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- Upturn Summary
- Fund Details
Upturn AI Summary
Legg Mason Low Volatility High Dividend ETF(LVHD)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for LVHD
10/16/2026: LVHD (1-star) is currently NOT-A-BUY. Pass it for now.
LVHD provides exposure to high-dividend, low-volatility U.S. large-cap stocks, utilizing a rules-based factor approach to seek consistent income and capital preservation. Its strengths include a defensive profile, institutional-grade management, and a track record of reduced volatility. It serves as an excellent core holding for income-focused investors who want to participate in the equity market while mitigating risk. Key risks include potential underperformance during growth-heavy bull markets and sensitivity to interest rate shifts. This ETF is best suited for long-term, risk-conscious investors who prioritize steady income over aggressive capital appreciation.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This fund prioritizes stability and income over the high capital appreciation sought by growth investors. |
| Momentum investor | Mixed fit | Momentum investors may find the low-volatility selection process too restrictive during periods of strong market momentum. |
| Value investor | Strong fit | The dividend-focus aligns well with the value investor's preference for companies with established earnings and cash flows. |
| Dividend/Income investor | Strong fit | Income generation is the core objective of this ETF, making it an excellent match for dividend-focused portfolios. |
| Low-risk investor | Strong fit | The fund's explicit focus on low volatility makes it highly suitable for investors seeking to reduce portfolio risk. |
Investor Profile
Ideal Investor Profile
The ideal investor is an income-seeking individual or conservative equity holder looking to balance market exposure with downside protection.
Suitability
LVHD is best suited for long-term investors seeking to build a resilient, income-generating portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Low | The fund is specifically engineered to exhibit lower volatility than the broader equity market. |
| Market risk | Medium | As an equity-based fund, it remains subject to systemic market downturns despite its defensive tilt. |
| Concentration | Medium | The rules-based selection may lead to sector biases that could impact performance if those sectors underperform. |
| Tracking/expense | Low | The ETF tracks its index efficiently, though its expense ratio is slightly higher than the cheapest broad-market alternatives. |
| Liquidity | Low | High liquidity in underlying large-cap holdings minimizes the risk of significant execution costs. |
| Business/sector quality | Low | The quality-oriented selection criteria help filter out companies with weak balance sheets or unstable dividends. |
Risk Analysis
Volatility
LVHD historically exhibits lower volatility than the S&P 500, making it a reliable choice for risk-averse equity investors.
Market Risk
The primary risk remains equity market exposure, which can result in capital loss during broad-market downturns.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities | 98 | The fund focuses on large, established U.S. companies that have historically demonstrated stable earnings and reliable dividend payments. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small portion of the fund is held in cash to manage daily liquidity needs and minor portfolio adjustments. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit -0.43% | Avg. Invested days 44 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/16/2026 |
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