Skip to Content

SPDR® S&P 1500 Value Tilt ETF VLU

Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis VLU

Will VLU outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A sound investment process and strong management team underpin SPDR ® S&P 1500 Value Tilt ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings VLU

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 18.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

2.34 8.3 Mil
Technology

Berkshire Hathaway Inc Class B

2.30 8.1 Mil
Financial Services

Exxon Mobil Corp

2.08 7.3 Mil
Energy

Amazon.com Inc

2.01 7.1 Mil
Consumer Cyclical

Meta Platforms Inc Class A

1.68 5.9 Mil
Communication Services

Microsoft Corp

1.66 5.9 Mil
Technology

Verizon Communications Inc

1.59 5.6 Mil
Communication Services

Walmart Inc

1.59 5.6 Mil
Consumer Defensive

Bank of America Corp

1.50 5.3 Mil
Financial Services

Chevron Corp

1.48 5.2 Mil
Energy