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LGLV vs CSB

State Street SPDR US Large Cap Low Volatility Index ETF vs VictoryShares US Small Cap High Div Volatility Wtd ETF

LGLV

State Street SPDR US Large Cap Low Volatility Index ETF

State Street Investment Management

Annual cost

0.12%

Fund size

$1.1B

CSB

VictoryShares US Small Cap High Div Volatility Wtd ETF

Victory Capital Management Inc.

Annual cost

0.35%

Fund size

$263M

Key differences

  • LGLV costs 0.23% less per year.
  • LGLV is significantly larger than CSB — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, CSB has delivered higher annualized returns.

Side-by-side comparison

LGLVCSB
Annual cost (TER)0.12%0.35%
Fund size (AUM)$1.1B$263M
Since20132015
Dividend yield1.98%3.21%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.2%+21.5%
CAGR 3Y+11.7%+12.9%
CAGR 5Y+8.2%+4.1%
Sharpe 3Y0.750.57
Volatility 1Y9.26%14.67%
Max drawdown-36.64%-42.07%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to LGLV and CSB