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LGLV vs SMMV

State Street SPDR US Large Cap Low Volatility Index ETF vs iShares MSCI USA Small-Cap Min Vol Factor ETF

LGLV

State Street SPDR US Large Cap Low Volatility Index ETF

State Street Investment Management

Annual cost

0.12%

Fund size

$1.1B

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF

iShares

Annual cost

0.20%

Fund size

$284M

Key differences

  • LGLV costs 0.08% less per year.
  • LGLV is significantly larger than SMMV — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

LGLVSMMV
Annual cost (TER)0.12%0.20%
Fund size (AUM)$1.1B$284M
Since20132016
Dividend yield1.98%1.71%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.2%+8.9%
CAGR 3Y+11.7%+11.6%
CAGR 5Y+8.2%+5.3%
Sharpe 3Y0.750.68
Volatility 1Y9.26%9.88%
Max drawdown-36.64%-38.77%

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

Similar to LGLV and SMMV