LGLV ETF

The SPDR® SSGA US Large Cap Low Volatility Index ETF includes 163 low-volatility stocks, mainly in the financial and industrial sectors. Since it started, the LGLV ETF has not performed as well as the Russell 1000 in terms of returns and Sharpe ratio, and it has experienced larger losses, even with its low volatility. However, LGLV offers low fees and performs well compared to other similar funds.

LGLV offers lower volatility with a beta of 0.80-0.85, making it a suitable option for cautious investors amid economic uncertainty and potential market catalysts, such as the U.S. election. The ETF tracks the SSGA US Large Cap Low Volatility Index, focusing on large-cap U.S. stocks with low historical volatility. LGLV's sector allocation emphasizes Financial Services, Real Estate, and Industrials, while underweighting Technology, providing diversified exposure to mitigate concentration risk.

For investors seeking momentum, SPDR SSGA US Large Cap Low Volatility Index ETF LGLV is probably on the radar. The fund just hit a 52-week high and is up 28% from its 52-week low price of $129.77/share.