Franklin International Low Volatility High Dividend ETF Returns Calculator
Calculate historical returns and project future compounding for Franklin Intl Low Vol High Div (LVHI). Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
Foreign Large Value / Dividend
AUM
$5.88 Billion
Expense Ratio
0.40%
Fund Manager
Franklin Templeton Investments
Franklin Intl Low Vol High Div (LVHI) Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 22.2% CAGR | 5 Years @ 17.1% CAGR | 10 Years @ 11.1% CAGR |
|---|---|---|---|
| $100/mo | $5,145 Invested: $3,600 | $9,507 Invested: $6,000 | $22,067 Invested: $12,000 |
| $250/mo | $12,864 Invested: $9,000 | $23,767 Invested: $15,000 | $55,167 Invested: $30,000 |
| $500/mo | $25,727 Invested: $18,000 | $47,535 Invested: $30,000 | $110,335 Invested: $60,000 |
| $1,000/mo | $51,455 Invested: $36,000 | $95,069 Invested: $60,000 | $220,670 Invested: $120,000 |
| $2,500/mo | $128,637 Invested: $90,000 | $237,673 Invested: $150,000 | $551,674 Invested: $300,000 |
* Projections calculated using actual historical 3-year (22.2%), 5-year (17.06%), and 10-year (11.13%) performance data. Actual mutual fund returns fluctuate with market NAV.
About Franklin International Low Volatility High Dividend ETF
Franklin International Low Volatility High Dividend ETF (LVHI) is a premier international defensive dividend ETF managing over $5.6 Billion in assets. It selects high-dividend-yielding, low-volatility international equities across developed markets outside the US, dynamically hedging foreign currency risks.
Investment Strategy
Low Volatility High Dividend Strategy â Screens developed international companies from the MSCI World ex-USA Index for high dividend yields and financial quality, optimizing the portfolio for low daily price volatility and hedging foreign currency fluctuations back into U.S. Dollars.
Key Facts
- Combines high international dividend yields with low price volatility screening
- Over $5.6 Billion in assets under management
- Features active currency hedging to eliminate foreign currency drag
- High quarterly cash distribution yield (~4.8-5.2%)
Historical Returns
3-Year CAGR
22.2%
5-Year CAGR
17.06%
10-Year CAGR
11.13%
Benchmark
QS International Low Volatility High Dividend Hedged Index
Historical annualized returns as of August 2026. International factor investing involves risk.
Top Holdings & Sector Allocation
As of September 2026, Franklin Intl Low Vol High Div (LVHI)'s portfolio includes:
Top 5 Holdings
- Novartis AG (Switzerland)
- Sanofi SA (France)
- Zurich Insurance Group (Switzerland)
- BCE Inc. (Canada)
- Enbridge Inc. (Canada)
- Iberdrola SA (Spain)
Sector Allocation
Financials 24.5%, Utilities 18.2%, Healthcare 15.6%, Consumer Staples 14.2%, Communication Services 11.5%, Others 16.0%
Risk & Drawdowns
Standard deviation is ~10.5% providing one of the smoothest rides in international equities.
Captures significantly smaller drawdowns during global economic shocks.
Tax Treatment
Quarterly dividend income is subject to foreign withholding tax and qualified dividend treatment.
Who Should NOT Invest in Franklin Intl Low Vol High Div (LVHI)?
Aggressive investors seeking high-growth emerging tech or currency upside.
About the Fund Manager
Managed by Franklin Templeton Quantitative and Currency Solutions team.
Who Is This Fund Suitable For?
Ideal for income-seeking retirees and conservative investors looking for high international cash dividends (~4.5-5.5% yield) with reduced drawdown risk and currency hedging.
Similar Funds to Consider
- SPDR Portfolio Developed World ex-US ETF (SPDW)
- Schwab International Dividend Equity ETF (SCHY)
- Vanguard International High Dividend Yield ETF (VYMI)
Or compare side by side using our main SIP calculator â you can test different funds with the same investment amount and dates to see which performed better.
Other Tools for Franklin Intl Low Vol High Div (LVHI) Investors
- FIRE Calculator â Plan your retirement corpus with Franklin Intl Low Vol High Div (LVHI) as part of your portfolio
- Cost of Delay Calculator â See how much delaying your SIP in Franklin Intl Low Vol High Div (LVHI) could cost you
- SIP vs EMI Calculator â Compare investing in Franklin Intl Low Vol High Div (LVHI) vs paying off loans
Frequently Asked Questions About Franklin Intl Low Vol High Div (LVHI)
What is the historical SIP return of Franklin Intl Low Vol High Div (LVHI)?
Based on the latest data, Franklin Intl Low Vol High Div (LVHI) has delivered an annualized return (CAGR) of 22.2% over 3 years, 17.06% over 5 years, and 11.13% over 10 years. Captures significantly smaller drawdowns during global economic shocks.
How is Franklin Intl Low Vol High Div (LVHI) SIP return calculated?
SIP returns are calculated using the XIRR (Extended Internal Rate of Return) method. Each monthly installment buys units at the fund's Net Asset Value (NAV) on that specific day. When markets are down, your SIP buys more units, and when markets are up, it buys fewer units (rupee cost averaging). Our calculator replays this exact process using historical NAV data to compute the precise current value of your accumulated units.
How much return would $500 monthly SIP in Franklin Intl Low Vol High Div (LVHI) generate over 5 years?
At an estimated annual return rate of 17.06%, a monthly $500 investment ($30,000 total invested) would grow to approximately $47,535 in 5 years, yielding an estimated wealth gain of $17,535. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in Franklin Intl Low Vol High Div (LVHI)?
Franklin Intl Low Vol High Div (LVHI)'s top holdings include Novartis AG (Switzerland), Sanofi SA (France), Zurich Insurance Group (Switzerland), and BCE Inc. (Canada). The fund's sector allocation is Financials 24.5%, Utilities 18.2%, Healthcare 15.6%, Consumer Staples 14.2%, Communication Services 11.5%, Others 16.0%.
What is the risk profile of Franklin Intl Low Vol High Div (LVHI)?
Standard deviation is ~10.5% providing one of the smoothest rides in international equities. This fund may not be suitable for aggressive investors seeking high-growth emerging tech or currency upside..
What are the tax implications of investing in Franklin Intl Low Vol High Div (LVHI)?
Quarterly dividend income is subject to foreign withholding tax and qualified dividend treatment.
Data last updated: September 2026 | Fund data sourced from SEC filings and public exchanges
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