LOWV - ETF AI Analysis

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AB US Low Volatility Equity ETF (LOWV)

Rating:70Outperform

Price Target:―

LOWV, the AB US Low Volatility Equity ETF, earns a solid overall rating thanks to large positions in high-quality tech leaders like Alphabet, Microsoft, and Apple, which all show strong financial performance and positive long-term growth prospects in areas like cloud and AI. Additional support comes from holdings such as TSMC and Broadcom, which benefit from AI and advanced semiconductor demand. The main risk is that the fund is heavily exposed to richly valued, growth-oriented tech names, and weaker spots like McKesson, with leverage concerns and lower profitability, may slightly weigh on the rating.

Positive Factors

Exposure to Leading Technology Companies

The fund’s largest positions include several well-known technology leaders, which can support long-term growth potential.

Broad Sector Diversification

Holdings spread across technology, financials, health care, communication services, and several other sectors help reduce reliance on any single industry.

Healthy Fund Size

The fund manages a meaningful level of assets, which can support trading liquidity and ongoing viability for investors.

Negative Factors

Recent Weak Performance

The ETF has shown negative returns over the past month, three months, and year-to-date, indicating recent performance has been soft.

High Concentration in Technology

A large portion of the portfolio is invested in technology stocks, which increases the fund’s sensitivity to swings in that sector.

Mostly U.S.-Focused

With nearly all assets in U.S. companies, the fund offers limited geographic diversification and is heavily tied to the U.S. market.

LOWV vs. SPDR S&P 500 ETF (SPY)

AUM184.95M

RegionNorth America

Expense Ratio0.39%

Beta0.80

IssuerAB Funds

Inception DateMar 22, 2023

Dividend Yield0.86%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume8,824

30 Day Avg. Volume11,966

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

92.26

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering71

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

LOWV Summary

LOWV is the AB US Low Volatility Equity ETF, which invests in a wide range of U.S. stocks but focuses on companies whose share prices tend to move less than the overall market. It doesn’t track a specific index, but it follows a low-volatility, total-market theme. The fund holds many well-known names like Microsoft and Apple, with a big tilt toward technology, plus exposure to financials and health care. Someone might invest for broad U.S. stock diversification with a smoother ride. A key risk is that it can still lose value and is heavily influenced by large tech stocks.

How much will it cost me?The AB US Low Volatility Equity ETF (LOWV) has an expense ratio of 0.39%, which means you’ll pay $3.90 per year for every $1,000 invested. This is slightly higher than the average for passively managed ETFs because it uses a specialized strategy to focus on low-volatility stocks, which requires more active management. It’s designed to help reduce risk while providing exposure to the total US market.

What would affect this ETF?The LOWV ETF, with significant exposure to technology and financial sectors, could benefit from advancements in tech innovation and stable economic growth in the U.S., which supports its focus on low-volatility equities. However, it may face challenges from rising interest rates, which can negatively impact growth-oriented sectors like technology, and regulatory changes affecting major holdings such as Microsoft and Apple. Its emphasis on reduced volatility may help cushion against broader market downturns.

LOWV Top 10 Holdings

LOWV may be built for calm seas, but its top holdings show a tug-of-war beneath the surface. Big Tech still sets the tone: Alphabet and Amazon are quietly rising, helping offset a losing step from Microsoft and Apple, which have been lagging and taking some shine off recent returns. Nvidia and Broadcom look more mixed, no longer sprinting but not collapsing either, while defense name L3Harris and chip giant TSMC are unexpected bright spots. Overall, this is a U.S.-heavy, tech-tilted portfolio whose “low volatility” label doesn’t mean it’s immune to Big Tech mood swings.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
MSFT	Microsoft	6.41%	$11.85M	$2.95T	-3.66%	79 Outperform
GOOG	Alphabet Class C	5.97%	$11.04M	$3.66T	62.42%	82 Outperform
AAPL	Apple	5.33%	$9.85M	$3.87T	7.96%	79 Outperform
NVDA	Nvidia	4.70%	$8.68M	$4.49T	35.01%	76 Outperform
AVGO	Broadcom	3.34%	$6.18M	$1.58T	45.81%	76 Outperform
AMZN	Amazon	3.32%	$6.14M	$2.16T	-9.64%	71 Outperform
GILD	Gilead Sciences	2.35%	$4.35M	$192.64B	41.88%	78 Outperform
TSM	TSMC	2.22%	$4.10M	$1.57T	80.27%	81 Outperform
MRK	Merck & Company	2.18%	$4.03M	$301.74B	42.13%	80 Outperform
V	Visa	2.13%	$3.94M	$608.97B	-9.83%	70 Outperform

LOWV Technical Analysis

Technical Analysis Sentiment

Neutral

Last Price―

Price Trends

50DMA

78.37

Negative

100DMA

78.32

Negative

200DMA

76.38

Positive

Market Momentum

MACD

-0.45

Positive

RSI

43.01

Neutral

STOCH

17.93

Positive

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LOWV, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 78.13, equal to the 50-day MA of 78.37, and equal to the 200-day MA of 76.38, indicating a neutral trend. The MACD of -0.45 indicates Positive momentum. The RSI at 43.01 is Neutral, neither overbought nor oversold. The STOCH value of 17.93 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for LOWV.

LOWV Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
LOWV	―	―	$184.95M	0.39%	―
SYLD	―	―	$930.62M	0.59%	―
PLDR	―	―	$813.93M	0.59%	―
ABFL	―	―	$794.64M	0.49%	―
BGDV	―	―	$757.07M	0.45%	―
XCHG	―	―	$658.62M	0.50%	―

Performance Comparison

LOWV

AB US Low Volatility Equity ETF

77.22

4.79

6.61%

SYLD

Cambria Shareholder Yield ETF

―

PLDR

Putnam Sustainable Leaders ETF

―

ABFL

Fcf Us Quality Etf

―

BGDV

Bahl & Gaynor Dividend ETF

―

XCHG

AB US Equity ETF

―

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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