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LGLV vs IJS

State Street SPDR US Large Cap Low Volatility Index ETF vs iShares S&P Small-Cap 600 Value ETF

LGLV

State Street SPDR US Large Cap Low Volatility Index ETF

State Street Investment Management

Annual cost

0.12%

Fund size

$1.1B

IJS

iShares S&P Small-Cap 600 Value ETF

iShares

Annual cost

0.18%

Fund size

$7.9B

Key differences

  • LGLV costs 0.06% less per year.
  • IJS is significantly larger than LGLV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IJS has delivered higher annualized returns.
  • IJS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LGLVIJS
Annual cost (TER)0.12%0.18%
Fund size (AUM)$1.1B$7.9B
Since20132000
Dividend yield1.98%1.31%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.2%+38.5%
CAGR 3Y+11.7%+14.8%
CAGR 5Y+8.2%+5.8%
Sharpe 3Y0.750.59
Volatility 1Y9.26%18.46%
Max drawdown-36.64%-47.68%

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

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