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Upturn AI SWOT - About
Legg Mason Low Volatility High Dividend ETF (LVHD)
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Upturn Advisory Summary
08/14/2025: LVHD (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 -10.61% | Avg. Invested days 32 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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, before fees and expenses, closely correspond to the performance of the QS Low Volatility High Dividend Index. It focuses on high dividend-yielding, low-volatility equities.
Reputation and Reliability
Franklin Templeton is a reputable global investment management organization with a long history in the market. They are considered a reliable provider of ETF products.
Management Expertise
Franklin Templeton has a team of experienced investment professionals managing its ETF offerings, with expertise in quantitative investing and dividend strategies.
Investment Objective
Goal
The ETF's primary goal is to provide current income and capital appreciation by investing in a portfolio of high dividend-yielding stocks with relatively low volatility.
Investment Approach and Strategy
Strategy: The ETF tracks the QS Low Volatility High Dividend Index, which employs a quantitative methodology to select stocks with high dividend yields and low volatility.
Composition The ETF primarily holds common stocks of U.S. companies, with a focus on sectors such as utilities, consumer staples, and financials.
Market Position
Market Share: The market share of LVHD in the high dividend/low volatility ETF category is moderate compared to its competitors.
Total Net Assets (AUM): 1417000000
Competitors
Key Competitors
- Schwab US Dividend Equity ETF (SCHD)
- Vanguard High Dividend Yield ETF (VYM)
- iShares Select Dividend ETF (DVY)
Competitive Landscape
The high dividend/low volatility ETF market is competitive. LVHD's advantage lies in its specific quantitative methodology. However, SCHD and VYM, due to their lower expense ratios and larger AUM, attract more investors.
Financial Performance
Historical Performance: Historical performance data is necessary but cannot be provided dynamically. Please refer to the official Legg Mason website or financial data providers for accurate performance information.
Benchmark Comparison: A benchmark comparison is necessary, but cannot be provided dynamically. Refer to financial data providers for comparing LVHD's performance against its benchmark.
Expense Ratio: 0.27
Liquidity
Average Trading Volume
LVHD's average trading volume indicates moderate liquidity, allowing for relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread for LVHD is typically low, suggesting efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates and inflation, sector-specific growth prospects (especially in utilities and consumer staples), and overall market volatility influence LVHD's performance.
Growth Trajectory
LVHD's growth trajectory depends on the demand for high dividend-yielding, low-volatility strategies. Changes in interest rates or market sentiment can affect its growth.
Moat and Competitive Advantages
Competitive Edge
LVHD's competitive advantage stems from its unique, rules-based approach to selecting high dividend-yielding, low-volatility stocks. This strategy targets a specific segment of investors seeking income and downside protection. The quantitative methodology aims to reduce subjectivity in stock selection. However, other ETFs offer similar strategies at potentially lower costs or with higher liquidity.
Risk Analysis
Volatility
LVHD aims for low volatility, but its historical volatility depends on the market conditions and the underlying stocks.
Market Risk
Market risk is associated with the performance of the underlying stocks. The focus on high dividend-yielding sectors such as utilities can expose the ETF to sector-specific risks.
Investor Profile
Ideal Investor Profile
LVHD is suitable for income-seeking investors who are risk-averse and prefer a more stable investment strategy.
Market Risk
LVHD is best suited for long-term investors looking for dividend income and moderate capital appreciation, rather than active traders seeking short-term gains.
Summary
Legg Mason Low Volatility High Dividend ETF aims to deliver income and capital appreciation by investing in high-dividend, low-volatility stocks. Its quantitative approach offers a rules-based selection process, targeting risk-averse investors. The ETF faces competition from larger, lower-cost funds. Performance is influenced by market conditions and sector-specific factors, making it suitable for long-term, income-focused investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Franklin Templeton official website
- ETF.com
- Morningstar.com
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market share data and financial performance data are estimates and may vary over time.
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.