"If you want exposure to the S&P 500 but prefer companies trading at reasonable valuations with steady cash flows, SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) gives you exactly that. This fund filters the S&P 500 for value characteristics like lower price ratios and stronger dividend yields, creating a portfolio that tilts toward financial stability over growth speculation. A Core Position for Income and Stability SPYV works best as a foundational holding for investors who want large cap exposure without paying premium multiples."
"SPYV returned 13.81% over the past year, slightly outpacing the S&P 500's 11.81% and matching SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG)'s 12.46%. But zoom out to five years and the picture shifts dramatically. Value has lagged growth significantly during the tech boom years, with SPYV delivering 233.53% total returns versus SPYG's 399.44%. Year to date tells a different story, with SPYV up 3.84% while SPYG is down 3.46%, demonstrating how value can outperform when growth stocks face pressure."
SPDR Portfolio S&P 500 Value ETF (SPYV) selects S&P 500 companies with value characteristics such as lower price ratios and higher dividend yields, prioritizing financial stability over growth speculation. The fund yields 1.77% and charges a 0.04% expense ratio, making it suitable for income-focused retirement and taxable accounts. Top holdings like Apple, Walmart and Exxon Mobil provide technology exposure plus defensive cash flows. Sector weightings tilt toward technology (16.7%) and financials (16.2%). Short-term returns have occasionally outpaced growth counterparts, but five-year returns show substantial underperformance versus growth-focused ETFs, reflecting structural headwinds for value.
Read at 24/7 Wall St.
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