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XMLV vs LGLV

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

XMLV

Invesco S&P MidCap Low Volatility ETF

Invesco

Annual cost

0.25%

Fund size

$750M

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.

Side-by-side comparison

XMLVLGLV
Annual cost (TER)0.25%0.12%
Fund size (AUM)$750M$1.1B
Since20132013
Dividend yield2.80%1.98%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+10.0%+6.2%
CAGR 3Y+11.5%+11.7%
CAGR 5Y+6.1%+8.2%
Sharpe 3Y0.630.75
Volatility 1Y10.30%9.26%
Max drawdown-39.86%-36.64%

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

Similar to XMLV and LGLV