This fund is one of several options for investors looking to access dividend paying stocks around the world, including the U.S., developed markets outside North America, and emerging markets. As such, LVL may be appealing as a core holding for investors looking to maximize current returns from the equity portion of their portfolio, or may be a useful tactical tool for shifting exposure towards equities that exhibit lower volatility. With only about 100 stocks, the depth of exposure offered by this ETF is considerably less than some options such as ACWI or VT, though assets are balanced relatively well within the fund. The predictable sector biases that accompany any dividend strategy are present--LVL tilts towards utilities, telecom, and financials--but assets are balanced across a number of different regions and sizes, with minimal concentration in any one name. LVL is more expensive than some of the broad-based global equity ETFs, but can be appealing to those with a very specific objective. Alternatives include FGD and DEW.
The adjacent table gives investors an individual Realtime Rating for LVL on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Large Cap Blend Equities with the highest Metric Realtime Rating for each individual field. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.View the Category Report
The following tables and charts contain in-depth metrics for this ETF and compare it to similar peer ETFs within its ETFdb.com Category.
This section compares how balanced and deep this ETF is relative to the peer group ETFdb.com Category.
|Developed Markets (ex-US)||64.85%|
This section compares the cost efficiency of this ETF to peers in the same ETFdb.com Category.
This ETF is not currently available for commission free trading on any platforms.
There are 4 other ETFs in the Large Cap Blend Equities ETFdb.com Category that are also eligible for commission free trading:
This section shows how this ETF has performed relative to its peer group ETFdb.com Category.
This section compares the fund flows of this ETF to peers in the same ETFdb.com Category.
The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.
The following chart also includes the option to compare the performance of LVL relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.
This section shows how the volatility of this ETF compares to the peer group ETFdb.com Category.