XLF - SPYV Stacks Up Well Against Largest Peer But Timing Could Be Bad

2024-06-07 02:16:03 ET

Summary

• SPDR Portfolio S&P 500 Value ETF focuses on stocks from the flagship benchmark that display strong value characteristics, i.e. a high earnings yield, a high sales yield, and high BV to price.
• We measure SPYV's qualities versus its largest peer, VTV, which utilizes a more stringent methodology to pick out value stocks.
• The Fund's strong exposure to the financial sector could be a blessing or a curse, but the risk-reward on SPYV's standalone chart does not look too appealing.

Introduction

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