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GVLEGoldman Sachs Value Opportunities ETF

Grow my money11y track recordRanked #1,672 of 3,055 in this goal

Seeks long-term capital appreciation.

By Goldman Sachs · Launched 2015

Annual Cost

0.45%

#2,319 of 6,040 · average

Fund Size

$43M

#3,905 of 6,040 · mid-size

Return (1Y)

N/A

Track Record

11 years

#1,316 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$12,336+23.4%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Strategy

Active selection

Factor

Value

Holdings

By weight

Concentration

Top 10 holdings = 41.3% of fundmoderately concentrated

Alphabet Inc.
5.0%
Chevron Corp.
4.6%
Morgan Stanley
4.3%
Honeywell International Inc.
4.3%
JPMorgan Chase & Co.
4.2%
Bank of America Corp.
4.1%
Amazon.com, Inc.
3.8%
Capital One Financial Corp.
3.7%
Johnson & Johnson
3.7%
Ameren Corp.
3.6%

Asset allocation

Stocks
98.4%
Cash
1.6%

By sector

Financial Services
18.4%
Technology
16.1%
Consumer Cyclical
16.1%
Healthcare
13.8%
Industrials
11.7%
Consumer Defensive
6.7%
Energy
6.3%
Utilities
5.1%
Other
5.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-7.9%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Actively manages a portfolio primarily invested in equity securities, focusing on quality companies with competitive advantages and sustainable growth potential. Invests primarily in publicly traded U.S. securities, with up to 20% in foreign securities, including emerging markets. Not an index fund.
Inception date
July 31, 2015
Fund family
Goldman Sachs

Next steps

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Data updated on 2026-09-18