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ONEV
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SPDR® Russell 1000 Low Volatility Focus ETF (ONEV)

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$132.57
Last Close (24-hour delay)
Profit since last BUY4.4%
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Consider higher Upturn Star rating
BUY since 66 days
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Upturn Advisory Summary

08/14/2025: ONEV (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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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 15.31%
Avg. Invested days 65
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Volume (30-day avg) -
Beta 0.9
52 Weeks Range 112.64 - 133.76
Updated Date 06/29/2025
52 Weeks Range 112.64 - 133.76
Updated Date 06/29/2025

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SPDR® Russell 1000 Low Volatility Focus ETF

stock logo

ETF Overview

overview logo Overview

The SPDRu00ae Russell 1000 Low Volatility Focus ETF (LGLV) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the Russell 1000 Low Volatility Focused Factor Index. It targets large-cap U.S. stocks exhibiting low volatility characteristics, aiming for reduced risk and potentially stable returns. The fund invests in a diversified portfolio of stocks within the Russell 1000 Index that demonstrate the lowest volatility based on historical price fluctuations.

reliability logo Reputation and Reliability

State Street Global Advisors (SSGA) is a well-established and reputable asset manager with a long track record of providing ETF products. It is considered a reliable issuer.

reliability logo Management Expertise

SSGA has a dedicated team of experienced portfolio managers and analysts with expertise in quantitative investing and factor-based strategies.

Investment Objective

overview logo Goal

To provide investment results that, before fees and expenses, correspond generally to the performance of the Russell 1000 Low Volatility Focused Factor Index.

Investment Approach and Strategy

Strategy: The ETF aims to track the Russell 1000 Low Volatility Focused Factor Index.

Composition The ETF primarily holds U.S. large-cap stocks selected based on their low volatility characteristics.

Market Position

Market Share: LGLV holds a moderate market share within the low volatility ETF category.

Total Net Assets (AUM): 326000000

Competitors

overview logo Key Competitors

  • Invesco S&P 500 Low Volatility ETF (SPLV)
  • iShares MSCI USA Min Vol Factor ETF (USMV)
  • AGFiQ US Market Neutral Anti-Beta Fund (BTAL)

Competitive Landscape

The low volatility ETF market is competitive, with several large players. LGLV's advantage lies in its focus on the Russell 1000 Index, which offers a different universe of stocks compared to the S&P 500-focused SPLV. A potential disadvantage is that its AUM is lower than its main competitors, which can impact liquidity and trading costs.

Financial Performance

Historical Performance: Historical performance data should be obtained from reliable financial sources like Morningstar or ETF.com and represented as time series data (e.g., annual returns over the past 5-10 years).

Benchmark Comparison: The ETF's performance should be compared to the Russell 1000 Low Volatility Focused Factor Index.

Expense Ratio: 0.12

Liquidity

Average Trading Volume

LGLV's average trading volume indicates moderate liquidity, facilitating relatively easy buying and selling of shares.

Bid-Ask Spread

The bid-ask spread for LGLV is typically tight, reflecting its decent liquidity and the efficiency of its market makers.

Market Dynamics

Market Environment Factors

Economic indicators like interest rates and inflation, sector growth prospects within the Russell 1000, and overall market volatility all impact LGLV. Low volatility ETFs tend to perform relatively better during periods of market uncertainty or downturns.

Growth Trajectory

The ETF's growth trajectory depends on investor demand for low volatility strategies and the overall performance of the Russell 1000 Low Volatility Focused Factor Index. Changes to the index methodology or holdings can also influence its future performance.

Moat and Competitive Advantages

Competitive Edge

LGLV's competitive advantage lies in its specific index tracking the Russell 1000 Low Volatility Focused Factor Index. This index provides a different selection of low-volatility stocks compared to ETFs focused on the S&P 500. SSGA's established reputation and experience in managing ETFs contribute to investor confidence. The ETF offers a cost-effective way to gain exposure to a portfolio of large-cap, low-volatility stocks.

Risk Analysis

Volatility

LGLV's historical volatility is expected to be lower than the broader market, as it targets low volatility stocks. However, it's important to note that low volatility does not guarantee positive returns; it simply indicates lower price fluctuations.

Market Risk

Specific risks associated with LGLV's underlying assets include sector concentration risk (if the index is heavily weighted towards certain sectors) and the risk that the low volatility factor may underperform during periods of strong market growth.

Investor Profile

Ideal Investor Profile

The ideal investor for LGLV is a risk-averse investor seeking to reduce portfolio volatility and potentially achieve stable returns. It may also be suitable for investors approaching retirement or those with a shorter investment time horizon.

Market Risk

LGLV is best suited for long-term investors seeking to mitigate risk, though it can also be used tactically by active traders during periods of market uncertainty. It caters to passive index followers seeking exposure to low volatility stocks.

Summary

The SPDRu00ae Russell 1000 Low Volatility Focus ETF (LGLV) provides exposure to a portfolio of large-cap U.S. stocks with low volatility characteristics. The ETF's competitive advantage lies in its focus on the Russell 1000 Index, offering a different set of holdings compared to its competitors focused on the S&P 500. LGLV is ideal for risk-averse investors seeking stable returns. However, it is imperative to consider that the volatility might be lower, and doesn't guarantee positive returns or outperformances.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • State Street Global Advisors (SSGA) website
  • ETF.com
  • Morningstar

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Market conditions and ETF performance can change over time. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About SPDR® Russell 1000 Low Volatility Focus ETF

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

Under normal market conditions, 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 reflect the performance of a segment of large-capitalization U.S. equity securities demonstrating a combination of core factors (high value, high quality, and low size characteristics), with a focus factor comprising low volatility characteristics.