Compare · 2 funds side by side · dividends reinvested

LVHD and CGDV

LVHDFranklin Templeton×CGDVCapital Group×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,855LVHD · best of the two

02 / 04

LVHD and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Franklin U.S. Low Volatility High Dividend Index ETFIncome · Dividend stocks0.27%3.22%+17.8%+19.8%+16.1%+8.2%−9.0%11.3%$642M1.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$38.8B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: LVHD 2015 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Franklin U.S. Low Volatility High Dividend Index ETF · $642M$14,855

LVHD

CGDV

Capital Group Dividend Value ETF · $38.8B[…]

$10,000 five years ago, dividends reinvested · they hold 5.1% in common

LVHDMeasureCGDV

+17.8%Year to dateJan 1 → Nov 4+14.6%

+19.8%1 yearTotal return+17.5%

+16.1%3 years · per year$10,000 became $15,657 · $20,044+26.1%

+8.2%5 years · per year$10,000 became $14,855 · […][…]

0.27%Expense ratio$27 · $33 a year on $10k · lower is better0.33%

3.22%Trailing 12-mo yield$322 · $122 a year on $10k1.22%

−9.0%Worst dropSmaller is better−9.7%

11.3%VolatilityLower is calmer12.6%

LVHDCGDV Winner of the row, in its colourEach row: the bigger of the two fills its side

6–1LVHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LVHD vs CGDV: Top 5 Holdings

Today

LVHD

13.9%in top 5

CGDV

in top 524.6%

LVHDStockCGDV

not top 5MSFT6.6%

not top 5NVDA6.3%

not top 5AVGO4.4%

not top 5META3.8%

not top 5RTX3.3%

3.0%KOnot top 5

2.8%CVXnot top 5

2.7%MOnot top 5

2.7%JNJnot top 5

2.7%PGnot top 5

Held in common5.1%

End-of-day Nov 4, 2026 · share of each fund

LVHD vs CGDV Returns, Every Period

Franklin TempletonLVHD

+19.8%

past year

CGDVCapital Group

+17.5%

past year

LVHDCGDVFaded: behind in that period

2–1LVHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

LVHD vs CGDV

YTD

Franklin TempletonLVHD

+17.8%

CGDVCapital Group

+14.6%

+17.8%Year to date+14.6%

−9.0%Worst drop · 1Y−9.7%

11.3%Volatility · 1Y12.6%

3.2%Yield1.2%

$642MAssets$38.8B

4–0LVHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LVHD, CGDV

Today

0.27%lowest, LVHD

FundExpense ratioFee$10k

LVHD0.27%$27

CGDV0.33%$33

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: LVHD, CGDV

3.22%highest, LVHD

FundTrailing yieldYield$10k

LVHD3.22%$322

CGDV1.22%$122

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$295most kept, LVHD

LVHD$322 − $27 = $295

CGDV$122 − $33 = $89

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: LVHD, CGDV

Today

5.1%most shared, LVHD and CGDV

LVHDCGDV

LVHD—5.1%

CGDV5.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.8%LVHD, at 11.3% volatility

LVHDWorst drop−9.0%11.3% vol

CGDVWorst drop−9.7%12.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

LVHDCGDV

+17.8%Year to date+14.6%

3.2%Yield1.2%

+19.8%Past year+17.5%

0.27%Fee0.33%

4–0LVHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026