ARSENAL > Low-vol anomaly

Low-vol anomaly

Investing
Definition
The empirical observation that low-volatility stocks have delivered equal or higher returns than high-volatility stocks, with much lower risk. Directly contradicts CAPM.

Source: behavioral preference for "lottery" stocks (high-vol, skewed payoffs) leaves boring low-vol stocks underpriced. ETFs harvesting the premium: USMV, SPLV. Crucially defensive in 2022 when high-vol tech crashed.
← Back to full dictionary