Franklin US Low Volatility High Dividend Index ETF
LVHD

$40.61

0.2%

Market Cap: $589M

0

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

4% less funds holding

Funds holding: 92 [Q1] → 88 (-4) [Q2]

9.71% less ownership

Funds ownership: 65.97% [Q1] → 56.26% (-9.71%) [Q2]

26% less capital invested

Capital invested by funds: $436M [Q1] → $323M (-$113M) [Q2]

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

59% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 46

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Research analyst outlook

We haven’t received any recent analyst ratings for LVHD.

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Financial journalist opinion

Zacks Investment Research

Should Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) Be on Your Investing Radar?

If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the Franklin U.S. Low Volatility High Dividend Index ETF (LVHD), a passively managed exchange traded fund launched on 12/28/2015.

Should Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) Be on Your Investing Radar?

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You'll Wish You Own These 5 Stocks When The Next Crash Hits

Not all investors got hammered during the S&P 500's sell-off. Those owning risk-fighting ETFs pulled in big gains.

You'll Wish You Own These 5 Stocks When The Next Crash Hits

Zacks Investment Research

Is Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) a Strong ETF Right Now?

The Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) was launched on 12/28/2015, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Large Cap Value category of the market.

Is Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) a Strong ETF Right Now?

Zacks Investment Research

Should Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) Be on Your Investing Radar?

Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) is a passively managed exchange traded fund launched on 12/28/2015.

Should Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) Be on Your Investing Radar?

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 disappointment in the past, as it was incapable of keeping pace with the market during recoveries. LVHD's portfolio has a defensive tilt, with strong quality, appealing valuation, and a high dividend yield, yet growth is a weak spot.

LVHD: Low-Volatility Ingredient Begets Lackluster Total Returns

Zacks Investment Research

Time to Buy 5 Beaten-Down Dividend ETFs?

While the stock market has been hovering around a record level, there are valid reasons to approach the current situation with caution.

Time to Buy 5 Beaten-Down Dividend ETFs?

Zacks Investment Research

Should Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) Be on Your Investing Radar?

Looking for broad exposure to the Large Cap Value segment of the US equity market? You should consider the Franklin U.S. Low Volatility High Dividend Index ETF (LVHD), a passively managed exchange traded fund launched on 12/28/2015.

Should Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) Be on Your Investing Radar?

Equity Income Investing Redux

The last 12 months have been difficult for equity income investors. The top 20% of dividend-paying stocks in the S&P 500 Index have returned 13.5% in the 12 months through March.

Equity Income Investing Redux

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. Combining volatility and dividend factors has not been a winning long-term strategy. LVHD's Index has substantially lagged the S&P 500 Index over the last 20 years. LVHD has also underperformed less volatile alternatives like SPLV and USMV since its inception on December 28, 2015. Reasons include low diversification, stagnant growth, and poor quality.

LVHD: This 4% Yielding Low-Volatility ETF Keeps Lagging The Market

Zacks Investment Research

Don't Be Fooled By 5 Top-Ranked ETFs' Q1 Underperformances

These top-ranked ETFs underperformed the S&P 500 in Q1 of 2024. However, these ETFs have strong potential to rebound in the coming days.

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