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Upturn AI SWOT - About
SPDR® S&P 1500 Value Tilt ETF (VLU)
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Upturn Advisory Summary
08/14/2025: 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 12.39% | Avg. Invested days 53 | 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 08/14/2025 |
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 invests in stocks of companies that are considered to be undervalued relative to their peers. The ETF tilts towards value stocks within the S&P 1500 universe.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF provider with a long track record in the industry.
Management Expertise
SSGA has extensive experience in managing index-based and factor-based ETFs.
Investment Objective
Goal
To provide investment results that correspond generally to the total return performance of the S&P 1500 Value Tilt Index.
Investment Approach and Strategy
Strategy: The fund employs a passive management strategy, attempting to replicate the performance of the S&P 1500 Value Tilt Index.
Composition The ETF holds a diversified portfolio of U.S. equities, weighted to emphasize value stocks.
Market Position
Market Share: SPVM holds a modest market share within the value ETF segment.
Total Net Assets (AUM): 161000000
Competitors
Key Competitors
- VTV
- IWD
- IVE
Competitive Landscape
The value ETF market is highly competitive, with several large, established players. SPVM offers a specific value tilt within the broader S&P 1500, which can be an advantage for investors seeking targeted value exposure. However, it faces strong competition from more popular and liquid ETFs like VTV, IWD, and IVE.
Financial Performance
Historical Performance: Historical performance data is available on the SPDR website and other financial data providers. It is important to analyze the ETF's performance over various time periods, including 1-year, 3-year, 5-year, and 10-year returns.
Benchmark Comparison: The ETF's performance should be compared to the S&P 1500 Value Tilt Index to assess its tracking accuracy.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
SPVM's average daily trading volume is moderate and should be reviewed for suitability, potentially lower than its larger competitors.
Bid-Ask Spread
The bid-ask spread is generally tight but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and sector performance can all impact the performance of value stocks and, consequently, SPVM. An environment favoring value stocks typically benefits SPVM.
Growth Trajectory
SPVM's growth trajectory depends on investor demand for value-tilted strategies and the overall performance of the value factor. Periodic rebalancing and index methodology changes may occur.
Moat and Competitive Advantages
Competitive Edge
SPVM's competitive edge lies in its specific focus on value stocks within the S&P 1500 universe. Its low expense ratio of 0.04% makes it an attractive option for cost-conscious investors seeking value exposure. The ETFu2019s affiliation with State Street, a reputable issuer, adds to its credibility. The value tilt provides targeted exposure to undervalued companies, appealing to investors seeking specific factor exposure. However, the ETF's success is inherently tied to the performance of the value factor.
Risk Analysis
Volatility
SPVM's volatility is generally in line with the broader equity market and other value ETFs.
Market Risk
SPVM is subject to market risk, including the risk that value stocks may underperform growth stocks or the broader market. Specific sector concentrations within the value index can also introduce sector-specific risks.
Investor Profile
Ideal Investor Profile
SPVM is suitable for investors seeking targeted exposure to U.S. value stocks. The investors should have a moderate risk tolerance and a long-term investment horizon.
Market Risk
SPVM is best suited for long-term investors seeking to diversify their portfolio with a value-tilted strategy and for buy-and-hold value investors.
Summary
The SPDRu00ae S&P 1500 Value Tilt ETF (SPVM) offers targeted exposure to value stocks within the S&P 1500 universe. SPVM comes with a low expense ratio and is issued by a reputable provider, State Street. However, its AUM is relatively low, as is its trading volume. Investors should consider the ETF's value tilt within the context of their overall portfolio and risk tolerance, and consider competitors for liquidity and potentially better performance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Past performance is not indicative of future results. 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 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.
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.