ducovest

LGLV:NYE-SPDR® SSGA US Large Cap Low Volatility Index ETF (USD)

ETF | Large Blend |

Last Closing

USD 168.1

Change

-0.91 (-0.54)%

Market Cap

USD 0.81B

Volume

0.01M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the stocks of U.S. large capitalization companies that exhibit low volatility. Volatility is a statistical measurement of the magnitude of movements in a stock's price over time.

Company Website : http://www.spdrs.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-18 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

-0.70 (-0.25%)

 USD 429.85B
SPLG SPDR® Portfolio S&P 500 ETF

-0.19 (-0.29%)

 USD 45.42B
SCHX Schwab U.S. Large-Cap ETF

-0.20 (-0.30%)

 USD 45.04B
GSLC Goldman Sachs ActiveBeta® U.S..

-0.40 (-0.36%)

 USD 12.56B
DYNF BlackRock US Equity Factor Rot..

-0.22 (-0.45%)

 USD 11.50B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.18 (-0.26%)

 USD 9.00B
SPLV Invesco S&P 500® Low Volatili..

-0.51 (-0.71%)

 USD 7.42B
JQUA JPMorgan U.S. Quality Factor E..

-0.27 (-0.48%)

 USD 4.91B
SCHK Schwab 1000 ETF

-0.18 (-0.33%)

 USD 3.72B
SUSA iShares MSCI USA ESG Select

-0.43 (-0.36%)

 USD 3.65B

ETFs Containing LGLV

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 15.92% 40% F 76% C+
Dividend Return 1.01% 91% A- 25% F
Total Return 16.94% 43% F 73% C
Trailing 12 Months  
Capital Gain 21.69% 24% F 70% C-
Dividend Return 1.07% 29% F 14% F
Total Return 22.75% 24% F 66% D+
Trailing 5 Years  
Capital Gain 51.28% 19% F 72% C
Dividend Return 10.03% 89% A- 36% F
Total Return 61.31% 24% F 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 9.25% 18% F 67% D+
Dividend Return 11.10% 19% F 65% D
Total Return 1.84% 94% A 41% F
Risk Return Profile  
Volatility (Standard Deviation) 12.98% 90% A- 70% C-
Risk Adjusted Return 85.52% 78% C+ 93% A
Market Capitalization 0.81B 58% F 54% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.