Compare · 2 funds side by side · dividends reinvested

LVHD and VIG

LVHDFranklin Templeton×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

LVHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.4

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%$642M1.6

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 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

LVHD

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 12.3% in common

LVHDMeasureVIG

+17.8%Year to dateJan 1 → Nov 4+16.4%

+19.8%1 yearTotal return+18.9%

+16.1%3 years · per year$10,000 became $15,657 · $17,533+20.6%

+8.2%5 years · per year$10,000 became $14,855 · $17,005+11.2%

0.27%Expense ratio$27 · $4 a year on $10k · lower is better0.04%

3.22%Trailing 12-mo yield$322 · $144 a year on $10k1.44%

−9.0%Worst dropSmaller is better−7.9%

11.3%VolatilityLower is calmer10.2%

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

3–5VIG 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 VIG: Top 5 Holdings

Today

LVHD

13.9%in top 5

VIG

in top 522.1%

LVHDStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

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 common12.3%

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

LVHD vs VIG Returns, Every Period

Franklin TempletonLVHD

+8.2%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

LVHDVIGFaded: behind in that period

2–2Level

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

LVHD vs VIG

YTD

Franklin TempletonLVHD

+17.8%

VIGVanguard

+16.4%

+17.8%Year to date+16.4%

−9.0%Worst drop · 1Y−7.9%

11.3%Volatility · 1Y10.2%

3.2%Yield1.4%

$642MAssets$109B

2–2level

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

Cost, Income and Risk

Fees: LVHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

LVHD0.27%$27

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

Yields: LVHD, VIG

3.22%highest, LVHD

FundTrailing yieldYield$10k

LVHD3.22%$322

VIG1.44%$144

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

Income After Fees on $10,000

$295most kept, LVHD

LVHD$322 − $27 = $295

VIG$144 − $4 = $140

KeptFee

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

Overlap: LVHD, VIG

Today

12.3%most shared, LVHD and VIG

LVHDVIG

LVHD—12.3%

VIG12.3%—

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

VIGWorst drop−7.9%10.2% vol

LVHDWorst drop−9.0%11.3% vol

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

Paid More vs Made More

YTD

LVHDVIG

+17.8%Year to date+16.4%

3.2%Yield1.4%

+19.8%Past year+18.9%

0.27%Fee0.04%

3–1LVHD 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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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