Screener
LGLV vs LOWV
State Street SPDR US Large Cap Low Volatility Index ETF vs AB US Low Volatility Equity ETF
Key differences
Both LGLV and LOWV are equity ETFs. LGLV charges 0.12% a year and LOWV 0.39%. The main difference: LGLV follows a index tracking strategy; LOWV uses active selection.
- LGLV follows a index tracking strategy; LOWV uses active selection.
- LGLV costs 0.27% less per year.
- LGLV is much larger than LOWV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, LOWV has delivered higher annualized returns.
- LGLV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LGLV | LOWV | |
|---|---|---|
| Annual cost (TER) | 0.12% | 0.39% |
| Fund size (AUM) | $1.1B | $204M |
| Since | 2013 | 2023 |
| Dividend yield | 2.03% | 0.90% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +5.5% | +8.3% |
| CAGR 3Y | +12.0% | +14.7% |
| CAGR 5Y | +8.1% | N/A |
| Sharpe 3Y | 0.76 | 0.90 |
| Volatility 1Y | 9.47% | 10.55% |
| Max drawdown | -36.64% | -13.87% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.