
| Previous close 07/28/2026 | $45.84 | $158.70 |
| Consolidated volume 07/28/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 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 7/29/2026 at 1:30 PM
Live
Closed
LVHD | SDY | |
|---|---|---|
| Last price | $45.71 | $157.75 |
| 1D performance | -0.28% | -0.60% |
| AuM | $644.31 M | $22.26 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 | 114 | 155 |
| 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
97.47%
Other
2.53%
SDY
USA
94.39%
Other
5.61%
Sectors
LVHD
Utilities
24.54%
Finance
23.61%
Consumer Non-Cycl.
19.99%
Other
31.86%
SDY
Finance
16.98%
Consumer Non-Cycl.
14.89%
Industrials
14.59%
Utilities
14.23%
Technology
8.68%
Non-Energy Materi.
8.14%
Other
22.49%
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Diversification
LVHD
Total weight of top 15 holdings out of 15
35.36%
SDY
Total weight of top 15 holdings out of 15
23.91%
Top 15 holdings
Data as of June 30, 2026
LVHD
Kimberly-Clark Corp.
2.70%
Johnson & Johnson
2.67%
Altria Group, Inc.
2.63%
The Coca-Cola Co.
2.59%
U.S. Bancorp
2.54%
The Home Depot, Inc.
2.47%
Procter & Gamble Co.
2.44%
The Southern Co.
2.24%
Duke Energy Corp.
2.23%
The PNC Financial Services Group, Inc.
2.22%
Verizon Communications, Inc.
2.19%
McDonald's Corp.
2.14%
Chevron Corp.
2.12%
PepsiCo, Inc.
2.09%
Kinder Morgan, Inc.
2.09%
SDY
Verizon Communications, Inc.
2.15%
Realty Income Corp.
2.14%
Kenvue, Inc.
1.76%
Kimberly-Clark Corp.
1.75%
AbbVie, Inc.
1.62%
QUALCOMM, Inc.
1.57%
Texas Instruments Incorporated
1.56%
Target Corp.
1.55%
Automatic Data Processing, Inc.
1.54%
Edison International
1.45%
Sysco Corp.
1.41%
WEC Energy Group, Inc.
1.41%
Eversource Energy
1.35%
Consolidated Edison, Inc.
1.34%
PepsiCo, Inc.
1.33%
Frequently asked questions about LVHD and SDY
How have the LVHD and SDY ETFs performed in 2026?
As of July 28, 2026, LVHD is up 16.16% year-to-date (YTD), while SDY has returned 15.52%. That puts LVHD better performer ahead so far this year.
Which ETF is attracting more investor money: LVHD or SDY?
Year-to-date, the LVHD ETF saw -$7M in flows, compared to -$401M for SDY.
Which ETF is more volatile: LVHD or SDY?
Over the past year, LVHD had a volatility of 10.47%, while SDY experienced 10.74%.
Which ETF is bigger: LVHD or SDY?
As of July 28, 2026, LVHD holds $644.31 M in assets under management (AUM), while SDY manages $22.26 B.
What sectors do the LVHD and SDY ETFs invest in?
LVHD leans toward sectors like Utilities, Finance 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 Kimberly-Clark Corp., Johnson & Johnson and Altria Group, Inc.. SDY holds in its top three: Verizon Communications, Inc., Realty Income Corp. and Kenvue, Inc..
Which ETF is more diversified: LVHD or SDY?
LVHD holds 114 securities with 35.36% of its assets in the top 15. SDY has 155 securities and a top 15 weight of 23.91%.
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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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