LOWVAB US Low Volatility Equity ETF

Grow my money3y track recordRanked #1,325 of 2,960 in this goal

Seeks capital appreciation with an emphasis on lower volatility compared to the broader equity market.

By AllianceBernstein · Launched 2023

Annual Cost

0.39%

#1,958 of 5,562 · average

Fund Size

$204M

#2,294 of 5,562 · mid-size

Return (1Y)Goal

+9.8%

Track Record

3 years

#2,958 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$11,018+10.2%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Active selection

Factor

Low volatility

What it actually holds

By weight

Concentration

Top 10 holdings = 40.4% of fundmoderately concentrated

Microsoft Corp

8.0%

Alphabet Inc

6.2%

Apple Inc

5.5%

NVIDIA Corp

4.5%

Broadcom Inc

3.8%

Amazon.com Inc

3.8%

Alliance Bernstein

2.4%

Visa Inc

2.2%

McKesson Corp

2.2%

Merck & Co Inc

1.9%

Asset allocation

Stocks

99.6%

Cash

0.4%

By sector

Technology

35.3%

Financial Services

14.6%

Healthcare

11.1%

Communication

9.1%

Consumer Cyclical

8.7%

Industrials

7.2%

Consumer Defensive

5.7%

Utilities

4.4%

Other

4.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

10.5%Moderate

Year-on-year price swings

Max drawdown

-13.9%Mild

Worst peak-to-trough loss

Sharpe (3Y)

0.89Decent risk-adjusted returns

Sortino (3Y)

1.29Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks capital appreciation with an emphasis on lower volatility compared to the broader equity market.
Strategy: Invests primarily in U.S. equity securities, focusing on mid- and large-cap companies with favorable profitability and price stability. Employs both fundamental and quantitative research to identify low-volatility investment opportunities.
Inception date: March 21, 2023
Fund family: AllianceBernstein