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See exactly how LVHD's revenue becomes profit — a Sankey that traces revenue (and its reported segments) through gross profit, operating expenses, and net profit, with the year-over-year change on every line.
The same diagram the Chart Builder draws, right on the Summary tab. Upgrade to unlock it for LVHD and 80,000+ other tickers.
This exchange-traded fund aims to replicate the investment outcomes of its underlying benchmark, the Franklin Low Volatility High Dividend Index. This index is composed of common stocks from U.S. companies that are chosen for their strong dividend payouts and their consistent financial performance, showing minimal fluctuations in both their share price and corporate earnings.
I maintain the Hold rating on the Franklin U.S. Low Volatility High Dividend Index ETF, which reflects my skeptical stance on the low beta/value combination. LVHD's low volatility and value approach offers some downside protection but consistently fails to deliver sufficient upside capture over the long term. I favor earnings resilience, GARP orientation, and quality over the low beta/value combination for superior risk-adjusted returns.
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.
Launched on December 28, 2015, the Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market.
Dividend investors have watched the ETF industry stuff shelves with covered-call funds, leveraged income products, and derivative-overlay strategies promising double-digit yields.
Franklin U.S. Low Volatility High Dividend ETF (LVHD) offers a 3.5% yield from 112 U.S. dividend stocks with a value and defensive sector focus. LVHD significantly overweights utilities, consumer staples, and real estate, while excluding technology and underweighting other sectors, resulting in low volatility but limited growth. LVHD has underperformed the Russell 3000 and some peers in total and risk-adjusted returns.