LGLV vs. VDC
Compare and contrast key facts about SPDR SSGA US Large Cap Low Volatility Index ETF (LGLV) and Vanguard Consumer Staples ETF (VDC).
LGLV and VDC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LGLV is a passively managed fund by State Street that tracks the performance of the SSGA US Large Cap Low Volatility (TR). It was launched on Feb 20, 2013. VDC is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Consumer Staples 25/50 Index. It was launched on Jan 26, 2004. Both LGLV and VDC are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LGLV or VDC.
Correlation
The correlation between LGLV and VDC is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
LGLV vs. VDC - Performance Comparison
Key characteristics
LGLV:
1.82
VDC:
1.69
LGLV:
2.50
VDC:
2.44
LGLV:
1.32
VDC:
1.29
LGLV:
2.42
VDC:
2.63
LGLV:
9.78
VDC:
10.54
LGLV:
1.70%
VDC:
1.55%
LGLV:
9.12%
VDC:
9.65%
LGLV:
-36.64%
VDC:
-34.24%
LGLV:
-6.85%
VDC:
-3.34%
Returns By Period
The year-to-date returns for both stocks are quite close, with LGLV having a 15.73% return and VDC slightly lower at 15.22%. Over the past 10 years, LGLV has outperformed VDC with an annualized return of 11.05%, while VDC has yielded a comparatively lower 8.27% annualized return.
LGLV
15.73%
-3.65%
8.36%
17.83%
9.80%
11.05%
VDC
15.22%
0.66%
6.36%
15.88%
8.60%
8.27%
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LGLV vs. VDC - Expense Ratio Comparison
LGLV has a 0.12% expense ratio, which is higher than VDC's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
LGLV vs. VDC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR SSGA US Large Cap Low Volatility Index ETF (LGLV) and Vanguard Consumer Staples ETF (VDC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
LGLV vs. VDC - Dividend Comparison
LGLV's dividend yield for the trailing twelve months is around 1.34%, less than VDC's 2.29% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF | 1.34% | 2.03% | 1.95% | 1.65% | 1.98% | 1.89% | 2.09% | 4.39% | 2.54% | 2.97% | 7.14% | 2.99% |
VDC Vanguard Consumer Staples ETF | 2.29% | 2.65% | 2.37% | 2.14% | 2.50% | 2.44% | 2.78% | 2.52% | 2.39% | 2.55% | 1.93% | 2.21% |
Drawdowns
LGLV vs. VDC - Drawdown Comparison
The maximum LGLV drawdown since its inception was -36.64%, which is greater than VDC's maximum drawdown of -34.24%. Use the drawdown chart below to compare losses from any high point for LGLV and VDC. For additional features, visit the drawdowns tool.
Volatility
LGLV vs. VDC - Volatility Comparison
SPDR SSGA US Large Cap Low Volatility Index ETF (LGLV) has a higher volatility of 3.07% compared to Vanguard Consumer Staples ETF (VDC) at 2.86%. This indicates that LGLV's price experiences larger fluctuations and is considered to be riskier than VDC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.