State Street SPDR S&P 1500 Value Tilt ETF (VLU) — ETF Analysis on Winston

Key Facts

• Issuer: SPDR
• Asset Class: Stock
• Price: $248.05
• Expense Ratio: 12.00%
• Assets Under Management: $783M
• Number of Holdings: 1465
• Inception Date: 2012-10-24
• Currency: USD

Winston Score

State Street SPDR S&P 1500 Value Tilt ETF has a Winston Score of 85 out of 100.

Performance

• 1-Year Return: 23.79%
• 3-Year Return: 68.27%
• 5-Year Return: 65.99%

Top Holdings

MICROSOFT CORP (N/A%), AMAZON.COM INC (N/A%), BERKSHIRE HATHAWAY INC CL B (N/A%), APPLE INC (N/A%), JPMORGAN CHASE + CO (N/A%)

Sector Breakdown

Basic Materials (N/A%), Cash & Others (N/A%), Communication Services (N/A%), Consumer Cyclical (N/A%), Consumer Defensive (N/A%)