LVHD:NSD-Legg Mason Low Volatility High Dividend ETF (USD)

ETF | Large Value |

Last Closing

USD 40.34

Change

-0.05 (-0.12)%

Market Cap

USD 0.59B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

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.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-26 )

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PFM Invesco Dividend Achievers ETF

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CDL VictoryShares US Large Cap Hig..

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VSMV VictoryShares US Multi-Factor ..

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EQRR ProShares Equities for Rising ..

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DVY iShares Select Dividend ETF

+0.83 (+0.62%)

N/A

ETFs Containing LVHD

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 10.98% 25% F 68% D+
Dividend Return 1.42% 38% F 32% F
Total Return 12.39% 25% F 68% D+
Trailing 12 Months  
Capital Gain 19.14% 38% F 67% D+
Dividend Return 3.28% 63% D 46% F
Total Return 22.42% 38% F 67% D+
Trailing 5 Years  
Capital Gain 20.42% 13% F 61% D-
Dividend Return 15.10% 63% D 62% D
Total Return 35.52% 13% F 63% D
Average Annual (5 Year Horizon)  
Capital Gain 4.86% 17% F 57% F
Dividend Return 7.94% 17% F 60% D-
Total Return 3.08% 100% F 66% D+
Risk Return Profile  
Volatility (Standard Deviation) 13.38% 83% B 84% B
Risk Adjusted Return 59.32% 33% F 83% B
Market Capitalization 0.59B 57% F 64% D

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.