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Franklin Templeton InvestmentsForeign Large ValueLVHI · Cboe BZX

Franklin International Low Volatility High Dividend Index ETF (LVHI)

Price
$42.30
11 Sept 2026
Assets
$5.9B
Total net assets
Expense ratio
0.40%
Category 0.95%
Yield
3.71%
Trailing distributions
3Y CAGR
22.6%+0.7%
Category 21.9%
5Y CAGR
16.9%+4.7%
Category 12.1%
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Franklin International Low Volatility High Dividend Index ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-0.6%+3.8%+9.0%+18.1%+28.3%+22.6%+16.9%+11.3%+11.2%
Foreign Large Value average0.3%4.4%13.5%17.3%24.7%21.9%12.1%9.8%11.8%
Difference-0.9%-0.5%-4.5%+0.8%+3.6%+0.7%+4.7%+1.5%-0.6%

Holdings

The 10 largest positions make up 22.8% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
SHEL.LShell PLC2.60%
BHP.AXBHP Group Ltd2.46%
CNQ.TOCanadian Natural Resources Ltd2.43%
ISP.MIIntesa Sanpaolo2.43%
RIO.LRio Tinto PLC Ordinary Shares2.31%
SU.TOSuncor Energy Inc2.28%
ULVR.LUnilever PLC2.23%
BNS.TOBank of Nova Scotia2.20%
NOVN.SWNovartis AG Registered Shares1.99%
CM.TOCanadian Imperial Bank of Commerce1.90%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
14.6
P/B
1.8
P/S
1.3
P/CF
7.9

Sector allocation

Share of the equity the fund holds.

25.2%Financial services10 sectors
  1. Financial services25.2%
  2. Energy15.5%
  3. Industrials13.1%
  4. Consumer staples10.1%
  5. Utilities9.5%
  6. Health care6.7%
  7. Materials6.5%
  8. Communication services6.3%
  9. Consumer discretionary5.1%
  10. Real estate2.1%

Asset mix

  • Stocks99.8%
  • Cash0.2%

ETF details

Issuer
Franklin Templeton Investments
Category
Equity · Foreign Large Value
Ticker
LVHI
Exchange
Cboe BZX
Inception
27 Jul 2016 (10.1 years)
Structure
Exchange Traded Fund
Expense ratio
0.40% (category 0.95%)
Holdings turnover
30% (category 55%)
Distribution yield
3.71%
Beta, 3 years
0.36
Total net assets
$5.9B

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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