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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
12/03/2025: LGLV (1-star) is currently NOT-A-BUY. Pass it for now.
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 5.96% | Avg. Invested days 79 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 12/03/2025 |
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, before fees and expenses, correspond generally to the price and yield performance of the SSGA US Large Cap Low Volatility Index. The fund invests in a diversified portfolio of large-cap U.S. equities with historically lower volatility than the broader market.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF issuer with a long track record and a large AUM.
Management Expertise
SSGA has significant experience and expertise in managing passive and factor-based ETFs.
Investment Objective
Goal
The primary investment goal of LGLV is to track the performance of an index of U.S. large-cap stocks with lower volatility characteristics.
Investment Approach and Strategy
Strategy: LGLV aims to track the SSGA US Large Cap Low Volatility Index.
Composition The ETF holds a portfolio of large-cap U.S. stocks selected and weighted based on their historical volatility.
Market Position
Market Share: LGLV's market share is substantial within the low-volatility ETF segment.
Total Net Assets (AUM): 15140000000
Competitors
Key Competitors
- Invesco S&P 500 Low Volatility ETF (SPLV)
- iShares MSCI USA Min Vol Factor ETF (USMV)
- AGF U.S. Market Neutral Anti-Beta ETF (BTAL)
Competitive Landscape
The low-volatility ETF market is competitive with several large players offering similar strategies. LGLV differentiates itself through its index construction methodology and weighting scheme, offering a unique approach to minimizing volatility. Advantages include SSGA's strong brand and extensive research capabilities. Disadvantages include potentially higher tracking error compared to broader market ETFs during periods of high market volatility.
Financial Performance
Historical Performance: Historical performance data is available in the fund's prospectus and fact sheets.
Benchmark Comparison: LGLV's performance is typically compared to the Russell 1000 Index or the S&P 500 Low Volatility Index.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
LGLV exhibits relatively high liquidity based on its average trading volume, which facilitates efficient trading.
Bid-Ask Spread
The bid-ask spread for LGLV is generally tight, indicating efficient market making.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate changes, and overall market volatility all impact the performance of low-volatility ETFs like LGLV.
Growth Trajectory
LGLV's growth trajectory depends on investor demand for low-volatility strategies, influenced by market cycles and risk aversion.
Moat and Competitive Advantages
Competitive Edge
LGLV benefits from SSGA's established brand and expertise in factor-based investing, which helps to build investor trust. Its index methodology aims to capture the low-volatility factor effectively, resulting in competitive risk-adjusted returns. Furthermore, the fund's expense ratio is competitive within the low-volatility ETF space. This combined with the fund's liquidity, contributes to its attractiveness to investors seeking a defensive equity strategy during market downturns.
Risk Analysis
Volatility
LGLV's historical volatility is expected to be lower than that of the broader market, aligning with its investment objective.
Market Risk
LGLV is subject to market risk, which includes the possibility of losses due to general market declines. The specific risks include the possibility that low volatility stocks may underperform during periods of high growth or market rallies.
Investor Profile
Ideal Investor Profile
The ideal investor for LGLV is risk-averse and seeking to mitigate market volatility while still maintaining exposure to the large-cap equity market.
Market Risk
LGLV is most suitable for long-term investors seeking a defensive equity strategy or passive index followers prioritizing capital preservation.
Summary
The SPDRu00ae SSGA US Large Cap Low Volatility Index ETF (LGLV) provides exposure to large-cap US equities with lower volatility than the broader market, offering investors a defensive approach to equity investing. Managed by State Street Global Advisors, the fund tracks the SSGA US Large Cap Low Volatility Index and has a competitive expense ratio. It is suitable for risk-averse investors seeking to mitigate market risk while still participating in equity market returns. LGLV's performance and risk profile may vary based on market conditions and economic factors.
Similar ETFs
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. Past performance is not indicative of future results. Investment decisions should be made based on individual financial circumstances and consultation with a qualified financial advisor.
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.