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SPLV vs LGLV

Invesco S&P 500 Low Volatility ETF vs State Street SPDR US Large Cap Low Volatility Index ETF

SPLV

Invesco S&P 500 Low Volatility ETF

Invesco

Annual cost

0.25%

Fund size

$7.2B

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 0.13% less per year.
  • SPLV is significantly larger than LGLV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, LGLV has delivered higher annualized returns.

Side-by-side comparison

SPLVLGLV
Annual cost (TER)0.25%0.12%
Fund size (AUM)$7.2B$1.1B
Since20112013
Dividend yield2.11%1.98%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.3%+6.2%
CAGR 3Y+8.2%+11.7%
CAGR 5Y+6.1%+8.2%
Sharpe 3Y0.450.75
Volatility 1Y9.71%9.26%
Max drawdown-36.26%-36.64%

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

Similar to SPLV and LGLV