Summary
LVHD Chart
Is Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) a Strong ETF Right Now?
The Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) was launched on 12/28/2015, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Large Cap Value category of the market.
Should Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) Be on Your Investing Radar?
Launched on December 28, 2015, the Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market.
LVHD: Unconvincing In The Long-Term, But Effective Derisking Instrument
Franklin U.S. Low Volatility High Dividend ETF (LVHD) offers a 3.5% yield from 112 U.S. dividend stocks with a value and defensive sector focus. LVHD significantly overweights utilities, consumer staples, and real estate, while excluding technology and underweighting other sectors, resulting in low volatility but limited growth. LVHD has underperformed the Russell 3000 and some peers in total and risk-adjusted returns.
Franklin U.S. Low Volatility ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 180,172 | $7.93M | $8M | $75,221.23 | 0.95% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,496 | $137,001.53 | $154,698 | $17,696.47 | 12.92% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 4,728 | $201,223.68 | $211,790.76 | $10,567.08 | 5.25% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 269 | $10,019.15 | $12,070.03 | $2,050.88 | 20.47% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 3,894 | $171,347.68 | $174,431.73 | $3,084.05 | 1.8% |
Franklin U.S. Low Volatility ETF (LVHD) FAQ
What is the stock price today?
On which exchange is it traded?
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Does it pay dividends? What is the current yield?
What is its market cap?
Has Franklin U.S. Low Volatility ETF ever had a stock split?
Franklin U.S. Low Volatility ETF Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
The company in question operates within the financial sector, focusing on investment services with a broad approach. It targets a substantial segment of the U.S. stock market by encompassing a wide variety of market capitalizations. Specifically, it is interested in the largest 3,000 U.S. stocks, as determined by the Solactive US Broad Market Index. This criterion for selection reflects the company's commitment to offering a diversified investment product that aims to mirror the vast landscape of the U.S. stock market. By mandating that at least 80% of its net assets, plus any borrowings for investment purposes, are invested in securities that compose the index, the company ensures a close correlation with the performance and risk profile of the broader U.S. stock market.
Products and Services
The company provides a focused yet diverse range of investment products aimed at capturing the breadth of the U.S. stock market:
- Broad Market Investment Funds:
A primary product of the company, these funds invest directly in the securities that make up the Solactive US Broad Market Index, thereby offering investors exposure to a comprehensive array of U.S. stocks. This includes everything from large-cap to small-cap stocks, making it a versatile investment choice for those looking to diversify their portfolio across the full spectrum of public U.S. companies.
- Investment Borrowing Services:
In addition to traditional investment funds, the company provides services that allow for borrowing for investment purposes. This service is geared towards more aggressive investment strategies, enabling investors to leverage their positions in the stock market. It's a unique offering that complements their broad market funds by providing a means to potentially enhance returns through borrowed capital, albeit at a higher risk.
