Franklin International Low Volatility High Dividend Index ETF
LVHI
Market cap $1.43B

29.99 USD

+0.01

0.03%

At close Dec 20, 4:00 PM EST

1 day

0.03%

5 days

-1.90%

1 month

-3.82%

3 months

-3.01%

6 months

0.87%

Year to date

8.11%

1 year

10.22%

5 years

11.03%

10 years

19.39%

0

Funds holding %

of 6,809 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

140% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 30

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

20% more capital invested

Capital invested by funds: $683M [Q2] → $820M (+$137M) [Q3]

11% more funds holding

Funds holding: 133 [Q2] → 147 (+14) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 2 [Q2] → 2 (+0) [Q3]

4.92% less ownership

Funds ownership: 66.67% [Q2] → 61.75% (-4.92%) [Q3]

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Research analyst outlook

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

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Financial journalist opinion

End Of 2024 Trending Exchange-Traded Funds

I updated my universe of exchange-traded funds to track based on superior long-term performance. Nearly 450 ETFs are ranked based on short-term monthly returns, exponential moving average, and money flows into funds. With valuations and concentrations high, I select twenty trending ETFs Lipper Categories with less risk of correction in 2025 for further analysis.

End Of 2024 Trending Exchange-Traded Funds

Sailing In International Waters With LVHI

I avoid investing in non-democratic countries due to "Regime Risk," which can render traditional stock-picking rules irrelevant overnight. The MSCI World Index underperforms the S&P 500 in every category, suggesting that international equities may not be a wise investment. The Franklin International Low Volatility High Dividend Index ETF offers better risk management and dividend potential, making it a strong addition to my portfolio.

Sailing In International Waters With LVHI

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, with the FTSE All-World index yielding 1.86% in September 2024, while the FTSE World Government Bond index yield to maturity stood at 3.03%. Dividend-focused strategies can enhance income potential in equity portfolios by prioritising high-dividend-paying sectors and reducing risks of dividend cuts.

Can Dividends-Satisfy The Rising Demand For Yield?

LVHI: Unconvincing Currency-Hedged ETF

Franklin International Low Volatility High Dividend Index ETF uses a “stable yield score” to pick stocks outside the U.S. The LVHI ETF shows some characteristics of a value fund, and its portfolio is heavy in financials. LVHI has underperformed competitors since inception, with variable distributions impacting income stability.

LVHI: Unconvincing Currency-Hedged ETF

LVHI: Well-Rounded Product, But Looks Overextended For Now

Franklin International Low Volatility High Dividend ETF provides exposure to 118 developed market stocks from 18 different countries. LVHI's screeners focus on multiple factors including yield, sustainability, low price and earnings volatility, and currency volatility mitigation.

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.

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 strong dividend stock rally may have just begun on the back of some very good news.

LVHI: Other Currency-Hedged ETFs Look More Attractive

Franklin International Low Volatility High Dividend Index ETF is a currency-hedged fund holding 118 dividend stocks from developed countries. Equity funds with a currency hedge involve two bullish bets, in a stock strategy and in the U.S. Dollar. The LVHI ETF has underperformed its competitors since its inception and has variable and unpredictable distributions due to currency rates.

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