SPDR SSGA US Large Cap Low Volatility Index ETF (LGLV)
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XBER 
LGLV: Low Beta, Value Tilt Do Not Translate Into Consistent Outperformance
State Street® SPDR® US Large Cap Low Volatility Index ETF offers exposure to a cohort of U.S. stocks with a weighted average 24-month beta of just 0.5. It makes perfect sense to consider low beta portfolios, but it is worth remembering that low volatility strategies, LGLV included, tend to meaningfully underperform IVV over the long term. Since the index change in 2016, LGLV has underperformed IVV by around 83.2%, as it was incapable of capturing a sufficient share of its upside.
LGLV: Defensive Growth Tilt And Strong Risk-Adjusted Performance
LGLV offers a compelling low volatility approach with impressive sector diversification and a surprising growth/tech tilt, enhancing risk-adjusted returns. The ETF's methodology ensures broad sector representation, limiting concentration risk and providing exposure to defensive and growth-oriented stocks. While LGLV doesn't always outperform in every market downturn, it consistently delivers superior returns versus low volatility peers, especially in growth markets.
LGLV: A Low-Volatility Approach In Different Regimes
LGLV offers diversified, low-volatility large-cap exposure, with modest valuations and sector balance, making it attractive across different market conditions. Short-term risks include liquidity withdrawal, crowded long positioning, and fragile market sentiment, supporting LGLV's tactical appeal. Mid-term headwinds stem from slowing economic growth, uncertain Fed policy, and potential equity-bond rebalancing, favoring defensive strategies like LGLV.
LGLV: A Defensive Alternative Amid Increased Market Volatility
LGLV offers a defensive, low-volatility approach, favoring financials and industrials, suitable for uncertain markets, with ongoing trade and monetary policy risks. Historically, LGLV has underperformed SPY in total returns, but it proved it can shine during periods of extreme market stress. Current macroeconomic conditions—Fed indecision, inflation risks, and trade tensions—make low-volatility exposure like LGLV attractive for cautious investors.
LGLV: A Tactical Play For Low-Volatility Exposure With Growth Potential
SPDR SSGA US Large Cap Low Volatility Index ETF invests in 162 large-cap low volatility stocks with a low expense ratio of 0.12%. LGLV's unique weighting favors low-volatility stocks, resulting in a portfolio tilted towards mid-cap and large-cap value stocks with better growth potential. LGLV outperformed SPLV due to higher technology exposure and lower defensive sector allocation, but it can still face sector-specific risks.
Low Volatility ETFs to Bet on Amid Market Turmoil
Volatility in the stock market has intensified due to rising inflation fears, uncertainty surrounding rate cuts and ambiguity over Trump's tariff policies.
LGLV: Another Low-Volatility ETF With A 'Sharpe' Problem
SPDR® SSGA US Large Cap Low Volatility Index ETF holds 163 low-volatility stocks, focusing on financials and industrials. The LGLV ETF has underperformed the Russel 1000 in return and Sharpe ratio since inception and shows a deeper drawdown, despite low volatility. LGLV features cheap fees and good performance relative to competitors.
LGLV: A Low-Volatility ETF Suitable For This Environment
LGLV offers lower volatility with a beta of 0.80-0.85, making it a suitable option for cautious investors amid economic uncertainty and potential market catalysts, such as the U.S. election. The ETF tracks the SSGA US Large Cap Low Volatility Index, focusing on large-cap U.S. stocks with low historical volatility. LGLV's sector allocation emphasizes Financial Services, Real Estate, and Industrials, while underweighting Technology, providing diversified exposure to mitigate concentration risk.
Low Volatility ETF (LGLV) Hits New 52-Week High
For investors seeking momentum, SPDR SSGA US Large Cap Low Volatility Index ETF LGLV is probably on the radar. The fund just hit a 52-week high and is up 28% from its 52-week low price of $129.77/share.
Low Volatility ETFs Shining Halfway Through Q3
Low-volatility ETFs have the potential to outpace the broader market in bearish conditions or in an uncertain environment, providing significant protection to the portfolio.
