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State Street Investment ManagementLarge BlendLGLV · NYSE Arca

State Street SPDR US Large Cap Low Volatility Index ETF (LGLV)

Price
$182.07
11 Sept 2026
Assets
$1.2B
Total net assets
Expense ratio
0.12%
Category 0.72%
Yield
2.00%
Trailing distributions
3Y CAGR
11.8%-7.4%
Category 19.2%
5Y CAGR
7.6%-3.8%
Category 11.4%
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State Street SPDR US Large Cap Low Volatility Index ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-3.3%+0.9%+1.5%+4.8%+3.8%+11.8%+7.6%+11.2%+11.6%
Large Blend average-1.7%2.7%14.8%12.0%15.6%19.2%11.4%14.1%14.5%
Difference-1.6%-1.8%-13.2%-7.2%-11.7%-7.4%-3.8%-2.9%-2.9%

Holdings

The 10 largest positions make up 15.7% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
WELLWelltower Inc4.47%
ORealty Income Corp1.76%
VMRKVivmark Residential1.53%
DUKDuke Energy Corp1.33%
KOCoca-Cola Co1.18%
SOSouthern Co1.13%
PEGPublic Service Enterprise Group Inc1.12%
EDConsolidated Edison Inc1.11%
CMECME Group Inc Class A1.10%
JNJJohnson & Johnson1.03%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
23.5
P/B
3.2
P/S
2.8
P/CF
14.7

Sector allocation

Share of the equity the fund holds.

18.1%Industrials11 sectors
  1. Industrials18.1%
  2. Real estate17.1%
  3. Financial services10.7%
  4. Utilities10.6%
  5. Technology10.0%
  6. Consumer discretionary8.9%
  7. Health care7.9%
  8. Consumer staples5.7%
  9. Communication services4.3%
  10. Energy3.6%
  11. Materials3.3%

Asset mix

  • Stocks99.8%
  • Cash0.2%

ETF details

Issuer
State Street Investment Management
Category
Equity · Large Blend
Ticker
LGLV
Exchange
NYSE Arca
Inception
20 Feb 2013 (13.6 years)
Structure
Exchange Traded Fund
Expense ratio
0.12% (category 0.72%)
Holdings turnover
38% (category 95%)
Distribution yield
2.00%
Beta, 3 years
0.46
Total net assets
$1.2B

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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