SPY vs DJD

Both DJD and SPY are ETFs. DJD has a lower expense ratio than SPY (0.07% vs 0.09%). Below is the comparison between DJD and SPY.

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DJD SPY
Security Type ETF ETF
Finny Score N/A 83
Category Large Value Large Blend
Family Guggenheim State Street Global Advisors
Net Assets $266.40M N/A
Expense Ratio 0.07% 0.09%
Management Style passive (index-based) passive (index-based)
Dividend Yield 3.45% 1.45%
Underlying Index Dow Jones Industrial Average Yield Weighted Index S&P 500
YTD Return N/A 14.07%
1-Year Return N/A 16.13%
3-Year Return N/A 11.33%
5-Year Return N/A 9.95%
10-Year Return N/A 11.74%

DJD

DJD description

Invesco Exchange-Traded Fund Trust - Invesco Dow Jones Industrial Average Dividend ETF is an exchange traded fund launched and managed by Invesco Capital Management LLC. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across communication services, consumer discretionary, consumer staples, financials, health care, information technology, energy, industrials, capital goods, commercial and professional services, real estate and materials sectors. It invests in growth and value stocks of large-cap companies. It invests in dividend paying stocks of companies. The fund seeks to track the performance of the Dow Jones Industrial Average Yield Weighted, by using full replication technique. Invesco Exchange-Traded Fund Trust - Invesco Dow Jones Industrial Average Dividend ETF was formed on December 16, 2015 and is domiciled in the United States.

DJD performance & returns
YTD Return N/A
1-Month Return N/A
3-Month Return N/A
1-Year Return N/A
3-Year Return N/A
5-Year Return N/A
10-Year Return N/A
DJD expense ratio is 0.07%.

DJD holdings

Top 10 Holdings (56.75% of Total Assets)

Name Symbol % Assets
Verizon Communications Inc VZ 8.05%
International Business Machines Corp IBM 7.50%
3M Co MMM 7.17%
Dow Inc DOW 6.22%
Amgen Inc AMGN 5.20%
Walgreens Boots Alliance Inc WBA 5.16%
Cisco Systems Inc CSCO 4.75%
Chevron Corp CVX 4.74%
The Home Depot Inc HD 4.06%
Coca-Cola Co KO 3.90%

DJD pros

The following are DJD strengths from our perspective:

  • DJD expense ratio is 0.07%, which is considered low. Nice job picking a low-cost fund.

DJD cons

The following are DJD weaknesses from our perspective:

  • DJD net assets are $266.40 million. This fund is not a popular choice with retail investors.

Other relevant DJD comparisons

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

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

SPY

SPY description

SPDR S&P 500 ETF Trust is an exchange traded fund launched and managed by State Street Global Advisors, 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 large-cap companies. It seeks to track the performance of the S&P 500 Index, by using full replication technique. SPDR S&P 500 ETF Trust was formed on January 22, 1993 and is domiciled in the United States.

SPY performance & returns
YTD Return 14.07%
1-Month Return -1.46%
3-Month Return -0.46%
1-Year Return 16.13%
3-Year Return 11.33%
5-Year Return 9.95%
10-Year Return 11.74%
SPY expense ratio is 0.09%.

SPY holdings

Top 10 Holdings (30.82% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 7.37%
Microsoft Corp MSFT 6.46%
Amazon.com Inc AMZN 3.27%
NVIDIA Corp NVDA 3.24%
Alphabet Inc Class A GOOGL 2.15%
Alphabet Inc Class C GOOG 1.86%
Tesla Inc TSLA 1.84%
Meta Platforms Inc Class A META 1.74%
Berkshire Hathaway Inc Class B BRK.B 1.70%
Exxon Mobil Corp XOM 1.19%

SPY pros

The following are SPY strengths from our perspective:

  • SPY 3-year return is 11.33%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  • SPY 5-year return is 9.95%, which is in line with the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  • SPY 10-year return is 11.74%, which is in line with the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
  • SPY 15-year return is 8.1%, which is in line with the 15-year return of the benchmark index (S&P 500 TR USD), 8.17%.
  • SPY expense ratio is 0.09%, which is considered low. Nice job picking a low-cost fund.

SPY cons

The following are SPY weaknesses from our perspective:

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

Other relevant SPY comparisons

You may also want to check out the following SPY 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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