Both HDV and SDY are ETFs. HDV has a lower 5-year return than SDY (6.91% vs 8.03%). HDV has a lower expense ratio than SDY (0.08% vs 0.35%). Below is the comparison between HDV and SDY.
| HDV | SDY | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 40 | 40 |
| Category | Large Value | Mid-Cap Value |
| Family | BlackRock | State Street Global Advisors |
| Net Assets | N/A | N/A |
| Expense Ratio | 0.08% | 0.35% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 3.88% | 2.51% |
| Underlying Index | Morningstar Dividend Yield Focus TR | S&P High Yield Dividend Aristocrats Index |
| YTD Return | -5.12% | -4.93% |
| 1-Year Return | -5.67% | -2.67% |
| 3-Year Return | 10.67% | 14.02% |
| 5-Year Return | 6.91% | 8.03% |
| 10-Year Return | 7.42% | 9.52% |
HDV
HDV description
iShares Trust - iShares Core High Dividend ETF is an exchange traded fund launched by BlackRock, Inc. It is managed by BlackRock Fund Advisors. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. The fund invests in dividend paying stocks of companies. The fund seeks to track the performance of the Morningstar Dividend Yield Focus Index, by using representative sampling technique. iShares Trust - iShares Core High Dividend ETF was formed on March 29, 2011 and is domiciled in the United States.
HDV performance & returns
| YTD Return | -5.12% |
| 1-Month Return | -4.72% |
| 3-Month Return | -2.37% |
| 1-Year Return | -5.67% |
| 3-Year Return | 10.67% |
| 5-Year Return | 6.91% |
| 10-Year Return | 7.42% |
HDV holdings
Top 10 Holdings (53.20% of Total Assets)
HDV cons
The following are HDV weaknesses from our perspective:
- HDV net assets are $0.00 million. This fund is not a popular choice with retail investors.
- HDV 5-year return is 7.1%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
- HDV 10-year return is 7.41%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
Other relevant HDV comparisons
You may also want to check out the following HDV comparisons that investors often look for on Finny
- HDV vs SCHD
- HDV vs VYM
- HDV vs VIG
- HDV vs DVY
- HDV vs DHS
- HDV vs DIV
- HDV vs FDL
- HDV vs FVD
- HDV vs PEY
- HDV vs RDIV
- HDV vs SDY
SDY
SDY description
SPDR Series Trust - SPDR S&P Dividend ETF is an exchange traded fund launched by State Street Global Advisors, Inc. The fund is managed by SSGA Funds Management, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. The fund invests in dividend paying stocks of companies. The fund seeks to track the performance of the S&P High Yield Dividend Aristocrats Index, by using representative sampling technique. SPDR Series Trust - SPDR S&P Dividend ETF was formed on November 8, 2005 and is domiciled in the United States.
SDY performance & returns
| YTD Return | -4.93% |
| 1-Month Return | -4.16% |
| 3-Month Return | -5.78% |
| 1-Year Return | -2.67% |
| 3-Year Return | 14.02% |
| 5-Year Return | 8.03% |
| 10-Year Return | 9.52% |
SDY holdings
Top 10 Holdings (16.75% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| 3M Co | MMM | 1.99% |
| Walgreens Boots Alliance Inc | WBA | 1.91% |
| International Business Machines Corp | IBM | 1.74% |
| NNN REIT Inc | NNN | 1.72% |
| Realty Income Corp | O | 1.67% |
| Leggett & Platt Inc | LEG | 1.59% |
| Essex Property Trust Inc | ESS | 1.57% |
| Franklin Resources Inc | BEN | 1.54% |
| Federal Realty Investment Trust | FRT | 1.53% |
| T. Rowe Price Group Inc | TROW | 1.49% |
SDY cons
The following are SDY weaknesses from our perspective:
- SDY net assets are $0.00 million. This fund is not a popular choice with retail investors.
- SDY 5-year return is 8.72%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
- SDY 10-year return is 9.67%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
Other relevant SDY comparisons
You may also want to check out the following SDY comparisons that investors often look for on Finny
- SDY vs VIG
- SDY vs VYM
- SDY vs DVY
- SDY vs SCHD
- SDY vs VOO
- SDY vs SPY
- SDY vs SPYD
- SDY vs NOBL
- SDY vs DHS
- SDY vs DIV
- SDY vs FDL
- SDY vs FVD
- SDY vs HDV
- SDY vs PEY
- SDY vs RDIV