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LGLV - ETF AI Analysis
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SPDR SSGA US Large Cap Low Volatility Index ETF (LGLV)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Resilient Top Holdings
Many of the largest positions, such as Johnson & Johnson, Walmart, and Colgate-Palmolive, have delivered solid gains, supporting the fund’s overall returns.
Low Expense Ratio
The fund charges a relatively low fee, which helps investors keep more of the returns generated by the portfolio.
Negative Factors
Heavy U.S. Concentration
With almost all assets invested in U.S. companies, the ETF offers little geographic diversification and is highly tied to the U.S. market.
Sector Tilts
Large weights in industrials, financials, and technology mean the fund could be more affected if these sectors face a downturn.
Limited Single-Stock Impact Buffer
Although no single holding is very large, the many similar-sized positions mean that weakness across several top holdings at the same time could still drag on performance.
LGLV vs. SPDR S&P 500 ETF (SPY)
AUM1.16B
RegionNorth America
Expense Ratio0.12%
Beta0.47
IssuerSPDR
Inception DateFeb 20, 2013
Dividend Yield1.83%
Asset ClassEquity
Index TrackedSSGA US Large Cap Low Volatility (TR)
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume19,550
30 Day Avg. Volume31,570
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
202.78Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering170
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LGLV Summary
LGLV is the SPDR SSGA US Large Cap Low Volatility Index ETF, which follows the SSGA US Large Cap Low Volatility Index. It invests in large, well-established U.S. companies that have shown smaller price swings in the past. The fund holds familiar names like Johnson & Johnson and Walmart, and spreads money across many sectors, including industrials, financials, and technology. Someone might consider LGLV if they want stock market growth potential but prefer a smoother ride than the overall market. A key risk is that it can still lose value and will go up and down with U.S. stocks over time.
How much will it cost me?The SPDR SSGA US Large Cap Low Volatility Index ETF (LGLV) has an expense ratio of 0.12%, which means you’ll pay $1.20 per year for every $1,000 invested. This is lower than average because it is passively managed, tracking an index rather than actively selecting stocks.
What would affect this ETF?The LGLV ETF, which focuses on large-cap U.S. companies with low volatility, could benefit from stable economic growth and increased investor demand for defensive assets during uncertain times. However, it may face challenges if interest rates rise, as sectors like real estate and utilities, which are heavily represented in the fund, tend to underperform in such environments. Additionally, shifts in technology sector performance or regulatory changes affecting top holdings like Johnson & Johnson and Walmart could impact the ETF's overall stability.
LGLV Top 10 Holdings
LGLV’s story is about steady, low-drama winners quietly pulling the fund along. Amphenol has been a clear bright spot, rising strongly and giving the portfolio a tech-flavored boost without Big Tech-style turbulence. Defensive giants like Johnson & Johnson, Walmart, and Colgate-Palmolive are also climbing, acting as the fund’s ballast when markets wobble. On the softer side, Linde looks a bit tired and PepsiCo has been more sideways, slightly dulling overall momentum. With all holdings rooted in U.S. large caps and spread across sectors, no single name dominates the show.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Johnson & Johnson | 1.67% | $19.28M | $586.40B | 55.16% | 78 Outperform | |
| Walmart | 1.39% | $16.00M | $1.03T | 21.75% | 78 Outperform | |
| Vulcan Materials | 1.37% | $15.76M | $39.93B | 12.98% | 77 Outperform | |
| Linde | 1.33% | $15.34M | $225.17B | 5.02% | 66 Neutral | |
| Corning | 1.32% | $15.19M | $111.98B | 150.64% | 74 Outperform | |
| PepsiCo | 1.29% | $14.89M | $221.29B | 12.74% | 78 Outperform | |
| Amphenol | 1.25% | $14.42M | $182.62B | 111.62% | 78 Outperform | |
| Corteva | 1.22% | $14.10M | $50.81B | 20.35% | 75 Outperform | |
| CME Group | 1.16% | $13.33M | $109.34B | 20.66% | 74 Outperform | |
| Colgate-Palmolive | 1.15% | $13.31M | $77.10B | 9.33% | 63 Neutral |
LGLV Technical Analysis
Positive
―
Price Trends
179.74
Positive
176.99
Positive
174.91
Positive
Market Momentum
1.68
Positive
64.00
Neutral
66.43
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LGLV, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 183.64, equal to the 50-day MA of 179.74, and equal to the 200-day MA of 174.91, indicating a bullish trend. The MACD of 1.68 indicates Positive momentum. The RSI at 64.00 is Neutral, neither overbought nor oversold. The STOCH value of 66.43 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LGLV.
LGLV Peer Comparison
Comparison Results
Performance Comparison
LGLV
SPDR SSGA US Large Cap Low Volatility Index ETF
185.60
17.74
10.57%
MGC
Vanguard Mega Cap ETF
―
―
―
PRF
Invesco FTSE RAFI US 1000 ETF
―
―
―
QQQI
NEOS Nasdaq 100 High Income ETF
―
―
―
FTCS
First Trust Capital Strength ETF
―
―
―
QYLD
Global X NASDAQ 100 Covered Call ETF
―
―
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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