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SMLV vs LGLV

State Street SPDR US Small Cap Low Volatility Index ETF vs State Street SPDR US Large Cap Low Volatility Index ETF

SMLV

State Street SPDR US Small Cap Low Volatility Index ETF

State Street Investment Management

Annual cost

0.12%

Fund size

$237M

LGLV

State Street SPDR US Large Cap Low Volatility Index ETF

State Street Investment Management

Annual cost

0.12%

Fund size

$1.1B

Key differences

  • LGLV is significantly larger than SMLV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SMLV has delivered higher annualized returns.

Side-by-side comparison

SMLVLGLV
Annual cost (TER)0.12%0.12%
Fund size (AUM)$237M$1.1B
Since20132013
Dividend yield2.36%1.98%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.8%+6.2%
CAGR 3Y+17.1%+11.7%
CAGR 5Y+7.8%+8.2%
Sharpe 3Y0.740.75
Volatility 1Y15.93%9.26%
Max drawdown-42.45%-36.64%

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

Similar to SMLV and LGLV