Gotham 1000 Value ETF

GVLU

시가총액 US$2.53억

Value ETFs witness a surge as tech falters, with SPVU, RPV, RZV, RFV and GVLU gaining on rate cut bets and rotation into defensive sectors.

GVLU is an actively managed multi-cap value fund with a 0.50% expense ratio and $160 million in assets under management. Managers Joel Greenblatt and Robert Goldstein emphasize quality and value, believing these two factors will lead to superior long-term returns. I tested GVLU's fundamentals against four alternatives. GVLU offers an excellent valuation discount against its benchmark, the Russell 1000 Value Index. Its weighted average 10.18% return on total capital was also impressive compared to other multi-cap funds.