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XSLV vs LOWV

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

XSLV

Invesco S&P SmallCap Low Volatility ETF

Invesco

Annual cost

0.25%

Fund size

$242M

LOWV

AB US Low Volatility Equity ETF

AllianceBernstein

Annual cost

0.39%

Fund size

$199M

Key differences

  • XSLV costs 0.14% less per year.
  • XSLV follows a index tracking strategy; LOWV uses active selection.
  • Over the last 3 years, LOWV has delivered higher annualized returns.
  • XSLV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XSLVLOWV
Annual cost (TER)0.25%0.39%
Fund size (AUM)$242M$199M
Since20132023
Dividend yield2.57%0.91%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+13.4%+13.7%
CAGR 3Y+10.6%+16.5%
CAGR 5Y+3.5%N/A
Sharpe 3Y0.491.03
Volatility 1Y13.20%10.56%
Max drawdown-44.34%-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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