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Upturn AI SWOT - About
SPDR® S&P 1500 Value Tilt ETF (VLU)
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Upturn Advisory Summary
10/24/2025: VLU (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 17.67% | Avg. Invested days 61 | 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 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.97 | 52 Weeks Range 158.45 - 192.90 | Updated Date 06/29/2025 |
52 Weeks Range 158.45 - 192.90 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR® S&P 1500 Value Tilt ETF
ETF Overview
Overview
The SPDRu00ae S&P 1500 Value Tilt ETF (SPVM) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 1500 Value Tilt Index. The fund focuses on large, mid, and small-cap U.S. equities with a value tilt, emphasizing stocks that exhibit value characteristics. It aims to capture a higher level of value exposure within the broader market.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF provider with a long track record and significant assets under management.
Management Expertise
SSGA has a dedicated team of portfolio managers and analysts with extensive experience in managing index-tracking ETFs and value-oriented investment strategies.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 1500 Value Tilt Index.
Investment Approach and Strategy
Strategy: The ETF seeks to replicate the performance of the S&P 1500 Value Tilt Index, which is designed to represent the performance of value stocks within the S&P 1500 Index. The index uses a rules-based methodology to identify and weight stocks based on value factors.
Composition The ETF primarily holds U.S. equities across various sectors, with a focus on stocks exhibiting value characteristics. Holdings include large, mid, and small-cap companies.
Market Position
Market Share: SPVM has a smaller market share compared to broader market ETFs, reflecting its specific value tilt strategy.
Total Net Assets (AUM): 106390000
Competitors
Key Competitors
- IVV (iShares CORE S&P 500)
- VTV (Vanguard Value ETF)
- IWD (iShares Russell 1000 Value ETF)
Competitive Landscape
The ETF market is highly competitive. SPVM offers a value tilt strategy, differentiating it from broad market ETFs. VTV and IWD offer broader value exposure, while IVV represents the overall S&P 500. SPVM may appeal to investors seeking targeted value exposure within the S&P 1500 universe, however AUM lags the larger peers.
Financial Performance
Historical Performance: Historical performance varies based on market cycles and value factor performance. Data can be requested from financial information providers.
Benchmark Comparison: The ETF's performance should be compared to the S&P 1500 Value Tilt Index to assess tracking effectiveness. Data can be requested from financial information providers.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, reflecting its niche focus.
Bid-Ask Spread
The bid-ask spread is typically narrow, indicating reasonable trading efficiency.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and sector-specific developments can influence the performance of value stocks and, consequently, SPVM.
Growth Trajectory
The ETF's growth depends on investor demand for value strategies and the relative performance of value stocks compared to growth stocks.
Moat and Competitive Advantages
Competitive Edge
SPVM offers a targeted value tilt within the S&P 1500 universe, providing a differentiated approach. It benefits from SSGA's established ETF management expertise and index-tracking capabilities. The ETF's rules-based methodology ensures transparency and consistency in its value selection process. Its value tilt aims to capture potential outperformance during periods when value stocks are favored. However, smaller AUM presents a challenge.
Risk Analysis
Volatility
The ETF's volatility is expected to be similar to or slightly higher than the broader market due to its value focus.
Market Risk
The ETF is subject to market risk, including fluctuations in stock prices and economic downturns, particularly affecting sectors heavily represented in value indices.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking targeted value exposure within the U.S. equity market and is comfortable with moderate risk.
Market Risk
SPVM is suitable for long-term investors seeking to diversify their portfolios with a value tilt.
Summary
SPDRu00ae S&P 1500 Value Tilt ETF (SPVM) offers a targeted value tilt within the S&P 1500 Index, providing a differentiated approach for investors seeking value exposure. Managed by State Street Global Advisors, the ETF seeks to replicate the S&P 1500 Value Tilt Index. Its performance is influenced by market dynamics and value stock performance, making it suitable for long-term investors. However, the AUM is smaller compared to its competitors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- FactSet
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Past performance is not indicative of future results. Investment decisions should be based on individual circumstances and after consulting 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 1500 Value Tilt ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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.
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