SPVU ETF

$61.30
Screen 3,400+ ETFsFind similar ETFs with lower fees

Returns Overview

1 Month
-0.72%
3 Months
+7.51%
6 Months
+11.57%
YTD
+13.09%
1 Year
+12.29%
3 Years
+12.94%
5 Years
+18.14%
10 Years
+10.51%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SPVU have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

+7.51%

6 Months Performance

+11.57%

1 Year Performance

+12.29%

Benchmark & Peers

Benchmark
S&P 500 Enhanced Value Index(^SPXEVUP:SP)
This ETF (YTD)
+13.09%
Peer Avg (YTD)
+11.10%
vs Peers
+1.99%

SPVU ETF Performance

SPVU performance across multiple time periods: 1-month -0.72%, YTD 13.09%, 1-year 12.29%, 3-year 12.94%, 5-year 18.14%, 10-year 10.51%.

SPVU returns outperform the peer average of 11.10% YTD. With an expense ratio of 0.13%, investors should weigh costs against performance when evaluating this ETF.

SPVU performance comparison shows side-by-side returns with another fund. SPVU alternatives are available in the ETF Screener.

Performance & Returns

Loading chart...

Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.72%N/A
3 Months+7.51%N/A
6 Months+11.57%N/A
1 Year+12.29%N/A
3 Years+12.94%N/A
5 Years+18.14%N/A

All returns shown are total returns, not annualized