State Street SPDR US Large Cap Low Volatility Index ETF

Frequently Asked Questions About LGLV

What does LGLV invest in?

The State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) is designed to replicate the investment performance of its benchmark, the State Street US Large Cap Low Volatility Index, before factoring in any fees or operational costs. This underlying index is strategically composed of a subset of the 1,000 largest publicly traded U.S. companies by market capitalization, as assessed during its periodic rebalancing. The index utilizes a predefined, systematic process to identify and give greater prominence to stocks that have historically exhibited lower price fluctuations. Specifically, the index methodology allocates higher weights to those securities demonstrating the most stable price movements, while also ensuring adequate market liquidity.

What is the expense ratio of LGLV?

State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) charges an expense ratio of 0.12%. This is the annual fee deducted from fund assets to cover management and operations.

How big is LGLV?

State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) manages $1.17B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is LGLV actively managed or an index fund?

LGLV's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was LGLV launched?

State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) launched in February 2013 and is managed by SPDR.

How has LGLV performed?

LGLV's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.