The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
SPDR® S&P 1500 Value Tilt ETF VLU
Morningstar’s Analysis VLU
Will VLU outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 17.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Berkshire Hathaway Inc Class B | 2.30 | 7.9 Mil | Financial Services |
Exxon Mobil Corp | 2.19 | 7.5 Mil | Energy |
Amazon.com Inc | 2.06 | 7.0 Mil | Consumer Cyclical |
Apple Inc | 2.05 | 7.0 Mil | Technology |
Verizon Communications Inc | 1.58 | 5.4 Mil | Communication Services |
Meta Platforms Inc Class A | 1.58 | 5.4 Mil | Communication Services |
Microsoft Corp | 1.56 | 5.3 Mil | Technology |
Chevron Corp | 1.55 | 5.3 Mil | Energy |
Bank of America Corp | 1.43 | 4.9 Mil | Financial Services |
Walmart Inc | 1.41 | 4.8 Mil | Consumer Defensive |