Summary
VLU Chart
VLU: Outperforming Value Peers With Low Beta
The State Street SPDR S&P 1500 Value Tilt ETF offers broad, diversified U.S. equity exposure with a strong value and defensive tilt. VLU's portfolio blends undervalued sectors like financials and energy with core holdings in big tech, resulting in outperformance versus most value peers. VLU maintains moderate volatility, strong downside protection, and the best Sharpe ratios among peers, making it a good option for core value allocation.
VLU: Preparing For A Market That Favors Value
Vanguard projects US value stocks to outperform growth over the next decade, making a value tilt strategy timely for investors. The SPDR S&P 1500 Value Tilt ETF (VLU) offers diversified exposure, strong historical returns, and a low expense ratio of 0.12%. VLU's stock selection methodology delivers competitive growth characteristics and has outperformed or matched major indices, including SPY, when dividends are included.
VLU: A Smarter Value Approach To Long-Term Returns
SPDR S&P 1500 Value Tilt ETF invests in over 1,400 U.S. stocks with lower valuations, offering a unique value strategy with a 0.12% expense ratio. VLU's portfolio is weighted by valuation metrics, resulting in higher exposure to technology stocks and lower exposure to defensive sectors compared to traditional value funds. VLU has outperformed the S&P 1500 Pure Value ETF over the past decade, delivering a total return of 187.1% versus RPV's 115.9%.
SPDR S&P 1500 Value Tilt ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SL Shad Lamm Keystone Wealth Services LLC | 4,390 | $943,762.2 | $1.06M | $113,876.6 | 12.07% |
| KRB Kyle R. Bubeck Systelligence LLC | 61,831 | $13.37M | $14.91M | $1.55M | 11.59% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 2,078 | $431,198.08 | $500,777.22 | $69,579.14 | 16.14% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 5,806 | $1M | $1.4M | $398,722.11 | 39.85% |
| JG Jaclyn Gilbert SAXON INTERESTS Inc. | 3,666 | $587,586.48 | $883,469.34 | $295,882.86 | 50.36% |
SPDR S&P 1500 Value Tilt ETF (VLU) FAQ
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SPDR S&P 1500 Value Tilt ETF Profile
| ARCA Exchange | US Country |
Overview
The company operates a fund that aims to mimic the performance of a specific index through a sampling strategy, a common practice within the realm of exchange-traded funds (ETFs) and mutual funds. This strategy is designed to capture the essence of the index’s performance without necessarily investing in all the securities that the index comprises. The fund is particularly focused on adjusting the weights of its investments based on the valuation of the stocks, with an emphasis on "cheaper" or lower valuation stocks being overweight in comparison to their presence in the S&P Composite 1500 Index. Conversely, stocks deemed to have relatively high valuations are underweighted. This implies a value investing style within the framework of an indexed investment approach, attempting to leverage the perceived advantages of stocks that are considered undervalued by the market.
Products and Services
- Index Sampling Investment Strategy
This fund employs a selective investment strategy known as 'sampling,' aimed at tracking the performance of its benchmark index without needing to hold each constituent security. The approach is designed to efficiently replicate index performance by investing in a representative selection of securities, thereby minimizing trading costs and optimizing fund performance relative to its benchmark.
- Alternative Weighting Index Funds
By applying an alternative weighting methodology to the stocks within its portfolio, the fund makes adjustments based on the valuation metrics of the securities. Stocks with lower market valuations are assigned a greater weight compared to their proportion in the S&P Composite 1500 Index, while those with higher valuations are given a lesser weight. This method attempts to exploit the potential for higher returns from undervalued stocks, aligning with a value investing philosophy within the structure of an index fund.
