SNPV

Xtrackers S&P 500 Value Scored & Screened ETF

$35.94
+0.00%
Market closed. Last update: 10:53 PM ET

📎 Investment Objective

The Xtrackers S&P 500 Value Scored & Screened ETF seeks to track the performance of the S&P 500 Value Scored & Screened Index, which is designed to provide exposure to large-cap U.S. stocks that exhibit value characteristics.

Overview

ETF tracking Xtrackers S&P 500 Value Scored & Screened ETF

Category Large Cap
Issuer Other
Inception Date 2022-11-09
Market Cap $7.5M
Average Volume N/A
Dividend Yield 1.89%
52-Week Range $28.55 - $36.35
VWAP $35.97

Performance

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Investment Summary

📎 Investment Objective

The Xtrackers S&P 500 Value Scored & Screened ETF seeks to track the performance of the S&P 500 Value Scored & Screened Index, which is designed to provide exposure to large-cap U.S. stocks that exhibit value characteristics.

🎯 Investment Strategy

The ETF uses a sampling approach to invest in a subset of the securities in the underlying index in an effort to track its performance. The index selects and weights companies based on a proprietary value scoring methodology.

✨ Key Features

  • Focuses on large-cap U.S. stocks with value characteristics
  • Uses a rules-based index methodology to select and weight securities
  • Aims to provide broad exposure to the large-cap U.S. value segment
  • Relatively low expense ratio of 0.00%

⚠️ Primary Risks

  • Market risk: The value of the ETF's holdings may decline due to general market and economic conditions
  • Sector concentration risk: The ETF may be more susceptible to factors affecting a particular sector
  • Style risk: The value investing style may underperform other investment styles
  • Tracking error risk: The ETF may not perfectly track the performance of its underlying index

👤 Best For

This ETF may be suitable for investors seeking exposure to large-cap U.S. stocks with value characteristics as part of a diversified portfolio. It may be particularly appealing to investors with a long-term investment horizon and a moderate risk tolerance.