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Upturn AI SWOT - About
AB US Low Volatility Equity ETF (LOWV)
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Upturn Advisory Summary
04/01/2025: LOWV (1-star) is currently NOT-A-BUY. Pass it for now.
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
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 14.37% | Avg. Invested days 65 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 10261 | Beta - | 52 Weeks Range 60.94 - 73.18 | Updated Date 04/1/2025 |
52 Weeks Range 60.94 - 73.18 | Updated Date 04/1/2025 |
Upturn AI SWOT
AB US Low Volatility Equity ETF
ETF Overview
Overview
The AB US Low Volatility Equity ETF (LVUS) seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the AB US Low Volatility Equity Index. The fund invests in a diversified portfolio of U.S. equities with the goal of achieving lower volatility than the broader market.
Reputation and Reliability
AllianceBernstein (AB) is a well-established global investment management firm with a long track record. They are generally considered a reliable and reputable issuer.
Management Expertise
AB has a team of experienced investment professionals specializing in quantitative analysis and portfolio management. The team managing LVUS has expertise in low volatility strategies.
Investment Objective
Goal
To provide investment results that closely correspond to the performance of the AB US Low Volatility Equity Index.
Investment Approach and Strategy
Strategy: The ETF tracks the AB US Low Volatility Equity Index, which selects stocks from the Solactive US Broad Market Index based on volatility characteristics.
Composition The ETF primarily holds U.S. equities. The selection process aims to create a portfolio with lower volatility than the broader U.S. equity market.
Market Position
Market Share: Limited data available for precise market share.
Total Net Assets (AUM): 288510896
Competitors
Key Competitors
- SPLV
- USMV
- XSLV
Competitive Landscape
The low volatility ETF market is competitive, with several established players. LVUS competes with larger ETFs like SPLV and USMV, which have greater AUM and liquidity. LVUS differentiates itself through its proprietary index and stock selection methodology, which aims to provide potentially better risk-adjusted returns compared to its peers. The fund may face challenges gaining significant market share due to its smaller size and shorter track record compared to its competitors.
Financial Performance
Historical Performance: Historical performance data can be obtained from financial data providers.
Benchmark Comparison: Benchmark comparison data can be obtained from financial data providers.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The ETF's average trading volume indicates moderate liquidity.
Bid-Ask Spread
The bid-ask spread can vary depending on market conditions.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and overall market sentiment all impact LVUS. Specifically, periods of high market volatility tend to favor low volatility strategies.
Growth Trajectory
Growth trends depend on investor demand for low volatility strategies and the fund's ability to attract assets. Changes to strategy and holdings are made according to the underlying index methodology.
Moat and Competitive Advantages
Competitive Edge
LVUS's competitive advantage lies in its proprietary AB US Low Volatility Equity Index, which uses a quantitative model to select stocks based on volatility characteristics. AB's established research and analytical capabilities further enhance its competitive edge. This approach aims to deliver superior risk-adjusted returns compared to traditional market-cap-weighted indexes and other low volatility ETFs. However, note that past performance is not indicative of future results. The fund's ability to consistently outperform its competitors will depend on the effectiveness of its index methodology and AB's stock selection process.
Risk Analysis
Volatility
LVUS is designed to have lower volatility than the broader market, but it is still subject to market fluctuations.
Market Risk
The ETF's underlying assets are subject to general market risk, sector-specific risks, and company-specific risks.
Investor Profile
Ideal Investor Profile
The ideal investor for LVUS is a risk-averse investor seeking lower volatility equity exposure. It is suitable for investors who prioritize capital preservation and are looking for a potentially more stable investment option within their equity portfolio.
Market Risk
LVUS is best suited for long-term investors seeking passive exposure to a low volatility equity strategy. It may also be suitable for investors nearing retirement or those with a low risk tolerance.
Summary
The AB US Low Volatility Equity ETF (LVUS) offers investors a way to access the US equity market with reduced volatility. Its strategy of tracking a volatility-weighted index offers potentially smoother returns than standard market-cap-weighted ETFs. Backed by the research expertise of AllianceBernstein, LVUS provides a compelling low-risk approach, targeting risk-averse investors and those seeking stable long-term gains. However, it's essential to consider LVUS's performance in diverse economic landscapes and compare it against alternatives to ensure alignment with investment goals.
Similar Companies
EUSA
iShares MSCI USA Equal Weighted ETF
EUSA
iShares MSCI USA Equal Weighted ETF
SPLV
Invesco S&P 500® Low Volatility ETF
SPLV
Invesco S&P 500® Low Volatility ETF
XSLV
Invesco S&P SmallCap Low Volatility ETF
XSLV
Invesco S&P SmallCap Low Volatility ETF
Sources and Disclaimers
Data Sources:
- AllianceBernstein (AB) Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made after careful consideration of individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results.
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 AB US Low Volatility Equity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively-managed exchange-traded fund ("ETF"). The adviser seeks to achieve the fund"s investment objective by investing, under normal circumstances, at least 80% of its net assets in the equity securities of U.S. companies. The fund is non-diversified.
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