SPDR Portfolio S&P 500 Value ETF offers a diversified basket of U.S. large-value stocks at a compelling price. Its broadly diversified, market-cap-weighted portfolio should outperform its peers on a risk-adjusted basis over the long term, meriting a Morningstar Analyst Rating of Silver.
Will SPYV outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SPYV’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the SPYV management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of SPYV’s parent organization’s priorities and whether they’re in line with investors’ interests.