SPVU ETF

$61.30

Returns Overview

1 Month
+6.89%
3 Months
+14.22%
6 Months
+16.10%
YTD
+6.64%
1 Year
+12.29%
3 Years
+12.94%
5 Years
+18.14%
10 Years
+10.51%

Risk Metrics (1-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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

+16.10%

1 Year Performance

+12.29%

Benchmark & Peers

Benchmark
S&P 500 Enhanced Value Index(^SPXEVUP:SP)
This ETF (YTD)
+6.64%
Peer Avg (YTD)
+11.10%
vs Peers
-4.47%

SPVU ETF Performance

SPVU performance across multiple time periods: 1-month 6.89%, YTD 6.64%, 1-year 12.29%, 3-year 12.94%, 5-year 18.14%, 10-year 10.51%.

SPVU returns trail 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

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+6.89%Jan 20, 2026 to Feb 20, 2026
3 Months+14.22%Nov 20, 2025 to Feb 20, 2026
6 Months+16.10%Aug 20, 2025 to Feb 20, 2026
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