SPDR S&P 1500 Value Tilt ETFVLU
VLU
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
100% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 4 (+2) [Q4]
32% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 22
9% more funds holding
Funds holding: 70 [Q3] → 76 (+6) [Q4]
1.7% more ownership
Funds ownership: 63.47% [Q3] → 65.17% (+1.7%) [Q4]
0% more capital invested
Capital invested by funds: $247M [Q3] → $247M (+$81.1K) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for VLU.
Financial journalist opinion
Based on 3 articles about VLU published over the past 30 days
Positive
Seeking Alpha
2 weeks ago
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%.
Negative
Seeking Alpha
2 weeks ago
VLU: There Are Better Options To Find S&P 1500 Exposure
The SPDR S&P 1500 Value Tilt ETF aims to track low-valuation stocks within the S&P 1500 but has underperformed peers with lower fees. VLU's portfolio has a lower weighting in technology and higher in financials and consumer staples, yet it shows marginal differences from the S&P 1500. I recommend the SPDR Portfolio S&P 1500 Composite Stock Market ETF for better returns and lower fees when seeking total U.S. market index exposure.
Neutral
Seeking Alpha
2 weeks ago
ETF Comparison: IWX Or VLU For Long-Term Buy?
The iShares Russell Top 200 Value ETF provides exposure to large-cap U.S. equities, with targeted access to selected categories in the U.S. market. VLU takes advantage of stocks with a lower valuation and momentum, giving the fund a more gradual growth approach. An overweighted position could create near-term challenges for both IWX and VLU, including regulatory recalibration.
Positive
Seeking Alpha
3 months ago
VLU: A Quiet Performer With Solid Value Features
VLU provides cost-effective exposure to small-, mid-, and large-cap stocks and overweights those with favorable valuation ratios. Its twelve-year track record is solid, and its ER is only 0.12%. The approach still provides some exposure to mega-cap growth stocks like Apple and Nvidia, just at much lower allocations. Instead, it redirects that weight towards cheap banking, energy, and telcos. The result is a well-balanced and fundamentally strong portfolio. Its 16.23x forward P/E is competitive with most peers, but the fund may be slightly deficient in quality.
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