VS

Correlation: 90.3%

What is LGLV?

LGLV was created on 2013-02-20 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. LGLV tracks an index of the least volatile large-cap US stocks.

What is NULV?

NULV was created on 2016-12-13 by Nuveen. The fund's investment portfolio concentrates primarily on large cap equity. NULV tracks an index of US large-cap value stocks that score highly on environmental", social", and governance (ESG) criteria. The fund is weighted using a multi-factor optimizer.

Key Details

LGLV
NULV
Website
us.spdrs.com
www.nuveen.com
Inception Date

Feb 20, 2013

Dec 13, 2016

Asset Class

Equity

Equity

Investment Segment

Large Cap

Large Cap

AUM
$886.84M
$1.52B
Dividend Yield
2.05%
2.22%
Expense Ratio
0.12%
0.26%
Return 1Y
6.10%
-2.48%

Holdings

SPDR SSGA US Large Cap Low Volatility Index ETF - LGLV is made up of 166 holdings. Nuveen ESG Large Cap Value ETF - NULV is made up of 110 holdings.

Name
Weight
L
LINLinde Plc

1.35%

P
PEPPepsiCo, Inc.

1.31%

C
CLColgate-Palmolive Co.

1.23%

J
JNJJohnson & Johnson

1.18%

V
VMCVulcan Materials Co.

1.18%

C
CMECME Group, Inc.

1.1%

M
MCDMcDonald's Corp.

1.06%

B
BRK.BBerkshire Hathaway, Inc.

1.04%

W
WMTWalmart, Inc.

1.03%

P
PGProcter & Gamble Co.

1.03%

C
CTVACorteva, Inc.

1.03%

D
DUKDuke Energy Corp.

1.02%

E
EDConsolidated Edison, Inc.

0.99%

D
DTEDTE Energy Co.

0.99%

X
XELXcel Energy, Inc.

0.96%

R
RSGRepublic Services, Inc.

0.95%

B
BDXBecton, Dickinson & Co.

0.94%

M
MMCMarsh & McLennan Cos., Inc.

0.91%

W
WECWEC Energy Group, Inc.

0.9%

C
CORCencora, Inc.

0.9%

S
SOThe Southern Co.

0.9%

W
WMWaste Management, Inc.

0.9%

A
AEEAmeren Corp.

0.88%

U
UNHUnitedHealth Group, Inc.

0.87%

V
VZVerizon Communications, Inc.

0.86%

C
CMSCMS Energy Corp.

0.86%

E
EQREquity Residential

0.86%

T
TRVThe Travelers Cos., Inc.

0.85%

G
GDGeneral Dynamics Corp.

0.85%

E
EQIXEquinix, Inc.

0.84%

Name
Weight
K
KOThe Coca-Cola Co.

2.7%

M
MCDMcDonald's Corp.

2.39%

V
VZVerizon Communications, Inc.

2.28%

I
IBMInternational Business Machines Corp.

2.17%

B
BACBank of America Corp.

2.05%

M
MMCMarsh & McLennan Cos., Inc.

1.89%

D
DISThe Walt Disney Co.

1.77%

A
AMGNAmgen, Inc.

1.75%

P
PGRProgressive Corp.

1.74%

M
MRKMerck & Co., Inc.

1.73%

F
FIFiserv, Inc.

1.72%

W
WELLWelltower, Inc.

1.7%

E
EXCExelon Corp.

1.7%

D
DEDeere & Co.

1.69%

L
LOWLowe's Companies, Inc.

1.67%

T
TXNTexas Instruments Incorporated

1.67%

C
CIThe Cigna Group

1.66%

E
EDConsolidated Edison, Inc.

1.62%

S
SPGIS&P Global, Inc.

1.59%

T
TRVThe Travelers Cos., Inc.

1.56%

M
MMM3M Co.

1.53%

C
CCitigroup, Inc.

1.52%

A
ADPAutomatic Data Processing, Inc.

1.45%

B
BKThe Bank of New York Mellon Corp.

1.44%

M
MCKMcKesson Corp.

1.42%

P
PHParker-Hannifin Corp.

1.41%

D
DHRDanaher Corp.

1.4%

O
OKEONEOK, Inc.

1.39%

B
BMYBristol Myers Squibb Co.

1.38%

C
CRMSalesforce, Inc.

1.38%

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Stock Correlation

The stocks that are correlated to LGLV - SPDR SSGA US Large Cap Low Volatility Index ETF are L, ORI, MMC, ITW, UDR

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
L
LLoews Corp.
78.39%$17.22B+6.35%0.30%
O
ORIOld Republic International Corp.
76.08%$8.71B+21.37%2.99%
M
MMCMarsh & McLennan Cos., Inc.
75.96%$110.28B+9.53%1.43%
I
ITWIllinois Tool Works Inc.
75.19%$65.05B-15.38%2.62%
U
UDRUDR, Inc.
74.67%$12.98B+4.12%4.32%
A
AVBAvalonBay Communities, Inc.
74.00%$26.88B+1.41%3.55%
B
BRK.BBerkshire Hathaway, Inc.
73.07%$1.06T+17.89%0.00%
I
IRTIndependence Realty Trust, Inc.
72.94%$4.21B+11.91%3.47%
A
ADPAutomatic Data Processing, Inc.
72.59%$114.42B+14.02%2.07%
M
MCOMoody's Corp.
72.43%$71.60B+0.49%0.85%
B
BROBrown & Brown, Inc.
72.10%$32.29B+31.76%0.48%
E
ESSEssex Property Trust, Inc.
71.92%$16.88B+7.76%3.72%
H
HIGThe Hartford Insurance Group, Inc.
71.91%$31.34B+6.88%1.74%
B
BRBroadridge Financial Solutions, Inc.
71.69%$25.77B+7.50%1.54%
E
EQREquity Residential
71.14%$23.74B-2.01%4.27%
A
ATOAtmos Energy Corp.
71.09%$23.03B+24.70%2.23%
C
CPTCamden Property Trust
71.02%$11.54B+5.80%3.78%
M
MAMastercard, Inc.
70.96%$442.65B+1.39%0.56%
M
MAAMid-America Apartment Communities, Inc.
70.14%$17.62B+13.55%3.89%
A
AFLAflac, Inc.
69.83%$54.58B+17.45%2.02%

The stocks that are correlated to NULV - Nuveen ESG Large Cap Value ETF are ITW, MET, PFG, BN, PNC

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
I
ITWIllinois Tool Works Inc.
78.29%$65.05B-15.38%2.62%
M
METMetLife, Inc.
77.30%$47.24B-6.02%3.07%
P
PFGPrincipal Financial Group, Inc.
76.60%$16.16B-15.33%4.02%
B
BNBrookfield Corp.
76.51%$68.79B+13.25%0.71%
P
PNCThe PNC Financial Services Group, Inc.
76.19%$60.47B-5.06%4.13%
P
PRUPrudential Financial, Inc.
76.01%$33.91B-17.06%5.35%
S
STTState Street Corp.
75.96%$22.01B-0.12%3.81%
A
APAMArtisan Partners Asset Management, Inc.
74.58%$2.43B-24.06%8.41%
B
BKThe Bank of New York Mellon Corp.
74.45%$53.19B+29.94%2.42%
G
GGGGraco, Inc.
73.99%$12.51B-19.43%1.36%
I
ITTITT, Inc.
73.60%$9.26B-14.41%1.12%
R
RITMRithm Capital Corp.
73.23%$5.22B-8.74%9.84%
B
BNTBrookfield Wealth Solutions Ltd.
73.22%$9.16B+12.20%0.00%
B
BRK.BBerkshire Hathaway, Inc.
73.08%$1.06T+17.89%0.00%
T
TXTTextron, Inc.
72.87%$11.10B-37.01%0.13%
A
AVNTAvient Corp.
72.85%$2.73B-30.08%3.54%
F
FITBFifth Third Bancorp
72.79%$22.76B-5.81%4.22%
S
SEICSEI Investments Co.
72.59%$8.61B-3.92%1.38%
L
LLoews Corp.
71.95%$17.22B+6.35%0.30%
G
GSThe Goldman Sachs Group, Inc.
71.76%$144.68B+13.39%2.47%

ETF Correlation

The ETFs that are correlated to LGLV - SPDR SSGA US Large Cap Low Volatility Index ETF are SPLV, FTCS, FVD, USMV, SDY

Name
Correlation
AUM
Expense Ratio
S
SPLVInvesco S&P 500 Low Volatility ETF
96.46%$7.17B0.25%
F
FTCSTraded Fund III First Trust Capital Strength ETF
95.04%$7.99B0.54%
F
FVDTraded Fund III First Trust Value Line Dividend Index Fund
94.69%$8.60B0.6%
U
USMViShares MSCI USA Min Vol Factor ETF
94.66%$22.31B0.15%
S
SDYSPDR Dividend ETF
94.53%$18.62B0.35%
K
KNGTraded Fund IV FT Vest S&P 500 Dividend Aristocrats Target Income ETF
94.11%$3.47B0.75%
N
NOBLProShares S&P 500 Dividend Aristocrats ETF
93.95%$10.89B0.35%
L
LVHDFranklin U.S. Low Volatility High Dividend Index ETF
91.22%$515.93M0.27%
V
VOEVanguard Mid Cap Value ETF
90.60%$15.78B0.07%
N
NULVNuveen ESG Large Cap Value ETF
90.32%$1.52B0.26%
X
XMLVInvesco S&P MidCap Low Volatility ETF
89.73%$747.68M0.25%
D
DGROiShares Core Dividend Growth ETF
89.63%$27.84B0.08%
C
CDCVictoryShares US EQ Income Enhanced Volatility Wtd ETF
89.56%$713.59M0.42%
I
IWXiShares Russell Top 200 Value ETF
89.34%$2.81B0.2%
S
SPYVSPDR Portfolio S&P 500 Value ETF
89.30%$22.91B0.04%
V
VTVVanguard Value ETF
89.28%$121.79B0.04%
S
SCHVSchwab U.S. Large Cap Value ETF
89.25%$10.81B0.04%
V
VOOVVanguard S&P 500 Value ETF
89.21%$4.76B0.07%
I
IVEiShares S&P 500 Value ETF
89.19%$33.80B0.18%
S
SPYDSPDR Portfolio S&P 500 High Dividend ETF
89.12%$6.34B0.07%

The ETFs that are correlated to NULV - Nuveen ESG Large Cap Value ETF are SCHV, IWD, VTV, VONV, IUSV

Name
Correlation
AUM
Expense Ratio
S
SCHVSchwab U.S. Large Cap Value ETF
97.63%$10.81B0.04%
I
IWDiShares Russell 1000 Value ETF
97.29%$56.17B0.19%
V
VTVVanguard Value ETF
97.17%$121.79B0.04%
V
VONVVanguard Russell 1000 Value Index ETF
97.05%$10.41B0.07%
I
IUSViShares Core S&P U.S.Value ETF
96.66%$18.35B0.04%
M
MGVVanguard Mega Cap Value ETF
96.61%$8.06B0.07%
I
IWXiShares Russell Top 200 Value ETF
96.57%$2.81B0.2%
D
DGROiShares Core Dividend Growth ETF
96.50%$27.84B0.08%
D
DIVBiShares Core Dividend ETF
96.47%$634.80M0.05%
I
IVEiShares S&P 500 Value ETF
96.46%$33.80B0.18%
S
SPYVSPDR Portfolio S&P 500 Value ETF
96.39%$22.91B0.04%
V
VOEVanguard Mid Cap Value ETF
96.35%$15.78B0.07%
V
VOOVVanguard S&P 500 Value ETF
96.32%$4.76B0.07%
R
RSPInvesco S&P 500 Equal Weight ETF
95.64%$66.45B0.2%
P
PRFInvesco RAFI US 1000 ETF
95.39%$6.83B0.39%
D
DTDWisdomTree U.S. Total Dividend Fund
95.27%$1.22B0.28%
V
VYMVanguard High Dividend Yield Indx ETF
95.27%$53.86B0.06%
D
DLNWisdomTree U.S. LargeCap Dividend Fund
95.17%$4.28B0.28%
C
CFAVictoryShares US 500 Volatility Wtd ETF
94.89%$474.17M0.35%
D
DFLVDimensional US Large Cap Value ETF
94.53%$2.95B0.22%

Holding Overlap

LGLV - SPDR SSGA US Large Cap Low Volatility Index ETF and NULV - Nuveen ESG Large Cap Value ETF have a 27 holding overlap. Which accounts for a 17.2% overlap.

Number of overlapping holdings

27

% of overlapping holdings

17.22%

Name
Weight in LGLV
Weight in NULV
V
VMCVulcan Materials Co
1.18%0.08%
M
MCDMcDonald`s Corp
1.06%2.39%
P
PGProcter & Gamble Co.
1.03%1.37%
E
EDConsolidated Edison, Inc.
0.99%1.62%
M
MMCMarsh & McLennan Cos., Inc.
0.91%1.89%
C
CORCencora Inc.
0.90%1.00%
V
VZVerizon Communications Inc
0.86%2.28%
T
TRVTravelers Companies Inc.
0.85%1.56%
E
EQIXEquinix Inc
0.84%0.58%
P
PGRProgressive Corp.
0.83%1.74%

News

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Job openings rose, there was no rise in jobless claims even after the large layoffs in the government sector, and the inflation reports were better than expected. Click to read.

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As equity investors, we look for companies that have been sold down to well below their intrinsic business value.

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NB believes easing inflation, lower policy rates and a more pro-business political environment can support above-trend U.S. growth. Click to read.

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Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.

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