Screener
LOWV vs SMLV
AB US Low Volatility Equity ETF vs State Street SPDR US Small Cap Low Volatility Index ETF
Key differences
Both LOWV and SMLV are equity ETFs. LOWV charges 0.39% a year and SMLV 0.12%. The main difference: LOWV follows a active selection strategy; SMLV uses index tracking.
- LOWV follows a active selection strategy; SMLV uses index tracking.
- SMLV costs 0.27% less per year.
- Over the last three years, SMLV has delivered higher annualized returns.
- SMLV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LOWV | SMLV | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.12% |
| Fund size (AUM) | $204M | $241M |
| Since | 2023 | 2013 |
| Dividend yield | 0.90% | 2.32% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +8.3% | +24.5% |
| CAGR 3Y | +14.7% | +17.6% |
| CAGR 5Y | N/A | +8.3% |
| Sharpe 3Y | 0.90 | 0.77 |
| Volatility 1Y | 10.55% | 15.73% |
| Max drawdown | -13.87% | -42.45% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.