LGLV vs DFEV
Comparison between SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF (LGLV, ETF) and DIMENSIONAL EMERGING MARKETS VALUE ETF (DFEV, ETF).
LGLV vs DFEV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LGLV
$1.50B
DFEV
$1.50B
Expense Ratio
Winner
LGLV
0.12%
DFEV
0.43%
Max Drawdown
LGLV
36.99%
Winner
DFEV
20.42%
Sharpe Ratio
LGLV
0.24
Winner
DFEV
2.72
5Y Beta
Winner
LGLV
0.45
DFEV
0.66
P/E Ratio
LGLV
23.05
DFEV
N/A
Forward P/E
LGLV
20.16
DFEV
N/A
PEG Ratio
LGLV
0.48
DFEV
N/A
5Y Dividends CAGR
LGLV
10.68%
DFEV
N/A
5Y EPS CAGR
LGLV
11.63%
DFEV
N/A
Debt to Equity
LGLV
61.27%
DFEV
N/A
P/S Ratio
LGLV
2.70
DFEV
N/A
P/B Ratio
LGLV
3.17
DFEV
N/A
LGLV vs DFEV - Holdings Comparison
LGLV and DFEV have 1 common holdings. Overlap is -0.31%
LGLV's top 25 holdings weight is 28.49%. DFEV's top 25 holdings weight is 25.95%.
| Rank | LGLV | DFEV |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 4.02% | SK HYNIX INC (n/a) - 3.72% |
| #2 | REALTY INCOME CORP (O) - 1.89% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 2.13% |
| #3 | DUKE ENERGY CORP (DUK) - 1.44% | RELIANCE INDUSTRIES LTD (n/a) - 2.11% |
| #4 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.23% | n/a (n/a) - 1.54% |
| #5 | SOUTHERN CO (SO) - 1.21% | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 1.51% |
| #6 | CONSOLIDATED EDISON INC (ED) - 1.16% | n/a (n/a) - 1.37% |
| #7 | CME GROUP INC CLASS A (CME) - 1.13% | n/a (n/a) - 1.30% |
| #8 | PEPSICO INC (PEP) - 1.12% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 1.26% |
| #9 | COCA-COLA CO (KO) - 1.03% | HYUNDAI MOTOR CO (n/a) - 1.03% |
| #10 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 0.96% | AXIS BANK LTD (n/a) - 1.01% |
| #11 | AMEREN CORP (AEE) - 0.96% | SAMSUNG ELECTRONICS CO LTD (n/a) - 0.98% |
| #12 | DTE ENERGY CO (DTE) - 0.94% | PETROCHINA CO LTD CLASS H (n/a) - 0.89% |
| #13 | MARSH (MRSH) - 0.92% | BANK OF CHINA LTD CLASS H (n/a) - 0.87% |
| #14 | MCDONALD'S CORP (MCD) - 0.92% | VALE SA ADR (VALE) - 0.83% |
| #15 | JOHNSON & JOHNSON (JNJ) - 0.90% | SAUDI NATIONAL BANK (n/a) - 0.75% |
| #16 | GENERAL DYNAMICS CORP (GD) - 0.90% | STATE BANK OF INDIA (n/a) - 0.69% |
| #17 | FIRSTENERGY CORP (FE) - 0.89% | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.65% |
| #18 | CENTERPOINT ENERGY INC (CNP) - 0.88% | ORLEN SA (n/a) - 0.65% |
| #19 | CHUBB LTD (CB) - 0.87% | KB FINANCIAL GROUP INC (n/a) - 0.63% |
| #20 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.87% | TATA STEEL LTD (n/a) - 0.60% |
| #21 | VISA INC CLASS A (V) - 0.86% | BANK BRADESCO SA PARTICIPATING PREFERRED (n/a) - 0.30% |
| #22 | THE TRAVELERS COMPANIES INC (TRV) - 0.86% | SAMSUNG E&A (n/a) - 0.30% |
| #23 | LINDE PLC (LIN) - 0.85% | TS FINANCIAL HOLDING CO LTD (n/a) - 0.28% |
| #24 | COLGATE-PALMOLIVE CO (CL) - 0.85% | SAUDI BRITISH BANK (n/a) - 0.28% |
| #25 | CISCO SYSTEMS INC (CSCO) - 0.83% | SAUDI BASIC INDUSTRIES CORP (n/a) - 0.27% |
| Total Holdings | 172 | 2552 |
LGLV vs DFEV - Historical Returns
Returns include dividend reinvestment.
1M
LGLV
-2.33%
Winner
DFEV
+12.19%
3M
LGLV
-3.51%
Winner
DFEV
+12.74%
6M
LGLV
+3.65%
Winner
DFEV
+28.41%
1Y
LGLV
+5.65%
Winner
DFEV
+59.21%
5Y(CAGR)
LGLV
+7.81%
Winner
DFEV
+17.57%
10Y(CAGR)
LGLV
+11.15%
DFEV
N/A
Max(CAGR)
LGLV
+11.71%
Winner
DFEV
+17.57%
LGLV vs DFEV - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | LGLV | DFEV |
|---|---|---|
| 2026 | +1.68% | +22.97% |
| 2025 | +8.79% | +33.08% |
| 2024 | +15.88% | +8.41% |
| 2023 | +9.02% | +15.21% |
| 2022 | -7.09% | -6.68% |
| 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 DFEV Drawdown Comparison
The maximum drawdown for LGLV was -36.62%, occurring on Mar 23, 2020. Recovery took 213 trading sessions.
The maximum drawdown for DFEV was -18.47%, occurring on Oct 31, 2022. Recovery took 279 trading sessions.
The current LGLV drawdown is -5.68%.
| Rank | LGLV | DFEV |
|---|---|---|
| #1 | -36.62% Feb 14, 2020 - Dec 17, 2020 | -18.47% May 4, 2022 - Jun 14, 2023 |
| #2 | -17.49% Dec 29, 2021 - Dec 28, 2023 | -17.94% Oct 7, 2024 - Jun 4, 2025 |
| #3 | -13.61% Sep 21, 2018 - Feb 19, 2019 | -11.35% Feb 25, 2026 - Apr 17, 2026 |
| #4 | -10.18% Nov 27, 2024 - May 19, 2025 | -10.73% Jul 31, 2023 - Dec 28, 2023 |
| #5 | -10.04% Nov 19, 2015 - Mar 16, 2016 | -9.35% Jul 12, 2024 - Sep 24, 2024 |
| #6 | -9.04% Aug 17, 2015 - Oct 28, 2015 | -5.71% Dec 29, 2023 - Feb 16, 2024 |
| #7 | -7.99% Jan 26, 2018 - Jul 18, 2018 | -4.66% Apr 9, 2024 - Apr 29, 2024 |
| #8 | -7.52% Sep 2, 2016 - Dec 13, 2016 | -4.26% May 17, 2024 - Jul 3, 2024 |
| #9 | -6.86% Mar 2, 2026 - Mar 27, 2026 | -4.11% Nov 12, 2025 - Dec 26, 2025 |
| #10 | -6.10% Sep 2, 2021 - Oct 21, 2021 | -3.57% Oct 6, 2025 - Oct 16, 2025 |
| #11 | -5.91% May 21, 2013 - Jul 15, 2013 | -3.42% Jun 15, 2023 - Jul 12, 2023 |
| #12 | -5.56% Aug 2, 2013 - Oct 18, 2013 | -3.42% Jul 23, 2025 - Aug 13, 2025 |
| #13 | -5.18% Mar 28, 2024 - Jun 24, 2024 | -2.16% Jun 16, 2025 - Jun 24, 2025 |
| #14 | -5.14% Sep 19, 2014 - Oct 28, 2014 | -2.13% Oct 29, 2025 - Nov 12, 2025 |
| #15 | -4.50% Jul 26, 2019 - Sep 4, 2019 | -2.11% Feb 23, 2024 - Mar 7, 2024 |
Correlation
Correlation between LGLV and DFEV is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2013 - 2026)
LGLV vs DFEV dividend yield comparison.
| Year | LGLV | DFEV |
|---|---|---|
| 2026 | 0.54% | 0.08% |
| 2025 | 1.94% | 2.69% |
| 2024 | 1.93% | 3.17% |
| 2023 | 2.03% | 3.47% |
| 2022 | 1.95% | 3.35% |
| 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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