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LOWV vs SMMV

AB US Low Volatility Equity ETF vs iShares MSCI USA Small-Cap Min Vol Factor ETF

LOWV

AB US Low Volatility Equity ETF

AllianceBernstein

Annual cost

0.39%

Fund size

$199M

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF

iShares

Annual cost

0.20%

Fund size

$284M

Key differences

  • SMMV costs 0.19% less per year.
  • LOWV follows a active selection strategy; SMMV uses index tracking.
  • Over the last 3 years, LOWV has delivered higher annualized returns.
  • SMMV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LOWVSMMV
Annual cost (TER)0.39%0.20%
Fund size (AUM)$199M$284M
Since20232016
Dividend yield0.91%1.71%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+13.7%+8.9%
CAGR 3Y+16.5%+11.6%
CAGR 5YN/A+5.3%
Sharpe 3Y1.030.68
Volatility 1Y10.56%9.88%
Max drawdown-13.87%-38.77%

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

Similar to LOWV and SMMV