LOWV - ETF AI Analysis
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AB US Low Volatility Equity ETF (LOWV)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Mega-Cap Tech Leaders
Several of the largest holdings, including major technology names, have shown strong recent performance, helping support the ETF’s returns.
Broad Sector Diversification
The fund spreads its investments across many sectors such as technology, financials, health care, and consumer stocks, which can help reduce the impact of weakness in any single industry.
Low-Volatility Focus
The ETF is designed to target lower-volatility U.S. stocks, which may appeal to investors seeking a smoother ride than the broader market.
Negative Factors
Heavy Tilt Toward Technology
With a large portion of assets in the technology sector, the fund is sensitive to downturns in tech-related stocks.
Mixed Performance Among Top Holdings
Some of the biggest positions, including well-known large-cap names, have shown weak or negative performance this year, which can drag on overall returns.
Higher Expense Ratio Than Some Core ETFs
The fund’s expense ratio is not especially low, meaning investors pay more in fees than they would with many broad-market index ETFs.
LOWV vs. SPDR S&P 500 ETF (SPY)
AUM196.62M
RegionNorth America
Expense Ratio0.39%
Beta0.79
IssuerAB Funds
Inception DateMar 22, 2023
Dividend Yield0.9%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume5,461
30 Day Avg. Volume9,167
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
95.98Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering68
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LOWV Summary
The AB US Low Volatility Equity ETF (LOWV) is a U.S. stock fund that aims to give you broad exposure to the overall American market while focusing on stocks that tend to move less up and down. It doesn’t track a specific index, but it follows a low-volatility theme and holds many well-known companies such as Apple and Alphabet (Google). Someone might invest in LOWV to seek stock market growth with a somewhat smoother ride and added diversification across many sectors. A key risk is that it still owns many tech stocks, so its value can rise and fall with the stock market and technology sector.
How much will it cost me?The AB US Low Volatility Equity ETF (LOWV) has an expense ratio of 0.39%, which means you’ll pay $3.90 per year for every $1,000 invested. This is slightly higher than the average for passively managed ETFs because it uses a specialized strategy to focus on low-volatility stocks, which requires more active management. It’s designed to help reduce risk while providing exposure to the total US market.
What would affect this ETF?The LOWV ETF, with significant exposure to technology and financial sectors, could benefit from advancements in tech innovation and stable economic growth in the U.S., which supports its focus on low-volatility equities. However, it may face challenges from rising interest rates, which can negatively impact growth-oriented sectors like technology, and regulatory changes affecting major holdings such as Microsoft and Apple. Its emphasis on reduced volatility may help cushion against broader market downturns.
LOWV Top 10 Holdings
LOWV is leaning heavily on U.S. mega-cap tech, with Alphabet, Apple, and Nvidia doing most of the heavy lifting as their shares keep rising on the back of AI and cloud optimism. Amazon has been more of a steady contributor, while Broadcom’s recent wobble after a strong run shows that even chip stars can stumble. Microsoft looks a bit tired in the short term, softening overall returns. With all of its money parked in U.S. names and a clear tilt toward technology, this “low-vol” fund still rides on Big Tech’s shoulders.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Alphabet Class C | 7.01% | $13.88M | $4.46T | 110.10% | 82 Outperform | |
| Apple | 6.37% | $12.62M | $4.38T | 47.40% | 79 Outperform | |
| Nvidia | 6.28% | $12.45M | $5.10T | 44.72% | 76 Outperform | |
| Microsoft | 5.24% | $10.38M | $2.82T | -24.42% | 79 Outperform | |
| Broadcom | 5.02% | $9.94M | $1.96T | 54.52% | 76 Outperform | |
| Amazon | 3.49% | $6.91M | $2.63T | 11.66% | 71 Outperform | |
| Cisco Systems | 2.72% | $5.40M | $471.16B | 80.36% | 77 Outperform | |
| TSMC | 2.28% | $4.51M | $1.97T | 122.36% | 81 Outperform | |
| Visa | 2.15% | $4.26M | $616.56B | -4.99% | 70 Outperform | |
| Bank of America | 1.99% | $3.94M | $398.83B | 23.91% | 72 Outperform |
LOWV Technical Analysis
Negative
―
Price Trends
79.60
Negative
77.89
Positive
77.94
Positive
Market Momentum
-0.28
Positive
38.22
Neutral
3.87
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LOWV, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 79.71, equal to the 50-day MA of 79.60, and equal to the 200-day MA of 77.94, indicating a neutral trend. The MACD of -0.28 indicates Positive momentum. The RSI at 38.22 is Neutral, neither overbought nor oversold. The STOCH value of 3.87 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for LOWV.
LOWV Peer Comparison
Comparison Results
Performance Comparison
LOWV
AB US Low Volatility Equity ETF
78.27
4.55
6.17%
SYLD
Cambria Shareholder Yield ETF
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―
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ULTY
YieldMax Ultra Option Income Strategy ETF
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BGDV
Bahl & Gaynor Dividend ETF
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―
―
AVTM
Avantis Total Equity Markets ETF
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―
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XCHG
AB US Equity ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis 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.Date of analysis: ―
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