SMLV

State Street SPDR US Small Cap Low Volatility Index ETF

$127.78

+0.00%

Market closed. Last update: 11:54 AM ET

📎 Investment Objective

The SPDR SSGA US Small Cap Low Volatility Index ETF (SMLV) seeks to track the performance of the SSGA US Small Cap Low Volatility Index, which measures the performance of the 200 least volatile stocks from the SSGA US Small Cap Index.

Overview

ETF tracking State Street SPDR US Small Cap Low Volatility Index ETF

Category Volatility

Issuer State Street

Inception Date 2013-02-21

Market Cap $196.8M

Average Volume N/A

Dividend Yield 2.84%

52-Week Range $110.20 - $140.58

VWAP $127.40

Performance

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Investment Summary

📎 Investment Objective

🎯 Investment Strategy

The fund employs a passive management strategy, investing in a representative sample of the underlying index to closely track its performance. It focuses on small-capitalization U.S. stocks with lower historical volatility compared to the broader small-cap market.

✨ Key Features

Exposure to small-cap U.S. stocks with lower historical volatility
Passively managed to track the SSGA US Small Cap Low Volatility Index
Potentially lower risk profile compared to a broad small-cap index fund
Low expense ratio of 0.00%

⚠️ Primary Risks

Concentration risk as the fund is focused on a specific segment of the market
Potential underperformance compared to the broader small-cap market during periods of high volatility
Liquidity risk due to the smaller size of the underlying companies
Market risk as the value of the fund's holdings may fluctuate with changes in the overall stock market

👤 Best For

This ETF may be suitable for investors seeking exposure to the small-cap segment of the U.S. equity market with a focus on lower volatility. It could be a part of a diversified portfolio for investors with a moderate risk tolerance and a long-term investment horizon.