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Compare LVHD vs. IVV
Compare shares and ETFs on the US stock markets that you can trade on Pearler.
Overview
When it comes to investing in the US stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the US stock exchanges are the Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) and the iShares Core S&P 500 ETF (IVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
LVHD | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 746 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $790.68 |
Average age group | N/A | 26 - 35 |
Key Summary
LVHD | IVV | |
|---|---|---|
Strategy | LVHD was created on 2015-12-28 by Franklin. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 633.54m in AUM and 117 holdings. LVHD 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. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 751045.12m in AUM and 503 holdings. IVV tracks a market cap-weighted index of US large- and mid-cap stocks selected by the S&P Committee. |
Top 3 holdings | Verizon Communications Inc (3.07 %) American Electric Power Co Inc (2.73 %) Coca-Cola Co (2.68 %) | NVIDIA CORP (7.73 %) APPLE INC (6.64 %) MICROSOFT CORP (5.19 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.27 % | 0.03 % |
Key Summary
LVHD | IVV | |
|---|---|---|
Issuer | Franklin | iShares |
Tracking index | Franklin Low Volatility High Dividend Index (NTR) | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.27 % | 0.03 % |
Price | $43.18 USD | $671.69 USD |
Size | $628.870 million | $745.527 billion |
10Y return | 64.17 % | 230.03 % |
Annual distribution yield (5Y) | 2.76 % | 1.44 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
LVHD | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 746 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $790.68 |
Average age group | N/A | 26 - 35 |
Pros and Cons
LVHD | IVV | |
|---|---|---|
Pros |
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Cons |
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LVHD | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |