LGLV: Volatility And Convexity Not As Promising As It May Seem

The State Street SPDR US Large Cap Low Volatility Index ETF offers broad sector diversification and mitigates S&P 500 concentration risk. Despite its lower concentration risk, LGLV's low-volatility stock selection does not translate to meaningful downside protection or lower portfolio risk during market drawdowns. LGLV trades at lower multiples and offers a higher yield than SPY ETF, but has slower expected EPS growth.

Seeking Alpha • Dec 8, 2025

LGLV: Low Beta, Value Tilt Do Not Translate Into Consistent Outperformance

State Street® SPDR® US Large Cap Low Volatility Index ETF offers exposure to a cohort of U.S. stocks with a weighted average 24-month beta of just 0.5. It makes perfect sense to consider low beta portfolios, but it is worth remembering that low volatility strategies, LGLV included, tend to meaningfully underperform IVV over the long term. Since the index change in 2016, LGLV has underperformed IVV by around 83.2%, as it was incapable of capturing a sufficient share of its upside.

Seeking Alpha • Dec 1, 2025

LGLV: A Low-Volatility Approach In Different Regimes

LGLV offers diversified, low-volatility large-cap exposure, with modest valuations and sector balance, making it attractive across different market conditions. Short-term risks include liquidity withdrawal, crowded long positioning, and fragile market sentiment, supporting LGLV's tactical appeal. Mid-term headwinds stem from slowing economic growth, uncertain Fed policy, and potential equity-bond rebalancing, favoring defensive strategies like LGLV.

Seeking Alpha • Aug 21, 2025

LGLV: Defensive Growth Tilt And Strong Risk-Adjusted Performance

LGLV offers a compelling low volatility approach with impressive sector diversification and a surprising growth/tech tilt, enhancing risk-adjusted returns. The ETF's methodology ensures broad sector representation, limiting concentration risk and providing exposure to defensive and growth-oriented stocks. While LGLV doesn't always outperform in every market downturn, it consistently delivers superior returns versus low volatility peers, especially in growth markets.

Seeking Alpha • Aug 22, 2025

LGLV: A Defensive Alternative Amid Increased Market Volatility

LGLV offers a defensive, low-volatility approach, favoring financials and industrials, suitable for uncertain markets, with ongoing trade and monetary policy risks. Historically, LGLV has underperformed SPY in total returns, but it proved it can shine during periods of extreme market stress. Current macroeconomic conditions—Fed indecision, inflation risks, and trade tensions—make low-volatility exposure like LGLV attractive for cautious investors.

Seeking Alpha • Jun 5, 2025

Navigate Market Swings With Low-Volatility ETFs

Volatility intensifies after Powell warns of rising inflation and slowing growth. The ETFs discussed here could be solid bets in the current choppy market.

Zacks Investment Research • Apr 17, 2025

Should You Fear a Bear Market & Recession? ETFs in Focus

The tech-focused Nasdaq officially entered bear market territory on April 4, 2025, falling over 20% from its December peak. The plunge came as Wall Street grew increasingly anxious about the economic health amid President Donald Trump's tariff announcement.

Zacks Investment Research • Apr 9, 2025

Market Turmoil Raises Appeal for Low-Volatility ETFs

Volatility intensifies due to Trump's tariff plans and signs of economic slowdown. These ETFs could be solid investment options in the current choppy market.

Zacks Investment Research • Feb 28, 2025

LGLV: A Tactical Play For Low-Volatility Exposure With Growth Potential

SPDR SSGA US Large Cap Low Volatility Index ETF invests in 162 large-cap low volatility stocks with a low expense ratio of 0.12%. LGLV's unique weighting favors low-volatility stocks, resulting in a portfolio tilted towards mid-cap and large-cap value stocks with better growth potential. LGLV outperformed SPLV due to higher technology exposure and lower defensive sector allocation, but it can still face sector-specific risks.

Seeking Alpha • Feb 18, 2025

Low Volatility ETFs to Bet on Amid Market Turmoil

Volatility in the stock market has intensified due to rising inflation fears, uncertainty surrounding rate cuts and ambiguity over Trump's tariff policies.

Zacks Investment Research • Jan 13, 2025