Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Legg Mason Low Volatility High Dividend ETF (LVHD)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
10/10/2025: 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 -10.98% | Avg. Invested days 36 | 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 10/10/2025 |
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 high-dividend-yielding U.S. companies with relatively lower volatility. The fund primarily invests in dividend-paying stocks and aims for capital appreciation alongside income generation.
Reputation and Reliability
Legg Mason, now part of Franklin Templeton, has a long history in asset management and is considered a reputable and reliable issuer.
Management Expertise
The management team has experience in quantitative analysis and dividend-focused investing.
Investment Objective
Goal
To track the performance of the QS Low Volatility High Dividend Index, which selects stocks based on low volatility and high dividend yield.
Investment Approach and Strategy
Strategy: Tracks a specific index (QS Low Volatility High Dividend Index) focused on low volatility and high dividend yield.
Composition Primarily invests in dividend-paying stocks of U.S. companies.
Market Position
Market Share: LVHD's market share is modest compared to larger dividend ETFs.
Total Net Assets (AUM): 1490000000
Competitors
Key Competitors
- Schwab US Dividend Equity ETF (SCHD)
- Vanguard High Dividend Yield ETF (VYM)
- iShares Select Dividend ETF (DVY)
Competitive Landscape
The dividend ETF space is highly competitive, with several large players. LVHD distinguishes itself through its focus on both low volatility and high dividend yield. However, larger competitors have the advantages of lower expense ratios and greater liquidity.
Financial Performance
Historical Performance: Historical performance varies with market conditions, but the fund generally aims to provide stable returns with dividend income.
Benchmark Comparison: The ETF's performance is generally compared to the QS Low Volatility High Dividend Index, but also to other broad dividend ETFs.
Expense Ratio: 0.27
Liquidity
Average Trading Volume
The average daily trading volume is moderate, affecting ease of entry and exit.
Bid-Ask Spread
The bid-ask spread is generally small, but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation, and sector performance influence LVHD's performance.
Growth Trajectory
Growth depends on the performance of dividend-paying stocks with low volatility. There have been no significant changes to the holdings in recent times.
Moat and Competitive Advantages
Competitive Edge
LVHD's combination of low volatility and high dividend yield offers a unique proposition for risk-averse investors seeking income. The QS Low Volatility High Dividend Index methodology is a key differentiator. The fund's focus on lower volatility can provide downside protection during market downturns. However, the low volatility filter may sacrifice total return during bull markets.
Risk Analysis
Volatility
Volatility is generally lower than broad market ETFs due to its screening process.
Market Risk
Market risk is present as the underlying assets are equities, which are subject to market fluctuations and sector-specific risks.
Investor Profile
Ideal Investor Profile
LVHD is suited for income-seeking investors who prefer a relatively lower volatility investment. It is suitable for retirees or investors seeking a stable income stream.
Market Risk
LVHD is best for long-term investors who prioritize income generation and capital preservation over aggressive growth.
Summary
Legg Mason Low Volatility High Dividend ETF (LVHD) offers exposure to high-dividend-yielding stocks with relatively lower volatility, making it an attractive option for income-seeking investors. The ETF tracks the QS Low Volatility High Dividend Index and primarily invests in U.S. dividend-paying companies. The low-volatility screen differentiates it from other high-dividend ETFs, but the total assets are smaller than competitors. LVHD is ideal for long-term investors who prioritize income and capital preservation in a volatile market environment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Franklin Templeton Website
- ETF.com
- Morningstar.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results. Consult a financial advisor before making any investment decisions.
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.