Summary
LVHD Chart
Should Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) Be on Your Investing Radar?
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 December 28, 2015.
LVHD: Underperformance Likely To Continue Into 2027 As Low Beta Restrains Upside, A Hold
I maintain the Hold rating on the Franklin U.S. Low Volatility High Dividend Index ETF, which reflects my skeptical stance on the low beta/value combination. LVHD's low volatility and value approach offers some downside protection but consistently fails to deliver sufficient upside capture over the long term. I favor earnings resilience, GARP orientation, and quality over the low beta/value combination for superior risk-adjusted returns.
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.
Franklin U.S. Low Volatility ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 180,172 | $7.93M | $7.73M | -$193,235.05 | -2.44% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,496 | $137,001.53 | $150,083.28 | $13,081.75 | 9.55% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 197,978 | $7.21M | $8.56M | $1.35M | 18.75% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 4,728 | $201,223.68 | $205,809.84 | $4,586.16 | 2.28% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 269 | $10,019.15 | $11,731.09 | $1,711.94 | 17.09% |
Franklin U.S. Low Volatility ETF (LVHD) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
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.
Contact Information
