VLU: Outperforming Value Peers With Low Beta

The State Street SPDR S&P 1500 Value Tilt ETF offers broad, diversified U.S. equity exposure with a strong value and defensive tilt. VLU's portfolio blends undervalued sectors like financials and energy with core holdings in big tech, resulting in outperformance versus most value peers. VLU maintains moderate volatility, strong downside protection, and the best Sharpe ratios among peers, making it a good option for core value allocation.

Seeking Alpha • Nov 6, 2025

VLU: Well-Rounded Large Value ETFs

SPDR S&P 1500 Value Tilt ETF (VLU) offers diversified large-cap value exposure, focusing on financials and technology. VLU has underperformed the benchmark like most value ETFs, but it may not represent its long-term potential. VLU has performed very well compared to competitors and shows compelling dividend growth despite its low yield.

Seeking Alpha • Oct 14, 2025

Value Outshines Growth: 5 ETF Winners Over the Past Week

Value ETFs witness a surge as tech falters, with SPVU, RPV, RZV, RFV and GVLU gaining on rate cut bets and rotation into defensive sectors.

Zacks Investment Research • Aug 21, 2025

VLU: Preparing For A Market That Favors Value

Vanguard projects US value stocks to outperform growth over the next decade, making a value tilt strategy timely for investors. The SPDR S&P 1500 Value Tilt ETF (VLU) offers diversified exposure, strong historical returns, and a low expense ratio of 0.12%. VLU's stock selection methodology delivers competitive growth characteristics and has outperformed or matched major indices, including SPY, when dividends are included.

Seeking Alpha • Jun 16, 2025

VLU: A Smarter Value Approach To Long-Term Returns

SPDR S&P 1500 Value Tilt ETF invests in over 1,400 U.S. stocks with lower valuations, offering a unique value strategy with a 0.12% expense ratio. VLU's portfolio is weighted by valuation metrics, resulting in higher exposure to technology stocks and lower exposure to defensive sectors compared to traditional value funds. VLU has outperformed the S&P 1500 Pure Value ETF over the past decade, delivering a total return of 187.1% versus RPV's 115.9%.

Seeking Alpha • Apr 5, 2025

VLU: There Are Better Options To Find S&P 1500 Exposure

The SPDR S&P 1500 Value Tilt ETF aims to track low-valuation stocks within the S&P 1500 but has underperformed peers with lower fees. VLU's portfolio has a lower weighting in technology and higher in financials and consumer staples, yet it shows marginal differences from the S&P 1500. I recommend the SPDR Portfolio S&P 1500 Composite Stock Market ETF for better returns and lower fees when seeking total U.S. market index exposure.

Seeking Alpha • Apr 4, 2025

ETF Comparison: IWX Or VLU For Long-Term Buy?

The iShares Russell Top 200 Value ETF provides exposure to large-cap U.S. equities, with targeted access to selected categories in the U.S. market. VLU takes advantage of stocks with a lower valuation and momentum, giving the fund a more gradual growth approach. An overweighted position could create near-term challenges for both IWX and VLU, including regulatory recalibration.

Seeking Alpha • Apr 3, 2025

VLU: A Quiet Performer With Solid Value Features

VLU provides cost-effective exposure to small-, mid-, and large-cap stocks and overweights those with favorable valuation ratios. Its twelve-year track record is solid, and its ER is only 0.12%. The approach still provides some exposure to mega-cap growth stocks like Apple and Nvidia, just at much lower allocations. Instead, it redirects that weight towards cheap banking, energy, and telcos. The result is a well-balanced and fundamentally strong portfolio. Its 16.23x forward P/E is competitive with most peers, but the fund may be slightly deficient in quality.

Seeking Alpha • Jan 4, 2025

VLU: A Sophisticated, But Unconvincing Value ETF

SPDR S&P 1500 Value Tilt ETF tracks a sophisticated value index. Valuation metrics are attractive.

Seeking Alpha • Mar 5, 2023

The 7 Best SPDR ETFs to Buy and Hold

State Street's job as an investment manager is to get you from point A to point B with as little pain as possible, and hopefully, plenty of assets in your retirement portfolio. And to its credit, many of its best SPDR ETFs do exactly that.

Kiplinger • Mar 2, 2022