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ONEYState Street SPDR Russell 1000 Yield Focus ETF

Grow my moneyGet income10y track recordRanked #352 of 1,650 in this goal

Seeks to provide investment results that correspond generally to the total return performance of the Russell 1000 Yield Focused Factor Index.

By State Street Investment Management · Launched 2015

Annual Cost

0.20%

#934 of 5,861 · low cost

Fund Size

$726M

#1,324 of 5,861 · large

Return (1Y)Goal

+23.5%

Track Record

10 years

#1,352 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,928+19.3%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Index tracking

Factor

Dividend

Index tracked

Russell 1000 Yield Focused Factor Index

What it actually holds

By weight

Concentration

Top 10 holdings = 15.1% of fundwell diversified

United Parcel Service Inc
2.2%
EOG Resources Inc
1.9%
Target Corp
1.8%
SLB Ltd
1.6%
Altria Group Inc
1.5%
FedEx Corp
1.3%
Newmont Corp
1.3%
Valero Energy Corp
1.2%
Ford Motor Co
1.2%
Halliburton Co
1.1%

Asset allocation

Stocks
99.8%
Cash
0.2%

By sector

Financial Services
17.4%
Real Estate
11.5%
Consumer Cyclical
11.5%
Consumer Defensive
11.3%
Utilities
10.9%
Industrials
10.9%
Energy
7.5%
Technology
6.3%
Other
12.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
12.5%Moderate

Year-on-year price swings

Max drawdown
-46.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.68Decent risk-adjusted returns
Sortino (3Y)
1.01Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to provide investment results that correspond generally to the total return performance of the Russell 1000 Yield Focused Factor Index.
Strategy
Employs a sampling strategy to track the Russell 1000 Yield Focused Factor Index, investing primarily in large-cap U.S. equity securities with high value, high quality, and low size characteristics. Focuses on companies with high yield, primarily in the consumer discretionary and industrial sectors.
Inception date
December 2, 2015
Fund family
State Street Investment Management

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Data updated on 2026-08-04