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XMLV vs LOWV

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

XMLV

Invesco S&P MidCap Low Volatility ETF

Invesco

Annual cost

0.25%

Fund size

$750M

LOWV

AB US Low Volatility Equity ETF

AllianceBernstein

Annual cost

0.39%

Fund size

$199M

Key differences

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

Side-by-side comparison

XMLVLOWV
Annual cost (TER)0.25%0.39%
Fund size (AUM)$750M$199M
Since20132023
Dividend yield2.80%0.91%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+10.0%+13.7%
CAGR 3Y+11.5%+16.5%
CAGR 5Y+6.1%N/A
Sharpe 3Y0.631.03
Volatility 1Y10.30%10.56%
Max drawdown-39.86%-13.87%

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

Similar to XMLV and LOWV