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SPDR S&P 1500 Value Tilt ETF (VLU)

189.98 +5.31 (+2.88%)
As of 11:21 AM EST. Market Open.

Performance Overview: VLU

Trailing returns as of 11/5/2024. Category is Large Value.

YTD Return

VLU
16.99%
Category
14.80%

1-Year Return

VLU
28.97%
Category
29.70%

3-Year Return

VLU
8.24%
Category
7.47%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
VLU
Category
YTD
16.08%
14.80%
1-Month
-0.79%
-0.94%
3-Month
2.30%
2.49%
1-Year
32.71%
29.70%
3-Year
8.70%
7.47%
5-Year
13.78%
10.72%
10-Year
11.18%
9.01%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
VLU
Category
2023
17.18%
11.63%
2022
-8.25%
-5.90%
2021
30.96%
26.22%
2020
9.97%
2.91%
2019
26.20%
25.04%
2018
-7.87%
-8.53%
2017
18.16%
15.94%
2016
15.28%
14.81%

2015
-2.64%
-4.05%
2014
13.38%
10.21%
2013
34.53%
31.21%

ETF Summary

The fund employs a sampling strategy in seeking to track the index. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index applies an alternative weighting methodology to the S&P Composite 1500 Index so that stocks with relatively low valuations (i.e., relatively "cheap") are overweight relative to the S&P Composite 1500 Index and stocks with relatively high valuations are underweight.

ETF Overview

Category Large Value
Fund Family SPDR State Street Global Advisors
Net Assets 389.28M
YTD Daily Total Return 16.99%
Yield 1.94%
Legal Type Exchange Traded Fund

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