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SLYVState Street SPDR S&P 600 Small Cap Value ETF

Grow my money25y track recordRanked #128 of 2,999 in this goal

Seeks to provide investment results that correspond generally to the total return performance of the S&P SmallCap 600 Value Index.

By State Street Investment Management · Launched 2000

Annual Cost

0.15%

#612 of 5,861 · low cost

Fund Size

$4.8B

#457 of 5,861 · large

Return (1Y)Goal

+35.7%

Track Record

25 years

#111 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$13,539+35.4%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Small

Strategy

Index tracking

Factor

Value

Index tracked

S&P SmallCap 600 Value Index

What it actually holds

By weight

Concentration

Top 10 holdings = 13.5% of fundwell diversified

State Street Global Advisors
5.2%
Eastman Chemical Co
1.1%
LKQ Corp
1.0%
Jackson Financial Inc
1.0%
Match Group Inc
0.9%
Celanese Corp
0.9%
SM Energy Co
0.9%
Molina Healthcare Inc
0.9%
Lincoln National Corp
0.8%
Paycom Software Inc
0.8%

Asset allocation

Stocks
99.3%
Cash
0.7%

By sector

Financial Services
20.2%
Consumer Cyclical
15.2%
Technology
13.4%
Industrials
12.2%
Real Estate
8.5%
Healthcare
7.5%
Basic Materials
6.2%
Energy
6.0%
Other
10.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
17.7%Moderate

Year-on-year price swings

Max drawdown
-47.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.50Below average
Sortino (3Y)
0.74Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to provide investment results that correspond generally to the total return performance of the S&P SmallCap 600 Value Index.
Strategy
Tracks the S&P SmallCap 600 Value Index by investing primarily in small-capitalization U.S. equity securities exhibiting value characteristics. Employs a sampling strategy to hold a portfolio with similar risk and return characteristics as the Index, focusing on financial and industrial sectors.
Inception date
September 25, 2000
Fund family
State Street Investment Management

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Data updated on 2026-08-04