VLUSPDR S&P 1500 Value Tilt ETF
VLU Fund Description
VLU tracks an index that weights securities according to a combination of fundamental factors, and aims to find those with lower prices relative to valuations.
VLU Factset Analytics Insight
VLU aims for a broad portfolio with a value bias. It holds the entire S&P 1500 — underweighting stocks that don't show value characteristics, whereas typical value funds would omit them altogether. Using a weighting system that weights size 'buckets' based on fundamental factors like cash flow, dividends and book value, it ranks its constituents in order of composite valuation. A sub-portfolio allocation factor is then derived, such that a sub-portfolio with relatively low valuation will have a higher allocation factor than one with a relatively high valuation. The index is rebalanced annually.
VLU Summary Data
VLU Portfolio Data
VLU Index Data
VLU Portfolio Management
VLU Tax Exposures
VLU Fund Structure
VLU Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of VLU. VLU is rated a 5 out of 5.
VLU Sector/Industry Breakdown
VLU Economic Development
VLU Performance Statistics
VLU Benchmark Comparison Summary
VLU Benchmark Comparison Market Cap Size