The Franklin International Low Volatility High Dividend Index ETF (LVHI) invests in low volatility high dividend stocks from developed markets, excluding the US. With a 0.40% expense ratio, LVHI aims to provide stable returns and mitigate risk. The fund tracks the Franklin International Low Volatility High Dividend Index, which selects stocks based on their volatility and dividend yield. LVHI has a diversified portfolio and may be suitable for investors seeking steady income and lower volatility.
The Franklin International Low Volatility High Dividend ETF (LVHI) is a unique investment vehicle that offers investors exposure to low volatility, high dividend stocks from developed markets outside the United States. With a 0.40% expense ratio and a diversified portfolio, LVHI aims to provide stable returns and mitigate risk for investors seeking steady income and lower volatility [1].
LVHI tracks the Franklin International Low Volatility High Dividend Hedged Index, which employs a multi-factor weighting scheme to select stocks based on their volatility and dividend yield [1]. The index is designed to provide a hedged exposure to developed markets, making it an attractive option for investors looking to diversify their portfolios beyond the U.S.
According to ETF Database, LVHI has a total net assets of $1,540.5 million and a large-cap size focus, making it a suitable investment for those seeking exposure to established companies [1]. The ETF's historical trading data reveals an average daily volume of 419,467 and a 30-day average volume of 312,608, indicating a healthy level of liquidity [1].
One of the standout features of LVHI is its top holdings, which include companies such as Roche Holding Ltd, Shell Plc, and Nippon Telegraph and Telephone Corporation [1]. These companies are well-established, financially sound, and offer a steady stream of dividends, making them attractive additions to the ETF's portfolio.
In terms of concentration, LVHI holds 142 stocks in its portfolio, with 61.11% of its assets in the top 10 holdings [1]. This level of concentration is slightly higher than the category average of 78.67% but is still relatively low compared to some other ETFs [1].
Overall, LVHI is an excellent choice for investors seeking exposure to low volatility, high dividend stocks from developed markets outside the United States. Its diversified portfolio, healthy liquidity, and top holdings make it a solid investment option for those seeking steady income and lower risk.
References:
[1] ETF Database. (n.d.). LVHI - Franklin International Low Volatility High Dividend ETF. Retrieved October 20, 2022, from https://etfdb.com/etf/LVHI/
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