Franklin U.S. Low Volatility High Dividend Index ETF (LVHD)
| Assets | $560.70M |
| Expense Ratio | 0.27% |
| PE Ratio | 17.92 |
| Shares Out | 14.00M |
| Dividend (ttm) | $1.49 |
| Dividend Yield | 3.71% |
| Ex-Dividend Date | Nov 7, 2024 |
| Payout Ratio | 66.36% |
| 1-Year Return | +16.67% |
| Volume | 86,795 |
| Open | 39.89 |
| Previous Close | 39.98 |
| Day's Range | 39.89 - 40.14 |
| 52-Week Low | 34.24 |
| 52-Week High | 41.29 |
| Beta | 0.77 |
| Holdings | 121 |
| Inception Date | Dec 29, 2015 |
About LVHD
Fund Home PageThe Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) is an exchange-traded fund that mostly invests in high dividend yield equity. The fund tracks an index of roughly 50-100 US stocks selected from across the market cap spectrum. Stocks are selected and weighted to emphasize profitability, high dividends, low price volatility and low earnings volatility. LVHD was launched on Dec 29, 2015 and is issued by Franklin Templeton.
Top 10 Holdings
25.88% of assets| Name | Symbol | Weight |
|---|---|---|
| Altria Group, Inc. | MO | 2.82% |
| Chevron Corporation | CVX | 2.69% |
| The Home Depot, Inc. | HD | 2.69% |
| McDonald's Corporation | MCD | 2.63% |
| U.S. Bancorp | USB | 2.59% |
| Cisco Systems, Inc. | CSCO | 2.54% |
| Philip Morris International Inc. | PM | 2.50% |
| Lockheed Martin Corporation | LMT | 2.50% |
| The Southern Company | SO | 2.46% |
| International Business Machines Corporation | IBM | 2.46% |
Dividends
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Nov 7, 2024 | $0.370 | n/a |
| Aug 8, 2024 | $0.377 | Aug 13, 2024 |
| May 2, 2024 | $0.394 | May 7, 2024 |
| Feb 8, 2024 | $0.138 | Feb 13, 2024 |
| Dec 28, 2023 | $0.211 | Jan 3, 2024 |
| Nov 2, 2023 | $0.385 | Nov 7, 2023 |
News
Can Dividends-Satisfy The Rising Demand For Yield?
Global dividends hit a record high in 2024, with $606.1 billion paid in Q2 alone, as tech giants like Meta and Alibaba entered the dividend-paying market. Equity yields remain low compared to bonds, w...
LVHD: A True Low Volatility Play
Franklin U.S. Low Volatility High Dividend Index ETF offers stability and income by focusing on low volatility and high dividends, backed by earnings, reducing the risk of dividend cuts. The LVHD clos...
LVHD: Low-Volatility Ingredient Begets Lackluster Total Returns
Passively managed LVHD targets less volatile, high-yield stocks selected from the Solactive U.S. Broad Market Index. Despite its comfortable downside capture, LVHD's total returns were a mere disappoi...
LVHD: This 4% Yielding Low-Volatility ETF Keeps Lagging The Market
LVHD selects low-volatility, high-dividend U.S. stocks with "stable yield" features, as measured by price and earnings volatility. The ETF pays approximately 4% and has a 0.27% expense ratio. Combinin...
Very Good News For Dividend Stocks
Dividend stocks, including REITs and utilities, have underperformed in recent years. Rising interest rates and increasing costs of capital have contributed to the underperformance. The beginnings of a...
LVHD: Low Volatility, High Dividend, And Built For A Changing Market
LVHD is an income-focused ETF that combines large- and mega-cap value stocks with small- and mid-cap blended growth stocks. The ETF primarily invests in companies with market caps over $50 billion, wi...
LVHD: Valuation And Quality Look Good, Performance Is Disappointing
Franklin U.S. Low Volatility High Dividend ETF implements a strategy based on yield, profitability, price volatility and earnings volatility. The portfolio is heavily invested in two defensive sectors...
LVHD: Lags Dismally During Recoveries, A Pass Due To Numerous Disadvantages
LVHD's strategy is based on the Franklin Low Volatility High Dividend Index. LVHD's appalling performance since the March 2022 article does not mean a buying opportunity has emerged. The problem is it...
LVHD: 4.34% Yielding Dividend ETF Designed For Defensive Investors
LVHD attempts to satisfy low-volatility and high-dividend investors, featuring a 0.75 five-year beta and a 4.37% expected dividend yield. Fees are 0.27% and the ETF manages $904 million in assets. A k...
LVHD: The ETF Is Worth Pursuing, But For Now, A Hold
LVHD fishes for high-yielding, low-volatility stocks from the Russell 3000. We appreciate LVHD's policy of not just relying on backward-looking metrics. LVHD has done a better job than SPHD in not jus...
LVHD's Big Price: Yield And Volatility Triumph, Growth And Profits Stumble
LVHD selects profitable U.S. securities expected to pay relatively high and sustainable dividends. Companies are further screened based on the attractiveness of their price and earnings volatility. Th...
SPHD Vs. LVHD: Rival ETF Outperforming The Better Known ETF
The Invesco S&P 500 High Dividend Low Volatility ETF invests based on the S&P 500 Low Volatility High Dividend Index. The Franklin U.S. Low Volatility High Dividend Index ETF invests based on the QS L...
Dividend Investing: Broader Is Better For Multi-Asset Strategies
Investing in dividend-paying stocks has proved to be a helpful strategy, outperforming global markets over the long term. Dividend income strategies play an important role for multi-asset income portf...
Taming Biases In High-Dividend Equity Strategies
Stocks paying higher dividends showed their mettle during a challenging 2022: the S&P 500 High Dividend Index declined only a modest –1.1% even as the S&P 500 tumbled –18.1%. In our view, much of the ...
LVHD: Proof Of Concept In A Turbulent Market
Franklin U.S. Low Volatility High Dividend Index ETF has a 3% yield and a strategy to limit risks. Almost 45% of its asset value is in utilities and consumer staples.
Vanguard ETFs: Recommendations For 2023
Expert recommendations for choosing among the myriad of Vanguard ETFs may prove to be a valuable resource to investors, even if not all of them will prove right. I present such recommendations made by...
LVHD: Low Volatility Plus A 3.50% Dividend Yield, Should You Buy?
LVHD selects 50-100 low-volatile U.S. stocks that also pay high dividends. Its expense ratio is 0.27%, and LVHD manages $933 million in net assets. Unlike the more popular SPHD, LVHD prioritizes the l...
LVHD ETF: This Lifebuoy May Help Your Portfolio
LVHD is dominated by the utilities and staples sector. Economic and market conditions look troubling.
LVHD: Low-Volatility High Dividend ETF
LVHD implements a dividend strategy intended to limit risks. More than 40% of asset value is in two sectors: utilities and consumer staples.
Legg Mason Low Volatility High Dividend ETF (LVHD) Pays Off
Low-volatility funds, which aim to offer a smoother ride, are living up to their name. Since the start of the year, U.S. stock funds with low-volatility strategies have dipped 7.7% on average, while t...
LVHD: Remarkable Quality But No Alpha, Inconsistent Distributions Growth
LVHD is a passively managed fund focusing on generous U.S. dividend payers exhibiting low volatility and profitability characteristics.
LVHD: Another Example Of Low-Volatility ETFs Not Doing Their Jobs
LVHD is a low volatility, high dividend ETF that seeks to provide investors with reasonably high and sustainable dividend payments while specifically controlling for downside risk. However, since its ...
LVHD: A Low-Risk, High-Dividend ETF
LVHD strategy and performance. Comparing it with simple strategies.
Don't Buy The ETF, Buy The ETF Issuer
Don't Buy The ETF, Buy The ETF Issuer