State Street SPDR S&P 1500 Value Tilt ETF (VLU) — ETF Analysis on Winston

Key Facts

• Issuer: SPDR
• Asset Class: Stock
• Price: $241.21
• Expense Ratio: 12.00%
• Assets Under Management: $737M
• Number of Holdings: 1472
• Inception Date: 2012-10-24
• Currency: USD

Winston Score

State Street SPDR S&P 1500 Value Tilt ETF has a Winston Score of 81 out of 100.

Performance

• 1-Year Return: 29.17%
• 3-Year Return: 60.97%
• 5-Year Return: 59.29%

Top Holdings

AMAZON.COM INC (N/A%), BERKSHIRE HATHAWAY INC CL B (N/A%), MICROSOFT CORP (N/A%), APPLE INC (N/A%), ALPHABET INC CL C (N/A%)

Sector Breakdown

Basic Materials (N/A%), Cash & Others (N/A%), Communication Services (N/A%), Consumer Cyclical (N/A%), Consumer Defensive (N/A%)