SMLV: A Low-Volatility ETF With Limited Appeal

SPDR SSGA US Small Cap Low Volatility Index ETF focuses on U.S. small-cap stocks with low volatility but doesn't outperform broader or larger-cap low volatility funds. SMLV's portfolio is heavily weighted towards value stocks, with 54% in value and only 6% in growth, leading to weaker growth prospects. The fund has a high 68.7% exposure to the financial sector, making it vulnerable during economic downturns and less diversified.

Seeking Alpha • Jan 22, 2025

SMLV: Moderate Volatility With Heavy Allocation To Financials

The SPDR SSGA US Small Cap Low Volatility Index ETF achieves low volatility through a concentrated portfolio in financial services, outperforming the Russell 2000 with lower volatility. SMLV's low price-to-earnings multiples make it suitable for value-oriented investors, especially those bullish on financials, particularly regional banks. Despite sector concentration, SMLV's outlook is positive, as it is poised to benefit from local U.S. infrastructure investments and increased M&A activity.

Seeking Alpha • Jan 21, 2025

SMLV: No Reason Pairing Small-Cap With Low Volatility

SMLV tracks a small-cap low-volatility index in order to provide exposure to the small-cap segment but with a low-volatility bias. This may appear like a good idea for risk-averse investors, but the limited impact the low-volatility factor has here complicates things. For a defensive position, choosing a mid-cap or large-cap fund with a low-volatility bias seems like the wiser choice.

Seeking Alpha • Oct 18, 2024

The Great Rotation: Just Getting Started?

Friday's disappointing jobs report has put a huge damper on economic sentiment for the moment. Goldman Sachs has bumped up the odds of a recession from 10% to 25% over the next 12 months.

ETF Trends • Aug 7, 2024

SMLV: A Way To Walk Before You Run To Small-Caps

SPDR® SSGA US Small Cap Low Volatility Index ETF offers exposure to low-volatility US small-cap stocks, focusing on the lower half of the spectrum based on volatility. Fund holdings include Nelnet Inc, Community Financial System, PJT Partners Inc, Hanover Insurance Group, and Old National Bancorp. Sector allocation is surprising, with Financials making up nearly 70% of the fund, followed by Industrials, Real Estate, and Health Care. Peer comparison shows outperformance against iShares MSCI USA Small-Cap Minimum Volatility Factor ETF.

Seeking Alpha • Jul 30, 2024

THOR Hammers Down on Low Volatility With THLV

THOR Financial Technologies today announced the launch of its first exchange traded fund, the THOR Low Volatility ETF (NYSE Arca: THLV), an actively managed low-volatility equity strategy on the New York Stock Exchange.

ETF Trends • Sep 13, 2022

6 Reasons Why You Should Tap Small-Cap ETFs Now

The small-cap space has lately fared better than the S&P 500.

Zacks Investment Research • Jun 7, 2022

5 Small Cap ETF Pairings Face Off

There are many ways to access U.S. small cap stocks, with different results.

ETFcom • Nov 18, 2020