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SMLV vs SPLV
State Street SPDR US Small Cap Low Volatility Index ETF vs Invesco S&P 500 Low Volatility ETF
Key differences
- SMLV costs 0.13% less per year.
- SPLV 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
| SMLV | SPLV | |
|---|---|---|
| Annual cost (TER) | 0.12% | 0.25% |
| Fund size (AUM) | $237M | $7.2B |
| Since | 2013 | 2011 |
| Dividend yield | 2.36% | 2.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +23.8% | +4.3% |
| CAGR 3Y | +17.1% | +8.2% |
| CAGR 5Y | +7.8% | +6.1% |
| Sharpe 3Y | 0.74 | 0.45 |
| Volatility 1Y | 15.93% | 9.71% |
| Max drawdown | -42.45% | -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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