VLU: Value Investing Without Sacrificing Growth
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Crimson And Gold Research226 FollowersFollow5ShareSavePlay(11min)CommentsSummaryThe State Street SPDR S&P 1500 Value Tilt ETF is rated a Buy for 2026, supported by strong historical performance and attractive valuations.VLU consistently outperforms not only its value-oriented peers, but also the S&P 500, with a five-star Morningstar risk-adjusted return rating and top decile multi-year returns.The ETF offers broad diversification across large, mid, and small caps, low expense ratio (0.12%), and robust dividend growth (5-year CAGR: 9.72%).Key risks include sector concentration in financials and low liquidity; limit orders are recommended to mitigate execution inefficiency. MoMo Productions/DigitalVision via Getty Images I first wrote about the State Street SPDR S&P 1500 Value Tilt ETF (VLU) in the second quarter of 2025. I rated the fund as a Buy at the time, based onThis article was written byCrimson And Gold Research226 FollowersFollowI have been involved in the financial world for over 20 years with experience as an advisor, teacher, and writer. I am a full believer in the free-market system and that financial markets are efficient with most stocks reflecting their real current value. The best opportunities for profits on individual stocks come from stocks that are less-widely followed by the average investor or from stocks that may not accurately reflect the opportunities that currently exist in their markets.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.