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Legg Mason Low Volatility High Dividend ETF (LVHD)
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Upturn Advisory Summary
12/03/2025: LVHD (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -12.53% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/03/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.68 | 52 Weeks Range 34.12 - 41.19 | Updated Date 06/29/2025 |
52 Weeks Range 34.12 - 41.19 | Updated Date 06/29/2025 |
Upturn AI SWOT
Legg Mason Low Volatility High Dividend ETF
ETF Overview
Overview
The Legg Mason Low Volatility High Dividend ETF (LVHD) seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the QS Low Volatility High Dividend Index. It focuses on investing in dividend-paying U.S. stocks with relatively lower volatility.
Reputation and Reliability
Franklin Templeton (formerly Legg Mason) is a well-established asset manager with a long history and a solid reputation in the investment industry.
Management Expertise
Franklin Templeton has a team of experienced professionals managing its ETFs and other investment products.
Investment Objective
Goal
The ETF aims to generate income and moderate capital appreciation by investing in a portfolio of dividend-paying U.S. stocks with relatively low volatility.
Investment Approach and Strategy
Strategy: The ETF tracks the QS Low Volatility High Dividend Index. The index selects stocks based on dividend yield and low volatility factors.
Composition The ETF primarily holds U.S. dividend-paying stocks, diversified across various sectors.
Market Position
Market Share: LVHD's market share is relatively small compared to larger dividend ETFs.
Total Net Assets (AUM): 1215000000
Competitors
Key Competitors
- Vanguard High Dividend Yield ETF (VYM)
- Schwab US Dividend Equity ETF (SCHD)
- iShares Select Dividend ETF (DVY)
Competitive Landscape
The dividend ETF market is highly competitive, dominated by low-cost index funds from major issuers. LVHD differentiates itself through its focus on low volatility in addition to high dividends, but it faces challenges in gaining market share against established, low-cost leaders. LVHD's higher expense ratio might also be a disadvantage.
Financial Performance
Historical Performance: Historical performance data is available through various financial data providers. Please refer to official fund documents for accurate details.
Benchmark Comparison: The ETF's performance should be compared against the QS Low Volatility High Dividend Index to evaluate tracking effectiveness.
Expense Ratio: 0.27
Liquidity
Average Trading Volume
LVHD exhibits moderate liquidity, with an average daily trading volume that allows for relatively easy entry and exit for most investors.
Bid-Ask Spread
The bid-ask spread is typically relatively tight, reflecting sufficient liquidity for most trades.
Market Dynamics
Market Environment Factors
Interest rate environments, dividend yields, and overall market volatility impact LVHD. Demand for income-generating assets can drive inflows.
Growth Trajectory
LVHD's growth is influenced by investor demand for dividend-focused strategies, particularly those that seek to mitigate volatility.
Moat and Competitive Advantages
Competitive Edge
LVHD's competitive advantage lies in its dual focus on high dividend yield and low volatility, offering a unique risk-return profile within the dividend ETF landscape. The fund selects stocks based on a proprietary index that screens for companies with consistent dividends and relatively stable price movements. This combination potentially appeals to investors seeking income and capital preservation. However, this unique approach comes with a slightly higher expense ratio compared to its peers, which is a disadvantage.
Risk Analysis
Volatility
The ETF aims for lower volatility than the broader market, but it is still subject to market fluctuations.
Market Risk
The ETF is exposed to risks associated with equity investments, including market risk and sector-specific risks. Changes to dividend payouts also pose a risk.
Investor Profile
Ideal Investor Profile
The ideal investor is a risk-averse individual seeking a blend of income and capital appreciation, with a preference for lower volatility than the overall market.
Market Risk
LVHD is suitable for long-term investors looking for income and moderate growth, and who are willing to accept some level of market risk.
Summary
LVHD is a dividend-focused ETF that seeks to provide income and moderate capital appreciation through a portfolio of low-volatility, high-dividend-yielding U.S. stocks. While it offers a unique combination of factors, its market share is limited in comparison to larger, lower-cost dividend ETFs. The ideal investor is risk-averse and seeks a blend of income and capital appreciation. Its expense ratio is slightly higher than competitors, which may deter some investors.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Franklin Templeton Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
This information is for informational purposes only and should not be considered investment advice. Investment decisions should be based on your own research and financial situation.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Legg Mason Low Volatility High Dividend ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is composed of stocks of U.S. companies across a wide range of market capitalizations, including the largest 3,000 U.S. stocks as determined by the Solactive US Broad Market Index. The fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in securities that compose the index.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.