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Upturn AI SWOT - About
SPDR® SSGA US Small Cap Low Volatility Index ETF (SMLV)
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Upturn Advisory Summary
04/01/2025: SMLV (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
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -12.52% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 6849 | Beta 0.87 | 52 Weeks Range 100.13 - 140.27 | Updated Date 04/2/2025 |
52 Weeks Range 100.13 - 140.27 | Updated Date 04/2/2025 |
Upturn AI SWOT
SPDR® SSGA US Small Cap Low Volatility Index ETF
ETF Overview
Overview
The SPDRu00ae SSGA US Small Cap Low Volatility Index ETF (XSLV) seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the SSGA US Small Cap Low Volatility Index. It focuses on U.S. small-cap stocks with lower volatility characteristics.
Reputation and Reliability
State Street Global Advisors (SSGA) is a reputable and well-established asset manager with a long track record in the ETF market.
Management Expertise
SSGA has extensive experience managing index-tracking ETFs, including expertise in factor-based strategies like low volatility.
Investment Objective
Goal
To provide investment results that closely correspond to the price and yield performance of the SSGA US Small Cap Low Volatility Index.
Investment Approach and Strategy
Strategy: The ETF tracks the SSGA US Small Cap Low Volatility Index, which selects and weights U.S. small-cap stocks based on their low volatility characteristics.
Composition Primarily holds U.S. small-cap stocks selected and weighted based on their volatility.
Market Position
Market Share: XSLV's market share varies within the low volatility small-cap ETF segment.
Total Net Assets (AUM): 436000000
Competitors
Key Competitors
- Invesco S&P SmallCap Low Volatility ETF (XSLV)
- Principal U.S. Small-Cap ETF (PSC)
- Avantis U.S. Small Cap Value ETF (AVUV)
Competitive Landscape
The small-cap low volatility ETF market has several players. XSLV benefits from SSGA's established brand and extensive distribution network. However, other ETFs might offer slightly different methodologies or lower expense ratios. AVUV is more value focused compared to XSLV.
Financial Performance
Historical Performance: Historical performance varies based on the time period and market conditions. Consult fund fact sheets for precise return data.
Benchmark Comparison: The ETF's performance should be compared against the SSGA US Small Cap Low Volatility Index to assess tracking effectiveness.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
XSLV demonstrates moderate liquidity with a substantial average daily trading volume.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating relatively low transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment toward small-cap stocks influence XSLV's performance.
Growth Trajectory
The ETF's growth depends on the popularity of low volatility strategies and the performance of small-cap stocks.
Moat and Competitive Advantages
Competitive Edge
XSLV benefits from SSGA's brand recognition and distribution network. Its straightforward, rules-based approach to low volatility investing is easily understood by investors. The focus on small-cap stocks provides diversification benefits. The ETF's expense ratio is also competitive compared to other funds in the category. Its low volatility strategy can provide downside protection during market downturns.
Risk Analysis
Volatility
XSLV is designed to exhibit lower volatility than the broader small-cap market.
Market Risk
XSLV is exposed to market risk, particularly the risks associated with small-cap stocks. Sector concentration can also create additional risk.
Investor Profile
Ideal Investor Profile
Ideal investors are risk-averse individuals seeking exposure to small-cap stocks with lower volatility.
Market Risk
Suitable for long-term investors and passive index followers who prioritize downside protection.
Summary
The SPDRu00ae SSGA US Small Cap Low Volatility Index ETF (XSLV) offers exposure to U.S. small-cap stocks with lower volatility characteristics, making it a potentially attractive option for risk-averse investors. The ETF tracks a rules-based index and benefits from SSGA's brand recognition and distribution network. Investors should compare its performance and expense ratio against competing ETFs before making an investment decision. XSLV is suitable for investors who prefer long-term investment and downside protection during volatility.
Similar Companies
- IUSS
- VIOV
- AVUV
- SMLV
Sources and Disclaimers
Data Sources:
- SSGA Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. 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 SPDR® SSGA US Small 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. small 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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