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XSLV vs LGLV

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

XSLV

Invesco S&P SmallCap Low Volatility ETF

Invesco

Annual cost

0.25%

Fund size

$242M

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.
  • LGLV is significantly larger than XSLV — 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

XSLVLGLV
Annual cost (TER)0.25%0.12%
Fund size (AUM)$242M$1.1B
Since20132013
Dividend yield2.57%1.98%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+13.4%+6.2%
CAGR 3Y+10.6%+11.7%
CAGR 5Y+3.5%+8.2%
Sharpe 3Y0.490.75
Volatility 1Y13.20%9.26%
Max drawdown-44.34%-36.64%

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

Similar to XSLV and LGLV