The AI (ChatGPT) Dividend Handbook: Franklin U.S. Low Volatility High Dividend Index ETF (LVHD)

Here is the response from ChatGPT for the prompt Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) tracks fees AUM holdings 400 words entered on May 23, 2023.

The Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) is an exchange-traded fund offered by Franklin Templeton. LVHD aims to track the performance of the CBOE S&P 500 Low Volatility High Dividend Index, which consists of U.S. stocks that have both high dividend yields and low volatility. Here is some information about LVHD, including its tracking, fees, assets under management (AUM), and holdings:

1. Tracking: LVHD seeks to closely replicate the performance of the CBOE S&P 500 Low Volatility High Dividend Index. The index is designed to provide exposure to U.S. stocks with relatively high dividend yields and lower price volatility compared to the broader market. LVHD aims to provide investors with a portfolio of high dividend-paying stocks with a focus on reducing overall volatility.

2. Fees: As of my knowledge cutoff in September 2021, the expense ratio for LVHD was 0.29%. This expense ratio represents the annual fee charged by the ETF to cover operating expenses. It is important for investors to consider the expense ratio when evaluating the overall cost of owning the ETF.

3. Assets Under Management (AUM): The AUM of LVHD can vary over time based on investor demand and market conditions. As of my knowledge cutoff, I do not have the specific AUM figure for LVHD. To obtain the most recent AUM information, it is recommended to refer to Franklin Templeton's official website or consult reputable financial sources.

4. Holdings: The Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) holds a portfolio of dividend-paying stocks that meet the criteria of the CBOE S&P 500 Low Volatility High Dividend Index. The index methodology selects stocks based on their dividend yield and volatility characteristics. The holdings within LVHD may include companies from various sectors and industries, providing diversification within the portfolio.

Please note that the information provided is based on the knowledge available up until September 2021. For the most current and accurate information on LVHD, including its tracking performance, fees, AUM, and holdings, it is advisable to visit Franklin Templeton's official website or consult other reliable financial sources. Franklin Templeton should provide detailed documentation and disclosure materials to assist investors in making informed decisions about investing in the Franklin U.S. Low Volatility High Dividend Index ETF (LVHD).

Table and Chart of LVHD Performance (From buyupside.com. Not from chatGPT.)

See what a $1,000 investment in Franklin U.S. Low Volatility High Dividend Index ETF (LVHD) is worth today.

Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.