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- Upturn Summary
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- Fund Details
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
09/17/2026: LVHD (1-star) is currently NOT-A-BUY. Pass it for now.
LVHD is an actively managed ETF that provides exposure to a diversified portfolio of U.S. companies chosen for their high dividend yields, low volatility, and overall quality. Its primary strengths include professional management, a defensive orientation that mitigates downside risk, and a consistent focus on dividend sustainability. It serves as a strong core holding for income-oriented investors, though it carries higher management costs than passive index trackers. Potential investors should monitor interest rate trends and sector performance, as the fund's defensive tilt may underperform during aggressive bull markets. It is best suited for long-term investors seeking a stable income stream with a reduced risk profile compared to the broad market.
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 lower volatility and income over the aggressive capital appreciation typical of growth strategies. |
| Momentum investor | Mixed fit | The fund may appeal to momentum investors only when defensive sectors are leading the broader market upturn. |
| Value investor | Strong fit | The focus on dividend-paying, high-quality companies aligns well with value-oriented investment principles. |
| Dividend/Income investor | Strong fit | The fund is specifically designed for income seekers who also want to limit portfolio price swings. |
| Low-risk investor | Strong fit | The inherent low-volatility selection process makes this an excellent fit for those prioritizing capital preservation. |
Investor Profile
Ideal Investor Profile
Income-focused retail investors, retirees, or risk-averse individuals who seek regular payouts without the volatility of the broad equity market.
Suitability
Best for long-term investors looking for a core dividend position rather than active traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Low | The strategy is intentionally designed to minimize price fluctuations relative to the broader market. |
| Market risk | Medium | Like all equity funds, LVHD is subject to general market declines and systematic risk. |
| Concentration | Medium | The fund concentrates in defensive sectors, which may underperform during cyclical bull markets. |
| Tracking/expense | Low | The active management fees are higher than passive alternatives but remain competitive for its category. |
| Liquidity | Low | High liquidity in underlying holdings generally protects investors from significant exit costs. |
| Business/sector quality | Low | The fund’s quality-screening process actively seeks to exclude companies with weak financial health. |
Risk Analysis
Volatility
Historically lower than the S&P 500, making it a smoother ride for investors.
Market Risk
Concentration in mature sectors reduces exposure to speculative tech but increases sensitivity to regulatory and interest rate changes.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Consumer Staples | 22 | Defensive consumer-facing companies often provide stable dividends and lower volatility during market downturns. |
| Sector | Utilities | 20 | Regulated utility providers are staple holdings for income-oriented strategies due to predictable cash flows. |
| Sector | Health Care | 18 | Health care provides a balance of defensive characteristics and long-term growth potential. |
| Sector | Financials | 15 | Financial holdings offer exposure to economic cycles and are often selected for attractive dividend yields. |
| Sector | Other Sectors | 25 | The remaining allocation diversifies exposure across technology, industrials, and real estate to balance yield and risk. |
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 0.14% | 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 09/17/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 17, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $612.32M |
| Issuer | Franklin Templeton Investments |
| Expense Ratio | 0.27% |
| Distribution Yield | 3.38% |
| Inception | Dec 28, 2015 |
Performance
| Period | Total Return |
|---|---|
| YTD | +9.75% |
| 1 Year | +9.47% |
| 3 Year | +10.55% |
| 5 Year | +6.74% |
| 10 Year | +8.19% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 11.82% |
| 3Y Volatility | 12.2% |
| 3Y Sharpe Ratio | 0.55 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 2 / 5 |
| Benchmark | S&P 500 TR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mid Cap | 46.31% |
| Large Cap | 36.11% |
| Small Cap | 14.11% |
| Micro Cap | 2.75% |
Top Sectors
| Sector | Weight |
|---|---|
| Utilities | 23.66% |
| Consumer Defensive | 20.65% |
| Real Estate | 14.65% |
| Financial Services | 9.16% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 17.33x |
| Portfolio P/B | 2.46x |
| Portfolio P/S | 2.5x |
| Holdings Turnover | 52.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Verizon Communications | 2.94% |
| The Coca-Cola | 2.88% |
| Johnson & Johnson | 2.83% |
| Chevron | 2.74% |
| U.S. Bancorp | 2.66% |
Upturn AI Summary
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.
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