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LOWV vs LGLV

AB US Low Volatility Equity ETF vs State Street SPDR US Large Cap Low Volatility Index ETF

LOWV

AB US Low Volatility Equity ETF

Annual cost

0.39%

Fund size

$204M

LGLV

State Street SPDR US Large Cap Low Volatility Index ETF

Annual cost

0.12%

Fund size

$1.1B

Key differences

Both LOWV and LGLV are equity ETFs. LOWV charges 0.39% a year and LGLV 0.12%. The main difference: LOWV follows a active selection strategy; LGLV uses index tracking.

  • LOWV follows a active selection strategy; LGLV uses index tracking.
  • 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

LOWVLGLV
Annual cost (TER)0.39%0.12%
Fund size (AUM)$204M$1.1B
Since20232013
Dividend yield0.90%2.03%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+8.3%+5.5%
CAGR 3Y+14.7%+12.0%
CAGR 5YN/A+8.1%
Sharpe 3Y0.900.76
Volatility 1Y10.55%9.47%
Max drawdown-13.87%-36.64%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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