The portfolio maintains a sizable cost advantage over competitors, priced within the lowest 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 19.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Berkshire Hathaway Inc Class B | 2.61 | 9.0 Mil | Financial Services |
Amazon.com Inc | 2.49 | 8.6 Mil | Consumer Cyclical |
JPMorgan Chase & Co | 2.30 | 7.9 Mil | Financial Services |
Meta Platforms Inc Class A | 2.11 | 7.3 Mil | Communication Services |
Microsoft Corp | 1.83 | 6.3 Mil | Technology |
Apple Inc | 1.64 | 5.7 Mil | Technology |
Verizon Communications Inc | 1.62 | 5.6 Mil | Communication Services |
Exxon Mobil Corp | 1.57 | 5.4 Mil | Energy |
Bank of America Corp | 1.47 | 5.1 Mil | Financial Services |
Walmart Inc | 1.46 | 5.0 Mil | Consumer Defensive |