SMLV – Fund Analysis – SPDR® SSGA US Small Cap Low Volatil ETF | Morningstar

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Will SMLV outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SMLV’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SMLV management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of SMLV’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

| Feb 27, 2023

A sound investment process and strong management team underpin SPDR® SSGA US Small Cap Low Volatil ETF's Morningstar Quantitative Rating of Gold. The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

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