LVHD

Franklin U.S. Low Volatility High Dividend Index ETF

$40.24
+0.00%
Market closed. Last update: 11:56 AM ET

📎 Investment Objective

The Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) seeks to track the performance of the Russell 1000 Low Volatility High Dividend Index, which is designed to provide exposure to U.S. large-cap stocks with historically low volatility and high dividend yields.

Overview

ETF tracking Franklin U.S. Low Volatility High Dividend Index ETF

Category Volatility
Issuer Other
Inception Date 2015-12-29
Market Cap $585.5M
Average Volume N/A
Dividend Yield 3.30%
52-Week Range $37.37 - $41.55
VWAP $40.23

Performance

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Investment Summary

📎 Investment Objective

The Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) seeks to track the performance of the Russell 1000 Low Volatility High Dividend Index, which is designed to provide exposure to U.S. large-cap stocks with historically low volatility and high dividend yields.

🎯 Investment Strategy

The ETF invests primarily in the stocks that make up the underlying index, seeking to replicate its performance. The index selects and weights stocks based on a combination of low volatility and high dividend yield characteristics.

✨ Key Features

  • Focuses on large-cap U.S. stocks with historically low volatility and high dividend yields
  • Seeks to provide exposure to a portfolio of stocks that may offer lower risk and higher income potential compared to the broader market
  • Passively managed to track the performance of the underlying index
  • Low expense ratio of 0.00%

⚠️ Primary Risks

  • Market risk: The value of the ETF's holdings may decline due to general market and economic conditions
  • Concentration risk: The ETF's performance may be more volatile due to its focus on a specific market segment
  • Dividend risk: The ETF's income payments may decline if the underlying companies reduce or stop paying dividends
  • Tracking error risk: The ETF may not perfectly track the performance of the underlying index

👤 Best For

This ETF may be suitable for investors seeking exposure to a portfolio of large-cap U.S. stocks with historically low volatility and high dividend yields, as part of a diversified investment strategy. It may be particularly appealing to investors who prioritize income generation and risk mitigation in their portfolios.