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SLYVState Street SPDR S&P 600 Small Cap Value ETF

Grow my money25y track recordRanked #131 of 3,055 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%

#645 of 6,040 · low cost

Fund Size

$5.0B

#461 of 6,040 · large

Return (1Y)

+22.0%

Track Record

25 years

#115 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,918+19.2%

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

Holdings

By weight

Concentration

Top 10 holdings = 13.5% of funddiversified

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
99.9%
Cash
0.1%

By sector

Financial Services
20.4%
Consumer Cyclical
14.8%
Technology
12.7%
Industrials
12.6%
Real Estate
8.1%
Energy
7.3%
Healthcare
6.8%
Basic Materials
6.1%
Other
11.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
16.6%Moderate

Year-on-year price swings

Max drawdown
-47.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.58Decent risk-adjusted returns
Sortino (3Y)
0.87Moderate 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

Next steps

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Data updated on 2026-09-18