SPVU ETF

SPVU follows the S&P 500 Enhanced Value Index, choosing stocks based on their book value compared to price, earnings compared to price, and sales compared to price, with an expense ratio of 0.13%. The Index relies solely on past performance metrics, which can be risky in rapidly changing markets, and it has a significant 40% investment in Financials without considering sector biases. While SPVU often does well after a poor year, especially in the Financial sector, it generally underperforms compared to more diversified funds over time.

Experts expect that strong GDP growth in 2025 will lead to ongoing market increases, especially in value stocks and sectors that are sensitive to GDP changes.