GURU vs SPYV

GURUDGlobal X Guru Index ETF

SPYVAState Street SPDR Portfolio S&P 500 Value ETF

In short

GURU The hedge fund cloner. Since 2012, GURU has tracked an index built from hedge funds' high-conviction stock ideas, distilling them into roughly 90 US names you can own in a single ticker.

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

GURU The fund seeks to track the price and yield performance, before fees and expenses, of the Solactive Guru Index. It is designed to generate alpha over the broad market through high-conviction ideas selected from hedge funds.

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

Why people hold it

• GURU One ticker, an index of hedge funds' highest-conviction stock ideas. That is a genuinely different way to assemble a US equity sleeve.globalxetfs.com
• Rules-based, not vibes: it follows the Solactive Guru Index under a published methodology, so the selection process is there to read.globalxetfs.com
• Roughly 90 US stocks spread the exposure, so the portfolio is not riding one manager's single big idea.
• Launched in 2012, which gives this strategy more than a decade of real-world history to inspect rather than a backtest.

• 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

• GURU The idea carries a price: 0.75% a year, well above the typical index wrapper near 0.45%, while plain-beta peers like SCHK and VOOV charge single-digit basis points.
• Thinly traded and modest in size, so bid-ask spreads can run wider than in giant index funds and larger orders need more care.
• It is built to look different from the broad market, so results can diverge from plain S&P 500 exposure in either direction.globalxetfs.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 GURU profile⁠

Full SPYV profile⁠