Key Takeaways Persistent geopolitical and economic risks are improving the case for value investing. Value ETFs offer diversification, lower volatility and easier access to undervalued stocks.ETFs like VTV and IWS can help investors implement value investing.The last year was marked by tariff fears, geopolitical tensions and AI bubble concerns. This year too looks set for no less volatility, evident from the investor nervousness about the geopolitical landscape.Following the recent U.S. military operations ...

Is the 60/40 portfolio back? If you ask Gargi Pal Chaudhuri, BlackRock's chief investment and portfolio strategist for its Americas division, the answer is yes — at least for now. For decades, an allocation of 60% stocks and 40% bonds has been a cornerstone of portfolio construction.Your stock allocation would handle the growth, while the bond allocation would play defense by locking in a steady return and promising the chance to sell for a profit if the stock market went through a rough patch. But in 202 ...

Core Insights - The Schwab U.S. Broad Market ETF (SCHB) provides broader market coverage, while the Vanguard Value ETF (VTV) focuses on value stocks with higher income potential [1][2] Cost & Size Comparison - SCHB has an expense ratio of 0.03% and assets under management (AUM) of $38.0 billion, while VTV has a slightly higher expense ratio of 0.04% and AUM of $215.5 billion [3][10] - The one-year return for SCHB is 11.9%, compared to VTV's 10.2%, and SCHB has a dividend yield of 1.1% versus VTV's 2.0% [3][4] Performance & Risk Metrics - Over the past five years, SCHB experienced a maximum drawdown of 25.36%, while VTV's maximum drawdown was 17.04% [5] - An investment of $1,000 in SCHB would have grown to $1,779, while the same investment in VTV would have grown to $1,646 over five years [5] Holdings & Sector Exposure - VTV holds approximately 315 stocks, with significant allocations in financial services (25%), healthcare (15%), and industrials (13%), featuring top positions like JPMorgan Chase and Berkshire Hathaway [6] - SCHB, on the other hand, leans heavily into technology (34%), financial services (14%), and consumer cyclicals (11%), with major holdings including Nvidia, Apple, and Microsoft [7] Investment Strategy Implications - SCHB offers a comprehensive approach to market exposure, capturing around 2,400 companies across various market caps, making it suitable for investors seeking broad market representation [8][9] - VTV's strategy is more selective, focusing on large-cap value stocks, which may appeal to income-focused investors looking for higher dividends [11]

Explore how differences in sector exposure and dividend focus shape the risk and income profiles of these two popular ETFs.Both the Vanguard Value ETF (VTV +0.95%) and iShares Core S&P Total US Stock Market ETF (ITOT +0.32%) aim to give investors diversified access to U.S. equities, but their approaches differ: VTV focuses on large-cap value stocks, while ITOT tracks nearly the entire U.S. stock market, spanning growth and value, large and small companies. Here’s how these two popular low-cost options stack ...

Key Points VTI covers the entire U.S. stock market with a strong tilt toward technology, while VTV focuses on large-cap value stocks led by financials and healthcare. VTI delivered higher one-year and five-year returns, but it experienced a steeper drawdown than VTV. Both funds are extremely low-cost, but VTV offers nearly double the dividend yield compared to VTI. These 10 stocks could mint the next wave of millionaires › The Vanguard Total Stock Market ETF (NYSEMKT:VTI) and the Vanguard Value ...

Core Insights - The State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) offers broad exposure to the Large Cap Value category and has amassed over $7.39 billion in assets, making it one of the larger ETFs in this segment [1][5]. Fund Overview - SPYD is managed by State Street Investment Management and aims to match the performance of the S&P 500 High Dividend Index, which measures the performance of the top 80 dividend-paying securities based on dividend yield [5]. - The fund has an annual operating expense ratio of 0.07%, positioning it as one of the least expensive options in the market [6]. Performance Metrics - As of December 16, 2025, SPYD has returned approximately 5.18% year-to-date and 1.94% over the past year, with a trading range between $38.81 and $45.16 in the last 52 weeks [10]. - The fund has a beta of 0.78 and a standard deviation of 15.13% over the trailing three-year period, indicating a medium risk profile [10]. Sector Allocation - The fund's largest sector allocation is to Real Estate at 21.2%, followed by Financials and Consumer Staples [7]. - CVS Health Corp (CVS) is the largest individual holding at 1.66% of total assets, with the top 10 holdings comprising about 14.58% of total assets under management [8]. Alternatives - Other ETFs in the same space include Schwab U.S. Dividend Equity ETF (SCHD) and Vanguard Value ETF (VTV), with assets of $71.88 billion and $157.78 billion respectively, and lower expense ratios of 0.06% and 0.04% [11].

Core Viewpoint - The State Street SPDR S&P Dividend ETF (SDY) is a significant player in the Large Cap Value segment of the US equity market, with over $20.21 billion in assets, making it one of the largest ETFs in this category [1]. Group 1: Large Cap Value Overview - Large cap companies are defined as those with a market capitalization above $10 billion, offering more stability and predictable cash flows compared to mid and small cap companies [2]. - Value stocks, characterized by lower price-to-earnings and price-to-book ratios, have historically outperformed growth stocks in most markets, although they may lag in strong bull markets [3]. Group 2: Costs and Performance - The annual operating expenses for SDY are 0.35%, which is competitive within its peer group, and it has a 12-month trailing dividend yield of 2.58% [4]. - SDY aims to replicate the performance of the S&P High Yield Dividend Aristocrats Index, which includes companies that have consistently increased dividends for at least 20 consecutive years [7]. - The ETF has achieved a gain of approximately 9.01% year-to-date and 4.3% over the past year, with a trading range between $121.58 and $142.97 in the last 52 weeks [8]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Industrials sector, comprising about 19.6% of the portfolio, followed by Consumer Staples and Utilities [5]. - Verizon Communications Inc (VZ) is the largest individual holding at approximately 2.51% of total assets, with the top 10 holdings accounting for about 18.84% of total assets under management [6]. Group 4: Alternatives and Market Position - SDY holds a Zacks ETF Rank of 3 (Hold), indicating a sufficient option for investors seeking exposure to the Large Cap Value segment [10]. - Alternatives such as the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV) are also available, with SCHD having $71.54 billion in assets and VTV at $157.75 billion, both offering lower expense ratios [11]. Group 5: Investor Trends - There is a growing trend among retail and institutional investors towards passively managed ETFs due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [12].

Core Viewpoint - The State Street SPDR S&P Dividend ETF (SDY) is a significant player in the Style Box - Large Cap Value category, designed to provide broad market exposure and managed by State Street Investment Management [1][5]. Fund Overview - SDY was launched on November 8, 2005, and has accumulated over $20.02 billion in assets, making it one of the largest ETFs in its category [1][5]. - The ETF aims to match the performance of the S&P High Yield Dividend Aristocrats Index, which includes constituents that have consistently increased dividends for at least 20 consecutive years [6]. Cost and Performance - SDY has an annual operating expense ratio of 0.35%, which is competitive within its peer group [7]. - The ETF's 12-month trailing dividend yield stands at 2.60% [7]. - Year-to-date, SDY has returned approximately 8.04%, with a 1.6% increase over the past year [11]. Sector Exposure and Holdings - The ETF's largest sector allocation is in Industrials, comprising about 19.2% of the portfolio, followed by Consumer Staples and Utilities [8]. - Verizon Communications Inc (VZ) represents about 2.51% of the fund's total assets, with the top 10 holdings accounting for approximately 18.84% of total assets under management [9]. Risk Profile - SDY has a beta of 0.76 and a standard deviation of 12.80% over the trailing three-year period, indicating a medium risk profile [11]. - The fund consists of around 152 holdings, which helps to diversify company-specific risk [11]. Alternatives - Other ETFs in the same space include Schwab U.S. Dividend Equity ETF (SCHD) and Vanguard Value ETF (VTV), which have larger asset bases and lower expense ratios [12][13].

Core Viewpoint - The State Street SPDR Portfolio S&P 500 Value ETF (SPYV) is a large-cap value ETF that provides broad exposure to the U.S. equity market, with significant assets under management and low operating costs [1][4]. Group 1: ETF Overview - Launched on September 25, 2000, SPYV has amassed over $31.56 billion in assets, making it one of the largest ETFs in the large-cap value segment [1]. - The ETF is passively managed and aims to match the performance of the S&P 500 Value Index [7]. Group 2: Investment Characteristics - Large-cap companies, with market capitalizations above $10 billion, are considered more stable and less volatile compared to mid and small-cap companies [2]. - Value stocks typically have lower price-to-earnings and price-to-book ratios, but also exhibit lower sales and earnings growth rates [3]. Group 3: Costs and Performance - SPYV has an annual operating expense ratio of 0.04%, making it one of the least expensive options in its category, with a 12-month trailing dividend yield of 1.83% [4]. - The ETF has gained approximately 12.14% year-to-date and 5.1% over the past year, with a trading range between $45.11 and $56.88 in the last 52 weeks [7]. Group 4: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 26.4% of the portfolio, followed by Financials and Healthcare [5]. - Apple Inc. accounts for approximately 7.84% of total assets, with the top 10 holdings representing about 29.52% of total assets under management [6]. Group 5: Risk Profile - SPYV has a beta of 0.86 and a standard deviation of 13.28% over the trailing three-year period, indicating a medium risk profile [8]. Group 6: Alternatives - Other ETFs in the large-cap value space include the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV), with assets of $70.71 billion and $152.51 billion respectively [10].

Core Viewpoint - The State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) is a significant player in the Large Cap Value segment of the US equity market, with over $7.32 billion in assets and a focus on high dividend-paying stocks [1][10]. Group 1: ETF Overview - SPYD is a passively managed ETF launched on October 21, 2015, sponsored by State Street Investment Management [1]. - The ETF aims to match the performance of the S&P 500 High Dividend Index, which includes the top 80 dividend-paying securities based on yield [7]. Group 2: Investment Characteristics - Large cap companies typically have market capitalizations above $10 billion, offering more stability and reliable cash flows compared to mid and small cap companies [2]. - Value stocks, which SPYD focuses on, generally have lower price-to-earnings and price-to-book ratios, and while they have lower sales and earnings growth rates, they have historically outperformed growth stocks in most markets [3]. Group 3: Costs and Performance - SPYD has an annual operating expense ratio of 0.07%, making it one of the least expensive ETFs in its category, with a 12-month trailing dividend yield of 4.48% [4]. - The ETF has added approximately 4.23% year-to-date and is down about 3.56% over the past year, with a trading range between $38.81 and $46.43 in the last 52 weeks [7]. Group 4: Sector Exposure and Holdings - The ETF has a significant allocation to the Real Estate sector, comprising about 21.7% of the portfolio, followed by Consumer Staples and Financials [5]. - CVS Health Corp (CVS) represents about 1.66% of total assets, with the top 10 holdings accounting for approximately 14.58% of total assets under management [6]. Group 5: Risk and Alternatives - SPYD has a beta of 0.85 and a standard deviation of 15.23% over the trailing three-year period, indicating a medium risk profile [8]. - Alternatives to SPYD include the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV), which have larger asset bases and slightly lower expense ratios [10].