Skip to content
Beacon
Screener

LOWV vs IVOO

AB US Low Volatility Equity ETF vs Vanguard S&P Mid-Cap 400 Index Fund ETF Shares

LOWV

AB US Low Volatility Equity ETF

AllianceBernstein

Annual cost

0.39%

Fund size

$199M

IVOO

Vanguard S&P Mid-Cap 400 Index Fund ETF Shares

Vanguard

Annual cost

0.07%

Fund size

$5.4B

Key differences

  • IVOO costs 0.32% less per year.
  • IVOO is significantly larger than LOWV — larger funds tend to be more liquid and less likely to close.
  • LOWV follows a active selection strategy; IVOO uses index tracking.
  • IVOO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LOWVIVOO
Annual cost (TER)0.39%0.07%
Fund size (AUM)$199M$5.4B
Since20232010
Dividend yield0.91%1.23%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+13.7%+24.7%
CAGR 3Y+16.5%+16.1%
CAGR 5YN/A+7.8%
Sharpe 3Y1.030.72
Volatility 1Y10.56%15.69%
Max drawdown-13.87%-42.33%

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

Similar to LOWV and IVOO