DVY vs LVHD: Yield, Cost and Returns Compared
As of Nov 5, 2026, DVY yields more: 3.28% (dividend yield) against 3.26% for LVHD. LVHD is cheaper to own at 0.27% a year vs 0.38%. Over the same 10 years (Dec 2015 to Oct 2026), DVY returned 11.2% a year with distributions reinvested, and LVHD 9.1%.
DVYiShares Select Dividend ETF3.28%dividend yield| Compared | DVY | LVHD |
|---|---|---|
| YieldDividend yield | 3.28% | 3.26% |
| Expense ratio | 0.38% | 0.27% |
| Total return, 1 yr | +20.9% | +16.6% |
| Total return, 3 yr (a year) | +20.1% | +15.1% |
| Total return, 5 yr (a year) | +10.5% | +7.6% |
| Total return, 10 yr (a year) | +10.7% | +8.6% |
| Worst drop since Dec 2015 | -29.4% | -24.3% |
| Share price since Dec 2015 | +116% | +82% |
| Pays | Quarterly | Quarterly |
| Issuer | iShares | Franklin Templeton, Inc |
| Assets | $23.7B | $642.5M |
| Started | 2003 | 2015 |
| Type | Mid-Cap Value | Mid-Cap Value |
Higher yield
DVY
3.28%
Lower cost
LVHD
0.27%
Better total return
DVY
11.2%/yr
Smaller worst drop
LVHD
-24.3%
Key facts: DVY vs LVHD
Data as of · Source: SmarterDividends data
- As of Nov 5, 2026, DVY yields 3.28% (dividend yield) and LVHD yields 3.26% (dividend yield).
- DVY's expense ratio is 0.38% and LVHD's is 0.27%: $38 vs $27 a year on $10,000.
- From Dec 2015 to Oct 2026, $10,000 in DVY grew to $31,627 (11.2% a year) and $10,000 in LVHD to $25,637 (9.1% a year), distributions reinvested.
- Their worst month-end drops over that time: -29.4% for DVY and -24.3% for LVHD.
- 4 of DVY's top ten holdings are also in LVHD's top ten, an overlap of at least 7% of the fund.
Cite this page
SmarterDividends, "DVY vs LVHD: Yield, Cost and Returns Compared," updated Nov 5, 2026, https://smarterdividends.com/compare/dvy-vs-lvhd
$10,000 in each, Dec 2015 to Oct 2026
Distributions reinvested, month-end values, with the S&P 500 for reference.
DVY became
$31,627
11.2% a year
LVHD became
$25,637
9.1% a year
Year by year
| Year | DVY | LVHD |
|---|---|---|
| 2025 | +11.6% | +7.5% |
| 2024 | +16.2% | +10.2% |
| 2023 | +1.1% | −0.9% |
| 2022 | +1.8% | −1.8% |
| 2021 | +31.7% | +26.9% |
| 2020 | −4.9% | −1.3% |
| 2019 | +22.6% | +23.0% |
| 2018 | −6.4% | −5.6% |
| 2017 | +14.8% | +12.4% |
| 2016 | +21.6% | +17.8% |
Total return each calendar year, distributions reinvested.
Top holdings
4 of the top ten overlap, at least 7% of each fund.
DVY
- PFE Pfizer Inc2.5%
- MO Altria Group Inc2.4%
- HPQ HP Inc2.2%
- PRU Prudential Financial Inc2.1%
- TROW T. Rowe Price Group Inc2.0%
- OKE ONEOK Inc1.8%
- TGT Target Corp1.7%
- VZ Verizon Communications Inc1.7%
- CVX Chevron Corp1.6%
- KMB Kimberly-Clark Corp1.6%
LVHD
- CVX Chevron Corp2.9%
- KO Coca-Cola Co2.9%
- JNJ Johnson & Johnson2.8%
- MO Altria Group Inc2.8%
- PG Procter & Gamble Co2.7%
- KMB Kimberly-Clark Corp2.6%
- VZ Verizon Communications Inc2.5%
- LMT Lockheed Martin Corp2.5%
- PEP PepsiCo Inc2.5%
- USB U.S. Bancorp2.4%
DVY vs LVHD: questions
Is DVY or LVHD better?
It depends on the job. DVY pays more today (3.28% vs 3.26%), LVHD costs less, and DVY has the better total return over Dec 2015 to Oct 2026, with LVHD holding up better in its worst stretch. For income, look at yield and whether the payouts hold up; for growth, total return and drawdowns.
Which pays a higher dividend, DVY or LVHD?
DVY, at 3.28% against 3.26% for LVHD as of Nov 5, 2026. On $10,000 that's about $328 vs $326 a year at today's rates.
Which has the better total return?
DVY. From Dec 2015 to Oct 2026, it returned 11.2% a year with distributions reinvested, against 9.1% for LVHD. $10,000 became $31,627 vs $25,637.
Which is cheaper, DVY or LVHD?
LVHD, with a 0.27% expense ratio against 0.38%.
Do DVY and LVHD hold the same things?
Partly. 4 of their top ten holdings match (MO, VZ, CVX, KMB), at least 7% of each fund. Owning both doubles up on those.
Yields, costs and holdings as each fund reports them (via Yahoo Finance), updated daily; returns from month-end prices with distributions reinvested. DVY leads on 6 of 8 measures above. For information only, not investment advice. Last fund data: Nov 5, 2026.