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LGLV vs VV

State Street SPDR US Large Cap Low Volatility Index ETF vs Vanguard Large Cap Index Fund

LGLV

State Street SPDR US Large Cap Low Volatility Index ETF

State Street Investment Management

Annual cost

0.12%

Fund size

$1.1B

VV

Vanguard Large Cap Index Fund

Vanguard

Annual cost

0.03%

Fund size

$71.0B

Key differences

  • VV costs 0.09% less per year.
  • VV is significantly larger than LGLV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, VV has delivered higher annualized returns.
  • VV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LGLVVV
Annual cost (TER)0.12%0.03%
Fund size (AUM)$1.1B$71.0B
Since20132004
Dividend yield1.98%1.03%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.2%+29.2%
CAGR 3Y+11.7%+23.5%
CAGR 5Y+8.2%+13.7%
Sharpe 3Y0.751.24
Volatility 1Y9.26%12.14%
Max drawdown-36.64%-34.28%

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

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