HDV vs SPYD

Both HDV and SPYD are ETFs. HDV has a lower 5-year return than SPYD (8.19% vs 10.04%). HDV has a higher expense ratio than SPYD (0.08% vs 0.07%). Below is the comparison between HDV and SPYD.

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HDV SPYD
Security Type ETF ETF
Finny Score 40 75
Category N/A Large Value
Family BlackRock State Street Global Advisors
Net Assets N/A N/A
Expense Ratio 0.08% 0.07%
Management Style passive (index-based) passive (index-based)
Dividend Yield 4.11% 4.87%
Underlying Index Morningstar Dividend Yield Focus TR S&P 500 High Dividend Index
YTD Return 11.72% 25.92%
1-Year Return 26.69% 62.24%
3-Year Return 9.13% 9.48%
5-Year Return 8.19% 10.04%
10-Year Return 10.02% 0.00%

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 11.72%
1-Month Return 1.74%
3-Month Return 10.42%
1-Year Return 26.69%
3-Year Return 9.13%
5-Year Return 8.19%
10-Year Return 10.02%
HDV expense ratio is 0.08%.

HDV holdings

Top 10 Holdings (55.46% of Total Assets)

Name Symbol % Assets
XOM XOM 8.20%
JNJ JNJ 6.78%
JPM JPM 6.64%
VZ VZ 6.53%
CVX CVX 5.77%
PG PG 5.15%
MO MO 4.19%
MRK MRK 4.18%
CSCO CSCO 4.02%
KO KO 4.01%

HDV pros

The following are HDV strengths from our perspective:

  • HDV 3-year return is 9.13%, which is in line with the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  • HDV expense ratio is 0.08%, which is considered low. Nice job picking a low-cost fund.

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 8.19%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  • HDV 10-year return is 10.02%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.

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SPYD

SPYD description

SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF is an exchange traded fund launched by State Street Global Advisors, Inc. The fund is managed by SSGA Funds Management, Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of large-cap companies. It invests in dividend paying stocks of companies. It seeks to track the performance of the S&P 500 High Dividend Index, by using representative sampling technique. SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF was formed on October 21, 2015 and is domiciled in the United States.

SPYD performance & returns
YTD Return 25.92%
1-Month Return 4.72%
3-Month Return 18.64%
1-Year Return 62.24%
3-Year Return 9.48%
5-Year Return 10.04%
10-Year Return 0.00%
SPYD expense ratio is 0.07%.

SPYD holdings

Top 10 Holdings (14.20% of Total Assets)

Name Symbol % Assets
HPE HPE 1.48%
STX STX 1.46%
PBCT PBCT 1.45%
HBI HBI 1.44%
COP COP 1.41%
HFC HFC 1.40%
LNC LNC 1.40%
IRM IRM 1.40%
MO MO 1.39%
KHC KHC 1.38%

SPYD pros

The following are SPYD strengths from our perspective:

  • SPYD 3-year return is 9.48%, which is in line with the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  • SPYD 5-year return is 10.04%, which is in line with the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  • SPYD expense ratio is 0.07%, which is considered low. Nice job picking a low-cost fund.

SPYD cons

The following are SPYD weaknesses from our perspective:

  • SPYD net assets are $0.00 million. This fund is not a popular choice with retail investors.

Other relevant SPYD comparisons

You may also want to check out the following SPYD comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
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