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LOWV vs SPLV

AB US Low Volatility Equity ETF vs Invesco S&P 500 Low Volatility ETF

LOWV

AB US Low Volatility Equity ETF

AllianceBernstein

Annual cost

0.39%

Fund size

$199M

SPLV

Invesco S&P 500 Low Volatility ETF

Invesco

Annual cost

0.25%

Fund size

$7.2B

Key differences

  • SPLV costs 0.14% less per year.
  • SPLV is significantly larger than LOWV — larger funds tend to be more liquid and less likely to close.
  • LOWV follows a active selection strategy; SPLV uses index tracking.
  • Over the last 3 years, LOWV has delivered higher annualized returns.
  • SPLV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LOWVSPLV
Annual cost (TER)0.39%0.25%
Fund size (AUM)$199M$7.2B
Since20232011
Dividend yield0.91%2.11%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+13.7%+4.0%
CAGR 3Y+16.5%+8.2%
CAGR 5YN/A+6.1%
Sharpe 3Y1.030.45
Volatility 1Y10.56%9.72%
Max drawdown-13.87%-36.26%

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

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