LOWV - ETF AI Analysis
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AB US Low Volatility Equity ETF (LOWV)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Top Technology Holdings
Several major tech names in the top holdings have shown strong recent performance, helping drive the ETF’s gains.
Broad Sector Diversification
The fund spreads its investments across many sectors, which can help reduce the impact if one industry runs into trouble.
Consistent Recent Performance
The ETF has delivered steady gains over the past month, three months, and year-to-date, suggesting its low-volatility approach has been working recently.
Negative Factors
Heavy Tilt Toward Technology
A large share of the portfolio is in technology stocks, which means the fund could be sensitive if that sector weakens.
High U.S. Market Concentration
Almost all of the ETF’s assets are invested in U.S. companies, offering little diversification across other global markets.
Moderate Expense Ratio
The fund’s expense ratio is not especially low for a passive ETF, which slightly reduces the net return investors keep over time.
LOWV vs. SPDR S&P 500 ETF (SPY)
AUM204.80M
RegionNorth America
Expense Ratio0.39%
Beta0.80
IssuerAB Funds
Inception DateMar 22, 2023
Dividend Yield0.84%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4,918
30 Day Avg. Volume7,502
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
99.33Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering67
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 companies whose share prices tend to move less than the market. It doesn’t track a specific index, but it follows a low-volatility theme and holds many well-known names like Apple and Microsoft, along with companies from technology, finance, health care, and more. Someone might invest for smoother, more stable stock market growth and diversification across sectors. A key risk is that it still holds 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 quietly powered by Big Tech, with Apple, Nvidia, and Microsoft doing most of the heavy lifting. Apple and Nvidia have been rising steadily, helped by strong demand for devices and AI chips, while Microsoft’s earlier surge in cloud and AI has cooled a bit but still supports the fund. Alphabet and Amazon look more mixed, occasionally losing steam and tempering overall momentum. Despite its low-volatility label, the ETF leans heavily into U.S. technology, with a dash of health care and financials, keeping its story firmly anchored in the domestic market.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Apple | 6.77% | $13.92M | $4.98T | 37.74% | 79 Outperform | |
| Nvidia | 6.30% | $12.95M | $5.45T | 26.93% | 76 Outperform | |
| Microsoft | 6.13% | $12.60M | $4.02T | 5.82% | 79 Outperform | |
| Alphabet Class C | 5.75% | $11.83M | $4.29T | 41.97% | 82 Outperform | |
| Broadcom | 3.99% | $8.19M | $1.69T | 3.83% | 76 Outperform | |
| Amazon | 3.57% | $7.34M | $2.80T | 19.50% | 71 Outperform | |
| Cisco Systems | 2.41% | $4.95M | $454.74B | 67.59% | 77 Outperform | |
| Visa | 2.39% | $4.91M | $726.79B | 13.69% | 70 Outperform | |
| Merck & Company | 2.27% | $4.68M | $358.85B | 67.63% | 80 Outperform | |
| Mastercard | 2.09% | $4.30M | $521.30B | 6.49% | 75 Outperform |
LOWV Technical Analysis
Positive
―
Price Trends
83.49
Positive
81.90
Positive
79.68
Positive
Market Momentum
0.54
Negative
66.65
Neutral
91.00
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LOWV, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 83.52, equal to the 50-day MA of 83.49, and equal to the 200-day MA of 79.68, indicating a bullish trend. The MACD of 0.54 indicates Negative momentum. The RSI at 66.65 is Neutral, neither overbought nor oversold. The STOCH value of 91.00 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LOWV.
LOWV Peer Comparison
Comparison Results
Performance Comparison
LOWV
AB US Low Volatility Equity ETF
85.14
7.89
10.21%
SYLD
Cambria Shareholder Yield ETF
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―
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SEUS
SEI QiM U.S. Equity Factor Allocation Active ETF
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AAUB
Alpha Architect US Equity 4 ETF
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BGDV
Bahl & Gaynor Dividend ETF
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AVTM
Avantis Total Equity Markets 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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