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Upturn AI SWOT - About
SPDR® S&P 600 Small Cap Value ETF (SLYV)
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Upturn Advisory Summary
09/16/2025: 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 15.95% | Avg. Invested days 52 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/16/2025 |
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 total return performance of the S&P SmallCap 600 Value Index. It focuses on small-cap US equities 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 extensive experience managing a wide range of ETFs, including factor-based and index-tracking strategies.
Investment Objective
Goal
To replicate the performance of the S&P SmallCap 600 Value Index.
Investment Approach and Strategy
Strategy: Tracks the S&P SmallCap 600 Value Index, which measures the performance of the small-cap value segment of the US equity market.
Composition Primarily holds stocks of small-cap US companies identified as having value characteristics based on factors like book value-to-price ratio, earnings-to-price ratio, and sales-to-price ratio.
Market Position
Market Share: SLYV holds a moderate market share within the small-cap value ETF category.
Total Net Assets (AUM): 670000000
Competitors
Key Competitors
- VTVT (Vanguard Russell 2000 Value ETF)
- AVUV (Avantis U.S. Small Cap Value Fund)
- IJS (iShares S&P Small-Cap 600 Value ETF)
Competitive Landscape
The small-cap value ETF market is competitive. SLYV benefits from SSGA's established brand, but faces competition from Vanguard (VTVT), Avantis(AVUV), and iShares (IJS) which have lower expense ratios or different index tracking methodologies. SLYV's competitive advantage lies in its established tracking of the S&P SmallCap 600 Value Index, which might appeal to investors specifically seeking that benchmark.
Financial Performance
Historical Performance: Past performance is not indicative of future results, but SLYV's historical returns have generally tracked the S&P SmallCap 600 Value Index. Refer to the fund's factsheet for specific historical returns.
Benchmark Comparison: SLYV's performance is directly compared to the S&P SmallCap 600 Value Index, its target benchmark.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
SLYV exhibits moderate average trading volume, providing sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting good liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment towards small-cap and value stocks significantly influence SLYV's performance.
Growth Trajectory
SLYV's growth is tied to the performance of the underlying small-cap value market segment and investor demand for factor-based investing strategies. Changes in the index methodology or rebalancing can impact holdings.
Moat and Competitive Advantages
Competitive Edge
SLYV's competitive edge lies primarily in its established brand and close tracking of the widely-followed S&P SmallCap 600 Value Index. This index provides a well-defined and recognizable benchmark for investors seeking exposure to small-cap value stocks. The fund's transparent and rules-based methodology is another advantage. However, it does face competition from ETFs with lower expense ratios.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks, and value stocks can also exhibit periods of underperformance. SLYV's volatility is influenced by the inherent volatility of its small-cap value holdings.
Market Risk
SLYV is exposed to market risk, the risk that the overall stock market declines. It is also exposed to specific risks associated with small-cap companies, such as lower trading volumes and higher susceptibility to economic downturns.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to small-cap US equities with value characteristics are the ideal investors.
Market Risk
SLYV is suitable for long-term investors seeking to diversify their portfolios with a dedicated allocation to small-cap value stocks.
Summary
The SPDRu00ae S&P 600 Small Cap Value ETF offers exposure to the small-cap value segment of the U.S. equity market by tracking the S&P SmallCap 600 Value Index. It is managed by State Street Global Advisors and offers exposure to stocks that are considered undervalued based on fundamental factors. The fund has a moderate expense ratio and moderate trading volume. Investors should consider the risk of small-cap investing and the potential for higher volatility relative to large-cap stocks before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SSGA Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on your own research and consultation with a financial advisor. Past performance is not indicative of future results.
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.