Compare · 2 funds side by side · dividends reinvested

LVHD and VYM

LVHDFranklin Templeton×VYMVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,002VYM · best of the two

02 / 04

LVHD and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.30%+13.3%+17.7%+20.0%+11.2%−6.7%10.6%$78.9B1.4

Franklin U.S. Low Volatility High Dividend Index ETFIncome · Dividend stocks0.27%3.28%+15.8%+17.8%+15.2%+7.7%−9.0%11.4%$655M1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: LVHD 2015 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Franklin U.S. Low Volatility High Dividend Index ETF · $655M$14,491

LVHD

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,002

$10,000 five years ago, dividends reinvested · they hold 19.1% in common

LVHDMeasureVYM

+15.8%Year to dateJan 1 → Nov 5+13.3%

+17.8%1 yearTotal return+17.7%

+15.2%3 years · per year$10,000 became $15,276 · $17,266+20.0%

+7.7%5 years · per year$10,000 became $14,491 · $17,002+11.2%

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

3.28%Trailing 12-mo yield$328 · $230 a year on $10k2.30%

−9.0%Worst dropSmaller is better−6.7%

11.4%VolatilityLower is calmer10.6%

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

3–5VYM wins

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

More Ways to See the Pairs

LVHD vs VYM: Top 5 Holdings

Today

LVHD

13.9%in top 5

VYM

in top 518.2%

LVHDStockVYM

not top 5AVGO6.9%

not top 5JPM3.8%

3.0%KOnot top 5

not top 5XOM2.8%

2.8%CVXnot top 5

2.7%MOnot top 5

2.7%JNJ2.7%

2.7%PGnot top 5

not top 5ABBV2.0%

Held in common19.1%

End-of-day Nov 5, 2026 · share of each fund

LVHD vs VYM Returns, Every Period

Franklin TempletonLVHD

+7.7%

5 years, per year

VYMVanguard

+11.2%

5 years, per year

LVHDVYMFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

LVHD vs VYM

YTD

Franklin TempletonLVHD

+15.8%

VYMVanguard

+13.3%

+15.8%Year to date+13.3%

−9.0%Worst drop · 1Y−6.7%

11.4%Volatility · 1Y10.6%

3.3%Yield2.3%

$655MAssets$78.9B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LVHD, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

LVHD0.27%$27

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: LVHD, VYM

3.28%highest, LVHD

FundTrailing yieldYield$10k

LVHD3.28%$328

VYM2.30%$230

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$301most kept, LVHD

LVHD$328 − $27 = $301

VYM$230 − $4 = $226

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: LVHD, VYM

Today

19.1%most shared, LVHD and VYM

LVHDVYM

LVHD—19.1%

VYM19.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.8%LVHD, at 11.4% volatility

VYMWorst drop−6.7%10.6% vol

LVHDWorst drop−9.0%11.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

LVHDVYM

+15.8%Year to date+13.3%

3.3%Yield2.3%

+17.8%Past year+17.7%

0.27%Fee0.04%

3–1LVHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026