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SMMV vs LGLV

iShares MSCI USA Small-Cap Min Vol Factor ETF vs State Street SPDR US Large Cap Low Volatility Index ETF

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF

iShares

Annual cost

0.20%

Fund size

$284M

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 costs 0.08% less per year.
  • LGLV is significantly larger than SMMV — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

SMMVLGLV
Annual cost (TER)0.20%0.12%
Fund size (AUM)$284M$1.1B
Since20162013
Dividend yield1.71%1.98%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+8.9%+6.2%
CAGR 3Y+11.6%+11.7%
CAGR 5Y+5.3%+8.2%
Sharpe 3Y0.680.75
Volatility 1Y9.88%9.26%
Max drawdown-38.77%-36.64%

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

Similar to SMMV and LGLV