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SPCTvsILCVETF Comparison

ETF 1
SPCT

Liberty One Spectrum ETF

This fund is part of
US High Dividend
-0.05%
VS
ETF 2
ILCV

iShares Morningstar Value ETF

This fund is part of
US Large Cap Value
+0.02%

Liberty One Spectrum ETF (SPCT) belongs to the US High Dividend segment. iShares Morningstar Value ETF (ILCV) is part of the US Large Cap Value segment. SPCT's top 3 sector exposures are Consumer Staples, Health Care and Industrials. In contrast, ILCV's top sector exposures are Information Technology, Financials and Health Care. SPCT is more expensive with a Total Expense Ratio (TER) of 0.88%, versus 0.04% for ILCV. SPCT is up 7.23% year-to-date (YTD) with +$23M in YTD flows. ILCV performs worse with 4.13% YTD performance, and +$5M in YTD flows. Run a side-by-side ETF comparison of SPCT and ILCV 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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SPCT vs ILCV performance and flow charts

Performance

-4.0-2.00.02.04.06.0%Mar 17Mar 24Mar 31Apr 8Apr 15

Cumulative Flows

0 M5 M10 MMar 17Mar 24Mar 31Apr 8Apr 15

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Historic performance and flows
Data as of 04/17/2026
1M3MYTD1Y3Y5Y
Perf.
SPCT
ILCV
+1.79%+6.49%
+5.37%+3.68%
+7.23%+4.13%
n/a+33.26%
n/a+61.05%
n/a+73.27%
Flows
SPCT
ILCV
+$14M-$79K
+$20M-$10M
+$23M+$5M
--$7M
-+$24M
-+$116M
Volatility and drawdown
3M1Y3Y5Y
Volatility
SPCT
ILCV
+10.02%+11.54%
n/a+10.75%
n/a+12.61%
n/a+14.44%
Max drawdown
SPCT
ILCV
-7.22%-6.57%
n/a-6.57%
n/a-15.16%
n/a-18.56%
Max drawdown duration
SPCT
ILCV
47d67d
n/a67d
n/a132d
n/a561d
Trading data

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SPCT
ILCV
Last sale
4/20/2026 at 1:30 PM
$27.14
$97.89
Previous close
04/20/2026
$27.24
$98.01
Consolidated volume
04/20/2026
Average volume
30 days
Average discount or premium
30 days
Average Bid/Ask spread
30 days
Replication quality
Data as of March 31, 2026
1-year trailing difference

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SPCT
is actively managed and doesn’t replicate an index

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SPCT
ILCV
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst
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Main metrics
Last update 4/20/2026 at 1:30 PM
Live
Closed
SPCT
ILCV
Last price
$27.14
$97.89
1D performance
-0.37%
-0.12%
AuM$55.28 M$1.22 B
E/R0.88%0.04%
Characteristics
SPCT
ILCV
Management strategyActivePassive
ProviderLiberty One Investment ManagementiShares
Benchmark-Morningstar US Large-Mid Cap Broad Value Index
N° of holdings46360
Asset class-Equities
Trailing 12m distribution yield
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Inception dateSeptember 29, 2025June 28, 2004
ESGNoNo
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Exposure

Countries

SPCT
USA
93.7%
Other
6.3%
ILCV
USA
96.2%
Other
3.8%

Sectors

SPCT
Consumer Staples
15.49%
Health Care
11.6%
Industrials
11.33%
Information Techn.
10.3%
Communication Ser.
8.79%
Consumer Discreti.
8.09%
Other
34.4%
ILCV
Information Techn.
20.48%
Financials
16.4%
Health Care
12.23%
Consumer Discreti.
9.81%
Industrials
9.45%
Consumer Staples
7.8%
Other
23.83%
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Diversification

SPCT

Total weight of top 15 holdings out of 15

35.82%
ILCV

Total weight of top 15 holdings out of 15

33.97%

Top 15 holdings

Data as of February 28, 2026
SPCT
APPLE
2.76%
CATERPILLAR
2.68%
LILLY
2.65%
CARDINAL HEALTH
2.56%
BROADCOM LIMITED
2.53%
AMAZON.COM INC
2.50%
MCKESSON
2.49%
JOHNSON&JOHNSON
2.42%
DEERE
2.27%
HERSHEY FOODS
2.21%
RAYTHEON TECHNOLOGIES CORPORD
2.19%
PROLOGIS REIT
2.16%
COLGATE-PALMOLIVE CO
2.14%
ALPHABET INC-CL
2.13%
NEXTERA ENERGY
2.13%
ILCV
APPLE
6.44%
MICROSOFT-T
5.14%
BERKSHIRE HATHWAY
2.94%
JPMORGAN CHASE
2.67%
AMAZON.COM INC
2.07%
EXXON
1.99%
JOHNSON&JOHNSON
1.86%
ALPHABET INC-CL
1.76%
TESLA
1.59%
ALPHABET INC-CL
1.53%
ABBVIE
1.26%
PROCTERGAMBLE
1.22%
HOME DEPOT
1.18%
WALMART INC
1.17%
NETFLIX
1.14%
Frequently asked questions about SPCT and ILCV

How have the SPCT and ILCV ETFs performed in 2026?

As of April 17, 2026, SPCT is up 7.23% year-to-date (YTD), while ILCV has returned 4.13%. That puts SPCT better performer ahead so far this year.

Which ETF is attracting more investor money: SPCT or ILCV?

Year-to-date, the SPCT ETF saw +$23M in flows, compared to +$5M for ILCV.

Which ETF is bigger: SPCT or ILCV?

As of April 17, 2026, SPCT holds $55.28 M in assets under management (AUM), while ILCV manages $1.22 B.

What sectors do the SPCT and ILCV ETFs invest in?

SPCT leans toward sectors like Consumer Staples, Health Care and Industrials. Meanwhile, ILCV focuses on Information Technology, Financials and Health Care.

What are the top holdings of the SPCT ETF and ILCV ETF?

SPCT top holdings include APPLE, CATERPILLAR and LILLY. ILCV holds in its top three: APPLE, MICROSOFT-T and BERKSHIRE HATHWAY.

Which ETF is more diversified: SPCT or ILCV?

SPCT holds 47 securities with 35.82% of its assets in the top 15. ILCV has 382 securities and a top 15 weight of 33.97%.

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