LGLV vs VOO
State Street SPDR US Large Cap Low Volatility Index ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | LGLV | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.12% | 0.03% | |
| AUM | $1.2B | $979.0B | |
| Dividend Yield | 2.05% | 1.09% | |
| Holdings | 174 | 509 | |
| YTD Return | +8.70% | +14.48% | |
| 1Y Return | +8.86% | +22.02% | |
| 3Y Return (annualized) | +12.71% | +21.80% | |
| 5Y Return (annualized) | +8.28% | +13.36% | |
| Volatility (annualized) | 12.9% | 14.2% | |
| Max Drawdown | -37.0% | -34.3% | |
| Fund Family | State Street Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Feb 20, 2013 | Sep 7, 2010 |
LGLV vs VOO Performance
State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) is a ETF from State Street Investment Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year LGLV returned +8.86% while VOO returned +22.02%. Year to date, LGLV is up 8.70% versus a gain of 14.48% for VOO.
Over three years, LGLV compounded at +12.71% per year against +21.80% for VOO; over five years the annualized figures are +8.28% and +13.36% respectively. Across the full 14-year window we track, VOO has the edge at +13.61% annualized vs +9.84%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 12.9% for LGLV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -37.0% for LGLV and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
LGLV charges 0.12% per year while VOO charges 0.03%. On a $10,000 position that is $12 vs $3 annually, a gap of $9 per year that compounds over a long holding period. On income, LGLV currently yields 2.05% against 1.09% for VOO.
Holdings Overlap
LGLV and VOO share 123 holdings out of 554 unique holdings combined, representing a 19.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, LGLV or VOO?
LGLV has an expense ratio of 0.12% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $9 per year of difference.
Which performed better, LGLV or VOO?
Over the past year LGLV returned +8.86% vs +22.02% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (14 years), LGLV annualized +9.84% vs +13.61% for VOO. Past performance does not guarantee future results.
Which is riskier, LGLV or VOO?
VOO has been the more volatile fund at 14.2% annualized versus 12.9% for LGLV. Worst drawdown: LGLV -37.0% vs VOO -34.3%.
Should I hold both LGLV and VOO?
LGLV and VOO have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LGLV and VOO?
LGLV and VOO share 123 common holdings with a 19.4% weight overlap. Combined, they hold 554 unique securities.
Which pays a higher dividend, LGLV or VOO?
LGLV yields 2.05% while VOO yields 1.09%, so LGLV currently pays the higher dividend yield.
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