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 17.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Berkshire Hathaway Inc Class B | 2.31 | 7.7 Mil | Financial Services |
Amazon.com Inc | 2.04 | 6.8 Mil | Consumer Cyclical |
Apple Inc | 1.98 | 6.6 Mil | Technology |
Exxon Mobil Corp | 1.95 | 6.5 Mil | Energy |
Verizon Communications Inc | 1.58 | 5.3 Mil | Communication Services |
Chevron Corp | 1.56 | 5.2 Mil | Energy |
Microsoft Corp | 1.52 | 5.1 Mil | Technology |
Meta Platforms Inc Class A | 1.52 | 5.1 Mil | Communication Services |
Walmart Inc | 1.43 | 4.8 Mil | Consumer Defensive |
Bank of America Corp | 1.42 | 4.7 Mil | Financial Services |