Screener
LOWV vs XMLV
AB US Low Volatility Equity ETF vs Invesco S&P MidCap Low Volatility ETF
Key differences
- XMLV costs 0.14% less per year.
- XMLV is significantly larger than LOWV — larger funds tend to be more liquid and less likely to close.
- LOWV follows a active selection strategy; XMLV uses index tracking.
- Over the last 3 years, LOWV has delivered higher annualized returns.
- XMLV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LOWV | XMLV | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.25% |
| Fund size (AUM) | $199M | $750M |
| Since | 2023 | 2013 |
| Dividend yield | 0.91% | 2.80% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +13.7% | +10.0% |
| CAGR 3Y | +16.5% | +11.5% |
| CAGR 5Y | N/A | +6.1% |
| Sharpe 3Y | 1.03 | 0.63 |
| Volatility 1Y | 10.56% | 10.30% |
| Max drawdown | -13.87% | -39.86% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to LOWV and XMLV
Explore further