Should SPDR Portfolio S&P 500 Value ETF (SPYV) Be on Your Investing Radar?

Core Viewpoint - The SPDR Portfolio S&P 500 Value ETF (SPYV) is a passively managed ETF designed to provide broad exposure to the Large Cap Value segment of the US equity market, with significant assets under management and low operating costs [1][4]. Group 1: Fund Overview - SPYV was launched on September 25, 2000, and is sponsored by State Street Global Advisors, accumulating over $27.48 billion in assets [1]. - The ETF targets large-cap companies, typically those with market capitalizations above $10 billion, which are considered stable investments with lower risk compared to mid and small-cap companies [2]. Group 2: Performance Metrics - SPYV aims to match the performance of the S&P 500 Value Index, which measures large-cap value sector performance in the US equity market [7]. - As of July 28, 2025, SPYV has increased by approximately 5.97% year-to-date and 9.44% over the past year, with a trading range between $45.11 and $55.27 in the last 52 weeks [7]. - The ETF has a beta of 0.87 and a standard deviation of 14.60% over the trailing three-year period, indicating a medium risk profile [8]. Group 3: Cost Structure - The annual operating expenses for SPYV are 0.04%, making it one of the least expensive options in its category, with a 12-month trailing dividend yield of 1.97% [4]. Group 4: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 24.20% of the portfolio, followed by Financials and Healthcare [5]. - Microsoft Corp (MSFT) represents approximately 7.25% of total assets, with the top 10 holdings accounting for about 28.17% of total assets under management [6]. Group 5: Alternatives and Market Position - SPYV holds a Zacks ETF Rank of 2 (Buy), indicating strong expected performance based on various factors [9]. - Other comparable ETFs include the Schwab U.S. Dividend Equity ETF (SCHD) with $71.33 billion in assets and the Vanguard Value ETF (VTV) with $141.62 billion, both tracking similar indices [10].