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- Upturn Summary
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Upturn AI Summary
SPDR® S&P 600 Small Cap Value ETF(SLYV)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SLYV
10/28/2026: SLYV (2-star) is currently NOT-A-BUY. Pass it for now.
The SPDR S&P 600 Small Cap Value ETF (SLYV) provides low-cost, systematic exposure to U.S. small-cap companies that exhibit value characteristics. By tracking the S&P SmallCap 600 Value Index, it offers a disciplined, passive approach that is highly liquid and backed by State Street's institutional expertise. It is best used as a long-term component of a diversified portfolio, particularly for investors aiming to capture the value premium in smaller companies. Investors should remain cognizant of the inherent volatility and economic sensitivity associated with small-cap equities. Key monitoring factors include shifts in interest rates, general U.S. economic growth, and the performance cycles between value and growth styles.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This fund focuses on value characteristics rather than the aggressive growth metrics typically sought by growth investors. |
| Momentum investor | Mixed fit | Momentum investors may find opportunities when small-cap value trends outperform, but the strategy is not specifically momentum-tilted. |
| Value investor | Strong fit | This is an ideal core holding for investors seeking systematic exposure to undervalued small-cap stocks. |
| Dividend/Income investor | Mixed fit | While many holdings pay dividends, the primary goal is capital appreciation via value discovery rather than income yield. |
| Low-risk investor | Weak fit | Small-cap stocks are inherently volatile, making this fund less suitable for those prioritizing capital preservation. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant looking to diversify their portfolio beyond large-cap stocks by capturing the small-cap value risk premium.
Suitability
SLYV is best suited for long-term, buy-and-hold investors using the fund as a core building block for exposure to smaller U.S. companies.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Small-cap stocks often experience sharper price fluctuations than large-cap stocks. |
| Market risk | Medium / high | The fund is fully exposed to the systemic risks of the U.S. equity market. |
| Concentration | Low | The fund is broadly diversified across the small-cap segment with no single stock dominating. |
| Tracking/expense | Low | The fund has a low expense ratio and generally efficient tracking of its index. |
| Liquidity | Low | The fund itself is highly liquid, though the underlying small-cap stocks can occasionally face liquidity crunches. |
| Business/sector quality | Medium | Value-tilted portfolios may include companies with lower profitability or higher leverage compared to growth counterparts. |
Risk Analysis
Volatility
SLYV exhibits volatility characteristic of the small-cap equity market, which historically carries higher standard deviation than large-cap benchmarks.
Market Risk
The primary risk is market-wide beta, as the fund is heavily correlated with the overall economic cycle and small-cap investor sentiment.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Small-Cap Equities | 99 | This exposure provides broad diversification across hundreds of smaller U.S. companies that meet specific value criteria. |
| Cash/collateral | Cash and Cash Equivalents | 1 | Minimal cash held for daily liquidity and operational needs. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 28.89% | Avg. Invested days 68 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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