EXEQ vs SPYV

EXEQDWedbush ReturnOnLeadership U.S. Large-Cap ETF

SPYVAState Street SPDR Portfolio S&P 500 Value ETF

In short

EXEQ Most funds screen for cheap or profitable. This one screens for good management: 50 US large caps ranked by an AI-built leadership score, and weighted by that score instead of by size.

SPYV The value side of the S&P 500, tracked since 2000 for four basis points. It does one thing: hold the index names that screen cheap, and charge close to nothing for the privilege.

Stated mandate

EXEQ The Fund seeks to track, before fees and expenses, the total return of the Solactive Indiggo Return on Leadership U.S. Large-Cap Index. It uses passive indexing and normally invests at least 80% of net assets in Index components.

SPYV The fund seeks to track, before fees and expenses, the total return of the S&P 500 Value Index.

Why people hold it

• EXEQ Screens for something most factors ignore: management execution. Indiggo's score rates companies on purpose, strategic clarity, alignment and focused action; the top 50 make the index.wedbushfunds.comsolactive.com
• Positions are sized by leadership score rather than market cap, with quarterly reviews, so the largest company in the market is not automatically the largest holding.solactive.com
• Conventional plumbing under a novel idea: a 1940 Act index fund that normally keeps at least 80% of net assets in components of a published Solactive benchmark.

• SPYV 0.04% a year. VOOV tracks the identical S&P 500 Value Index and charges 0.07%, so this is the same exposure at a lower fee.
• Trading since 2000 and now a multi-billion-dollar fund that changes hands actively, so the plumbing is well worn.
• No stock picking, no factor secret sauce: it aims to match the S&P 500 Value Index before fees, and it is one of the cleaner implementations in its peer group.ssga.com

Worth knowing

• EXEQ At 0.75%, it prices like a specialist strategy rather than an index tracker. Broad index peers such as SCHK and SPYV charge a few basis points for their exposure.
• The scores come from large language models and generative AI, and the fund's own risk disclosures note such models can be hard to interpret and produce unexpected results.wedbushfunds.com
• A 50-stock portfolio launched in 2026, still small and lightly traded: more weight per name than a 500-stock index fund, no long record, and spreads that can run wider.wedbushfunds.com

• SPYV This is one style slice, roughly 400 value-screened names, not the whole S&P 500. It will move differently from the full index.
• Value goes through long stretches in and out of favor. The fund follows the index rules either way, with no manager stepping in.
• Distributions land quarterly, not monthly.

Full EXEQ profile⁠

Full SPYV profile⁠