LGLV - ETF AI Analysis
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SPDR SSGA US Large Cap Low Volatility Index ETF (LGLV)
LGLV, the SPDR SSGA US Large Cap Low Volatility Index ETF, earns a solid overall rating thanks to several high-quality, stable companies like Welltower, Coca-Cola, CME Group, and Visa, which bring strong financial performance, strategic growth initiatives, and resilient earnings to the portfolio. Some holdings such as Consolidated Edison, Southern Co, and Public Service Enterprise Group face bearish technical trends, high debt, or cash flow challenges, which modestly weigh on the fund’s appeal. The main risk factor is the ETF’s meaningful exposure to utilities and income-focused names, where high leverage, cash flow pressures, and sector-specific challenges can increase vulnerability during market stress.
LGLV vs. SPDR S&P 500 ETF (SPY)
- AUM
- 1.19B
- Region
- North America
- Expense Ratio
- 0.12%
- Beta
- 0.42
- Issuer
- SPDR
- Inception Date
- Feb 20, 2013
- Dividend Yield
- 2.09%
- Asset Class
- Equity
- Index Tracked
- SSGA US Large Cap Low Volatility (TR)
LGLV Summary
LGLV is an ETF that follows the SSGA US Large Cap Low Volatility Index, focusing on big, established U.S. companies that tend to have smoother price moves. It spreads your money across many sectors, including industrials, real estate, utilities, and technology. Well-known holdings include Coca-Cola and Visa, along with major utility and real estate firms. Someone might invest in LGLV to seek steadier growth and diversification while still staying in the U.S. stock market. A key risk is that it can still go up and down with the overall market, and its focus on lower-volatility stocks may lag during strong bull markets.
How much will it cost me?
This ETF has an expense ratio of 0.12%, which means you’ll pay about $1.20 per year for every $1,000 you invest. That’s lower than the average stock ETF because it’s passively managed and simply tracks a low-volatility large-cap index instead of paying for frequent stock-picking.
What would affect this ETF?
Because LGLV focuses on large, relatively stable U.S. companies and has big weightings in real estate, utilities, and financials, it could benefit if interest rates fall, the U.S. economy grows steadily, and demand for defensive, low-volatility stocks stays strong. On the other hand, rising interest rates, pressure on real estate values, tighter financial regulations, or a strong rally in high-growth tech stocks could cause this ETF to lag the broader market.
LGLV Top 10 Holdings
LGLV leans heavily into steady, U.S.-based defensive names, and lately its real estate and utility anchors have been a mixed blessing. Welltower has been quietly rising this year, helping offset pressure from lagging peers like Realty Income and Public Service Enterprise, which have been dragging on recent returns. On the consumer side, Coca-Cola is bubbling along with solid, steady gains, while Johnson & Johnson adds a healthy dose of stability from the healthcare corner. Overall, the fund’s low-volatility tilt shows up in its concentration in real estate, utilities, and other defensive sectors, keeping the ride relatively smooth but muting upside when markets get more aggressive.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 WELL | Welltower | 4.54% | $53.91M | $163.41B | 24.16% | 77Outperform |
 O | Realty Income | 1.63% | $19.40M | $53.76B | -5.93% | 70Outperform |
 VMRK | Vivmark Residential | 1.47% | $17.48M | $48.40B | -1.20% | 70Outperform |
 DUK | Duke Energy | 1.38% | $16.34M | $97.31B | -2.11% | 70Outperform |
 KO | Coca-Cola | 1.23% | $14.62M | $392.31B | 30.15% | 75Outperform |
 ED | Consolidated Edison | 1.19% | $14.18M | $42.39B | 14.78% | 62Neutral |
 SO | Southern Co | 1.18% | $14.02M | $106.58B | -2.88% | 68Neutral |
 CME | CME Group | 1.18% | $14.06M | $105.53B | 8.26% | 74Outperform |
 TRV | Travelers Companies | 1.11% | $13.19M | $81.37B | 46.86% | 78Outperform |
 V | Visa | 1.09% | $12.95M | $750.29B | 15.54% | 70Outperform |
LGLV Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LGLV, the sentiment is Positive. The current price of 185.56 is above the 20-day moving average (MA) of 180.50, above the 50-day MA of 181.76, and above the 200-day MA of 180.63, indicating a bullish trend. The MACD of 1.83 indicates Negative momentum. The RSI at 61.31 is Neutral, neither overbought nor oversold. The STOCH value of 77.44 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LGLV.
LGLV Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| LGLV | $185.56 | $202.00(8.86% Upside) | $1.19B | 0.12% | 72Outperform |
 JQUA | $76.51 | $88.63(15.84% Upside) | $9.60B | 0.12% | 73Outperform |
 VONE | $347.70 | $425.07(22.25% Upside) | $9.38B | 0.06% | 73Outperform |
 FELC | $43.51 | $52.51(20.69% Upside) | $8.74B | 0.18% | 74Outperform |
 QYLD | $18.37 | $23.23(26.43% Upside) | $8.34B | 0.60% | 74Outperform |
 DIVO | $47.83 | $53.49(11.83% Upside) | $8.12B | 0.56% | 64Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| LGLV | SPDR SSGA US Large Cap Low Volatility Index ETF | 185.56 | 16.48 | 9.75% | |
| JQUA | JPMorgan U.S. Quality Factor ETF | 76.51 | 14.54 | 23.45% | |
| VONE | Vanguard Russell 1000 ETF | 347.70 | 43.08 | 14.14% | |
| FELC | Fidelity Enhanced Large Cap Core ETF | 43.51 | 6.01 | 16.04% | |
| QYLD | Global X NASDAQ 100 Covered Call ETF | 18.37 | 2.92 | 18.90% | |
| DIVO | Amplify CWP Enhanced Dividend Income ETF | 47.83 | 5.45 | 12.85% |
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.