BWTG vs LOWV
Brendan Wood TopGun ETF vs AB US Low Volatility Equity ETF
Which is better, BWTG or LOWV?
BWTG has been ahead.
LOWV has a lower expense ratio. BWTG led over 1Y, 3Y and the full window. LOWV is less concentrated, with 42.0% of the fund in its ten largest positions against 56.7%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BWTG | LOWV |
|---|---|---|
| Expense Ratio | 0.95% | 0.39%Best |
| AUM | $21M | $206M |
| Dividend Yield | 0.33% | 0.87% |
| Holdings | 42 | 71 |
| YTD Return | +5.61% | +8.98%Best |
| 1Y Return | +10.02%Best | +9.29% |
| 3Y Return (annualized) | +19.00%Best | +16.12% |
| Volatility (annualized) | 11.8% | 9.3%Best |
| Max Drawdown | -13.2%Best | -13.9% |
| $10,000 over 2.9 years | $16,561Best | $15,591 |
| Top 10 Weight | 56.7% | 42.0%Best |
| Fund Family | Brendan Wood TopGun | AllianceBernstein L.P. |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Mid Cap Blend |
| Inception | Nov 9, 2023 | Mar 22, 2023 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Nov 9, 2023 to Oct 14, 2026 (2.9 years).
BWTG vs LOWV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.9 years both funds cover.
BWTG vs LOWV Performance
Brendan Wood TopGun ETF (BWTG) is an ETF from Brendan Wood TopGun and AB US Low Volatility Equity ETF (LOWV) is an ETF from AllianceBernstein L.P.. Over the past year BWTG returned +10.02% while LOWV returned +9.29%. Year to date, BWTG is up 5.61% versus a gain of 8.98% for LOWV.
Over three years, BWTG compounded at +19.00% per year against +16.12% for LOWV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BWTG has been the more volatile fund, with annualized monthly volatility of 11.8% compared with 9.3% for LOWV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -13.2% for BWTG and -13.9% for LOWV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BWTG charges 0.95% per year while LOWV charges 0.39%. On a $10,000 position that is $95 vs $39 annually, a gap of $56 per year that compounds over a long holding period. On income, BWTG currently yields 0.33% against 0.87% for LOWV.
Holdings Overlap
34.6% of BWTG's money is in holdings LOWV also owns. 27.3% of LOWV's money is in holdings BWTG also owns.
The two portfolios partly overlap.
7 positions in common, counted across the 20 positions we hold weights for in BWTG and 68 in LOWV, against full books of 42 and 71.
What only one of them owns
Our book lists 56 positions for LOWV that do not appear in our book for BWTG (69.0% of the fund), and 10 for BWTG that do not appear in LOWV (50.4%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in BWTG | Weight in LOWV | Difference |
|---|---|---|---|
| NVDANvidia Corp | 5.59% | 6.67% | 1.08% |
| GOOGAlphabet Inc. C | 5.97% | 5.75% | 0.22% |
| MSFTMicrosoft Corp | 4.52% | 6.01% | 1.49% |
| 2330:TWTaiwan Semiconductor Manufacturing Co Ltd | 5.74% | 2.21% | 3.53% |
| AMZNAmazon.Com Inc | 3.94% | 3.55% | 0.39% |
| ASL:ASAsml Holding Nv Unsponsored Adr Ordinary Shares | 4.79% | 1.40% | 3.39% |
| LLYEli Lilly & Co. | 4.09% | 1.68% | 2.41% |
34.6% of BWTG is already inside LOWV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BWTG or LOWV?
BWTG has an expense ratio of 0.95% while LOWV charges 0.39%. LOWV is the cheaper option, by $56 a year on a $10,000 investment.
Which performed better, BWTG or LOWV?
Over the past year BWTG returned +10.02% vs +9.29% for LOWV, so BWTG leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BWTG or LOWV?
BWTG has been the more volatile fund at 11.8% annualized versus 9.3% for LOWV. Worst drawdown: BWTG -13.2% vs LOWV -13.9%.
Should I hold both BWTG and LOWV?
BWTG and LOWV have a monthly-return correlation of 0.81, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BWTG and LOWV?
34.6% of BWTG's money is in holdings LOWV also owns. 27.3% of LOWV's is in holdings BWTG also owns. They hold 7 positions in common, counted across the 20 positions we hold weights for in BWTG and 68 in LOWV.
Which pays a higher dividend, BWTG or LOWV?
BWTG yields 0.33% while LOWV yields 0.87%, so LOWV currently pays the higher dividend yield.
Is LOWV better than BWTG?
LOWV has a lower expense ratio. BWTG led over 1Y, 3Y and the full window. LOWV is less concentrated, with 42.0% of the fund in its ten largest positions against 56.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.