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SPLV vs LOWV

Invesco S&P 500 Low Volatility ETF vs AB US Low Volatility Equity ETF

SPLV

Invesco S&P 500 Low Volatility ETF

Invesco

Annual cost

0.25%

Fund size

$7.2B

LOWV

AB US Low Volatility Equity ETF

AllianceBernstein

Annual cost

0.39%

Fund size

$199M

Key differences

  • SPLV costs 0.14% less per year.
  • SPLV is significantly larger than LOWV — larger funds tend to be more liquid and less likely to close.
  • SPLV follows a index tracking strategy; LOWV uses active selection.
  • Over the last 3 years, LOWV has delivered higher annualized returns.
  • SPLV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPLVLOWV
Annual cost (TER)0.25%0.39%
Fund size (AUM)$7.2B$199M
Since20112023
Dividend yield2.11%0.91%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.0%+13.7%
CAGR 3Y+8.2%+16.5%
CAGR 5Y+6.1%N/A
Sharpe 3Y0.451.03
Volatility 1Y9.72%10.56%
Max drawdown-36.26%-13.87%

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

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