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LOWV vs FDLO

AB US Low Volatility Equity ETF vs Fidelity Low Volatility Factor ETF

LOWV

AB US Low Volatility Equity ETF

AllianceBernstein

Annual cost

0.39%

Fund size

$199M

FDLO

Fidelity Low Volatility Factor ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$1.4B

Key differences

  • FDLO costs 0.24% less per year.
  • FDLO is significantly larger than LOWV — larger funds tend to be more liquid and less likely to close.
  • LOWV follows a active selection strategy; FDLO uses index tracking.
  • Over the last 3 years, LOWV has delivered higher annualized returns.
  • FDLO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LOWVFDLO
Annual cost (TER)0.39%0.15%
Fund size (AUM)$199M$1.4B
Since20232016
Dividend yield0.91%1.37%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+13.7%+17.4%
CAGR 3Y+16.5%+14.7%
CAGR 5YN/A+10.3%
Sharpe 3Y1.030.98
Volatility 1Y10.56%8.91%
Max drawdown-13.87%-34.35%

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

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