LGLV vs BDVL
Comparison between SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF (LGLV, ETF) and iShares Disciplined Volatility Equity Active ETF (BDVL, ETF).
LGLV vs BDVL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LGLV
$1.50B
BDVL
$1.50B
Expense Ratio
Winner
LGLV
0.12%
BDVL
0.40%
Max Drawdown
LGLV
36.99%
Winner
BDVL
7.71%
Sharpe Ratio
LGLV
0.24
Winner
BDVL
0.78
5Y Beta
Winner
LGLV
0.45
BDVL
0.63
P/E Ratio
LGLV
23.05
BDVL
N/A
Forward P/E
LGLV
20.16
BDVL
N/A
PEG Ratio
LGLV
0.48
BDVL
N/A
5Y Dividends CAGR
LGLV
10.68%
BDVL
N/A
5Y EPS CAGR
LGLV
11.63%
BDVL
N/A
Debt to Equity
LGLV
61.27%
BDVL
N/A
P/S Ratio
LGLV
2.70
BDVL
N/A
P/B Ratio
LGLV
3.17
BDVL
N/A
LGLV vs BDVL - Holdings Comparison
LGLV and BDVL have 43 common holdings. Overlap is 9.48%
LGLV's top 25 holdings weight is 28.49%. BDVL's top 25 holdings weight is 40.88%.
| Rank | LGLV | BDVL |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 4.02% | INR/USD PURCHASED (n/a) - 4.83% |
| #2 | REALTY INCOME CORP (O) - 1.89% | JPY/USD PURCHASED (n/a) - 3.78% |
| #3 | DUKE ENERGY CORP (DUK) - 1.44% | ISHARES MSCI INDIA ETF (INDA) - 3.18% |
| #4 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.23% | USD CASH (n/a) - 3.12% |
| #5 | SOUTHERN CO (SO) - 1.21% | HKD/USD PURCHASED (n/a) - 2.90% |
| #6 | CONSOLIDATED EDISON INC (ED) - 1.16% | EUR/USD PURCHASED (n/a) - 2.75% |
| #7 | CME GROUP INC CLASS A (CME) - 1.13% | CAD/USD PURCHASED (n/a) - 1.76% |
| #8 | PEPSICO INC (PEP) - 1.12% | MICROSOFT CORP (MSFT) - 1.39% |
| #9 | COCA-COLA CO (KO) - 1.03% | ASML HOLDING NV (n/a) - 1.25% |
| #10 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 0.96% | VERIZON COMMUNICATIONS INC (VZ) - 1.24% |
| #11 | AMEREN CORP (AEE) - 0.96% | ALPHABET INC CLASS C (GOOG) - 1.20% |
| #12 | DTE ENERGY CO (DTE) - 0.94% | AMPHENOL CORP CLASS A (APH) - 1.18% |
| #13 | MARSH (MRSH) - 0.92% | HOWMET AEROSPACE INC (HWM) - 1.15% |
| #14 | MCDONALD'S CORP (MCD) - 0.92% | AMAZON.COM INC (AMZN) - 1.15% |
| #15 | JOHNSON & JOHNSON (JNJ) - 0.90% | JOHNSON & JOHNSON (JNJ) - 1.10% |
| #16 | GENERAL DYNAMICS CORP (GD) - 0.90% | AUD/USD PURCHASED (n/a) - 1.03% |
| #17 | FIRSTENERGY CORP (FE) - 0.89% | SOUTHERN CO (SO) - 0.99% |
| #18 | CENTERPOINT ENERGY INC (CNP) - 0.88% | LAM RESEARCH CORP (LRCX) - 0.99% |
| #19 | CHUBB LTD (CB) - 0.87% | META PLATFORMS INC CLASS A (META) - 0.96% |
| #20 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.87% | MOTOROLA SOLUTIONS INC (MSI) - 0.96% |
| #21 | VISA INC CLASS A (V) - 0.86% | CENCORA INC (COR) - 0.94% |
| #22 | THE TRAVELERS COMPANIES INC (TRV) - 0.86% | PROCTER & GAMBLE CO (PG) - 0.90% |
| #23 | LINDE PLC (LIN) - 0.85% | THB/USD PURCHASED (n/a) - 0.87% |
| #24 | COLGATE-PALMOLIVE CO (CL) - 0.85% | KRW/USD PURCHASED (n/a) - 0.63% |
| #25 | CISCO SYSTEMS INC (CSCO) - 0.83% | CHF/USD PURCHASED (n/a) - 0.63% |
| Total Holdings | 172 | 529 |
LGLV vs BDVL - Historical Returns
Returns include dividend reinvestment.
1M
LGLV
-2.33%
Winner
BDVL
+1.94%
3M
LGLV
-3.51%
Winner
BDVL
+2.28%
6M
LGLV
+3.65%
Winner
BDVL
+7.52%
1Y
LGLV
+5.65%
BDVL
N/A
5Y(CAGR)
LGLV
+7.81%
BDVL
N/A
10Y(CAGR)
LGLV
+11.15%
BDVL
N/A
Max(CAGR)
Winner
LGLV
+11.71%
BDVL
+11.37%
LGLV vs BDVL - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | LGLV | BDVL |
|---|---|---|
| 2026 | +1.68% | +5.21% |
| 2025 | +8.79% | +1.98% |
| 2024 | +15.88% | N/A |
| 2023 | +9.02% | N/A |
| 2022 | -7.09% | N/A |
| 2021 | +30.70% | N/A |
| 2020 | +7.07% | N/A |
| 2019 | +31.91% | N/A |
| 2018 | +0.78% | N/A |
| 2017 | +17.66% | N/A |
| 2016 | +13.77% | N/A |
| 2015 | +3.00% | N/A |
| 2014 | +18.26% | N/A |
| 2013 | +18.38% | N/A |
LGLV vs BDVL Drawdown Comparison
The maximum drawdown for LGLV was -36.62%, occurring on Mar 23, 2020. Recovery took 213 trading sessions.
The maximum drawdown for BDVL was -7.71%, occurring on Mar 27, 2026. Recovery took 47 trading sessions.
The current LGLV drawdown is -5.68%. The current BDVL drawdown is -0.55%.
| Rank | LGLV | BDVL |
|---|---|---|
| #1 | -36.62% Feb 14, 2020 - Dec 17, 2020 | -7.71% Feb 27, 2026 - May 6, 2026 |
| #2 | -17.49% Dec 29, 2021 - Dec 28, 2023 | -3.36% Nov 12, 2025 - Dec 5, 2025 |
| #3 | -13.61% Sep 21, 2018 - Feb 19, 2019 | -1.99% Sep 17, 2025 - Oct 20, 2025 |
| #4 | -10.18% Nov 27, 2024 - May 19, 2025 | -1.48% Jan 12, 2026 - Jan 26, 2026 |
| #5 | -10.04% Nov 19, 2015 - Mar 16, 2016 | -1.43% Oct 27, 2025 - Nov 11, 2025 |
| #6 | -9.04% Aug 17, 2015 - Oct 28, 2015 | -1.05% Jan 27, 2026 - Feb 9, 2026 |
| #7 | -7.99% Jan 26, 2018 - Jul 18, 2018 | -0.87% Dec 11, 2025 - Dec 22, 2025 |
| #8 | -7.52% Sep 2, 2016 - Dec 13, 2016 | -0.77% May 6, 2026 - May 7, 2026 |
| #9 | -6.86% Mar 2, 2026 - Mar 27, 2026 | -0.75% Dec 26, 2025 - Jan 6, 2026 |
| #10 | -6.10% Sep 2, 2021 - Oct 21, 2021 | -0.69% Dec 5, 2025 - Dec 11, 2025 |
| #11 | -5.91% May 21, 2013 - Jul 15, 2013 | -0.64% Feb 11, 2026 - Feb 20, 2026 |
| #12 | -5.56% Aug 2, 2013 - Oct 18, 2013 | -0.64% Oct 20, 2025 - Oct 27, 2025 |
| #13 | -5.18% Mar 28, 2024 - Jun 24, 2024 | -0.61% Feb 20, 2026 - Feb 24, 2026 |
| #14 | -5.14% Sep 19, 2014 - Oct 28, 2014 | -0.33% Sep 15, 2025 - Sep 17, 2025 |
| #15 | -4.50% Jul 26, 2019 - Sep 4, 2019 | -0.33% Jan 6, 2026 - Jan 9, 2026 |
Correlation
Correlation between LGLV and BDVL is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
0.75
-101
Dividend Comparison (2013 - 2026)
LGLV vs BDVL dividend yield comparison.
| Year | LGLV | BDVL |
|---|---|---|
| 2026 | 0.54% | 0.00% |
| 2025 | 1.94% | 2.79% |
| 2024 | 1.93% | 0.00% |
| 2023 | 2.03% | 0.00% |
| 2022 | 1.95% | 0.00% |
| 2021 | 1.65% | 0.00% |
| 2020 | 1.98% | 0.00% |
| 2019 | 1.89% | 0.00% |
| 2018 | 2.09% | 0.00% |
| 2017 | 4.39% | 0.00% |
| 2016 | 2.54% | 0.00% |
| 2015 | 2.97% | 0.00% |
| 2014 | 7.14% | 0.00% |
| 2013 | 2.99% | 0.00% |
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