LGLV vs BNDW

Comparison between SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF (LGLV, ETF) and VANGUARD TOTAL WORLD BOND ETF ETF SHARES (BNDW, ETF).

5-Year PerformanceLGLV has outperformed BNDW, delivering a return of +7.8% compared to +0.3%

LGLV vs BNDW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LGLV(ETF)	BNDW(ETF)
Net Assets	$1.50B	$1.60B
Expense Ratio	0.12%	0.05%
Max Drawdown	36.99%	20.94%
Sharpe Ratio	0.24	-0.07
5Y Beta	0.45	0.03
P/E Ratio	23.05	N/A
Forward P/E	20.16	N/A
PEG Ratio	0.48	N/A
5Y Dividends CAGR	10.68%	20.36%
5Y EPS CAGR	11.63%	N/A
Debt to Equity	61.27%	N/A
P/S Ratio	2.70	N/A
P/B Ratio	3.17	N/A

Net Assets

LGLV

$1.50B

Winner

BNDW

$1.60B

Expense Ratio

LGLV

0.12%

Winner

BNDW

0.05%

Max Drawdown

LGLV

36.99%

Winner

BNDW

20.94%

Sharpe Ratio

Winner

LGLV

0.24

BNDW

-0.07

5Y Beta

LGLV

0.45

Winner

BNDW

0.03

P/E Ratio

LGLV

23.05

BNDW

N/A

Forward P/E

LGLV

20.16

BNDW

N/A

PEG Ratio

LGLV

0.48

BNDW

N/A

5Y Dividends CAGR

LGLV

10.68%

Winner

BNDW

20.36%

5Y EPS CAGR

LGLV

11.63%

BNDW

N/A

Debt to Equity

LGLV

61.27%

BNDW

N/A

P/S Ratio

LGLV

2.70

BNDW

N/A

P/B Ratio

LGLV

3.17

BNDW

N/A

LGLV vs BNDW - Holdings Comparison

LGLV and BNDW have 0 common holdings. Overlap is 0.00%

LGLV's top 25 holdings weight is 28.49%. BNDW's top 25 holdings weight is 99.99%.

Rank	LGLV	BNDW
#1	WELLTOWER INC (WELL) - 4.02%	VANGUARD TOTAL BOND MARKET ETF (BND) - 51.76%
#2	REALTY INCOME CORP (O) - 1.89%	VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX) - 48.23%
#3	DUKE ENERGY CORP (DUK) - 1.44%	N/A
#4	PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.23%	N/A
#5	SOUTHERN CO (SO) - 1.21%	N/A
#6	CONSOLIDATED EDISON INC (ED) - 1.16%	N/A
#7	CME GROUP INC CLASS A (CME) - 1.13%	N/A
#8	PEPSICO INC (PEP) - 1.12%	N/A
#9	COCA-COLA CO (KO) - 1.03%	N/A
#10	VICI PROPERTIES INC ORDINARY SHARES (VICI) - 0.96%	N/A
#11	AMEREN CORP (AEE) - 0.96%	N/A
#12	DTE ENERGY CO (DTE) - 0.94%	N/A
#13	MARSH (MRSH) - 0.92%	N/A
#14	MCDONALD'S CORP (MCD) - 0.92%	N/A
#15	JOHNSON & JOHNSON (JNJ) - 0.90%	N/A
#16	GENERAL DYNAMICS CORP (GD) - 0.90%	N/A
#17	FIRSTENERGY CORP (FE) - 0.89%	N/A
#18	CENTERPOINT ENERGY INC (CNP) - 0.88%	N/A
#19	CHUBB LTD (CB) - 0.87%	N/A
#20	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.87%	N/A
#21	VISA INC CLASS A (V) - 0.86%	N/A
#22	THE TRAVELERS COMPANIES INC (TRV) - 0.86%	N/A
#23	LINDE PLC (LIN) - 0.85%	N/A
#24	COLGATE-PALMOLIVE CO (CL) - 0.85%	N/A
#25	CISCO SYSTEMS INC (CSCO) - 0.83%	N/A
Total Holdings	172	2

LGLV vs BNDW - Historical Returns

Returns include dividend reinvestment.

Period	LGLV	BNDW
1 month	-2.33%	-0.02%
3 months	-3.51%	-0.10%
6 months	+3.65%	+0.49%
1 year	+5.65%	+3.89%
5 years(CAGR)	+7.81%	+0.29%
10 years(CAGR)	+11.15%	N/A
Max(CAGR)	+11.71%	+1.86%

LGLV

-2.33%

Winner

BNDW

-0.02%

LGLV

-3.51%

Winner

BNDW

-0.10%

Winner

LGLV

+3.65%

BNDW

+0.49%

Winner

LGLV

+5.65%

BNDW

+3.89%

5Y(CAGR)

Winner

LGLV

+7.81%

BNDW

+0.29%

10Y(CAGR)

LGLV

+11.15%

BNDW

N/A

Max(CAGR)

Winner

LGLV

+11.71%

BNDW

+1.86%

LGLV vs BNDW - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	LGLV	BNDW
2026	+1.68%	+0.58%
2025	+8.79%	+4.92%
2024	+15.88%	+2.81%
2023	+9.02%	+6.52%
2022	-7.09%	-12.52%
2021	+30.70%	-2.04%
2020	+7.07%	+6.03%
2019	+31.91%	+8.13%
2018	+0.78%	+1.21%
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 BNDW Drawdown Comparison

The maximum drawdown for LGLV was -36.62%, occurring on Mar 23, 2020. Recovery took 213 trading sessions.

The maximum drawdown for BNDW was -17.22%, occurring on Oct 20, 2022. Recovery took 1293 trading sessions.

The current LGLV drawdown is -5.68%. The current BNDW drawdown is -1.40%.

Rank	LGLV	BNDW
#1	-36.62% Feb 14, 2020 - Dec 17, 2020	-17.22% Dec 31, 2020 - Feb 26, 2026
#2	-17.49% Dec 29, 2021 - Dec 28, 2023	-7.55% Mar 6, 2020 - Jun 29, 2020
#3	-13.61% Sep 21, 2018 - Feb 19, 2019	-2.69% Feb 27, 2026 - Mar 27, 2026
#4	-10.18% Nov 27, 2024 - May 19, 2025	-1.96% Sep 3, 2019 - Jan 24, 2020
#5	-10.04% Nov 19, 2015 - Mar 16, 2016	-1.28% Sep 6, 2018 - Dec 4, 2018
#6	-9.04% Aug 17, 2015 - Oct 28, 2015	-1.14% Aug 4, 2020 - Nov 30, 2020
#7	-7.99% Jan 26, 2018 - Jul 18, 2018	-0.72% Jul 3, 2019 - Jul 24, 2019
#8	-7.52% Sep 2, 2016 - Dec 13, 2016	-0.64% Mar 27, 2019 - May 7, 2019
#9	-6.86% Mar 2, 2026 - Mar 27, 2026	-0.57% Jan 3, 2019 - Jan 23, 2019
#10	-6.10% Sep 2, 2021 - Oct 21, 2021	-0.47% Feb 3, 2020 - Feb 18, 2020
#11	-5.91% May 21, 2013 - Jul 15, 2013	-0.47% Feb 22, 2019 - Mar 7, 2019
#12	-5.56% Aug 2, 2013 - Oct 18, 2013	-0.46% Aug 15, 2019 - Aug 27, 2019
#13	-5.18% Mar 28, 2024 - Jun 24, 2024	-0.42% Nov 30, 2020 - Dec 11, 2020
#14	-5.14% Sep 19, 2014 - Oct 28, 2014	-0.25% Jun 20, 2019 - Jun 28, 2019
#15	-4.50% Jul 26, 2019 - Sep 4, 2019	-0.22% Aug 7, 2019 - Aug 12, 2019

Correlation

Correlation between LGLV and BNDW is 0.24 which considered as a very weak or no correlation - the stocks move independently of each other.

0.24

-101

Dividend Comparison (2013 - 2026)

LGLV vs BNDW dividend yield comparison.

Year	LGLV	BNDW
2026	0.54%	1.11%
2025	1.94%	4.12%
2024	1.93%	3.90%
2023	2.03%	3.73%
2022	1.95%	2.02%
2021	1.65%	2.58%
2020	1.98%	1.56%
2019	1.89%	3.05%
2018	2.09%	1.66%
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%