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Upturn AI SWOT - About
SPDR® S&P 600 Small Cap Value ETF (SLYV)
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Upturn Advisory Summary
07/30/2025: SLYV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 6.87% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 07/30/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.21 | 52 Weeks Range 65.59 - 94.44 | Updated Date 06/29/2025 |
52 Weeks Range 65.59 - 94.44 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR® S&P 600 Small Cap Value ETF
ETF Overview
Overview
The SPDRu00ae S&P 600 Small Cap Value ETF (SLYV) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the S&P SmallCap 600 Value Index. It focuses on small-cap US companies exhibiting value characteristics.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF issuer with a long track record.
Management Expertise
SSGA has significant experience in managing ETFs and tracking various market indices.
Investment Objective
Goal
To track the S&P SmallCap 600 Value Index and provide exposure to small-cap US equities with value characteristics.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, attempting to hold all or substantially all of the securities in the S&P SmallCap 600 Value Index.
Composition The ETF's holdings are primarily US small-cap stocks selected based on value factors such as book value-to-price ratio, earnings-to-price ratio, and sales-to-price ratio.
Market Position
Market Share: SLYV has a moderate market share within the small-cap value ETF segment.
Total Net Assets (AUM): 963100000
Competitors
Key Competitors
- IJS
- VBR
- AVUV
Competitive Landscape
The small-cap value ETF market is competitive, with several providers offering similar strategies. SLYV benefits from SSGA's established brand and low expense ratio, but faces competition from other ETFs with potentially different index construction or factor tilts. VBR has an advantage with higher AUM due to its long history.
Financial Performance
Historical Performance: Historical performance varies with market conditions and the value factor's relative performance. Data can be visualized by plotting time series return data.
Benchmark Comparison: The ETF's performance closely tracks the S&P SmallCap 600 Value Index. Deviations may occur due to tracking error and fund expenses.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
The average trading volume of SLYV suggests good liquidity, allowing for relatively easy entry and exit.
Bid-Ask Spread
The bid-ask spread for SLYV is typically tight, indicating efficient trading and minimal transaction costs.
Market Dynamics
Market Environment Factors
SLYV is influenced by economic growth, interest rates, and investor sentiment towards small-cap and value stocks. Changes in these factors can significantly impact performance.
Growth Trajectory
The ETF's growth trajectory is tied to the performance of small-cap value stocks and investor demand for this asset class.
Moat and Competitive Advantages
Competitive Edge
SLYV benefits from SSGA's reputation, a low expense ratio, and close tracking of a well-known index. Its focus on value stocks within the small-cap universe differentiates it. However, other competitors offer factor tilts or different index construction methodologies that may appeal to some investors. The simplicity of tracking the S&P SmallCap 600 Value Index is both an advantage and a disadvantage.
Risk Analysis
Volatility
SLYV's volatility is typical of small-cap equity investments. Small-cap stocks tend to be more volatile than large-cap stocks.
Market Risk
SLYV is exposed to market risk, which can result in a decline in the value of its holdings due to broad market downturns or sector-specific issues.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking exposure to small-cap US value stocks, with a long-term investment horizon, and a tolerance for moderate volatility.
Market Risk
SLYV is suitable for long-term investors seeking diversification and potential outperformance from the value factor within the small-cap segment.
Summary
The SPDRu00ae S&P 600 Small Cap Value ETF (SLYV) offers exposure to small-cap US equities with value characteristics. Its close tracking of the S&P SmallCap 600 Value Index and low expense ratio make it a compelling option. Investors should consider the inherent volatility of small-cap stocks and the potential for value stocks to underperform during certain market cycles. SLYV is suitable for long-term investors seeking diversified exposure to this segment of the market and can be used as a building block in a broader portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors website
- ETF.com
- Morningstar
- etfdb.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SPDR® S&P 600 Small Cap Value ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index measures the performance of the small-capitalization value segment of the U.S. equity market. It may purchase a subset of the securities in the index in an effort to hold a portfolio of securities with generally the same risk and return characteristics of the index.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.