[View in browser]( [The Spill Logo]
BROUGHT TO YOU BY:
[Logo]( Proprietary Data Insights Financial Pros’ Top Low Volatility Equities ETF Searches in the Last Month Rank Name Searches
#1 'Franklin International Low Volatility High Dividend Index ETF 7
#2 'Invesco S&P Small Cap Low Volatility ETF 4
#3 'Invesco S&P 500? High Dividend Low Volatility ETF 4
#4 'Invesco S&P Mid Cap Low Volatility ETF 2
#5 'Invesco S&P 500 Low Volatility ETF 1
#ad [Become a better investor in just 5 minutes a day]( Brought to you by [Masterworks]( [A Banksy got everyday investors 32% returns?]( [Masterworks - A Banksy got everyday investors 32% returns?]( Mm-hmm, sure. So, what’s the catch? We know it may sound too good to be true. But it’s not only possible, it’s happening—and thousands of investors are smiling all the way to the bank, thanks to the fine-art investing platform Masterworks. These results aren’t cherry-picking. This is the whole bushel. Masterworks has built a track record of 13 exits, the last 3 realizing +10.4%, +27.3%, and +35.0% net returns even while financial markets plummeted. Got your attention yet? Dear readers, you can skip the waitlist with this exclusive link. [Skip the waitlist]( *See important Reg A disclosures at [masterworks.com/cd.]( High Dividends & Low Volatility? Fin Pros Pick This ETF While markets deliver great returns over the long-run, not everyone wants or can stand to see huge portfolio drawdowns… …Folks looking for steady income especially. That’s why a unique brand of ETFs aims to give holders equity exposure with lower volatility across multiple strategies. Top of the list for financial pros is Franklin Templeton’s Low Volatility/High Dividend ETF. Sound enticing? Key Facts About LVHI - Net assets: $500 million
- 12-month trailing yield: 7.37%
- Inception: July 27, 2016
- Expense ratio: 0.40%
- Number of holdings: 107 Franklin Templeton’s ETF is one of the most unique we’ve come across. As an international ETF, the LVHI holds stocks across the globe, with only a small amount from the U.S. [Geographic allocation] [Source: Franklin Templeton]( Interestingly, the fund (dark blue) doesn’t hold that closely to the benchmark (turquoise), with the biggest variances in Japanese and French holdings. Nonetheless, it’s a diverse ETF focused on lower volatility stocks and high paying dividends. That lends it to more established names such as Mitsubishi, Stellanis, BHP, and more, with a third of the stocks bearing a market cap over $50 billion and less than 10% with a market cap below $3 billion. [Equity securities] [Source: Franklin Templeton]( Financials make up almost 20% of the portfolio, with information technology a paltry <1%. [Sector allocation] [Source: Franklin Templeton]( Oddly, management chose not to invest in Healthcare. Performance The overall performance of the ETF is pretty solid, with a 14.3% return over the last year. [Index] [Source: Franklin Templeton]( A hefty dividend yield of over 7%, though that often varies quite a bit. Competition There are no other international ETFs that combine low volatility and other strategies that showed up on our radar. However, we found several within the U.S. markets worth a look. - Invesco S&P Small Cap Low Volatility ETF (XSLV): The low volatility small-cap ETF attempts to invest in small caps with lower than typical price fluctuations, pretty uncommon in the small cap world.
- Invesco S&P 500 High Dividend Low Volatility ETF (SPHD): Like our main ETF, the SPHD looks for high dividend payers from the S&P 500 with lower than average volatility.
- Invesco S&P Mid Cap Low Volatility ETF (XMLV): If you want to invest in mid-gap companies with lower volatility, the XMLV is your ETF.
- Invesco S&P 500 Low Volatility ETF (SPLV): Last up is the general low-volatlity ETF for the S&P 500. This ETF is helpful for those who don’t want to see huge moves in their portfolio. All the ETFs have surprisingly low expense ratios. The XSLV shows the futility of trying to find low-volatility stocks amongst a group of stocks that’s volatile by nature. [Net assets] One of the drawbacks from low-volatility strategies is they often exclude the biggest winners, which can also lead to the largest drawdowns (think Tesla). Plus, low-volatility strategies can be upended when the entire market drops as it did during the pandemic. [It's time you learn about Alternative Investments!]( Real Estate.. Private Equity… Commodities.. They can help you make a fortune. But it’s hard to figure out which to invest in. Ready to learn how to take your investments to the next level? [Sign up for The Alt for FREE.]( Our Opinion 10/10 Although the volume is small and the net assets aren’t huge, this ETF is pretty solid for what you get. It won’t expose you to those big movers around the globe. But if you’re just looking for good old-fashioned dividends with less volatility and more diversification than the U.S., you can’t get much better than the LVHI. [-facebook-share]( [-twitter-share]( [-linkedin-share]( [-email-share](mailto:?body= %3Cbr+%2F%3E%0A%3Cb%3ENotice%3C%2Fb%3E%3A++Undefined+property%3A+stdClass%3A%3A%24previewText+in+%3Cb%3E%2Fvar%2Fwww%2Fhtml%2Fnl_forms%2Fsrc%2FICTheSpill%2Fautomate-ic-article.php%3C%2Fb%3E+on+line+%3Cb%3E102%3C%2Fb%3E%3Cbr+%2F%3E%0Ahttps%3A%2F%2Finvestingchannel.com%2F%3Fp%3D586268?utm_medium=ic-nl&utm_source=111123 ) News & Insights Just Spilled - [Which EV is the Next Tesla?](
- [Q1’s Top 10 Trending Stocks](
- [Financial Insiders Vote J.P. Morgan as the Best Bank](
- [Financial Pros Eyes’ Turn to Zscaler]( [News & Insights-facebook-share]( [News & Insights-twitter-share]( [News & Insights-linkedin-share]( [News & Insights-email-share](mailto:?body= %3Cbr+%2F%3E%0A%3Cb%3ENotice%3C%2Fb%3E%3A++Undefined+property%3A+stdClass%3A%3A%24previewText+in+%3Cb%3E%2Fvar%2Fwww%2Fhtml%2Fnl_forms%2Fsrc%2FICTheSpill%2Fautomate-ic-article.php%3C%2Fb%3E+on+line+%3Cb%3E102%3C%2Fb%3E%3Cbr+%2F%3E%0Ahttps%3A%2F%2Finvestingchannel.com%2F%3Fp%3D586268?utm_medium=ic-nl&utm_source=111123 ) [We want to hear from you. Let us know your thoughts by clicking here]( [Ads] [InvestingChannel Logo](#) Follow us on: [Facebook Logo]( [LinkedIn Logo]( [Twitter Logo]( [Instagram Logo]( To ensure delivery of all emails, [allow us on your list](.
Manage your subscriptions with our [preference center](.
[Unsubscribe here.](
View our privacy policy [here](. Copyright ©2023 InvestingChannel. All rights reserved.
1325 Avenue of the Americas, Floor 27 & 28 New York, New York 10019 Disclaimer: This is not investment advice. This InvestingChannel, Inc., newsletter is for information purposes only and is based on opinion. Futures, forex, stock, and options trading are not appropriate for all investors. There is a substantial risk of loss associated with trading these markets. Losses can and will occur. No system or methodology has ever been developed that can ensure returns or eliminate losses. InvestingChannel, Inc., makes no representation or implication that using any of the methodologies or systems in this newsletter will generate returns or insure against losses. Investors should be cautious about any and all investments and are advised to conduct their own due diligence prior to making any investment decisions. [Link](