LGLVvsIMCBETF Comparison
ETF 1
LGLV
State Street SPDR US Large Cap Low Volatility Index ETF
This fund is part of
US Low Volatility
+0.34%
VS
State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) belongs to the US Low Volatility segment. iShares Morningstar Mid-Cap ETF (IMCB) is part of the US Mid Cap segment. LGLV's top 3 sector exposures are Finance, Industrials and Utilities. In contrast, IMCB's top sector exposures are Finance, Industrials and Technology. LGLV is more expensive with a Total Expense Ratio (TER) of 0.12%, versus 0.04% for IMCB. LGLV is up 8.22% year-to-date (YTD) with +$4M in YTD flows. IMCB performs better with 18.86% YTD performance, and +$79M in YTD flows. Run a side-by-side ETF comparison of LGLV and IMCB below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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LGLV vs IMCB performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/26/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | LGLV IMCB | +6.05%+1.61% | -0.29%+1.44% | +8.22%+18.86% | +8.46%+18.72% | +51.03%+77.58% | +44.73%+47.96% |
| Flows | LGLV IMCB | -$47M+$24M | -$16M+$69M | +$4M+$79M | +$30M+$264M | +$142M+$463M | +$307M+$394M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | LGLV IMCB | +9.96%+10.59% | +10.37%+12.88% | +11.12%+15.02% | +13.10%+17.66% |
| Max drawdown | LGLV IMCB | -8.12%-6.39% | -8.12%-8.06% | -10.12%-19.88% | -17.49%-25.13% |
| Max drawdown duration | LGLV IMCB | 90d68d | 90d49d | 166d238d | 713d835d |
Trading data
LGLV | IMCB | |
Last sale 10/26/2026 at 7:59 PM | $186.92 | $97.90 |
| Previous close 10/26/2026 | $186.40 | $97.44 |
| Consolidated volume 10/26/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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LGLV | IMCB | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/26/2026 at 7:59 PM
Live
Closed
LGLV | IMCB | |
|---|---|---|
| Last price | $186.92 | $97.90 |
| 1D performance | +0.28% | +0.47% |
| AuM | $1.19 B | $1.73 B |
| E/R | 0.12% | 0.04% |
Characteristics
LGLV | IMCB | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | State Street Investment Management | iShares |
| Benchmark | SSGA US Large Cap Low Volatility Index | Morningstar U.S. Mid Cap Index |
| N° of holdings | 169 | 389 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 20, 2013 | June 28, 2004 |
| ESG | No | No |
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Exposure
Countries
LGLV
USA
93.56%
Other
6.44%
IMCB
USA
95.99%
Other
4.01%
Sectors
LGLV
Finance
28.42%
Industrials
15.41%
Utilities
10.56%
Healthcare
7.63%
Technology
7.17%
Other
30.82%
IMCB
Finance
19.59%
Industrials
15.04%
Technology
15.04%
Healthcare
9.63%
Energy
7.94%
Non-Energy Materi.
7.5%
Other
25.27%
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Diversification
LGLV
Total weight of top 15 holdings out of 15
20.74%
IMCB
Total weight of top 15 holdings out of 15
10.61%
Top 15 holdings
Data as of August 31, 2026
LGLV
Welltower, Inc.
4.46%
Realty Income Corp.
1.76%
Equity Residential
1.53%
Duke Energy Corp.
1.33%
The Coca-Cola Co.
1.18%
The Southern Co.
1.12%
Public Service Enterprise Group, Inc.
1.11%
Consolidated Edison, Inc.
1.11%
CME Group, Inc.
1.10%
Johnson & Johnson
1.03%
Visa, Inc.
1.02%
The Travelers Cos., Inc.
1.02%
General Dynamics Corp.
1.00%
Cisco Systems, Inc.
0.99%
PepsiCo, Inc.
0.99%
IMCB
Dell Technologies, Inc.
0.89%
Automatic Data Processing, Inc.
0.78%
Snowflake, Inc.
0.76%
Freeport-McMoRan, Inc.
0.74%
Marathon Petroleum Corp.
0.74%
The Bank of New York Mellon Corp.
0.73%
Fortinet, Inc.
0.72%
Valero Energy Corp.
0.72%
Phillips 66
0.68%
Cloudflare, Inc.
0.66%
The PNC Financial Services Group, Inc.
0.66%
U.S. Bancorp
0.65%
CSX Corp.
0.64%
The Williams Cos., Inc.
0.62%
3M Co.
0.61%
Frequently asked questions about LGLV and IMCB
How have the LGLV and IMCB ETFs performed in 2026?
As of October 26, 2026, LGLV is up 8.22% year-to-date (YTD), while IMCB has returned 18.86%. That puts IMCB better performer ahead so far this year.
Which ETF is attracting more investor money: LGLV or IMCB?
Year-to-date, the LGLV ETF saw +$4M in flows, compared to +$79M for IMCB.
Which ETF is more volatile: LGLV or IMCB?
Over the past year, LGLV had a volatility of 10.37%, while IMCB experienced 12.88%.
Which ETF is bigger: LGLV or IMCB?
As of October 26, 2026, LGLV holds $1.19 B in assets under management (AUM), while IMCB manages $1.73 B.
What sectors do the LGLV and IMCB ETFs invest in?
LGLV leans toward sectors like Finance, Industrials and Utilities. Meanwhile, IMCB focuses on Finance, Industrials and Technology.
What are the top holdings of the LGLV ETF and IMCB ETF?
LGLV top holdings include Welltower, Inc., Realty Income Corp. and Equity Residential. IMCB holds in its top three: Dell Technologies, Inc., Automatic Data Processing, Inc. and Snowflake, Inc..
Which ETF is more diversified: LGLV or IMCB?
LGLV holds 169 securities with 20.74% of its assets in the top 15. IMCB has 394 securities and a top 15 weight of 10.61%.
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