LVHDvsSPHDETF Comparison
ETF 1
LVHD
Franklin U.S. Low Volatility High Dividend Index ETF
This fund is part of
US Multi-Factor
+0.61%
VS
Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) and Invesco S&P 500® High Dividend Low Volatility ETF (SPHD) belong to the same industry segment: US Multi-Factor. LVHD's top 3 sector exposures are Utilities, Consumer Staples and Real Estate. In contrast, SPHD's top sector exposures are Real Estate, Consumer Staples and Financials. LVHD is less expensive with a Total Expense Ratio (TER) of 0.27%, versus 0.3% for SPHD. LVHD is up 10.08% year-to-date (YTD) with -$23M in YTD flows. SPHD performs worse with 9.8% YTD performance, and +$88M in YTD flows. Run a side-by-side ETF comparison of LVHD and SPHD 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 SPHD performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 06/11/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | LVHD SPHD | +2.96%+4.09% | +1.59%+5.03% | +10.08%+9.80% | +12.95%+12.84% | +33.05%+42.68% | +38.36%+37.70% |
| Flows | LVHD SPHD | -+$978K | -$25M-$30M | -$23M+$88M | -$21M-$39M | -$523M-$591M | -$228M-$137M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | LVHD SPHD | +11.03%+11.52% | +9.71%+11.26% | +11.77%+12.67% | +12.98%+14.01% |
| Max drawdown | LVHD SPHD | -3.48%-3.13% | -6.20%-7.37% | -14.22%-13.16% | -16.79%-19.53% |
| Max drawdown duration | LVHD SPHD | 23d30d | 101d102d | 294d409d | 818d756d |
Trading data
LVHD | SPHD | |
Last sale 6/12/2026 at 1:30 PM | $43.83 | $51.59 |
| Previous close 06/11/2026 | $43.55 | $51.03 |
| Consolidated volume 06/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of May 29, 2026
1-year trailing difference
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LVHD | SPHD | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 6/12/2026 at 1:30 PM
Live
Closed
LVHD | SPHD | |
|---|---|---|
| Last price | $43.83 | $51.59 |
| 1D performance | +0.64% | +1.10% |
| AuM | $595.39 M | $3.38 B |
| E/R | 0.27% | 0.3% |
Characteristics
LVHD | SPHD | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Franklin Templeton | Invesco |
| Benchmark | Franklin Low Volatility High Dividend Index | S&P 500 Low Volatility High Dividend Index |
| N° of holdings | 112 | 50 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 28, 2015 | October 18, 2012 |
| ESG | No | No |
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Exposure
Countries
LVHD
USA
97.51%
Other
2.49%
SPHD
USA
97.59%
Other
2.41%
Sectors
LVHD
Utilities
25.67%
Consumer Staples
18.4%
Real Estate
14.83%
Financials
8.32%
Other
32.78%
SPHD
Real Estate
20.24%
Consumer Staples
17.77%
Financials
15.63%
Utilities
13.93%
Energy
13.74%
Communication Ser.
8.7%
Other
9.98%
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Diversification
LVHD
Total weight of top 15 holdings out of 15
38.11%
SPHD
Total weight of top 15 holdings out of 15
39.17%
Top 15 holdings
Data as of April 30, 2026
LVHD
VERIZON COMMUNICATIONS
2.95%
CISCO-T
2.94%
AMERICAN ELECTRIC POWER
2.88%
ALTRIA GROUP
2.72%
CHEVRON TEXACO
2.71%
COCA-COLA
2.69%
JOHNSON&JOHNSON
2.52%
PROCTERGAMBLE
2.50%
DUKE ENERGY
2.49%
US
2.48%
SOUTHERN
2.46%
MCDONALD'S
2.38%
MEDTRONIC PLC
2.14%
LOCKHEED MARTIN
2.13%
PNC FINL SVC
2.10%
SPHD
VERIZON COMMUNICATIONS
3.41%
ALTRIA GROUP
3.25%
PFIZER
3.04%
ONEOK
2.76%
THE KRAFT HEINZ COMPANY
2.74%
HEALTHPEAK PROPERTIES INC
2.72%
VICI PROPERTIES INC
2.67%
FRANKLIN RSC
2.48%
REALTY INCOME REIT
2.47%
CONAGRA BRANDS INC
2.45%
KIMCO REALTY REIT
2.42%
JE00BV7DQ550
2.40%
CROWN CASTLE INTERNATIONAL
2.17%
CHEVRON TEXACO
2.11%
KIMBERLY CLARK
2.08%
Frequently asked questions about LVHD and SPHD
How have the LVHD and SPHD ETFs performed in 2026?
As of June 11, 2026, LVHD is up 10.08% year-to-date (YTD), while SPHD has returned 9.8%. That puts LVHD better performer ahead so far this year.
Which ETF is attracting more investor money: LVHD or SPHD?
Year-to-date, the LVHD ETF saw -$23M in flows, compared to +$88M for SPHD.
Which ETF is more volatile: LVHD or SPHD?
Over the past year, LVHD had a volatility of 9.71%, while SPHD experienced 11.26%.
Which ETF is bigger: LVHD or SPHD?
As of June 11, 2026, LVHD holds $595.39 M in assets under management (AUM), while SPHD manages $3.38 B.
What sectors do the LVHD and SPHD ETFs invest in?
LVHD leans toward sectors like Utilities, Consumer Staples and Real Estate. Meanwhile, SPHD focuses on Real Estate, Consumer Staples and Financials.
What are the top holdings of the LVHD ETF and SPHD ETF?
LVHD top holdings include VERIZON COMMUNICATIONS, CISCO-T and AMERICAN ELECTRIC POWER. SPHD holds in its top three: VERIZON COMMUNICATIONS, ALTRIA GROUP and PFIZER.
Which ETF is more diversified: LVHD or SPHD?
LVHD holds 113 securities with 38.11% of its assets in the top 15. SPHD has 50 securities and a top 15 weight of 39.17%.
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Latest news about LVHD & SPHD
Dividend Growth, High Yield, & Dividend Quality ETFs: What's the Difference?
October 20, 2023
SPHD
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