LGLV - ETF AI Analysis
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SPDR SSGA US Large Cap Low Volatility Index ETF (LGLV)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and in the last month, indicating positive recent momentum.
Resilient Top Holdings
Many of the largest positions, including well-known real estate, utility, and consumer brands, have delivered strong or steady performance, supporting the fund’s returns.
Low Expense Ratio
The fund’s relatively low annual fee helps investors keep more of their returns compared with higher-cost ETFs.
Negative Factors
Heavy U.S. Concentration
Almost all of the ETF’s assets are invested in U.S. companies, offering little geographic diversification if the U.S. market struggles.
Sector Tilts Toward Real Estate and Utilities
Large weights in real estate and utilities mean the fund may be more sensitive to interest rate changes and sector-specific downturns.
Some Lagging Holdings
At least one notable holding has shown weak performance this year, which can drag on overall returns if the weakness continues.
LGLV vs. SPDR S&P 500 ETF (SPY)
AUM1.10B
RegionNorth America
Expense Ratio0.12%
Beta0.44
IssuerSPDR
Inception DateFeb 20, 2013
Dividend Yield2%
Asset ClassEquity
Index TrackedSSGA US Large Cap Low Volatility (TR)
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume55,852
30 Day Avg. Volume36,349
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
209.83Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering171
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LGLV Summary
LGLV is the SPDR SSGA US Large Cap Low Volatility Index ETF. It follows the SSGA US Large Cap Low Volatility Index, which focuses on big U.S. companies that have had relatively steady stock prices in the past. The fund holds well-known names like PepsiCo and Coca-Cola, along with many industrial, real estate, and utility companies. Someone might invest in LGLV to stay in the U.S. stock market while aiming for 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 is leaning heavily into steady-Eddie U.S. names, with a clear tilt toward real estate, utilities, and other defensive sectors rather than flashy growth stories. Welltower and Coca-Cola are doing much of the heavy lifting, rising and giving the fund a solid backbone of health care real estate and consumer staples. Cisco has turned into a surprise engine, surging on optimism around AI. On the flip side, Realty Income and Public Service Enterprise are lagging, reminding investors that this low-volatility ride can still hit a few potholes along the way.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Welltower | 4.00% | $43.96M | $146.07B | 33.98% | 77 Outperform | |
| Realty Income | 1.80% | $19.83M | $56.73B | 8.64% | 70 Outperform | |
| Duke Energy | 1.42% | $15.63M | $96.84B | 7.80% | 70 Outperform | |
| Public Service Enterprise | 1.25% | $13.74M | $39.61B | -0.90% | 66 Neutral | |
| Southern Co | 1.23% | $13.56M | $104.39B | 4.92% | 68 Neutral | |
| Cisco Systems | 1.23% | $13.48M | $479.44B | 84.14% | 77 Outperform | |
| Consolidated Edison | 1.14% | $12.50M | $39.16B | 4.58% | 62 Neutral | |
| Coca-Cola | 1.08% | $11.85M | $341.96B | 11.39% | 75 Outperform | |
| PepsiCo | 1.05% | $11.59M | $193.97B | 9.14% | 78 Outperform | |
| CME Group | 1.04% | $11.42M | $93.27B | -6.14% | 74 Outperform |
LGLV Technical Analysis
Positive
―
Price Trends
179.26
Negative
180.82
Negative
177.46
Positive
Market Momentum
-0.58
Negative
53.32
Neutral
44.72
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 177.97, equal to the 50-day MA of 179.26, and equal to the 200-day MA of 177.46, indicating a neutral trend. The MACD of -0.58 indicates Negative momentum. The RSI at 53.32 is Neutral, neither overbought nor oversold. The STOCH value of 44.72 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
179.23
8.95
5.26%
PRF
Invesco FTSE RAFI US 1000 ETF
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RWL
Invesco S&P 500 Revenue ETF
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QYLD
Global X NASDAQ 100 Covered Call ETF
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VONE
Vanguard Russell 1000 ETF
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JQUA
JPMorgan U.S. Quality Factor 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.
DisclaimerThis 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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