Franklin U.S. Low Volatility High Dividend ETF LVHD attempts to strike a delicate balance between offering an attractive yield while also maintaining below-average risk. Its portfolio of stable dividend-payers with strong fundamentals should offer solid downside protection while delivering competitive payouts. Over time, we think the portfolio should result in better risk-adjusted returns than the Russell 1000 Value Index, so it earns a Morningstar Analyst Rating of Silver.
Morningstar’s Analysis LVHD
Will LVHD outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LVHD’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the LVHD management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of LVHD’s parent organization’s priorities and whether they’re in line with investors’ interests.