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LOWV - ETF AI Analysis
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AB US Low Volatility Equity ETF (LOWV)
Rating:70Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several of the ETF's largest positions, such as Nvidia, Alphabet, and Broadcom, have delivered strong year-to-date performance, supporting overall returns.
Technology Sector Leadership
With significant exposure to the technology sector, the ETF benefits from the strong performance of leading tech companies.
Reasonable Expense Ratio
The ETF's expense ratio is relatively low, making it cost-effective compared to many actively managed funds.
Negative Factors
High Geographic Concentration
The ETF is heavily focused on U.S. companies, limiting diversification across global markets.
Overweight in Technology
With nearly 39% of the portfolio in technology, the ETF is vulnerable to sector-specific downturns.
Mixed Performance Among Holdings
Some top holdings, like Amazon and Apple, have shown weaker year-to-date performance, which could drag on overall returns.
LOWV vs. SPDR S&P 500 ETF (SPY)
AUM172.41M
RegionNorth America
Expense Ratio0.39%
Beta0.79
IssuerAB Funds
Inception DateMar 22, 2023
Dividend Yield0.84%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume11,904
30 Day Avg. Volume7,847
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
91.94Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering74
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LOWV Summary
The AB US Low Volatility Equity ETF (LOWV) is designed to give investors exposure to the entire US stock market while focusing on companies with lower price swings. This ETF includes well-known companies like Microsoft and Apple, and it emphasizes stability by selecting stocks that tend to be less volatile. It’s a good choice for someone looking for steady growth and less dramatic ups and downs in their portfolio. However, since it’s heavily weighted toward technology companies, its performance may be impacted if the tech sector faces challenges.
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
The AB US Low Volatility Equity ETF (LOWV) leans heavily on the technology sector, with Microsoft and Alphabet leading the charge. Alphabet has been a standout performer, riding strong growth in AI and cloud services, while Microsoft’s mixed signals reflect some recent cooling despite its long-term potential. Nvidia, another tech giant, has shown impressive gains year-to-date but faces headwinds from valuation concerns. Meanwhile, Apple and Amazon have delivered steady but unspectacular results, adding stability without much excitement. With its U.S.-focused, tech-heavy portfolio, this ETF balances growth drivers with a low-volatility strategy, though its sector concentration could amplify risks if tech stumbles.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Microsoft | 8.02% | $13.83M | $3.62T | 13.28% | 79 Outperform | |
| Alphabet Class C | 6.07% | $10.47M | $3.79T | 62.32% | 82 Outperform | |
| Apple | 5.42% | $9.35M | $4.04T | 6.97% | 79 Outperform | |
| Nvidia | 4.70% | $8.11M | $4.63T | 39.06% | 76 Outperform | |
| Amazon | 3.77% | $6.50M | $2.49T | 3.92% | 71 Outperform | |
| Broadcom | 3.49% | $6.02M | $1.67T | 45.66% | 76 Outperform | |
| Visa | 2.34% | $4.03M | $678.84B | 11.40% | 70 Outperform | |
| McKesson | 2.06% | $3.55M | $102.23B | 43.64% | 62 Neutral | |
| Merck & Company | 1.85% | $3.19M | $265.03B | 7.10% | 80 Outperform | |
| Gilead Sciences | 1.85% | $3.19M | $154.71B | 32.50% | 78 Outperform |
LOWV Technical Analysis
Positive
―
Price Trends
78.26
Positive
77.71
Positive
74.53
Positive
Market Momentum
0.14
Negative
58.47
Neutral
99.15
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LOWV, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 78.30, equal to the 50-day MA of 78.26, and equal to the 200-day MA of 74.53, indicating a bullish trend. The MACD of 0.14 indicates Negative momentum. The RSI at 58.47 is Neutral, neither overbought nor oversold. The STOCH value of 99.15 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LOWV.
LOWV Peer Comparison
Comparison Results
Performance Comparison
LOWV
AB US Low Volatility Equity ETF
79.14
9.11
13.01%
PLDR
Putnam Sustainable Leaders ETF
―
―
―
SYLD
Cambria Shareholder Yield ETF
―
―
―
ABFL
Fcf Us Quality Etf
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―
―
BGDV
Bahl & Gaynor Dividend ETF
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―
―
EBI
Longview Advantage 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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