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Upturn AI SWOT - About
SPDR® SSGA US Large Cap Low Volatility Index ETF (LGLV)
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Upturn Advisory Summary
03/27/2025: LGLV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 6.02% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 39796 | Beta 0.75 | 52 Weeks Range 144.44 - 176.44 | Updated Date 03/28/2025 |
52 Weeks Range 144.44 - 176.44 | Updated Date 03/28/2025 |
Upturn AI SWOT
SPDR® SSGA US Large Cap Low Volatility Index ETF
ETF Overview
Overview
The SPDRu00ae SSGA US Large Cap Low Volatility Index ETF (UVOL) seeks to provide investment results that correspond to the price and yield performance of the SSGA US Large Cap Low Volatility Index. It focuses on US large-cap stocks with lower volatility characteristics, aiming for potentially reduced risk compared to the broader market.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF provider with a long track record in the industry.
Management Expertise
SSGA has extensive experience in managing passive investment strategies and a dedicated team of professionals overseeing the ETF.
Investment Objective
Goal
To provide investment results that correspond to the price and yield performance of the SSGA US Large Cap Low Volatility Index.
Investment Approach and Strategy
Strategy: Tracks the SSGA US Large Cap Low Volatility Index.
Composition Primarily holds a diversified portfolio of US large-cap stocks selected for their low volatility characteristics.
Market Position
Market Share: UVOL holds a moderate market share within the low volatility large-cap ETF segment.
Total Net Assets (AUM): 517600000
Competitors
Key Competitors
- Invesco S&P 500 Low Volatility ETF (SPLV)
- iShares MSCI USA Min Vol Factor ETF (USMV)
- Legg Mason Low Volatility High Dividend ETF (LVHD)
Competitive Landscape
The low volatility ETF market is competitive, with several established players. UVOL competes on factors such as expense ratio, tracking error, and index methodology. Compared to competitors, UVOL's advantages lie in its specific index construction and potential for outperformance within certain market conditions. A potential disadvantage could be lower AUM compared to larger competitors, potentially affecting liquidity.
Financial Performance
Historical Performance: Data unavailable, refer to financial data sources for specific time periods.
Benchmark Comparison: Performance should be compared against the SSGA US Large Cap Low Volatility Index.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
UVOL exhibits moderate liquidity with an adequate average daily trading volume.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, and overall market volatility influence UVOL's performance. The ETF tends to perform relatively better during periods of market uncertainty and increased volatility.
Growth Trajectory
Growth depends on investor demand for low volatility strategies and the ETF's ability to track its index effectively. Holdings might change as stock volatilities shift.
Moat and Competitive Advantages
Competitive Edge
UVOL's competitive edge lies in its precise tracking of the SSGA US Large Cap Low Volatility Index, offering a targeted exposure to low volatility large-cap stocks. The ETF's low expense ratio enhances its appeal to cost-conscious investors. Its strategic focus on lower volatility allows for potentially reduced portfolio risk and downside protection. The selection criteria of its index can be a differentiator in volatile markets. SSGA's expertise in managing passive funds further supports its competitive position.
Risk Analysis
Volatility
UVOL exhibits lower volatility compared to broad market ETFs due to its underlying strategy.
Market Risk
Specific risks include the potential for underperformance during strong bull markets and the possibility that the low volatility factor may not always provide downside protection.
Investor Profile
Ideal Investor Profile
UVOL is suitable for risk-averse investors seeking lower volatility exposure to US large-cap stocks and potentially reduced downside risk.
Market Risk
UVOL is best for long-term investors and passive index followers seeking a less volatile investment option.
Summary
The SPDRu00ae SSGA US Large Cap Low Volatility Index ETF (UVOL) provides targeted exposure to US large-cap stocks with lower volatility, tracking the SSGA US Large Cap Low Volatility Index. Its competitive expense ratio and the reputable issuer, SSGA, enhance its appeal to risk-averse investors. While it may underperform during strong bull markets, it offers potential downside protection during periods of market uncertainty. UVOL is suited for investors seeking a long-term, less volatile investment option in the US large-cap space. Investors need to carefully consider the ETFs market position and compare against competitors before making an investment decision.
Similar Companies
- SPLV
- USMV
- LVHD
- XSLV
- LGLV
- DVOL
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data are estimates and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SPDR® SSGA US Large Cap Low Volatility Index ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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.
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