# Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) vs State Street SPDR S&P 500 ETF Trust (SPY) · total-return overlay

LOPJLB holding-return compare (5Y). Dividends and splits. Each path starts at 0% from the first adjusted close in the window.

Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) vs State Street SPDR S&P 500 ETF Trust (SPY) total return over 5Y: LVHD +37.29%, SPY +86.64%. Regime LVHD BEAR · SPY BULL. As of Oct 13, 2026. Research only.

- Interactive: https://www.lopjlb.com/vs/LVHD/SPY
- API: `GET /bff/api/bigfive/compare-series?symbols=LVHD%2CSPY&range=5y`

## Window

| Symbol | Window % | Worst drawdown | YTD |
|---|---:|---:|---:|
| LVHD | +37.29% | -16.73% | +8.54% |
| SPY | +86.64% | -24.49% | +14.78% |

## Periods (calendar lookback)

| Symbol | 1Y | 2Y | 3Y | 5Y |
|---|---:|---:|---:|---:|
| LVHD | +8.27% | +12.17% | +41.81% | +37.29% |
| SPY | +18.61% | +36.22% | +86.97% | +86.64% |

## Annual

| Year | LVHD | SPY |
|---|---:|---:|
| YTD | +8.54% | +14.78% |
| 2025 | +8.03% | +18.01% |
| 2024 | +8.68% | +25.59% |
| 2023 | -1.50% | +26.73% |
| 2022 | -1.29% | -18.64% |
| 2021 | +9.52% | +6.90% |

---

Research context only. Not personalized investment advice.