
Please try another search
For investors seeking momentum, SPDR S&P1500 Value Tilt ETF VLU is probably on radar now. The fund just hit a 52-week high and is up about 14.2% from its 52-week low price of $85.23/share.
But are more gains in store for this ETF? Let’s take a quick look at the fund and the near-term outlook on it to get a better idea on where it might be headed:
VLU in Focus
VLU provides exposure to stocks that exhibit the strongest value characteristics based on price to earnings ratio, price to cash flow ratio, price to sales ratio, price to book ratio, and dividends paid out. The fund overweighs stocks with relatively low valuation and does not put much weight on those with relatively high valuation. With a broad basket of 1344 stocks, it has key holdings in financials, information technology, healthcare, consumer discretionary, and industrials. It charges 12 basis points in annual fees (see: all the Large Cap ETFs here).
Why the Move?
The value corner of the broad U.S. stock market has been an area to watch given concerns over delay in the implementation of corporate tax cuts, flattening yield curve and falling oil prices that are making investors’ jittery. In particular, value funds have the potential to deliver higher returns and exhibit lower volatility compared with growth and blend counterparts. These stocks ensure safety to investors and outperform the growth ones across all asset classes when considered on a long-term horizon.
More Gains Ahead?
It seems that VLU might remain strong given a solid weighted alpha of 13.30% and a mediocre 20-day volatility of 18.77%. As a result, there is definitely still some promise for investors who want to ride on this surging ETF a little further.
Want key ETF info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing ETFs, each week. Get it free >>
SPDR-SP15 VT (VLU): ETF Research Reports
Original post
Zacks Investment Research
Defense stocks took a tumble heading into 2025 as President Trump returned to the White House for his second term. Trump has stated his intent as a peacemaker to bring the wars in...
Using the Elliott Wave Principle (EWP), we have been tracking the most likely path forward for the Nasdaq 100 (NDX). Although there are many ways to navigate the markets and to...
Investors are on edge about what tariff policy means for markets Coming off a strong Q4 earnings season, fresh February corporate sales figures can help assess the macro...
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review
Add a Comment
We encourage you to use comments to engage with other users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind:
Enrich the conversation, don’t trash it.
Stay focused and on track. Only post material that’s relevant to the topic being discussed.
Be respectful. Even negative opinions can be framed positively and diplomatically. Avoid profanity, slander or personal attacks directed at an author or another user. Racism, sexism and other forms of discrimination will not be tolerated.
Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.