LGLV vs UFOX

Comparison between STATE STREET(R) SPDR(R) US LARGE CAP LOW VOLATILITY INDEX ETF (LGLV, ETF) and Defiance Connective Technologies ETF (UFOX, ETF).

5-Year PerformanceUFOX has outperformed LGLV, delivering a return of +22.3% compared to +8.2%

LGLV vs UFOX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LGLV(ETF)	UFOX(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.12%	0.30%
Max Drawdown	36.99%	34.97%
Sharpe Ratio	0.34	2.45
5Y Beta	0.43	1.43
P/E Ratio	23.48	84.29
Forward P/E	19.98	21.69
PEG Ratio	0.49	0.22
5Y Dividends CAGR	10.68%	5.86%
5Y EPS CAGR	10.53%	19.69%
Debt to Equity	69.18%	43.33%
P/S Ratio	2.79	4.44
P/B Ratio	3.24	6.84

Net Assets

LGLV

$1.10B

UFOX

$1.10B

Expense Ratio

Winner

LGLV

0.12%

UFOX

0.30%

Max Drawdown

LGLV

36.99%

Winner

UFOX

34.97%

Sharpe Ratio

LGLV

0.34

Winner

UFOX

2.45

5Y Beta

Winner

LGLV

0.43

UFOX

1.43

P/E Ratio

Winner

LGLV

23.48

UFOX

84.29

Forward P/E

Winner

LGLV

19.98

UFOX

21.69

PEG Ratio

LGLV

0.49

Winner

UFOX

0.22

5Y Dividends CAGR

Winner

LGLV

10.68%

UFOX

5.86%

5Y EPS CAGR

LGLV

10.53%

Winner

UFOX

19.69%

Debt to Equity

LGLV

69.18%

Winner

UFOX

43.33%

P/S Ratio

Winner

LGLV

2.79

UFOX

4.44

P/B Ratio

Winner

LGLV

3.24

UFOX

6.84

LGLV vs UFOX - Holdings Comparison

LGLV and UFOX have 6 common holdings. Overlap is 3.32%

LGLV's top 25 holdings weight is 28.74%. UFOX's top 25 holdings weight is 68.35%.

Rank	LGLV	UFOX
#1	WELLTOWER INC (WELL) - 3.91%	ROCKET LAB CORP (RKLB) - 5.62%
#2	REALTY INCOME CORP (O) - 1.82%	BROADCOM INC (AVGO) - 4.62%
#3	DUKE ENERGY CORP (DUK) - 1.42%	AST SPACEMOBILE INC ORDINARY SHARES CLASS A (ASTS) - 4.39%
#4	PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.26%	MAXLINEAR INC (MXL) - 4.26%
#5	SOUTHERN CO (SO) - 1.23%	APPLE INC (AAPL) - 3.96%
#6	CISCO SYSTEMS INC (CSCO) - 1.22%	NVIDIA CORP (NVDA) - 3.93%
#7	CONSOLIDATED EDISON INC (ED) - 1.14%	MARVELL TECHNOLOGY INC (MRVL) - 3.52%
#8	COCA-COLA CO (KO) - 1.11%	CISCO SYSTEMS INC (CSCO) - 3.47%
#9	PEPSICO INC (PEP) - 1.06%	ORACLE CORP (ORCL) - 3.22%
#10	CME GROUP INC CLASS A (CME) - 1.02%	ARM HOLDINGS PLC ADR (ARM) - 2.98%
#11	AMEREN CORP (AEE) - 0.96%	QUALCOMM INC (QCOM) - 2.47%
#12	GENERAL DYNAMICS CORP (GD) - 0.96%	PLANET LABS PBC CLASS A (PL) - 2.32%
#13	DTE ENERGY CO (DTE) - 0.96%	NOKIA OYJ ADR (NOK) - 2.20%
#14	VICI PROPERTIES INC ORDINARY SHARES (VICI) - 0.96%	DIGITALOCEAN HOLDINGS INC (DOCN) - 2.08%
#15	COLGATE-PALMOLIVE CO (CL) - 0.95%	DATADOG INC CLASS A (DDOG) - 2.05%
#16	JOHNSON & JOHNSON (JNJ) - 0.92%	CEVA INC (CEVA) - 2.02%
#17	VISA INC CLASS A (V) - 0.91%	ECHOSTAR CORP CLASS A (SATS) - 1.96%
#18	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.90%	ARISTA NETWORKS INC (ANET) - 1.84%
#19	CENTERPOINT ENERGY INC (CNP) - 0.89%	CIENA CORP (CIEN) - 1.79%
#20	LINDE PLC (LIN) - 0.87%	CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.78%
#21	MCDONALD'S CORP (MCD) - 0.86%	CELESTICA INC ORDINARY SHARES (SUBORDINATE VOTING) (CLS) - 1.70%
#22	THE TRAVELERS COMPANIES INC (TRV) - 0.86%	EXTREME NETWORKS INC (EXTR) - 1.65%
#23	FIRSTENERGY CORP (FE) - 0.85%	NETAPP INC (NTAP) - 1.58%
#24	MARSH (MRSH) - 0.85%	LUMENTUM HOLDINGS INC (LITE) - 1.47%
#25	CHUBB LTD (CB) - 0.85%	MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.47%
Total Holdings	172	60

LGLV vs UFOX - Historical Returns

Returns include dividend reinvestment.

Period	LGLV	UFOX
1 month	+2.51%	+4.68%
3 months	-0.16%	+41.35%
6 months	+2.88%	+52.35%
1 year	+6.33%	+97.32%
5 years(CAGR)	+8.23%	+22.34%
10 years(CAGR)	+11.29%	N/A
Max(CAGR)	+11.75%	+22.04%

LGLV

+2.51%

Winner

UFOX

+4.68%

LGLV

-0.16%

Winner

UFOX

+41.35%

LGLV

+2.88%

Winner

UFOX

+52.35%

LGLV

+6.33%

Winner

UFOX

+97.32%

5Y(CAGR)

LGLV

+8.23%

Winner

UFOX

+22.34%

10Y(CAGR)

LGLV

+11.29%

UFOX

N/A

Max(CAGR)

LGLV

+11.75%

Winner

UFOX

+22.04%

LGLV vs UFOX - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	LGLV	UFOX
2026	+3.35%	+50.52%
2025	+8.79%	+34.27%
2024	+15.88%	+36.84%
2023	+9.02%	+21.53%
2022	-7.09%	-27.96%
2021	+30.70%	+26.69%
2020	+7.07%	+28.09%
2019	+31.91%	+6.81%
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 UFOX Drawdown Comparison

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

The maximum drawdown for UFOX was -33.89%, occurring on Oct 14, 2022. Recovery took 618 trading sessions.

The current LGLV drawdown is -4.12%. The current UFOX drawdown is -8.44%.

Rank	LGLV	UFOX
#1	-36.62% Feb 14, 2020 - Dec 17, 2020	-33.89% Dec 27, 2021 - Jun 12, 2024
#2	-17.49% Dec 29, 2021 - Dec 28, 2023	-29.50% Jan 23, 2020 - Jun 3, 2020
#3	-13.61% Sep 21, 2018 - Feb 19, 2019	-28.14% Jan 23, 2025 - Jun 24, 2025
#4	-10.18% Nov 27, 2024 - May 19, 2025	-15.76% Jul 16, 2024 - Oct 9, 2024
#5	-10.04% Nov 19, 2015 - Mar 16, 2016	-15.31% Apr 24, 2019 - Jan 2, 2020
#6	-9.04% Aug 17, 2015 - Oct 28, 2015	-14.14% Jun 2, 2026 - Jun 10, 2026
#7	-7.99% Jan 26, 2018 - Jul 18, 2018	-11.04% Oct 31, 2025 - Jan 28, 2026
#8	-7.52% Sep 2, 2016 - Dec 13, 2016	-10.55% Feb 12, 2021 - Apr 23, 2021
#9	-6.86% Mar 2, 2026 - Mar 27, 2026	-9.50% Sep 2, 2020 - Oct 12, 2020
#10	-6.10% Sep 2, 2021 - Oct 21, 2021	-8.84% Mar 25, 2026 - Apr 2, 2026
#11	-5.91% May 21, 2013 - Jul 15, 2013	-7.30% Sep 3, 2021 - Nov 2, 2021
#12	-5.56% Aug 2, 2013 - Oct 18, 2013	-7.25% Apr 26, 2021 - Jun 4, 2021
#13	-5.18% Mar 28, 2024 - Jun 24, 2024	-7.01% Jun 8, 2020 - Jul 6, 2020
#14	-5.14% Sep 19, 2014 - Oct 28, 2014	-6.65% Oct 12, 2020 - Nov 5, 2020
#15	-4.50% Jul 26, 2019 - Sep 4, 2019	-5.84% Dec 16, 2024 - Jan 21, 2025

Correlation

Correlation between LGLV and UFOX is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2013 - 2026)

LGLV vs UFOX dividend yield comparison.

Year	LGLV	UFOX
2026	0.53%	0.10%
2025	1.94%	0.56%
2024	1.93%	0.79%
2023	2.03%	1.40%
2022	1.95%	1.63%
2021	1.65%	1.17%
2020	1.98%	0.99%
2019	1.89%	0.75%
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%