Skip to Content
Morningstar

SPDR® S&P 1500 Value Tilt ETF VLU

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VLU’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VLU management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VLU’s parent organization’s priorities and whether they’re in line with investors’ interests.

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 lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings VLU

More VLU Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

2.34 7.9 Mil
Financial Services

Exxon Mobil Corp

2.02 6.8 Mil
Energy

Amazon.com Inc

1.97 6.6 Mil
Consumer Cyclical

Apple Inc

1.90 6.4 Mil
Technology

Meta Platforms Inc Class A

1.69 5.7 Mil
Communication Services

Verizon Communications Inc

1.60 5.4 Mil
Communication Services

Chevron Corp

1.57 5.3 Mil
Energy

Microsoft Corp

1.55 5.2 Mil
Technology

Bank of America Corp

1.47 4.9 Mil
Financial Services

Walmart Inc

1.40 4.7 Mil
Consumer Defensive