VLU
State Street SPDR S&P 1500 Value Tilt ETF
📎 Investment Objective
The SPDR S&P 1500 Value Tilt ETF (VLU) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 1500 Value Tilt Index.
Overview
ETF tracking State Street SPDR S&P 1500 Value Tilt ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The SPDR S&P 1500 Value Tilt ETF (VLU) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 1500 Value Tilt Index.
🎯 Investment Strategy
The fund employs a passive management strategy, investing in a portfolio of equity securities that seeks to track the performance of the underlying index. The index is designed to measure the performance of large-, mid-, and small-capitalization U.S. equities exhibiting value characteristics.
✨ Key Features
- Broad exposure to U.S. value stocks across large, mid, and small-cap segments
- Passively managed to track the S&P 1500 Value Tilt Index
- Low expense ratio of 0.00%
- Relatively new fund with limited performance history
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Sector concentration risk: The fund may be more susceptible to factors affecting a particular sector
- Style risk: The fund's value orientation may underperform growth or other investment styles
- Liquidity risk: The fund may have difficulty trading certain securities at an optimal price
👤 Best For
The SPDR S&P 1500 Value Tilt ETF may be suitable for long-term investors seeking broad exposure to U.S. value stocks as part of a diversified portfolio. Investors should be comfortable with the risks associated with value investing and the potential for short-term underperformance relative to the broader market.