LOWVAB US Low Volatility Equity ETF
Seeks capital appreciation with an emphasis on lower volatility compared to the broader equity market.
By AllianceBernstein · Launched 2023
Annual Cost
0.39%
#1,918 of 5,861 · low cost
Fund Size
$200M
#2,354 of 5,861 · mid-size
Return (1Y)Goal
+10.0%
Track Record
3 years
#2,885 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,022+10.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 37.9% of fund✓ well diversified
Alphabet Inc
6.2%
Microsoft Corp
6.0%
Apple Inc
5.4%
NVIDIA Corp
4.5%
Broadcom Inc
3.2%
Amazon.com Inc
3.2%
Alliance Bernstein
2.9%
Taiwan Semiconductor Manufacturing Co Ltd
2.2%
Gilead Sciences Inc
2.2%
Merck & Co Inc
2.2%
Asset allocation
Stocks
99.5%
Cash
0.5%
By sector
Technology
35.5%
Financial Services
14.3%
Healthcare
11.6%
Communication
8.7%
Consumer Cyclical
8.2%
Industrials
6.9%
Consumer Defensive
6.2%
Utilities
4.6%
Other
3.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
10.6%Moderate
Year-on-year price swings
Max drawdown
-13.9%Mild
Worst peak-to-trough loss
Sharpe (3Y)
0.90Decent risk-adjusted returns
Sortino (3Y)
1.29Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks capital appreciation with an emphasis on lower volatility compared to the broader equity market.
- Strategy
- Actively manages a portfolio primarily invested in mid- and large-cap U.S. companies, focusing on those with low stock price volatility and attractive valuations. Employs fundamental and quantitative research to identify investment opportunities.
- Inception date
- March 21, 2023
- Fund family
- AllianceBernstein
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Data updated on 2026-08-04