SPYV : SPDR Portfolio S&P 500 Value ETF

SPYV is a US Stocks Market Large Value with LOW fees.


SPDR Portfolio S&P 500 Value ETF

FI Score

87 /100

Diversification Rating

8 /10

Expense Ratio Rating

10 /10

Expense Rating

10 /10

Market Score

8 /10

Category Score

8 /10

Market Size

8 /10

87% FI Score
  • spyv
  • ETF
  • US Stocks
  • Large Value

SPDR Portfolio S&P 500 Value ETF

Expenses: 0.04% (Better than 1% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 500 Value Index that tracks the performance of large capitalization exchange traded U.S. equity securities exhibiting value characteristics. The fund employs a sampling strategy in seeking to track the performance of the S&P 500 Value Index. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index measures the performance of the large-capitalization value segment of the U.S. equity market. The fund is non-diversified.

Largest Holdings

Amount Holding
3.43% Berkshire Hathaway Inc Class B
2.73% UnitedHealth Group Incorporated
2.24% Verizon Communications Inc
2.14% Johnson & Johnson
2.13% AT&T Inc
2.00% Pfizer Inc
1.92% Cisco Systems, Inc
1.84% Bank of America Corporation
1.82% Exxon Mobil Corporation
1.66% Walmart Inc

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