LGLV vs. JXI ETF Comparison

Comparison of SPDR SSGA US Large Cap Low Volatility Index ETF (LGLV) to iShares Global Utilities ETF (JXI)

LGLV

SPDR SSGA US Large Cap Low Volatility Index ETF

LGLV Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the SSGA US Large Cap Low Volatility Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the stocks of U.S. large capitalization companies that exhibit low volatility. Volatility is a statistical measurement of the magnitude of movements in a stock's price over time. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$167.62

Average Daily Volume

31,499

Number of Holdings ^*

159

* may have additional holdings in another (foreign) market

JXI

iShares Global Utilities ETF

JXI Description

The investment seeks to track the investment results of an index composed of global equities in the utilities sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the S&P Global 1200 Utilities Sector IndexTM, which measures the performance of companies that S&P Dow Jones Indices LLC ("S&P"), a subsidiary of McGraw Hill Financial, Inc., deems to be part of the utilities sector of the economy and that S&P believes are important to global markets. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$69.51

Average Daily Volume

12,710

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	LGLV	JXI
30 Days	3.06%	4.16%
60 Days	7.30%	10.56%
90 Days	9.51%	12.92%
12 Months	23.96%	21.26%

10 Overlapping Holdings

Symbol	Grade	Weight in LGLV	Weight in JXI	Overlap
AEE	C	0.83%	1.0%	0.83%
CMS	C	0.75%	1.0%	0.75%
DTE	C	0.95%	1.0%	0.95%
DUK	C	1.15%	1.0%	1.0%
ED	C	1.02%	1.0%	1.0%
NI	B	0.56%	1.0%	0.56%
PEG	B	1.07%	1.0%	1.0%
SO	B	1.07%	1.0%	1.0%
WEC	C	1.0%	1.0%	1.0%
XEL	B	1.15%	1.0%	1.0%

LGLV Overweight 149 Positions Relative to JXI

Symbol	Grade	Weight
CL	D	1.48%
PEP	C	1.36%
WMT	C	1.26%
GIS	B	1.25%
LIN	B	1.21%
PSA	B	1.13%
AVB	B	1.11%
EQR	B	1.09%
JNJ	C	1.09%
PG	C	1.08%
RSG	D	1.05%
APD	B	1.04%
PGR	B	0.99%
BRK.A	C	0.96%
AMT	C	0.96%
VZ	B	0.96%
MMC	C	0.94%
EQIX	C	0.9%
AJG	D	0.87%
VMC	D	0.86%
MCD	B	0.85%
K	B	0.85%
WM	D	0.84%
LMT	C	0.84%
CME	C	0.83%
NDAQ	A	0.82%
INVH	C	0.82%
UNH	C	0.8%
ALL	B	0.79%
TRV	C	0.79%
BRO	C	0.79%
BDX	D	0.77%
MMM	B	0.76%
CB	B	0.75%
GD	B	0.75%
NOC	B	0.74%
MSI	B	0.74%
ICE	C	0.73%
MAA	B	0.73%
MKL	C	0.72%
BAH	C	0.72%
AFL	C	0.71%
ADP	B	0.71%
COST	B	0.71%
T	C	0.69%
MSFT	C	0.69%
WTW	C	0.68%
BMY	C	0.68%
CHKP	B	0.68%
PKG	B	0.67%
MCK	F	0.67%
J	C	0.66%
TJX	B	0.66%
AON	B	0.66%
ABT	C	0.66%
PAYX	C	0.65%
SUI	B	0.65%
GRMN	D	0.65%
MDT	C	0.65%
KMI	B	0.64%
WRB	C	0.64%
OTIS	C	0.64%
TYL	C	0.64%
AVY	C	0.64%
EA	D	0.63%
MRK	D	0.63%
IBM	B	0.63%
FDS	C	0.62%
V	C	0.61%
ORCL	C	0.6%
ROP	C	0.59%
TXN	C	0.58%
AMCR	B	0.58%
VRSK	D	0.57%
HON	D	0.56%
UDR	C	0.56%
IEX	D	0.55%
ETN	C	0.54%
L	C	0.53%
BR	D	0.53%
TSCO	C	0.53%
ELS	C	0.52%
UNP	C	0.52%
FOXA	B	0.52%
GGG	C	0.51%
AZO	D	0.51%
VRSN	D	0.51%
FAST	C	0.51%
CASY	D	0.51%
CNA	C	0.5%
AMH	C	0.5%
ORLY	C	0.5%
ROL	C	0.49%
ITW	C	0.49%
RYAN	D	0.49%
HD	B	0.49%
CPT	B	0.48%
PCAR	D	0.48%
AME	C	0.48%
JKHY	B	0.47%
GOOGL	D	0.47%
NDSN	C	0.47%
SBUX	C	0.46%
WMB	B	0.46%
CSCO	C	0.46%
NVR	B	0.45%
ACN	C	0.44%
CHRW	B	0.43%
SCI	B	0.42%
CMCSA	D	0.42%
YUM	D	0.42%
AKAM	D	0.41%
FTV	C	0.4%
CACI	B	0.39%
HLI	B	0.39%
CSGP	D	0.39%
LNG	C	0.37%
DOX	C	0.37%
ATR	B	0.37%
LOW	B	0.37%
AIZ	B	0.36%
GL	C	0.35%
GPK	B	0.33%
ORI	B	0.33%
TTC	D	0.32%
EGP	B	0.32%
DCI	C	0.31%
CHE	C	0.31%
CVX	D	0.3%
XOM	C	0.3%
ADC	C	0.29%
CHK	D	0.29%
FR	B	0.28%
CBSH	C	0.28%
SEIC	C	0.27%
DTM	B	0.27%
SAIC	C	0.26%
GNTX	F	0.25%
LSTR	D	0.24%
DLB	D	0.24%
MSA	D	0.23%
DG	F	0.22%
CWST	D	0.22%
RLI	B	0.22%
MMS	C	0.19%
SIGI	D	0.19%
SON	C	0.19%
NEU	D	0.14%
SOLV	C	0.1%

LGLV Underweight 22 Positions Relative to JXI

Symbol	Grade	Weight
VST	C	-1.0%
AWK	B	-1.0%
EIX	C	-1.0%
EXC	C	-1.0%
PCG	C	-1.0%
D	C	-1.0%
SRE	C	-1.0%
AEP	C	-1.0%
CEG	C	-1.0%
NEE	C	-1.0%
ETR	B	-1.0%
PNW	C	-1.0%
AES	C	-1.0%
EVRG	B	-1.0%
LNT	B	-1.0%
CNP	C	-1.0%
ATO	B	-1.0%
FE	C	-1.0%
PPL	C	-1.0%
ES	C	-1.0%
NRG	C	-1.0%
COP	D	-0.46%