IYZ vs LVHI: Holdings Overlap
IYZiShares U.S. Telecommunications ETF
iShares · 21 holdings · $1.3B · as of 2026-03-31
LVHIFranklin International Low Volatility High Dividend Index ETF
Franklin Templeton · 192 holdings · $5.5B · as of 2026-03-31
How similar are IYZ and LVHI?
iShares U.S. Telecommunications ETF (IYZ, by iShares) holds 21 positions; Franklin International Low Volatility High Dividend Index ETF (LVHI, by Franklin Templeton) holds 192. They have 1 holdings in common, and by portfolio weight the two funds are 0.4% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 0.4%Sum of the smaller weight of each shared holding
- Shared Holdings
- 1IYZ holds 21 · LVHI holds 192
- Weight in Shared Holdings
- IYZ 4%·LVHI 0%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in IYZ
20 of 21 positions (96.3% of the fund) are not held by LVHI.
Only in LVHI
191 of 192 positions (96.3% of the fund) are not held by IYZ. Showing the top 30 by weight.
Sector Breakdown
| Sector | IYZ | LVHI |
|---|---|---|
| Communication Services | 61.4% | 5.5% |
| Information Technology | 38.4% | 0.0% |
| Financials | 0.0% | 21.6% |
| Energy | 0.0% | 16.8% |
| Industrials | 0.0% | 10.2% |
| Other Sectors | 0.0% | 36.8% |
| Unclassified | 0.0% | 5.8% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts. “Unclassified” is weight we could not classify (0% of IYZ, 6% of LVHI).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IYZ | +7.6% | +29.6% | +46.8% | +27.9% | +7.6% | +5.2% | 1.61% |
| LVHI | +4.0% | +18.9% | +33.8% | +23.2% | +16.9% | +11.5% | 4.49% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in IYZ vs LVHI →
Shared Holdings(1)
 TIGOMillicom International Cellular SA COM USD1.50 | 3.57% | 0.37% | 0.37% |
|---|
Frequently Asked Questions
How much do IYZ and LVHI overlap?
IYZ and LVHI overlap by 0.4% of portfolio weight. They share 1 holdings (IYZ holds 21 positions and LVHI holds 192), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IYZ and LVHI?
The two portfolios are 0.4% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of IYZ and LVHI?
The largest positions held by both funds are TIGO. Together the top 1 shared positions account for 100% of the total overlap.
What does IYZ own that LVHI doesn't?
20 positions (96.3% of IYZ) are unique to IYZ, led by CSCO, VZ and T. In the other direction, 191 positions (96.3% of LVHI) are unique to LVHI.