LGLV vs SPY
Comparison between SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF (LGLV, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed LGLV, delivering a return of +13.3% compared to +7.8%
LGLV vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LGLV
$1.50B
Winner
SPY
$652B
Expense Ratio
LGLV
0.12%
Winner
SPY
0.09%
Max Drawdown
Winner
LGLV
36.99%
SPY
56.47%
Sharpe Ratio
LGLV
0.24
Winner
SPY
2.07
5Y Beta
Winner
LGLV
0.45
SPY
1.00
P/E Ratio
Winner
LGLV
23.05
SPY
28.24
Forward P/E
Winner
LGLV
20.16
SPY
21.85
PEG Ratio
LGLV
0.48
SPY
N/A
5Y Dividends CAGR
Winner
LGLV
10.68%
SPY
5.43%
5Y EPS CAGR
LGLV
11.63%
Winner
SPY
25.79%
Debt to Equity
LGLV
61.27%
Winner
SPY
22.35%
P/S Ratio
Winner
LGLV
2.70
SPY
3.55
P/B Ratio
Winner
LGLV
3.17
SPY
5.29
LGLV vs SPY - Holdings Comparison
LGLV and SPY have 124 common holdings. Overlap is 19.98%
LGLV's top 25 holdings weight is 28.49%. SPY's top 25 holdings weight is 51.32%.
| Rank | LGLV | SPY |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 4.02% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | REALTY INCOME CORP (O) - 1.89% | APPLE INC (AAPL) - 6.48% |
| #3 | DUKE ENERGY CORP (DUK) - 1.44% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.23% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | SOUTHERN CO (SO) - 1.21% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | CONSOLIDATED EDISON INC (ED) - 1.16% | BROADCOM INC (AVGO) - 3.09% |
| #7 | CME GROUP INC CLASS A (CME) - 1.13% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | PEPSICO INC (PEP) - 1.12% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | COCA-COLA CO (KO) - 1.03% | TESLA INC (TSLA) - 1.73% |
| #10 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 0.96% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | AMEREN CORP (AEE) - 0.96% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | DTE ENERGY CO (DTE) - 0.94% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | MARSH (MRSH) - 0.92% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | MCDONALD'S CORP (MCD) - 0.92% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | JOHNSON & JOHNSON (JNJ) - 0.90% | WALMART INC (WMT) - 0.91% |
| #16 | GENERAL DYNAMICS CORP (GD) - 0.90% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | FIRSTENERGY CORP (FE) - 0.89% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | CENTERPOINT ENERGY INC (CNP) - 0.88% | VISA INC CLASS A (V) - 0.85% |
| #19 | CHUBB LTD (CB) - 0.87% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.87% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | VISA INC CLASS A (V) - 0.86% | INTEL CORP (INTC) - 0.65% |
| #22 | THE TRAVELERS COMPANIES INC (TRV) - 0.86% | NETFLIX INC (NFLX) - 0.64% |
| #23 | LINDE PLC (LIN) - 0.85% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | COLGATE-PALMOLIVE CO (CL) - 0.85% | CHEVRON CORP (CVX) - 0.58% |
| #25 | CISCO SYSTEMS INC (CSCO) - 0.83% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 172 | 505 |
LGLV vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
LGLV
-2.33%
Winner
SPY
+9.11%
3M
LGLV
-3.51%
Winner
SPY
+6.59%
6M
LGLV
+3.65%
Winner
SPY
+10.56%
1Y
LGLV
+5.65%
Winner
SPY
+32.04%
5Y(CAGR)
LGLV
+7.81%
Winner
SPY
+13.35%
10Y(CAGR)
LGLV
+11.15%
Winner
SPY
+15.49%
Max(CAGR)
Winner
LGLV
+11.71%
SPY
+8.50%
LGLV vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | LGLV | SPY |
|---|---|---|
| 2026 | +1.68% | +8.27% |
| 2025 | +8.79% | +18.00% |
| 2024 | +15.88% | +25.59% |
| 2023 | +9.02% | +26.72% |
| 2022 | -7.09% | -18.64% |
| 2021 | +30.70% | +30.52% |
| 2020 | +7.07% | +17.28% |
| 2019 | +31.91% | +31.09% |
| 2018 | +0.78% | -5.24% |
| 2017 | +17.66% | +20.78% |
| 2016 | +13.77% | +13.59% |
| 2015 | +3.00% | +1.31% |
| 2014 | +18.26% | +14.56% |
| 2013 | +18.38% | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
LGLV vs SPY Drawdown Comparison
The maximum drawdown for LGLV was -36.62%, occurring on Mar 23, 2020. Recovery took 213 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current LGLV drawdown is -5.68%.
| Rank | LGLV | SPY |
|---|---|---|
| #1 | -36.62% Feb 14, 2020 - Dec 17, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -17.49% Dec 29, 2021 - Dec 28, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -13.61% Sep 21, 2018 - Feb 19, 2019 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -10.18% Nov 27, 2024 - May 19, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -10.04% Nov 19, 2015 - Mar 16, 2016 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -9.04% Aug 17, 2015 - Oct 28, 2015 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -7.99% Jan 26, 2018 - Jul 18, 2018 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -7.52% Sep 2, 2016 - Dec 13, 2016 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -6.86% Mar 2, 2026 - Mar 27, 2026 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -6.10% Sep 2, 2021 - Oct 21, 2021 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -5.91% May 21, 2013 - Jul 15, 2013 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -5.56% Aug 2, 2013 - Oct 18, 2013 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -5.18% Mar 28, 2024 - Jun 24, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -5.14% Sep 19, 2014 - Oct 28, 2014 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.50% Jul 26, 2019 - Sep 4, 2019 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between LGLV and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
LGLV vs SPY dividend yield comparison.
| Year | LGLV | SPY |
|---|---|---|
| 2026 | 0.54% | 0.24% |
| 2025 | 1.94% | 1.07% |
| 2024 | 1.93% | 1.21% |
| 2023 | 2.03% | 1.40% |
| 2022 | 1.95% | 1.65% |
| 2021 | 1.65% | 1.20% |
| 2020 | 1.98% | 1.52% |
| 2019 | 1.89% | 1.75% |
| 2018 | 2.09% | 2.04% |
| 2017 | 4.39% | 1.80% |
| 2016 | 2.54% | 2.03% |
| 2015 | 2.97% | 2.06% |
| 2014 | 7.14% | 1.87% |
| 2013 | 2.99% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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