VLU Alternatives & Similar ETFs

SPDR S&P 1500 Value Tilt ETF (VLU) belongs to the Large Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with VLU. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to VLU

VLU charges 0.12% annually. There are 13 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.

Symbol	Name	Expense Ratio	AUM	Inception
SPYV	SPDR Portfolio S&P 500 Value ETF	0.04%	36.23B	Sep 2000	VLU vs SPYV
IUSV	iShares Core S&P U.S. Value ETF	0.04%	27.22B	Jul 2000	VLU vs IUSV
VTV	Vanguard Value ETF	0.04%	254.20B	Jan 2004	VLU vs VTV
SCHV	Schwab U.S. Large-Cap Value ETF	0.04%	15.73B	Dec 2009	VLU vs SCHV
ILCV	iShares Morningstar Value ETF	0.04%	1.32B	Jun 2004	VLU vs ILCV

Best Risk-Adjusted Alternatives to VLU

VLU has a PortfoliosLab risk / return rank of 94. There are 25 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
VLUE	iShares MSCI USA Value Factor ETF	97	9.07B	Apr 2013	VLU vs VLUE
PWV	Invesco Large Cap Value ETF	97	1.72B	Mar 2005	VLU vs PWV
SEIV	SEI QiM U.S. Large Cap Value Active ETF	96	956.28M	May 2022	VLU vs SEIV
IWX	iShares Russell Top 200 Value ETF	96	3.98B	Sep 2009	VLU vs IWX
FNDX	Schwab Fundamental U.S. Large Company Index ETF	96	26.79B	Aug 2013	VLU vs FNDX

Top Performing VLU Alternatives (YTD)

VLU is at 19.00% YTD. There are 46 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 45.95%.

Symbol	Name	YTD Return	AUM	Inception
VLUE	iShares MSCI USA Value Factor ETF	45.95%	9.07B	Apr 2013	VLU vs VLUE
VFLO	VictoryShares Free Cash Flow ETF	28.74%	9.18B	Jun 2023	VLU vs VFLO
DIVB	iShares Core Dividend ETF	27.57%	1.71B	Nov 2017	VLU vs DIVB
SMRI	Bushido Capital US Equity ETF	24.79%	479.57M	Sep 2023	VLU vs SMRI
AVLV	Avantis U.S. Large Cap Value ETF	24.76%	17.85B	Sep 2021	VLU vs AVLV

Lowest Volatility Alternatives to VLU

VLU has 10.80% 1-year volatility. There are 49 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 4.02%.

Symbol	Name	Volatility 1Y	AUM	Inception
KWIN	KraneShares Wahed Alternative Income Index ETF	4.02%	60.32M	Oct 2025	VLU vs KWIN
INCE	Franklin Income Equity Focus ETF	8.34%	135.67M	Sep 2016	VLU vs INCE
BGIG	Bahl & Gaynor Income Growth ETF	8.96%	342.03M	Sep 2023	VLU vs BGIG
DLN	WisdomTree U.S. LargeCap Dividend Fund	9.04%	6.25B	Jun 2006	VLU vs DLN
ABEQ	Absolute Select Value ETF	9.12%	143.00M	Jan 2020	VLU vs ABEQ

Lowest Drawdown Alternatives to VLU

VLU has a 1-year max drawdown of -6.34%. There are 33 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -4.05%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
PWV	Invesco Large Cap Value ETF	-4.05%	1.72B	Mar 2005	VLU vs PWV
FDL	First Trust Morningstar Dividend Leaders Index Fun...	-4.27%	7.77B	Mar 2006	VLU vs FDL
MDLV	Morgan Dempsey Large Cap Value ETF	-4.27%	32.39M	Apr 2023	VLU vs MDLV
INCE	Franklin Income Equity Focus ETF	-4.90%	135.67M	Sep 2016	VLU vs INCE
VMAX	Hartford US Value ETF	-4.93%	49.18M	Dec 2023	VLU vs VMAX

Other ETFs from State Street

The 10 most viewed State Street ETFs shown here include SPY, GLD, XLK and span 10 categories. AUM among these funds goes as high as $789B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SPY	State Street SPDR S&P 500 ETF	S&P 500	72	13.71%	789.06B	Jan 1993	VLU vs SPY
GLD	SPDR Gold Shares	Gold, Precious Metals	26	-5.59%	130.32B	Nov 2004	VLU vs GLD
XLK	State Street Technology Select Sector SPDR ETF	Technology Equities	61	30.13%	115.56B	Dec 1998	VLU vs XLK
SPYG	State Street SPDR Portfolio S&P 500 Growth ETF	S&P 500, Large Cap Growth Equities	48	15.11%	51.09B	Sep 2000	VLU vs SPYG
SPYM	State Street SPDR Portfolio S&P 500 ETF	S&P 500	72	13.77%	160.81B	Nov 2005	VLU vs SPYM
SPYD	State Street SPDR Portfolio S&P 500 High Dividend ...	S&P 500, Dividend	75	18.58%	8.75B	Oct 2015	VLU vs SPYD
XLE	State Street Energy Select Sector SPDR ETF	Energy Equities	69	32.69%	38.64B	Dec 1998	VLU vs XLE
GLDM	SPDR Gold MiniShares Trust	Gold, Precious Metals	26	-5.47%	27.37B	Jun 2018	VLU vs GLDM
XLU	State Street Utilities Select Sector SPDR ETF	Utilities Equities	15	4.71%	23.07B	Dec 1998	VLU vs XLU
BIL	SPDR Bloomberg 1-3 Month T-Bill ETF	Government Bonds, Ultrashort Bond	100	2.10%	47.03B	May 2007	VLU vs BIL

Often Compared With VLU

Investors most often compare VLU with VYM, SCHD, WTV. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VYM	Vanguard High Dividend Yield ETF	Dividend	90	16.57%	96.20B	Nov 2006	VLU vs VYM
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	95	25.44%	104.16B	Oct 2011	VLU vs SCHD
WTV	WisdomTree U.S. Value Fund	Mid Cap Value Equities, Large Cap Value Equities	86	16.83%	3.19B	Feb 2007	VLU vs WTV
MMTM	State Street SPDR S&P 1500 Momentum Tilt ETF	Momentum, Large Cap Growth Equities	36	6.60%	158.22M	Oct 2012	VLU vs MMTM
AOA	iShares Core 80/20 Aggressive Allocation ETF	Diversified Portfolio	71	11.66%	3.19B	Nov 2008	VLU vs AOA
EWMC	Invesco S&P MidCap 400 GARP ETF	Small Cap Blend Equities	61	17.18%	235.75M	Dec 2010	VLU vs EWMC
XJR	iShares ESG Screened S&P Small-Cap ETF	Small Cap Blend Equities	81	25.74%	185.67M	Sep 2020	VLU vs XJR
AVUS	Avantis U.S. Equity ETF	Large Cap Blend Equities	87	18.06%	13.88B	Sep 2019	VLU vs AVUS
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Large Cap Blend Equities	72	14.27%	94.34B	Jan 2004	VLU vs ITOT
IWD	iShares Russell 1000 Value ETF	Large Cap Value Equities	95	22.86%	81.90B	May 2000	VLU vs IWD
IVE	iShares S&P 500 Value ETF	Large Cap Value Equities, S&P 500	86	11.98%	48.98B	May 2000	VLU vs IVE
CSTK	Invesco Comstock Contrarian Equity ETF	Large Cap Value Equities	86	17.26%	—	May 2025	VLU vs CSTK
ELCV	Eventide High Dividend ETF	Large Cap Value Equities	80	21.27%	256.00M	Sep 2024	VLU vs ELCV
VOO	Vanguard S&P 500 ETF	S&P 500	72	13.74%	1.70T	Sep 2010	VLU vs VOO
ZVU.TO	BMO MSCI USA Value ETF	Large Cap Value Equities	97	50.92%	162.57M	Oct 2017	VLU vs ZVU.TO
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	72	14.27%	2.30T	May 2001	VLU vs VTI
MGV	Vanguard Mega Cap Value ETF	Large Cap Value Equities	94	18.96%	13.30B	Dec 2007	VLU vs MGV
DIA	State Street SPDR Dow Jones Industrial Average ETF...	Large Cap Blend Equities	72	13.33%	44.89B	Jan 1998	VLU vs DIA
VBR	Vanguard Small-Cap Value ETF	Small Cap Value Equities	80	19.84%	67.80B	Jan 2004	VLU vs VBR
FDVV	Fidelity High Dividend ETF	Large Cap Blend Equities, Dividend	78	14.70%	9.74B	Sep 2016	VLU vs FDVV

Compare VLU with Any Fund or Stock

Compare VLU with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair VLU with funds that move differently

SPDR S&P 1500 Value Tilt ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VLU.

Explore VLU Diversifiers

SPDR S&P 1500 Value Tilt ETF (VLU) Alternatives