From Nasdaq:

The SPDR Portfolio S&P 500 Value ETF (SPYV) offers broad exposure to the Large Cap Value segment of the US equity market and has over $20.13 billion in assets. This passively managed fund is sponsored by State Street Global Advisors and offers a cheaper expense ratio of 0.04% and a 12-month trailing dividend yield of 1.74%.

Companies in the large cap category have market capitalization above $10 billion with predictable cash flows. While value stocks have lower price-to-earnings and price-to-book ratios, they offer long-term outperformance. SPYV has a heavy allocation to the Financials sector and top holdings include Microsoft Corp (MSFT), Meta Platforms Inc Class A (META), and Amazon.com Inc (AMZN).

SPYV aims to match the performance of the S&P 500 Value Index and has gained about 0.13% so far this year. With a beta of 0.95 and standard deviation of 15.36%, it’s considered a medium risk choice. The fund holds a Zacks ETF Rank of 1 (Strong Buy) and is a top choice for long-term investors.

The iShares Russell 1000 Value ETF (IWD) and the Vanguard Value ETF (VTV) are possible alternatives to consider, tracking a similar index and holding higher assets. However, SPYV is recognized for its low costs, transparency, and tax efficiency, making it an excellent choice for investors.



Read more: Should SPDR Portfolio S&P 500 Value ETF (SPYV) Be on Your Investing Radar?