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 | |
|---|---|---|---|---|---|
| iShares Core S&P U.S. Value ETF | 0.04% | 27.02B | Jul 2000 | VLU vs IUSV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.82B | Sep 2000 | VLU vs SPYV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.78B | Dec 2009 | VLU vs SCHV | |
| iShares Morningstar Value ETF | 0.04% | 1.30B | Jun 2004 | VLU vs ILCV | |
| Vanguard Value ETF | 0.04% | 245.00B | Jan 2004 | VLU vs VTV |
Best Risk-Adjusted Alternatives to VLU
VLU has a PortfoliosLab risk / return rank of 89. There are 22 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 | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 97 | 9.78B | Apr 2013 | VLU vs VLUE | |
| Invesco Dynamic Large Cap Value ETF | 95 | 1.62B | Mar 2005 | VLU vs PWV | |
| Avantis U.S. Large Cap Value ETF | 94 | 16.76B | Sep 2021 | VLU vs AVLV | |
| SEI Enhanced US Large Cap Value Factor ETF | 93 | 956.28M | May 2022 | VLU vs SEIV | |
| Schwab Fundamental U.S. Large Company Index ETF | 93 | 26.25B | Aug 2013 | VLU vs FNDX |
Top Performing VLU Alternatives (YTD)
VLU is at 15.42% YTD. There are 43 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 43.96%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 43.96% | 9.78B | Apr 2013 | VLU vs VLUE | |
| Clough Select Equity ETF | 26.34% | 56.12M | Nov 2020 | VLU vs CBSE | |
| Eventide High Dividend ETF | 22.66% | 150.61M | Sep 2024 | VLU vs ELCV | |
| Avantis U.S. Large Cap Value ETF | 21.95% | 16.76B | Sep 2021 | VLU vs AVLV | |
| VictoryShares Free Cash Flow ETF | 20.99% | 8.17B | Jun 2023 | VLU vs VFLO |
Lowest Volatility Alternatives to VLU
VLU has 10.82% 1-year volatility. There are 51 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 4.15%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| KraneShares Wahed Alternative Income Index ETF | 4.15% | 60.27M | Oct 2025 | VLU vs KWIN | |
| WisdomTree U.S. LargeCap Dividend Fund | 8.95% | 6.21B | Jun 2006 | VLU vs DLN | |
| Bahl & Gaynor Income Growth ETF | 8.97% | 342.03M | Sep 2023 | VLU vs BGIG | |
| Absolute Select Value ETF | 9.12% | 142.20M | Jan 2020 | VLU vs ABEQ | |
| Morgan Dempsey Large Cap Value ETF | 9.13% | 32.39M | Apr 2023 | VLU vs MDLV |
Lowest Drawdown Alternatives to VLU
VLU has a 1-year max drawdown of -6.34%. There are 34 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 | |
|---|---|---|---|---|---|
| Invesco Dynamic Large Cap Value ETF | -4.05% | 1.62B | Mar 2005 | VLU vs PWV | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | VLU vs MDLV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 7.48B | Mar 2006 | VLU vs FDL | |
| Hartford US Value ETF | -4.93% | 48.88M | Dec 2023 | VLU vs VMAX | |
| Eventide High Dividend ETF | -5.05% | 150.61M | Sep 2024 | VLU vs ELCV |
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 $783B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 66 | 10.84% | 783.21B | Jan 1993 | VLU vs SPY | |
| SPDR Gold Shares | Gold, Precious Metals | 24 | -6.10% | 132.10B | Nov 2004 | VLU vs GLD | |
| State Street Technology Select Sector SPDR ETF | Technology Equities | 66 | 27.85% | 120.59B | Dec 1998 | VLU vs XLK | |
| State Street SPDR Portfolio S&P 500 Growth ETF | S&P 500, Large Cap Growth Equities | 49 | 12.15% | 52.75B | Sep 2000 | VLU vs SPYG | |
| State Street SPDR Portfolio S&P 500 High Dividend ... | S&P 500, Dividend | 52 | 14.61% | 7.40B | Oct 2015 | VLU vs SPYD | |
| State Street Energy Select Sector SPDR ETF | Energy Equities | 54 | 29.13% | 36.33B | Dec 1998 | VLU vs XLE | |
| State Street SPDR Portfolio S&P 500 ETF | S&P 500 | 67 | 10.90% | 158.31B | Nov 2005 | VLU vs SPYM | |
| SPDR Gold MiniShares Trust | Gold, Precious Metals | 24 | -6.00% | 27.70B | Jun 2018 | VLU vs GLDM | |
| State Street Utilities Select Sector SPDR ETF | Utilities Equities | 30 | 8.46% | 23.51B | Dec 1998 | VLU vs XLU | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | Government Bonds, Ultrashort Bond | 100 | 1.89% | 46.75B | 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.
Compare VLU with Any Fund or Stock
Compare VLU with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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