Screener
SMLV vs LOWV
State Street SPDR US Small Cap Low Volatility Index ETF vs AB US Low Volatility Equity ETF
Key differences
Both SMLV and LOWV are equity ETFs. SMLV charges 0.12% a year and LOWV 0.39%. The main difference: SMLV follows a index tracking strategy; LOWV uses active selection.
- SMLV follows a index tracking strategy; LOWV uses active selection.
- SMLV costs 0.27% less per year.
- Over the last three years, SMLV has delivered higher annualized returns.
- SMLV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMLV | LOWV | |
|---|---|---|
| Annual cost (TER) | 0.12% | 0.39% |
| Fund size (AUM) | $241M | $204M |
| Since | 2013 | 2023 |
| Dividend yield | 2.32% | 0.90% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +24.5% | +8.3% |
| CAGR 3Y | +17.6% | +14.7% |
| CAGR 5Y | +8.3% | N/A |
| Sharpe 3Y | 0.77 | 0.90 |
| Volatility 1Y | 15.73% | 10.55% |
| Max drawdown | -42.45% | -13.87% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.