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Upturn AI SWOT - About
SPDR® SSGA US Large Cap Low Volatility Index ETF (LGLV)
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Upturn Advisory Summary
08/14/2025: LGLV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 6.88% | Avg. Invested days 72 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.73 | 52 Weeks Range 148.34 - 175.58 | Updated Date 06/29/2025 |
52 Weeks Range 148.34 - 175.58 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR® SSGA US Large Cap Low Volatility Index ETF
ETF Overview
Overview
The SPDRu00ae SSGA US Large Cap Low Volatility Index ETF (LGLV) seeks to provide investment results that correspond generally to the price and yield performance of the SSGA US Large Cap Low Volatility Index. The fund aims to invest in large-cap U.S. equities with lower volatility characteristics.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable asset manager with a long track record in the ETF market.
Management Expertise
SSGA has extensive experience in managing index-based and factor-based ETFs.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the SSGA US Large Cap Low Volatility Index.
Investment Approach and Strategy
Strategy: The ETF tracks the SSGA US Large Cap Low Volatility Index, which is designed to represent the performance of U.S. large-cap equity securities with lower volatility than the overall market.
Composition The ETF primarily holds U.S. large-cap stocks selected and weighted based on their low volatility characteristics.
Market Position
Market Share: LGLV holds a significant market share within the low volatility large-cap ETF category.
Total Net Assets (AUM): 10620000000
Competitors
Key Competitors
- Invesco S&P 500 Low Volatility ETF (SPLV)
- iShares MSCI USA Min Vol Factor ETF (USMV)
- AXS Real Estate Income ETF (RLTY)
Competitive Landscape
The low volatility ETF market is competitive, with several ETFs offering similar strategies. LGLV's advantage lies in its specific index methodology and SSGA's established brand. A disadvantage is that other funds have a lower expense ratio or more trading volume. SPLV is more popular, where USMV is a well-known factor-based ETF.
Financial Performance
Historical Performance: Historical performance data is required to be retrieved dynamically.
Benchmark Comparison: The ETF's performance can be compared to the SSGA US Large Cap Low Volatility Index and the S&P 500 Index.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
The ETF exhibits moderate trading volume, making it relatively easy to buy and sell shares. Provide actual data point here if it were possible.
Bid-Ask Spread
The ETF's bid-ask spread is typically tight, indicating efficient trading and lower transaction costs. Provide actual data point here if it were possible.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and overall market volatility can all affect the performance of LGLV. Investors may favor low-volatility strategies during times of economic uncertainty.
Growth Trajectory
The ETF's growth is dependent on investor demand for low-volatility strategies and its ability to track its underlying index effectively. Changes in index methodology and holdings can occur periodically.
Moat and Competitive Advantages
Competitive Edge
LGLV's competitive advantage lies in its specific index methodology, which focuses on selecting large-cap stocks with lower volatility characteristics. Backed by the reputable SSGA, LGLV also benefits from an established brand name. The fund's diversification within the large-cap space also provides some protection from sector-specific risks. While other low-volatility funds exist, LGLV offers a unique approach to factor-based investing.
Risk Analysis
Volatility
The ETF is designed to exhibit lower volatility compared to the broader market, but it is still subject to market fluctuations.
Market Risk
The ETF's underlying assets (U.S. large-cap stocks) are subject to market risk, including economic downturns, geopolitical events, and company-specific risks.
Investor Profile
Ideal Investor Profile
The ETF is suitable for risk-averse investors seeking exposure to the U.S. large-cap market with reduced volatility.
Market Risk
This ETF is well-suited for long-term investors who prioritize capital preservation and seek to mitigate downside risk.
Summary
The SPDRu00ae SSGA US Large Cap Low Volatility Index ETF (LGLV) provides exposure to the U.S. large-cap equity market with lower volatility than the overall market. It seeks to track the SSGA US Large Cap Low Volatility Index and is managed by State Street Global Advisors (SSGA). It is suitable for risk-averse long-term investors. While LGLV has a decent market share in the low volatility ETF category, it faces competition from ETFs such as SPLV and USMV.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SSGA Official Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made based on your own due diligence and risk tolerance.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SPDR® SSGA US Large Cap Low Volatility Index ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the stocks of U.S. large capitalization companies that exhibit low volatility. Volatility is a statistical measurement of the magnitude of movements in a stock's price over time.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.