LGLVState Street SPDR US Large Cap Low Volatility Index ETF
Tracks the total return performance of a large cap, low volatility index.
By State Street Investment Management · Launched 2013
Annual Cost
0.12%
#474 of 5,854 · low cost
Fund Size
$1.1B
#1,061 of 5,854 · large
Return (1Y)Goal
+9.6%
Track Record
13 years
#1,041 of 5,854 · established
Performance
Total-return NAV · USDGrowth of $10,000
$10,645+6.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Index tracking
Factor
Low volatility
Index tracked
State Street US Large Cap Low Volatility Index
What it actually holds
By weightConcentration
Top 10 holdings = 13.3% of fund✓ well diversified
Johnson & Johnson
1.7%
Corning Inc
1.4%
Linde PLC
1.4%
Corteva Inc
1.4%
Walmart Inc
1.4%
PepsiCo Inc
1.3%
Vulcan Materials Co
1.3%
CME Group Inc
1.2%
Amphenol Corp
1.1%
General Dynamics Corp
1.1%
Asset allocation
Stocks
99.8%
Cash
0.2%
By sector
Industrials
18.7%
Real Estate
17.8%
Utilities
11.8%
Financial Services
10.0%
Consumer Cyclical
9.1%
Technology
9.0%
Healthcare
7.3%
Consumer Defensive
5.6%
Other
10.7%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
10.2%Moderate
Year-on-year price swings
Max drawdown
-36.6%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.70Decent risk-adjusted returns
Sortino (3Y)
1.01Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the total return performance of a large cap, low volatility index.
- Strategy
- Employs a sampling strategy to track the State Street US Large Cap Low Volatility Index, investing primarily in U.S. large capitalization stocks with low volatility characteristics. The Fund may also invest in cash and cash equivalents for management purposes.
- Inception date
- February 20, 2013
- Fund family
- State Street Investment Management
Similar funds
Same asset class, closest by strategy & exposureWhat's next?
You've looked at LGLV. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.
Data updated on 2026-08-04