SPYV
SPDR Portfolio S&P 500 Value ETFSPYV Fund Description
The SPDR Portfolio S&P 500 Value ETF tracks an index of primarily large-cap value-style US stocks. The index uses three factors to select value stocks from the 500 stocks chosen by the S&P committee.
SPYV Factset Analytics Insight
SPYV's lowered fee has made the fund more attractive in a highly competitive space. Three funds with good tracking follow the same S&P 500 Value index: SPYV plus rivals IVE and VOOV. While IVE is far more liquid, SPYV is a well-run fund with plenty of assets and a long history. Regarding coverage, SPYV shows small but significant size and sector tilts due in part to its S&P 500 selection universe. The fund has a notable investment in midcap stocks and overweights consumer cyclicals, relative to the market. However, its beta suggests that these changes don't significantly increase market risk.Prior to October 16, 2017 the fund traded under the name SPDR S&P 500 Value ETF.
SPYV MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of September 20, 2018 the SPDR Portfolio S&P 500 Value ETF MSCI ESG Fund Quality Score is 4.91 out of 10.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. SPYV ranks in the 22nd percentile within its peer group and in the 28th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
SPYV CHARTS AND PERFORMANCE
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SPYV Top 10 Countries
SPYV Top 10 Sectors
SPYV Top 10 Holdings [View All]
SPYV Summary Data
SPYV Portfolio Data
SPYV Portfolio Management
SPYV Tax Exposures
SPYV Fund Structure
SPYV Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SPYV. SPYV is rated a 5 out of 5.
SPYV Tradability
SPYV Sector/Industry Breakdown
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SPYV TOP 10 HOLDINGS[View All]
SPYV Countries
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SPYV Regions
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SPYV Economic Development
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SPYV Performance Statistics
SPYV MSCI ESG Ratings
SPYV BENCHMARK COMPARISON SUMMARY
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SPYV BENCHMARK COMPARISON MARKET CAP SIZE
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Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.