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LGLV vs SPY

Comparison between STATE STREET(R) SPDR(R) 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 +8.4%

LGLV vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
LGLV
$1.20B
Winner
SPY
$795B
Expense Ratio
LGLV
0.12%
Winner
SPY
0.09%
Max Drawdown
Winner
LGLV
36.99%
SPY
56.47%
Sharpe Ratio
LGLV
0.62
Winner
SPY
1.42
5Y Beta
Winner
LGLV
0.41
SPY
1.00
P/E Ratio
Winner
LGLV
24.84
SPY
26.48
Forward P/E
LGLV
21.12
Winner
SPY
21.06
PEG Ratio
LGLV
0.59
Winner
SPY
0.30
5Y Dividends CAGR
Winner
LGLV
10.65%
SPY
6.00%
5Y EPS CAGR
LGLV
10.00%
Winner
SPY
26.40%
Debt to Equity
LGLV
52.35%
Winner
SPY
48.17%
P/S Ratio
Winner
LGLV
2.90
SPY
3.72
P/B Ratio
Winner
LGLV
3.29
SPY
5.55

LGLV vs SPY - Holdings Comparison

LGLV and SPY have 125 common holdings. Overlap is 19.50%

LGLV's top 25 holdings weight is 29.41%. SPY's top 25 holdings weight is 51.49%.

RankLGLVSPY
#1
WELLTOWER INC (WELL) - 4.66%
NVIDIA CORP (NVDA) - 7.76%
#2
REALTY INCOME CORP (O) - 1.88%
APPLE INC (AAPL) - 7.44%
#3
DUKE ENERGY CORP (DUK) - 1.40%
MICROSOFT CORP (MSFT) - 4.56%
#4
SOUTHERN CO (SO) - 1.22%
AMAZON.COM INC (AMZN) - 3.74%
#5
PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.19%
ALPHABET INC CLASS A (GOOGL) - 3.14%
#6
CONSOLIDATED EDISON INC (ED) - 1.16%
BROADCOM INC (AVGO) - 2.83%
#7
COCA-COLA CO (KO) - 1.10%
ALPHABET INC CLASS C (GOOG) - 2.53%
#8
THE TRAVELERS COMPANIES INC (TRV) - 1.03%
META PLATFORMS INC CLASS A (META) - 2.18%
#9
GENERAL DYNAMICS CORP (GD) - 1.01%
MICRON TECHNOLOGY INC (MU) - 1.69%
#10
CISCO SYSTEMS INC (CSCO) - 1.00%
TESLA INC (TSLA) - 1.65%
#11
VISA INC CLASS A (V) - 0.98%
ELI LILLY AND CO (LLY) - 1.44%
#12
JOHNSON & JOHNSON (JNJ) - 0.97%
JPMORGAN CHASE & CO (JPM) - 1.43%
#13
PEPSICO INC (PEP) - 0.96%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39%
#14
CME GROUP INC CLASS A (CME) - 0.95%
ADVANCED MICRO DEVICES INC (AMD) - 1.37%
#15
DTE ENERGY CO (DTE) - 0.94%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.97%
#16
COLGATE-PALMOLIVE CO (CL) - 0.94%
JOHNSON & JOHNSON (JNJ) - 0.93%
#17
AMEREN CORP (AEE) - 0.94%
VISA INC CLASS A (V) - 0.91%
#18
MARSH (MRSH) - 0.92%
INTEL CORP (INTC) - 0.77%
#19
CHUBB LTD (CB) - 0.91%
WALMART INC (WMT) - 0.75%
#20
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.89%
ABBVIE INC (ABBV) - 0.70%
#21
VICI PROPERTIES INC ORDINARY SHARES (VICI) - 0.89%
APPLIED MATERIALS INC (AMAT) - 0.69%
#22
AFLAC INC (AFL) - 0.87%
CISCO SYSTEMS INC (CSCO) - 0.68%
#23
CENTERPOINT ENERGY INC (CNP) - 0.87%
MASTERCARD INC CLASS A (MA) - 0.67%
#24
FIRSTENERGY CORP (FE) - 0.87%
COSTCO WHOLESALE CORP (COST) - 0.64%
#25
LINDE PLC (LIN) - 0.86%
CATERPILLAR INC (CAT) - 0.63%
Total Holdings173505

LGLV vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
LGLV
+2.55%
SPY
+2.39%
3M
Winner
LGLV
+6.80%
SPY
+4.83%
6M
LGLV
+2.59%
Winner
SPY
+12.29%
1Y
LGLV
+10.22%
Winner
SPY
+22.90%
5Y(CAGR)
LGLV
+8.45%
Winner
SPY
+13.32%
10Y(CAGR)
LGLV
+11.28%
Winner
SPY
+15.36%
Max(CAGR)
Winner
LGLV
+12.01%
SPY
+8.61%

LGLV vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearLGLVSPY
2026+8.42%+13.76%
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%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/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 -1.26%. The current SPY drawdown is -0.03%.

RankLGLVSPY
#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 - Jul 24, 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 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (1999 - 2026)

LGLV vs SPY dividend yield comparison.

YearLGLVSPY
20261.02%0.48%
20251.94%1.07%
20241.93%1.21%
20232.03%1.40%
20221.95%1.65%
20211.65%1.20%
20201.98%1.52%
20191.89%1.75%
20182.09%2.04%
20174.39%1.80%
20162.54%2.03%
20152.97%2.06%
20147.14%1.87%
20132.99%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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