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SPYV

State Street SPDR Portfolio S&P 500 Value ETF

The SPDR Portfolio S&P 500 Value ETF, is a versatile exchange-traded fund (ETF) that serves as an instrumental tool for investors looking to access the potential of diversification within the U.S. equity market. The ETF is engineered to follow the performance of the S&P 500 Value Index closely, providing exposure predominantly to large-cap U.S. stocks classified as value shares. Value shares generally represent companies' stocks that are perceived as undervalued relative to their intrinsic worth, offering investors the opportunity to capitalize on potential price inefficiencies in the market. These stocks typically appeal to investors interested in business fundamentals such as the price-to-earnings ratio and dividend yield. The SPDR Portfolio S&P 500 Value ETF allows investors to buy or sell an entire basket of these value stocks within a single transaction, included in the S&P 500 index, potentially reinforcing portfolio diversification's benefits. This stratagem affords investors the opportunity to partake in broader spectrum market growth, while potentially minimizing idiosyncratic risks affiliated with individual stocks. Note though, all investing involves risks including possible loss of principal. Prioritize understanding all potential drawbacks and gains before proceeding with any form of investment. It is also prudent to maintain an understanding that past performance is not indicative of future returns which may fluctuate.

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PerformanceDec 31, 2025 - Jul 17, 2026
-2%0%2%4%6%8%10%JANMARMAYJUL
Historic performance
SPYVUS Large Cap Value
1W
+0.30%
+0.09%
1M
+2.41%
+0.82%
3M
+5.10%
+8.58%
6M
+9.07%
+11.48%
YTD
+9.94%
+15.48%
1Y
+19.14%
+26.28%
3Y
+49.56%
+61.81%
5Y
+78.15%
+76.99%
Performance indicators
Indicators
3Y5Y
Perf./Volatility
Sortino
Excess return
Beta
Treynor ratio
Information ratio
Yearly performance
30%20%10%0%-10%
202120222023202420252026
Annualized Return and Risk
Join for free to unlock
Monthly performance
Month
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDEC
202620252024202320222021

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