Key stats
About SPDR SSGA US Large Cap Low Volatility Index ETF
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Inception date
Feb 20, 2013
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
LGLV joins the low-volatility fray, offering a portfolio of the least volatile large-cap stocks in the US equity market. The fund differentiates itself from rival SPLV by drawing its holdings from the broader Russell 1000 Index and applying a volatility optimizer. LGLV aims for optimal low-volatility exposure by screening out other technical factors like momentum and beta while keeping turnover in check. Unlike other competitors, the fund comes with some sector biases and looks little like the broad large-cap market. The index is rebalanced quarterly. Note: On or about December 12, 2016, the underlying index changed to the SSGA US Large Cap Low Volatility Index.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Technology Services
Stocks99.76%
Finance27.06%
Technology Services12.41%
Utilities9.41%
Retail Trade6.26%
Producer Manufacturing5.97%
Electronic Technology5.87%
Consumer Non-Durables5.26%
Process Industries5.04%
Industrial Services4.49%
Health Technology4.36%
Consumer Services3.60%
Distribution Services2.07%
Communications1.57%
Commercial Services1.50%
Transportation1.15%
Health Services1.11%
Energy Minerals1.06%
Non-Energy Minerals0.96%
Consumer Durables0.61%
Bonds, Cash & Other0.24%
Mutual fund0.24%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history