LVHDLegg Mason Low Volatility High Dividend ETF
LVHD Fund Description
LVHD tracks an index of roughly 50-100 US stocks selected from across the market cap spectrum. Stocks are selected and weighted to emphasize profitability, high dividends, low price volatility and low earnings volatility.
LVHD Factset Analytics Insight
LVHD explicitly aims for what it calls “stable yield”. Its use of technical inputs as well as fundamental factors in search of dividend sustainability sets it apart from many competing funds which rely solely on the latter. Specifically, LVHD considers the volatility of prices and earnings in addition to yield and positive earnings. The fund culls a relative handful of names (roughly 50 to 100) from its broad parent index using this approach, and weights them in the same fashion, subject to constraints on concentration, turnover and liquidity. For alternatives to LVHD, investors can consider ETFs in the high-dividend segment, from which we exclude LVHD due to its emphasis on low vol. It’s part of an initial suite of funds launched December 2015 from issuer Legg Mason.
LVHD MSCI ESG Analytics Insight
Legg Mason Low Volatility High Dividend ETF has an MSCI ESG Fund Rating of A based on a score of 6.38 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Legg Mason Low Volatility High Dividend ETF ranks in the 57th percentile within its peer group and in the 71st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
LVHD MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
LVHD Summary Data
LVHD Portfolio Data
LVHD Index Data
LVHD Portfolio Management
LVHD Tax Exposures
LVHD Fund Structure
LVHD Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of LVHD. LVHD is rated a 5 out of 5.
LVHD Sector/Industry Breakdown
LVHD Economic Development
LVHD Performance Statistics
LVHD MSCI ESG Ratings
LVHD Benchmark Comparison Summary
LVHD Benchmark Comparison Market Cap Size