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USMV vs LGLV

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

USMV

iShares MSCI USA Min Vol Factor ETF

iShares

Annual cost

0.15%

Fund size

$22.9B

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

  • USMV is significantly larger than LGLV — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

USMVLGLV
Annual cost (TER)0.15%0.12%
Fund size (AUM)$22.9B$1.1B
Since20112013
Dividend yield1.55%1.98%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.8%+6.2%
CAGR 3Y+11.8%+11.7%
CAGR 5Y+7.8%+8.2%
Sharpe 3Y0.800.75
Volatility 1Y8.57%9.26%
Max drawdown-33.10%-36.64%

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

Similar to USMV and LGLV