VLUState Street SPDR S&P 1500 Value Tilt ETF
Grow my money#578 of 2944 for Grow my money
Seeks to provide investment results that correspond generally to the total return performance of an index tracking U.S. value securities.
State Street Investment Management · Since 2012 (13 years)
Annual Cost
0.12%
#453 out of 5,332 ETFs
Fund Size
$621M
#1288 out of 5,332 ETFs
Dividend Yield
1.78%
Track Record
13 years
#1056 out of 5,332 ETFs
Performance
1 Year
+32.7%
3 Years
+20.7%
5 Years
+12.4%
What's inside
Top holdings
Amazon.com IncAMZN3.0%
Exxon Mobil CorpXOM2.4%
Alphabet Inc Class CGOOG2.0%
Berkshire Hathaway Inc Class BBRK-B1.8%
Walmart IncWMT1.8%
Verizon Communications IncVZ1.7%
Apple IncAAPL1.7%
Chevron CorpCVX1.6%
Microsoft CorpMSFT1.4%
JPMorgan Chase & CoJPM1.3%
Risk profile
Volatility (1Y)
11.6%
Moderate
Max drawdown
-37.4%
Worst peak-to-trough loss
Sharpe (3Y)
1.19
Excellent risk-adjusted returns
Sortino (3Y)
1.77
Good downside protection
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Data updated on 2026-05-05