(VLU) SPDR S&P 1500 Value - Performance 5.1% in 12m
Compare VLU with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
81.64%
#12 in Group
Rel. Strength
55.48%
#3556 in Universe
Total Return 12m
5.13%
#73 in Group
Total Return 5y
114.51%
#11 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: VLU (5.1%) vs DIA (5.3%)
5y Drawdown (Underwater) Chart
Top Performers in Large Value
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| FNDX NYSE ARCA Schwab Fundamental U.S. |
-6.32% | 7.09% | 140% | - | - | - | - | - |
| FNDB NYSE ARCA Schwab Fundamental U.S. |
-6.54% | 6.38% | 132% | - | - | - | - | - |
| FDL NYSE ARCA First Trust Morningstar |
-7.19% | 15% | 111% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
-5.13% | 6.36% | 114% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
-6.25% | 10.4% | 123% | - | - | - | - | - |
| EQL NYSE ARCA ALPS Equal Sector Weight |
-4.72% | 9.81% | 112% | - | - | - | - | - |
| IUS NASDAQ Invesco RAFI Strategic US |
-5.9% | 3.46% | 118% | - | - | - | - | - |
| SCHV NYSE ARCA Schwab U.S. Large-Cap Value |
-5.45% | 9.24% | 103% | - | - | - | - | - |
Performance Comparison: VLU vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for VLU
| Total Return (including Dividends) | VLU | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -6.09% | -5.82% | -5.89% |
| 3 Months | -10.22% | -10.73% | -12.45% |
| 12 Months | 5.13% | 5.31% | 6.72% |
| 5 Years | 114.51% | 81.31% | 101.06% |
| Trend Score (consistency of price movement) | VLU | DIA | S&P 500 |
| 1 Month | -73.2% | -73.8% | -74.5% |
| 3 Months | -85.6% | -88.6% | -88.2% |
| 12 Months | 71.3% | 71.6% | 66.1% |
| 5 Years | 87.6% | 86.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #75 | -0.29% | -0.22% |
| 3 Month | #99 | 0.57% | 2.55% |
| 12 Month | #74 | -0.17% | -1.49% |
| 5 Years | #10 | 18.3% | 6.69% |
FAQs
Does VLU SPDR S&P 1500 Value outperforms the market?
No,
over the last 12 months VLU made 5.13%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 5.31%.
Over the last 3 months VLU made -10.22%, while DIA made -10.73%.
Over the last 3 months VLU made -10.22%, while DIA made -10.73%.
Performance Comparison VLU vs Indeces and Sectors
VLU vs. Indices VLU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.12% | -0.20% | 1.64% | -1.59% |
| US NASDAQ 100 | QQQ | 1.98% | 0.19% | 2.17% | -0.40% |
| US Dow Jones Industrial 30 | DIA | 2.29% | -0.27% | 1.10% | -0.18% |
| German DAX 40 | DAX | -4.24% | 3.31% | -15.4% | -13.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.41% | 1.41% | -0.64% | -0.76% |
| Hongkong Hang Seng | HSI | -3.17% | 3.73% | 0.12% | -11.1% |
| India NIFTY 50 | INDA | -3.25% | -10.9% | -0.81% | 2.06% |
| Brasil Bovespa | EWZ | -2.44% | -1.01% | -1.31% | 14.6% |
VLU vs. Sectors VLU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.87% | -0.43% | -7.17% | -8.41% |
| Consumer Discretionary | XLY | 1.99% | -2.17% | -1.10% | -4.09% |
| Consumer Staples | XLP | -2.18% | -9.29% | -8.58% | -8.81% |
| Energy | XLE | -3.60% | 3.99% | 0.58% | 15.4% |
| Financial | XLF | -0.25% | -1.58% | -6.48% | -13.8% |
| Health Care | XLV | 0.72% | 1.28% | 3.04% | 5.67% |
| Industrial | XLI | - | -1.39% | 1.56% | -0.23% |
| Materials | XLB | -0.60% | 0.56% | 8.72% | 12.7% |
| Real Estate | XLRE | -4.22% | -3.20% | 0.29% | -12.0% |
| Technology | XLK | 2.48% | 2.84% | 8.45% | 6.34% |
| Utilities | XLU | -2.19% | -5.67% | -4.10% | -19.2% |
| Aerospace & Defense | XAR | -0.57% | -6.13% | -8.12% | -19.0% |
| Biotech | XBI | -2.44% | 5.79% | 16.2% | 14.0% |
| Homebuilder | XHB | 0.17% | 0.75% | 19.5% | 14.2% |
| Retail | XRT | -0.58% | -3.98% | 6.31% | 9.52% |