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LGLV - ETF AI Analysis
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SPDR SSGA US Large Cap Low Volatility Index ETF (LGLV)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several of the ETF's largest positions, such as Amphenol and Johnson & Johnson, have delivered strong year-to-date performance, supporting overall returns.
Low Expense Ratio
The ETF has a very low expense ratio compared to industry averages, making it cost-effective for investors.
Sector Diversification
The fund is spread across multiple sectors, including Industrials, Financials, and Technology, which helps reduce risk from sector-specific downturns.
Negative Factors
High Geographic Concentration
The ETF is heavily focused on U.S. companies, with nearly 100% exposure, limiting diversification across global markets.
Underperforming Holdings
Some top holdings, like PepsiCo, have shown weak year-to-date performance, which could drag on overall returns.
Low Growth in Recent Months
The ETF's performance over the past three months has been nearly flat, suggesting limited short-term momentum.
LGLV vs. SPDR S&P 500 ETF (SPY)
AUM1.13B
RegionNorth America
Expense Ratio0.12%
Beta0.47
IssuerSPDR
Inception DateFeb 20, 2013
Dividend Yield1.95%
Asset ClassEquity
Index TrackedSSGA US Large Cap Low Volatility (TR)
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume15,843
30 Day Avg. Volume20,014
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
199.84Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering168
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LGLV Summary
The SPDR SSGA US Large Cap Low Volatility Index ETF (LGLV) is an investment fund that focuses on large U.S. companies with a history of stable stock performance. It tracks the SSGA US Large Cap Low Volatility Index, which selects companies based on their lower price swings, aiming to provide steady returns over time. Some of its top holdings include well-known companies like Johnson & Johnson and Walmart. This ETF is a good option for investors seeking stability and diversification in their portfolio while still benefiting from the growth potential of large, established companies. However, since it focuses on low-volatility stocks, it may not perform as well during strong market rallies.
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
The SPDR SSGA US Large Cap Low Volatility Index ETF (LGLV) leans heavily on stability, with a mix of steady performers and a few laggards shaping its recent trajectory. Johnson & Johnson and Amphenol are rising stars, bolstered by strong financials and positive sentiment, while PepsiCo and Linde have struggled to gain traction, dragging slightly on the fund’s overall performance. The ETF is broadly diversified but tilts toward financials and industrials, offering a defensive posture with a U.S.-centric focus. It’s a portfolio built for smoother sailing, even when market waters get choppy.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Johnson & Johnson | 1.48% | $16.69M | $494.92B | 34.77% | 78 Outperform | |
| Vulcan Materials | 1.40% | $15.77M | $38.30B | 1.16% | 75 Outperform | |
| Walmart | 1.24% | $13.97M | $896.23B | 20.21% | 78 Outperform | |
| PepsiCo | 1.24% | $13.93M | $203.20B | -7.54% | 78 Outperform | |
| Amphenol | 1.24% | $13.93M | $173.19B | 93.48% | 77 Outperform | |
| Linde | 1.18% | $13.29M | $190.88B | -10.77% | 66 Neutral | |
| Corteva | 1.14% | $12.82M | $44.33B | 5.81% | 75 Outperform | |
| CME Group | 1.12% | $12.60M | $100.06B | 15.27% | 74 Outperform | |
| Cencora | 1.10% | $12.41M | $68.03B | 40.24% | 76 Outperform | |
| General Dynamics | 1.07% | $12.08M | $90.71B | 21.04% | 80 Outperform |
LGLV Technical Analysis
Positive
―
Price Trends
175.16
Positive
175.20
Positive
172.66
Positive
Market Momentum
0.40
Negative
52.15
Neutral
72.54
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 174.46, equal to the 50-day MA of 175.16, and equal to the 200-day MA of 172.66, indicating a bullish trend. The MACD of 0.40 indicates Negative momentum. The RSI at 52.15 is Neutral, neither overbought nor oversold. The STOCH value of 72.54 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
175.43
4.17
2.43%
MGC
Vanguard Mega Cap ETF
―
―
―
PRF
Invesco FTSE RAFI US 1000 ETF
―
―
―
FTCS
First Trust Capital Strength ETF
―
―
―
QYLD
Global X NASDAQ 100 Covered Call ETF
―
―
―
SPLV
Invesco S&P 500 Low Volatility ETF
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―
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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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