Value ETF GVUS Tracking for Major Milestone This Fall

Value ETF GVUS has returned 28.4% over the last 12 months. That has outperformed its ETF Database Category average in that time, which sat at 24.5%. Its three-year ETF milestone looms this fall, too, which may see interest in it spike. GVUS launched in November 2023, and is poised to hit its important three-year ETF milestone this fall. The milestone frequently brings new attention to ETFs, with funds able to tout three years of performance data. That also gets them in front of many more investors, with ETFs hitting three years added to many brokerage listings.

The strategy charges 12 basis points (bps), a relatively small ask for its performance. GVUS has returned 18.4% YTD, according to ETF Database data. It has returned 28.4% over the last 12 months, too. That has helped the value ETF outperform the ETF Database Large Cap Value Equities category average in both time frames. The average return as of July 22 sat at 15.1% and 24.5%, YTD and over one year, respectively.

GVUS has done this by tracking the Russell 1000 Value 40 Act Daily Capped Index. The index provides exposure to large- and mid-cap U.S. stocks from the Russell 1000 index. It screens for stocks from that index with lower forecasted growth and lower price-to-book ratios. The fund also caps single issuer weights at 22.5%, and all issuer weights above 4.5% at 22.5%, overall.

The fund does invest in some big names that the broad market holds, like Apple, Inc. (AAPL) , capped. However, it offers exposure to names one would expect to find outside of growth funds, as well. GVUS also holds big healthcare and financials names. Together, it represents a solid, low-cost value ETF offering for investors to consider.