LGLV vs. USMF ETF Comparison
Comparison of SPDR SSGA US Large Cap Low Volatility Index ETF (LGLV) to WisdomTree U.S. Multifactor Fund (USMF)
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
$169.60
Average Daily Volume
30,929
159
USMF
WisdomTree U.S. Multifactor Fund
USMF Description
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Multifactor Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is generally comprised of 200 U.S. companies with the highest composite scores based on two fundamental factors (value and quality measures) and two technical factors (momentum and correlation). The fund is non-diversified.Grade (RS Rating)
Last Trade
$48.61
Average Daily Volume
22,533
195
Performance
Period | LGLV | USMF |
---|---|---|
30 Days | 1.76% | -0.12% |
60 Days | 5.82% | 3.71% |
90 Days | 12.15% | 7.65% |
12 Months | 31.04% | 28.98% |
59 Overlapping Holdings
Symbol | Grade | Weight in LGLV | Weight in USMF | Overlap | |
---|---|---|---|---|---|
ABT | C | 0.63% | 0.41% | 0.41% | |
ADP | A | 0.7% | 0.39% | 0.39% | |
AFL | A | 0.72% | 0.37% | 0.37% | |
AIZ | A | 0.37% | 0.36% | 0.36% | |
AKAM | D | 0.42% | 1.14% | 0.42% | |
ALL | C | 0.8% | 0.36% | 0.36% | |
AMT | C | 0.93% | 0.28% | 0.28% | |
AZO | D | 0.5% | 0.77% | 0.5% | |
BAH | A | 0.75% | 0.31% | 0.31% | |
BMY | B | 0.69% | 0.33% | 0.33% | |
BR | B | 0.52% | 0.38% | 0.38% | |
BRK.A | C | 0.94% | 0.38% | 0.38% | |
BRO | A | 0.81% | 0.35% | 0.35% | |
CACI | A | 0.4% | 0.42% | 0.4% | |
CBSH | D | 0.28% | 0.27% | 0.27% | |
CHE | B | 0.32% | 0.42% | 0.32% | |
CL | D | 1.43% | 0.35% | 0.35% | |
CMCSA | B | 0.43% | 0.91% | 0.43% | |
CME | A | 0.81% | 0.37% | 0.37% | |
CNA | D | 0.48% | 0.38% | 0.38% | |
DUK | B | 1.14% | 0.33% | 0.33% | |
EA | D | 0.61% | 1.03% | 0.61% | |
ELS | D | 0.49% | 0.33% | 0.33% | |
FOXA | A | 0.55% | 1.05% | 0.55% | |
GIS | B | 1.25% | 0.33% | 0.33% | |
GL | C | 0.37% | 0.15% | 0.15% | |
GPK | B | 0.32% | 0.41% | 0.32% | |
IBM | C | 0.66% | 1.49% | 0.66% | |
J | D | 0.71% | 0.37% | 0.37% | |
JNJ | C | 1.05% | 0.47% | 0.47% | |
L | D | 0.53% | 0.39% | 0.39% | |
LMT | A | 0.85% | 0.44% | 0.44% | |
MCK | F | 0.62% | 0.37% | 0.37% | |
MKL | B | 0.72% | 0.33% | 0.33% | |
MMM | B | 0.79% | 0.23% | 0.23% | |
MRK | F | 0.63% | 0.42% | 0.42% | |
MSA | D | 0.24% | 0.37% | 0.24% | |
MSI | A | 0.76% | 1.45% | 0.76% | |
ORI | A | 0.33% | 0.35% | 0.33% | |
ORLY | A | 0.51% | 0.81% | 0.51% | |
PCAR | D | 0.49% | 0.33% | 0.33% | |
PG | C | 1.05% | 0.35% | 0.35% | |
PGR | C | 1.01% | 0.36% | 0.36% | |
RLI | A | 0.23% | 0.34% | 0.23% | |
ROP | C | 0.58% | 1.38% | 0.58% | |
RSG | D | 1.03% | 0.4% | 0.4% | |
RYAN | A | 0.52% | 0.28% | 0.28% | |
SAIC | B | 0.26% | 0.29% | 0.26% | |
T | A | 0.69% | 1.08% | 0.69% | |
TJX | C | 0.65% | 0.87% | 0.65% | |
TRV | C | 0.8% | 0.36% | 0.36% | |
TYL | C | 0.63% | 1.11% | 0.63% | |
VRSK | D | 0.55% | 0.36% | 0.36% | |
VRSN | C | 0.51% | 1.52% | 0.51% | |
VZ | A | 0.97% | 0.99% | 0.97% | |
WM | D | 0.83% | 0.4% | 0.4% | |
WMT | A | 1.29% | 0.35% | 0.35% | |
WRB | B | 0.62% | 0.33% | 0.33% | |
XOM | B | 0.31% | 0.42% | 0.31% |
LGLV Overweight 100 Positions Relative to USMF
Symbol | Grade | Weight | |
---|---|---|---|
PEP | D | 1.29% | |
LIN | B | 1.23% | |
XEL | A | 1.15% | |
PEG | A | 1.14% | |
PSA | C | 1.12% | |
AVB | C | 1.1% | |
APD | C | 1.1% | |
EQR | C | 1.06% | |
SO | A | 1.06% | |
ED | A | 1.01% | |
WEC | A | 0.98% | |
DTE | A | 0.95% | |
VMC | D | 0.92% | |
MMC | D | 0.91% | |
EQIX | B | 0.91% | |
MCD | A | 0.87% | |
AEE | A | 0.84% | |
K | B | 0.84% | |
AJG | D | 0.82% | |
NDAQ | C | 0.82% | |
INVH | D | 0.8% | |
UNH | B | 0.77% | |
BDX | B | 0.76% | |
GD | A | 0.75% | |
NOC | B | 0.75% | |
CMS | A | 0.75% | |
CB | A | 0.75% | |
ICE | A | 0.72% | |
MAA | C | 0.71% | |
COST | C | 0.71% | |
MSFT | C | 0.7% | |
CHKP | C | 0.69% | |
PKG | A | 0.69% | |
OTIS | A | 0.68% | |
KMI | A | 0.67% | |
WTW | A | 0.67% | |
AON | A | 0.66% | |
PAYX | A | 0.64% | |
MDT | A | 0.64% | |
AVY | B | 0.64% | |
FDS | C | 0.64% | |
ORCL | C | 0.63% | |
SUI | C | 0.62% | |
GRMN | D | 0.61% | |
AMCR | A | 0.59% | |
ETN | C | 0.59% | |
IEX | D | 0.58% | |
V | C | 0.58% | |
TXN | C | 0.58% | |
HON | B | 0.56% | |
NI | A | 0.56% | |
UDR | C | 0.55% | |
TSCO | A | 0.54% | |
FAST | C | 0.52% | |
GGG | B | 0.52% | |
HD | A | 0.52% | |
CASY | D | 0.51% | |
ITW | B | 0.51% | |
UNP | C | 0.51% | |
GOOGL | C | 0.5% | |
CPT | C | 0.49% | |
AMH | D | 0.49% | |
ROL | B | 0.49% | |
CSCO | A | 0.49% | |
AME | D | 0.49% | |
NDSN | B | 0.48% | |
CHRW | A | 0.46% | |
WMB | A | 0.46% | |
JKHY | A | 0.45% | |
NVR | A | 0.45% | |
SBUX | B | 0.44% | |
FTV | B | 0.42% | |
ACN | B | 0.42% | |
HLI | B | 0.41% | |
SCI | C | 0.41% | |
YUM | B | 0.41% | |
LOW | A | 0.4% | |
ATR | A | 0.38% | |
LNG | D | 0.37% | |
DOX | B | 0.37% | |
CSGP | F | 0.36% | |
EGP | D | 0.33% | |
TTC | D | 0.33% | |
DCI | B | 0.32% | |
CHK | C | 0.31% | |
CVX | D | 0.3% | |
FR | C | 0.28% | |
DTM | A | 0.28% | |
ADC | B | 0.27% | |
SEIC | B | 0.27% | |
GNTX | F | 0.26% | |
DLB | D | 0.26% | |
LSTR | D | 0.24% | |
DG | F | 0.23% | |
MMS | A | 0.21% | |
CWST | D | 0.21% | |
SIGI | D | 0.2% | |
SON | D | 0.19% | |
NEU | F | 0.14% | |
SOLV | D | 0.1% |
LGLV Underweight 136 Positions Relative to USMF
Symbol | Grade | Weight | |
---|---|---|---|
CTSH | C | -1.36% | |
GDDY | D | -1.3% | |
TDY | B | -1.27% | |
SNX | C | -1.25% | |
FFIV | C | -1.25% | |
TMUS | A | -1.15% | |
JNPR | C | -1.08% | |
HPQ | C | -0.99% | |
DBX | C | -0.96% | |
DT | C | -0.95% | |
NYT | B | -0.94% | |
FICO | C | -0.93% | |
CVLT | C | -0.92% | |
ZM | B | -0.91% | |
NTAP | D | -0.87% | |
IPG | C | -0.85% | |
CRM | C | -0.84% | |
DRI | C | -0.83% | |
DOCU | B | -0.82% | |
DIS | D | -0.8% | |
APP | B | -0.77% | |
TXRH | B | -0.76% | |
WDAY | D | -0.76% | |
MUSA | D | -0.74% | |
FTNT | C | -0.74% | |
EBAY | A | -0.74% | |
LVS | B | -0.73% | |
FSLR | C | -0.72% | |
ARMK | B | -0.71% | |
HRB | C | -0.69% | |
INFA | D | -0.69% | |
EPAM | F | -0.65% | |
CRUS | D | -0.64% | |
NTNX | D | -0.58% | |
GM | D | -0.53% | |
ECL | A | -0.48% | |
EXPE | B | -0.46% | |
EHC | B | -0.45% | |
LDOS | A | -0.45% | |
HOLX | D | -0.45% | |
ABBV | A | -0.44% | |
ADTN | C | -0.42% | |
DGX | C | -0.42% | |
CCK | A | -0.41% | |
CAH | B | -0.41% | |
HIG | A | -0.41% | |
GILD | A | -0.41% | |
BSX | A | -0.41% | |
ZBH | F | -0.4% | |
ANF | D | -0.4% | |
INGR | A | -0.39% | |
COP | D | -0.39% | |
DOV | C | -0.39% | |
REGN | D | -0.39% | |
UHS | D | -0.39% | |
ELV | F | -0.39% | |
EOG | D | -0.39% | |
UTHR | B | -0.39% | |
TMO | C | -0.38% | |
AMP | A | -0.38% | |
SSNC | C | -0.38% | |
HCA | A | -0.38% | |
NNN | A | -0.37% | |
ETR | A | -0.37% | |
BERY | C | -0.37% | |
ACI | F | -0.37% | |
JPM | D | -0.36% | |
VOYA | A | -0.36% | |
CBOE | B | -0.36% | |
CINF | A | -0.35% | |
GLPI | B | -0.35% | |
KMB | B | -0.35% | |
GAP | F | -0.35% | |
REYN | C | -0.35% | |
LHX | A | -0.34% | |
VLO | F | -0.34% | |
AXP | A | -0.34% | |
POST | B | -0.34% | |
RGA | C | -0.34% | |
AIG | F | -0.34% | |
KR | B | -0.34% | |
EXEL | C | -0.34% | |
VICI | C | -0.34% | |
OGE | A | -0.34% | |
CNC | F | -0.34% | |
DE | A | -0.34% | |
HAL | F | -0.33% | |
MRO | D | -0.33% | |
WPC | C | -0.33% | |
PRI | A | -0.33% | |
SYY | B | -0.33% | |
UNM | A | -0.33% | |
MO | B | -0.33% | |
MTG | B | -0.32% | |
EIX | A | -0.32% | |
ALSN | A | -0.32% | |
FRT | B | -0.32% | |
DVN | F | -0.32% | |
CAG | B | -0.32% | |
MPC | F | -0.32% | |
PPC | A | -0.32% | |
RJF | B | -0.32% | |
WFC | D | -0.32% | |
IBKR | A | -0.32% | |
PNW | A | -0.31% | |
MAS | A | -0.31% | |
CI | C | -0.31% | |
AEP | B | -0.31% | |
EME | C | -0.31% | |
HII | D | -0.31% | |
KHC | B | -0.3% | |
DVA | B | -0.3% | |
PCG | B | -0.3% | |
VTRS | D | -0.3% | |
NTRS | C | -0.29% | |
MLI | B | -0.29% | |
DINO | F | -0.29% | |
TAP | D | -0.29% | |
THC | C | -0.29% | |
LPX | A | -0.29% | |
MTB | C | -0.28% | |
FCN | B | -0.28% | |
CRS | B | -0.27% | |
EWBC | D | -0.26% | |
FDX | D | -0.25% | |
NBIX | F | -0.25% | |
APA | F | -0.25% | |
SYF | C | -0.25% | |
FCNCA | D | -0.25% | |
BMRN | F | -0.23% | |
SFM | A | -0.23% | |
HALO | D | -0.23% | |
FMC | B | -0.23% | |
PYPL | B | -0.22% | |
LNTH | C | -0.18% | |
PAYC | D | -0.18% |
LGLV: Top Represented Industries & Keywords
USMF: Top Represented Industries & Keywords