Screener
LOWV vs SVAL
AB US Low Volatility Equity ETF vs iShares US Small Cap Value Factor ETF
Key differences
Both LOWV and SVAL are equity ETFs. LOWV charges 0.39% a year and SVAL 0.20%. The main difference: LOWV follows a active selection strategy; SVAL uses index tracking.
- LOWV follows a active selection strategy; SVAL uses index tracking.
- SVAL costs 0.19% less per year.
- Over the last three years, SVAL has delivered higher annualized returns.
Side-by-side comparison
| LOWV | SVAL | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.20% |
| Fund size (AUM) | $204M | $187M |
| Since | 2023 | 2020 |
| Dividend yield | 0.90% | 2.26% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +9.3% | +38.5% |
| CAGR 3Y | +15.6% | +17.2% |
| CAGR 5Y | N/A | +7.3% |
| Sharpe 3Y | 0.96 | 0.68 |
| Volatility 1Y | 10.59% | 17.84% |
| Max drawdown | -13.87% | -27.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.