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Upturn AI SWOT - About
Legg Mason Low Volatility High Dividend ETF (LVHD)
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Upturn Advisory Summary
09/12/2025: 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 -10.26% | Avg. Invested days 34 | 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 09/12/2025 |
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 U.S. companies with high dividend yields and relatively low price volatility.
Reputation and Reliability
Franklin Templeton is a well-established and reputable asset manager with a long track record in the investment industry.
Management Expertise
Franklin Templeton has a team of experienced investment professionals managing their ETFs, with expertise in factor-based investing and dividend strategies.
Investment Objective
Goal
To provide investment results that closely correspond to the performance of the QS Low Volatility High Dividend Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the QS Low Volatility High Dividend Index, selecting stocks based on low volatility and high dividend yield.
Composition The ETF primarily holds U.S. dividend-paying stocks selected based on low volatility criteria.
Market Position
Market Share: LVHD holds a moderate market share within the dividend ETF category.
Total Net Assets (AUM): 1000000000
Competitors
Key Competitors
- Vanguard High Dividend Yield ETF (VYM)
- Schwab US Dividend Equity ETF (SCHD)
- iShares Select Dividend ETF (DVY)
Competitive Landscape
The dividend ETF market is highly competitive. LVHD's low volatility focus differentiates it, but it competes with larger, more established funds like VYM and SCHD. LVHD's smaller AUM compared to competitors might affect liquidity. A key advantage is the specific selection criteria.
Financial Performance
Historical Performance: Historical performance data needs to be sourced from financial databases.
Benchmark Comparison: Benchmark comparison needs to be calculated using historical data from financial databases.
Expense Ratio: 0.27
Liquidity
Average Trading Volume
The average trading volume provides adequate liquidity for most investors, but should be considered when placing large orders.
Bid-Ask Spread
The bid-ask spread is generally tight, which indicates efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Interest rate changes, economic growth, and sector performance influence LVHD. Lower interest rates and positive economic outlook can positively impact dividend-paying stocks.
Growth Trajectory
The growth trajectory of LVHD depends on investor demand for low volatility and high dividend strategies. Changes to the underlying index can impact holdings and performance.
Moat and Competitive Advantages
Competitive Edge
LVHD's competitive edge lies in its dual focus on low volatility and high dividend yield, appealing to investors seeking stable income. The fund's investment methodology aims to select quality companies with sustainable dividend payouts and lower risk profiles. While larger competitors exist, LVHD's targeted approach may attract a specific investor base. This combination creates a differentiated offering in the dividend ETF landscape.
Risk Analysis
Volatility
Volatility can be assessed by reviewing the fund's historical standard deviation and beta.
Market Risk
Market risk includes the potential for dividend cuts, sector-specific risks (e.g., financials, utilities), and overall market downturns impacting stock prices.
Investor Profile
Ideal Investor Profile
LVHD is ideal for income-seeking investors, retirees, or those looking for a relatively stable dividend income stream with lower volatility.
Market Risk
LVHD is suitable for long-term investors focused on income and capital preservation, rather than active traders seeking short-term gains.
Summary
Legg Mason Low Volatility High Dividend ETF (LVHD) offers investors a way to access dividend-paying stocks with a focus on lower volatility. While its market share is smaller compared to larger dividend ETFs, its distinct approach can be attractive to specific investors. Its performance is linked to factors such as market conditions, dividend policies, and volatility. It's suited for long-term investors prioritizing income and stability. Itu2019s vital to compare LVHD against its benchmark and competitor funds when making your decision.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Franklin Templeton, Bloomberg, Morningstar, ETF.com
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Investors should consult with a qualified 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.