VLU vs EQL
Comparison between STATE STREET(R) SPDR(R) S&P(R) 1500 VALUE TILT ETF (VLU, ETF) and ALPS EQUAL SECTOR WEIGHT ETF (EQL, ETF).
5-Year PerformanceVLU has outperformed EQL, delivering a return of +11.8% compared to +10.4%
VLU vs EQL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VLU
$693M
Winner
EQL
$696M
Expense Ratio
Winner
VLU
0.12%
EQL
0.27%
Max Drawdown
VLU
37.91%
Winner
EQL
36.36%
Sharpe Ratio
Winner
VLU
2.07
EQL
1.50
5Y Beta
VLU
0.79
Winner
EQL
0.70
P/E Ratio
VLU
21.70
EQL
N/A
Forward P/E
VLU
15.27
EQL
N/A
5Y Dividends CAGR
VLU
8.76%
Winner
EQL
11.58%
5Y EPS CAGR
VLU
13.73%
EQL
N/A
Debt to Equity
VLU
32.45%
EQL
N/A
P/S Ratio
VLU
1.37
EQL
N/A
P/B Ratio
VLU
2.66
EQL
N/A
VLU vs EQL - Holdings Comparison
VLU and EQL have 0 common holdings. Overlap is 0.00%
VLU's top 25 holdings weight is 30.78%. EQL's top 25 holdings weight is 100.02%.
| Rank | VLU | EQL |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 2.94% | STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 11.47% |
| #2 | EXXON MOBIL CORP (XOM) - 2.31% | STATE STREET® CNSMRDISCSELSECTSPDR®ETF (XLY) - 9.50% |
| #3 | ALPHABET INC CLASS C (GOOG) - 1.97% | STATE STREET REAL ESTATE SEL SECTSPDRETF (XLRE) - 9.26% |
| #4 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.84% | STATE STREET®MATSELSECTSPDR®ETF (XLB) - 9.17% |
| #5 | WALMART INC (WMT) - 1.78% | STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 9.07% |
| #6 | VERIZON COMMUNICATIONS INC (VZ) - 1.72% | STATE STREET®FINSELSECTSPDR®ETF (XLF) - 8.82% |
| #7 | APPLE INC (AAPL) - 1.64% | STATE STREET®CNSMRSTPSELSECTSPDR®ETF (XLP) - 8.76% |
| #8 | CHEVRON CORP (CVX) - 1.58% | STATE STREET® COMMSERVSELSECTSPDR®ETF (XLC) - 8.72% |
| #9 | MICROSOFT CORP (MSFT) - 1.41% | STATE STREET®HLTHCRSELSECTSPDR®ETF (XLV) - 8.62% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.31% | STATE STREET®UTILSELSECTSPDR®ETF (XLU) - 8.51% |
| #11 | BANK OF AMERICA CORP (BAC) - 1.30% | STATE STREET®ENGYSELSECTSPDR®ETF (XLE) - 8.09% |
| #12 | META PLATFORMS INC CLASS A (META) - 1.01% | STATE STREET INSTL TRS PLS MMKT PREMIER (TPIXX) - 0.03% |
| #13 | JOHNSON & JOHNSON (JNJ) - 0.94% | N/A |
| #14 | ALPHABET INC CLASS A (GOOGL) - 0.92% | N/A |
| #15 | INTEL CORP (INTC) - 0.84% | N/A |
| #16 | COMCAST CORP CLASS A (CMCSA) - 0.84% | N/A |
| #17 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.83% | N/A |
| #18 | CITIGROUP INC (C) - 0.81% | N/A |
| #19 | MICRON TECHNOLOGY INC (MU) - 0.80% | N/A |
| #20 | CVS HEALTH CORP (CVS) - 0.74% | N/A |
| #21 | AT&T INC (T) - 0.67% | N/A |
| #22 | BROADCOM INC (AVGO) - 0.67% | N/A |
| #23 | CONOCOPHILLIPS (COP) - 0.65% | N/A |
| #24 | NVIDIA CORP (NVDA) - 0.64% | N/A |
| #25 | THE GOLDMAN SACHS GROUP INC (GS) - 0.62% | N/A |
| Total Holdings | 1424 | 12 |
VLU vs EQL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VLU
+1.94%
EQL
+0.18%
3M
Winner
VLU
+7.33%
EQL
+2.51%
6M
Winner
VLU
+12.99%
EQL
+8.91%
1Y
Winner
VLU
+29.65%
EQL
+19.47%
5Y(CAGR)
Winner
VLU
+11.81%
EQL
+10.44%
10Y(CAGR)
Winner
VLU
+13.95%
EQL
+12.40%
Max(CAGR)
Winner
VLU
+13.71%
EQL
+13.60%
VLU vs EQL - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | VLU | EQL |
|---|---|---|
| 2026 | +11.77% | +7.96% |
| 2025 | +16.93% | +13.32% |
| 2024 | +17.18% | +16.33% |
| 2023 | +17.26% | +17.25% |
| 2022 | -9.01% | -10.83% |
| 2021 | +32.52% | +31.31% |
| 2020 | +9.22% | +10.55% |
| 2019 | +25.72% | +27.93% |
| 2018 | -7.87% | -6.48% |
| 2017 | +16.99% | +17.71% |
| 2016 | +18.60% | +14.59% |
| 2015 | -0.88% | -1.15% |
| 2014 | +14.49% | +14.14% |
| 2013 | +34.60% | +27.40% |
| 2012 | +2.14% | +12.86% |
| 2011 | N/A | +1.53% |
| 2010 | N/A | +13.63% |
| 2009 | N/A | +28.94% |
VLU vs EQL Drawdown Comparison
The maximum drawdown for VLU was -37.36%, occurring on Mar 23, 2020. Recovery took 193 trading sessions.
The maximum drawdown for EQL was -35.65%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.
The current VLU drawdown is -1.15%. The current EQL drawdown is -1.22%.
| Rank | VLU | EQL |
|---|---|---|
| #1 | -37.36% Feb 12, 2020 - Nov 16, 2020 | -35.65% Feb 19, 2020 - Sep 2, 2020 |
| #2 | -20.21% Sep 24, 2018 - Oct 25, 2019 | -19.23% Mar 29, 2022 - Jul 25, 2023 |
| #3 | -19.56% Jan 11, 2022 - Jul 28, 2023 | -18.66% Jul 7, 2011 - Feb 7, 2012 |
| #4 | -16.23% Feb 19, 2025 - Jul 1, 2025 | -17.43% Sep 21, 2018 - Apr 2, 2019 |
| #5 | -15.95% May 19, 2015 - Jul 25, 2016 | -15.34% Apr 23, 2010 - Nov 4, 2010 |
| #6 | -10.57% Jan 26, 2018 - Aug 21, 2018 | -15.08% Nov 29, 2024 - Jun 30, 2025 |
| #7 | -10.55% Jul 31, 2023 - Dec 11, 2023 | -13.01% May 21, 2015 - Apr 19, 2016 |
| #8 | -7.43% Sep 4, 2014 - Nov 5, 2014 | -10.32% Jul 31, 2023 - Dec 13, 2023 |
| #9 | -6.63% Jan 15, 2014 - Feb 24, 2014 | -9.49% Jan 26, 2018 - Aug 20, 2018 |
| #10 | -6.34% Feb 11, 2026 - Apr 14, 2026 | -9.02% Apr 2, 2012 - Aug 8, 2012 |
| #11 | -6.21% Nov 29, 2024 - Feb 19, 2025 | -8.66% Jan 4, 2022 - Mar 29, 2022 |
| #12 | -5.99% Jul 17, 2024 - Aug 23, 2024 | -8.32% Jan 19, 2010 - Mar 16, 2010 |
| #13 | -5.76% Nov 8, 2021 - Dec 27, 2021 | -8.22% Sep 2, 2020 - Nov 9, 2020 |
| #14 | -5.32% Oct 31, 2012 - Dec 11, 2012 | -6.99% Oct 18, 2012 - Jan 2, 2013 |
| #15 | -5.16% May 31, 2013 - Jul 9, 2013 | -6.90% Sep 19, 2014 - Oct 31, 2014 |
Correlation
Correlation between VLU and EQL is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2009 - 2026)
VLU vs EQL dividend yield comparison.
| Year | VLU | EQL |
|---|---|---|
| 2026 | 0.39% | 0.37% |
| 2025 | 1.82% | 1.73% |
| 2024 | 2.00% | 1.78% |
| 2023 | 2.02% | 1.96% |
| 2022 | 2.16% | 2.14% |
| 2021 | 1.86% | 1.69% |
| 2020 | 1.98% | 2.29% |
| 2019 | 2.19% | 1.95% |
| 2018 | 2.57% | 2.39% |
| 2017 | 1.96% | 1.97% |
| 2016 | 2.14% | 2.89% |
| 2015 | 6.37% | 2.07% |
| 2014 | 5.42% | 1.68% |
| 2013 | 3.41% | 1.55% |
| 2012 | 0.55% | 2.09% |
| 2011 | 0.00% | 1.87% |
| 2010 | 0.00% | 1.72% |
| 2009 | 0.00% | 1.00% |
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