McDonald's

Altria

Lockheed Martin

Home Depot

U.S. Bancorp

Cisco Systems

Chevron

Southern Company

PepsiCo

Legg Mason Low Volatility High Dividend ETF

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.

Alibaba

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Alphabet

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iShares Core High Dividend ETF

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Legg Mason International Low Volatility High Dividend ETF

ETRACS 2xMonthly Pay Leveraged US Small Cap High Dividend ETN

AAM S&P 500 High Dividend Value ETF

Invesco S&P 500 High Dividend Low Volatility ETF

SPDR Portfolio S&P 500 High Dividend ETF

Timothy Plan High Dividend Stock ETF

Vanguard High Dividend Yield ETF

Vanguard International High Dividend Yield ETF

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?

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 closed-end fund is diversified, with no position over 2.82%, and has a defensive sector allocation, emphasizing Utilities and Consumer Staples. Compared to peers, LVHD uniquely blends low volatility with high dividends, making it a better defensive choice than USMV.

LVHD: A True Low Volatility Play

Launched on 12/28/2015, the Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) is a smart beta exchange traded fund offering 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?

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?

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

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

Invesco High Yield Equity Dividend Achievers ETF

ProShares S&P MidCap 400 Dividend Aristocrats ETF

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?

Xtrackers MSCI All World ex US High Dividend Yield Equity ETF

WBI Power Factor High Dividend ETF

Invesco S&P SmallCap High Dividend Low Volatility ETF

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 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

iShares Nasdaq Biotechnology ETF

iShares S&P Small-Cap 600 Value ETF

SPDR S&P Kensho Final Frontiers ETF

WisdomTree Cloud Computing Fund

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.

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

Enbridge

Enterprise Products Partners

Newmont Mining

Schwab US Dividend Equity ETF

Vanguard Real Estate ETF

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.

Very Good News For Dividend Stocks

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, with a focus on dividend-paying companies that have strong earnings and experienced management teams. LVHD has a sector allocation that includes utilities, consumer staples, industrials, REITs, and financials, and it has a lower concentration in technology stocks.

LVHD: Low Volatility, High Dividend, And Built For A Changing Market

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: utilities and consumer staples. Valuation and quality metrics look good, but performance is underwhelming relative to the benchmark and popular dividend ETFs.

LVHD: Valuation And Quality Look Good, Performance Is Disappointing

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 its strategy. It does deliver in a stormy environment (e.g., the 2022 bear market) but lags dismally during recoveries.

LVHD: Lags Dismally During Recoveries, A Pass Due To Numerous Disadvantages

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 key question is whether investors will turn to ETFs like LVHD in a recession. LVHD's track record in drawdowns is mixed, and its weak 8.22/10 profit score is problematic. Furthermore, analysts expect just 1.61% earnings growth over the next twelve months from LVHD's constituents. That suggests the ETF won't do well in a recovery either.

LVHD: 4.34% Yielding Dividend ETF Designed For Defensive Investors

Amplify CWP Dividend & Option Income ETF

Amplify Natural Resources Dividend Income ETF

Broad-based dividend strategies haven't performed very well in 2023. But panelists at VettaFi's Equity Symposium argued that there is value in dividend ETFs — investors just need to know where to look.

There's Value in Dividend ETFs. Investors Just Need to Know Where to Look

Franklin U.S. Core Dividend Tilt Index ETF

Even though most people expect the Federal Reserve to leave interest rates unchanged this week, there remains much uncertainty for the rest of the year. Fed watchers will be looking for signals about whether rates will remain steady into 2024 or if one or two hikes might occur.

Should You Turn to Dividend ETFs Given Fed Uncertainty?

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 just delivering returns but juggling risk as well.

LVHD: The ETF Is Worth Pursuing, But For Now, A Hold

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. The result is high concentration in defensive sectors like Utilities and Consumer Staples. LVHD's 0.72 five-year beta will likely appeal to risk-averse investors.

LVHD's Big Price: Yield And Volatility Triumph, Growth And Profits Stumble

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 Low Volatility High Dividend Index.

SPHD Vs. LVHD: Rival ETF Outperforming The Better Known ETF

With earnings set to be a big indicator as to whether the U.S. economy has entered a recession or not in the coming weeks, investors may be looking to prepare for an economic contraction.

As Recession Looms, Low Volatility Income Can Perform

Low volatility strategies have been on the radar at VettaFi recently, especially following last month's bank crisis. The bank crisis may still be with us, too, if you ask Jamie Dimon.

This Low-Vol ETF Is Signaling a Buy Amid Market Volatility

iShares Core Dividend Growth ETF

WisdomTree US Quality Dividend Growth Fund

Sound Equity Income ETF

WisdomTree U.S. Total Dividend Fund

VanEck Morningstar High Dividend ETF

iShares Select Dividend ETF

First Trust Morningstar Dividend Leaders Index Fund

Fidelity Dividend ETF for Rising Rates

First Trust Value Line Dividend Index Fund

FlexShares Quality Dividend Defensive Index Fund

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 portfolios. But they can also run the risk of being too narrowly focused, which can limit both income potential and upside participation when equity markets rise.

Dividend Investing: Broader Is Better For Multi-Asset Strategies

Invesco S&P Intl Developed High Dividend Low Volatility ETF

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 volatility in high-dividend strategies, broadly speaking, comes down to portfolio design choices, which can create very different characteristics.

Taming Biases In High-Dividend Equity Strategies

Franklin Templeton is preparing a new multi-asset income ETF, the Franklin Income Focus ETF (INCM), filed for a summer debut to U.S.-based investors and designed to maximize income.

News for Legg Mason Low Volatility High Dividend ETF ETF (LVHD)