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DUSAvsVLUETF Comparison

ETF 1
DUSA

Davis Select U.S. Equity ETF

This fund is part of
US Large Cap
+0.54%
VS
ETF 2
VLU

State Street SPDR S&P 1500 Value Tilt ETF

This fund is part of
US Multi-Factor
+0.61%

Davis Select U.S. Equity ETF (DUSA) belongs to the US Large Cap segment. State Street SPDR S&P 1500 Value Tilt ETF (VLU) is part of the US Multi-Factor segment. DUSA's top 3 sector exposures are Financials, Health Care and Communication Services. In contrast, VLU's top sector exposures are Financials, Information Technology and Health Care. DUSA is more expensive with a Total Expense Ratio (TER) of 0.59%, versus 0.12% for VLU. DUSA is up 10.18% year-to-date (YTD) with +$159M in YTD flows. VLU performs better with 14.43% YTD performance, and +$70M in YTD flows. Run a side-by-side ETF comparison of DUSA and VLU below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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DUSA vs VLU performance and flow charts

Performance

-2.0-1.00.01.02.03.0%May 12May 19May 27Jun 3Jun 10

Cumulative Flows

0 M5 M10 M15 M20 M25 M30 M35 MMay 12May 19May 27Jun 3Jun 10

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Historic performance and flows
Data as of 06/12/2026
1M3MYTD1Y3Y5Y
Perf.
DUSA
VLU
+0.31%+3.08%
+11.29%+11.68%
+10.18%+14.43%
+25.19%+28.94%
+79.04%+74.33%
+59.64%+79.20%
Flows
DUSA
VLU
+$31M+$7M
+$61M+$42M
+$159M+$70M
+$294M+$112M
+$477M+$271M
+$485M+$297M
Volatility and drawdown
3M1Y3Y5Y
Volatility
DUSA
VLU
+10.90%+11.32%
+12.61%+11.05%
+16.00%+13.45%
+18.44%+15.50%
Max drawdown
DUSA
VLU
-2.69%-3.01%
-7.55%-6.39%
-17.12%-16.13%
-30.35%-19.49%
Max drawdown duration
DUSA
VLU
16d16d
66d58d
133d211d
700d559d
Trading data

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DUSA
VLU
Last sale
6/12/2026 at 1:30 PM
$56.18
$239.56
Previous close
06/11/2026
$55.56
$237.74
Consolidated volume
06/11/2026
Average volume
30 days
Average discount or premium
30 days
Average Bid/Ask spread
30 days
Replication quality
Data as of May 29, 2026
1-year trailing difference

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DUSA
is actively managed and doesn’t replicate an index

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DUSA
VLU
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst
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Main metrics
Last update 6/12/2026 at 1:30 PM
Live
Closed
DUSA
VLU
Last price
$56.18
$239.56
1D performance
+1.12%
+0.77%
AuM$1.21 B$723.53 M
E/R0.59%0.12%
Characteristics
DUSA
VLU
Management strategyActivePassive
ProviderDavis ETFsState Street Investment Management
Benchmark-S&P 1500 Low Valuation Tilt Index
N° of holdings261408
Asset class-Equities
Trailing 12m distribution yield
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Inception dateJanuary 11, 2017October 24, 2012
ESGNoNo
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Exposure

Countries

DUSA
USA
91.97%
Other
8.03%
VLU
USA
95.84%
Other
4.16%

Sectors

DUSA
Financials
25.27%
Health Care
15.42%
Communication Ser.
13.58%
Consumer Discreti.
13.04%
Energy
10.44%
Information Techn.
7.83%
Other
14.4%
VLU
Financials
18.02%
Information Techn.
16.21%
Health Care
11.41%
Consumer Discreti.
10.72%
Communication Ser.
9.03%
Industrials
8.4%
Other
26.21%
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Diversification

DUSA

Total weight of top 15 holdings out of 15

80.64%
VLU

Total weight of top 15 holdings out of 15

23.59%

Top 15 holdings

Data as of April 30, 2026
DUSA
CAPITAL ONE FINANCIAL
7.38%
TYSON FOODS
7.12%
COTERRA ENERGY
6.99%
META PLATFORMS
6.57%
US
6.41%
TEXAS INSTRUMENTS
5.74%
ALPHABET INC-CL
5.74%
VIATRIS INC
5.35%
AMAZON.COM INC
5.22%
CVS HEALTH CORP
4.64%
MGM RESORTS
4.42%
MARKET CORPORATION
4.14%
BERKSHIRE HATHWAY
4.10%
CIGNA
3.42%
RESTAURANT BRANDS INTL
3.41%
VLU
AMAZON.COM INC
2.96%
MICROSOFT-T
2.56%
BERKSHIRE HATHWAY
2.46%
APPLE
1.80%
ALPHABET INC-CL
1.80%
WALMART INC
1.49%
VERIZON COMMUNICATIONS
1.47%
JPMORGAN CHASE
1.43%
EXXON
1.32%
UNITEDHEALTH GRP
1.29%
META PLATFORMS
1.27%
CHEVRON TEXACO
1.03%
BK OF AMERICA CO
1.00%
NVIDIA
0.96%
CVS HEALTH CORP
0.77%
Frequently asked questions about DUSA and VLU

How have the DUSA and VLU ETFs performed in 2026?

As of June 12, 2026, DUSA is up 10.18% year-to-date (YTD), while VLU has returned 14.43%. That puts VLU better performer ahead so far this year.

Which ETF is attracting more investor money: DUSA or VLU?

Year-to-date, the DUSA ETF saw +$159M in flows, compared to +$70M for VLU.

Which ETF is more volatile: DUSA or VLU?

Over the past year, DUSA had a volatility of 12.61%, while VLU experienced 11.05%.

Which ETF is bigger: DUSA or VLU?

As of June 12, 2026, DUSA holds $1.21 B in assets under management (AUM), while VLU manages $723.53 M.

What sectors do the DUSA and VLU ETFs invest in?

DUSA leans toward sectors like Financials, Health Care and Communication Services. Meanwhile, VLU focuses on Financials, Information Technology and Health Care.

What are the top holdings of the DUSA ETF and VLU ETF?

DUSA top holdings include CAPITAL ONE FINANCIAL, TYSON FOODS and COTERRA ENERGY. VLU holds in its top three: AMAZON.COM INC, MICROSOFT-T and BERKSHIRE HATHWAY.

Which ETF is more diversified: DUSA or VLU?

DUSA holds 26 securities with 80.64% of its assets in the top 15. VLU has 1500 securities and a top 15 weight of 23.59%.

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