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State Street Investment ManagementMid-Cap ValueONEY · NYSE Arca

State Street SPDR Russell 1000 Yield Focus ETF (ONEY)

Price
$131.65
11 Sept 2026
Assets
$677.8M
Total net assets
Expense ratio
0.20%
Category 0.94%
Yield
2.74%
Trailing distributions
3Y CAGR
15.0%-0.7%
Category 15.7%
5Y CAGR
9.9%-0.2%
Category 10.0%
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State Street SPDR Russell 1000 Yield Focus ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-1.6%+0.8%+11.8%+17.6%+17.5%+15.0%+9.9%+10.9%+11.5%
Mid-Cap Value average-1.7%3.8%14.0%16.4%17.8%15.7%10.0%10.8%12.2%
Difference+0.1%-3.0%-2.2%+1.3%-0.3%-0.7%-0.2%+0.1%-0.8%

Holdings

The 10 largest positions make up 17.8% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
PGRProgressive Corp3.58%
CMCSAComcast Corp Class A2.34%
ALLAllstate Corp1.87%
AUAnglogold Ashanti PLC1.61%
ACNAccenture PLC Class A1.60%
OKEONEOK Inc1.45%
EOGEOG Resources Inc1.45%
UPSUnited Parcel Service Inc Class B1.41%
CIThe Cigna Group1.40%
TGTTarget Corp1.15%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
14.5
P/B
2.2
P/S
1.2
P/CF
8.4

Sector allocation

Share of the equity the fund holds.

17.2%Financial services11 sectors
  1. Financial services17.2%
  2. Consumer staples11.4%
  3. Consumer discretionary11.1%
  4. Real estate10.7%
  5. Industrials10.1%
  6. Utilities9.7%
  7. Energy8.3%
  8. Technology8.0%
  9. Health care5.3%
  10. Materials4.6%
  11. Communication services3.6%

Asset mix

  • Stocks99.7%
  • Cash0.4%

ETF details

Issuer
State Street Investment Management
Category
Equity · Mid-Cap Value
Ticker
ONEY
Exchange
NYSE Arca
Inception
2 Dec 2015 (10.8 years)
Structure
Exchange Traded Fund
Expense ratio
0.20% (category 0.94%)
Holdings turnover
37% (category 60%)
Distribution yield
2.74%
Beta, 3 years
0.70
Total net assets
$677.8M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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