SPY vs SDY

Both SDY and SPY are ETFs. SDY has a lower 5-year return than SPY (11.35% vs 17.51%). SDY has a higher expense ratio than SPY (0.35% vs 0.09%). Below is the comparison between SDY and SPY.

SDY SPY
Security Type ETF ETF
Segment Equity: U.S. - High Dividend Yield Equity: U.S. - Large Cap
Family State Street Global Advisors State Street Global Advisors
Net Assets $20.90B $455.22B
Expense Ratio 0.35% 0.09%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.65% 1.30%
Underlying Index S&P High Yield Dividend Aristocrats Index S&P 500
YTD Return -3.00% 15.25%
1-Year Return 18.49% 40.90%
3-Year Return 13.03% 18.51%
5-Year Return 11.35% 17.51%
10-Year Return 12.71% 14.71%

SDY description

The Fund seeks to provide investment results that correspond to the total return performance of S&P High Yield Dividend Aristocrats Index. The Fund invests at least 80% of its assets in the securities comprising the index, designed to track the performance of publicly traded issuers that have historical dividend payments.

SDY performance & returns

YTD Return -3.00%
1-Month Return 0.18%
3-Month Return 2.44%
1-Year Return 18.49%
3-Year Return 13.03%
5-Year Return 11.35%
10-Year Return 12.71%
SDY expense ratio is 0.35%.

SDY holdings

Top 10 Holdings (21.15% of Total Assets)

Name Symbol % Assets
Exxon Mobil Corp XOM 3.37%
AT&T Inc T 2.47%
Chevron Corp CVX 2.39%
People's United Financial Inc PBCT 2.27%
National Retail Properties Inc NNN 1.91%
AbbVie Inc ABBV 1.89%
International Business Machines Corp IBM 1.80%
Federal Realty Investment Trust FRT 1.80%
Old Republic International Corp ORI 1.63%
Walgreens Boots Alliance Inc WBA 1.62%

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SPY description

The Trust seeks investment results that, before expenses, generally correspond to the price and yield performance of the component common stocks of the S&P 500 Index.

SPY performance & returns

YTD Return 15.25%
1-Month Return 2.25%
3-Month Return 8.36%
1-Year Return 40.90%
3-Year Return 18.51%
5-Year Return 17.51%
10-Year Return 14.71%
SPY expense ratio is 0.09%.

SPY holdings

Top 10 Holdings (27.96% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.45%
Microsoft Corp MSFT 5.65%
Amazon.com Inc AMZN 4.77%
Facebook Inc A FB 2.33%
Alphabet Inc A GOOGL 1.79%
Alphabet Inc Class C GOOG 1.76%
Berkshire Hathaway Inc Class B BRK.B 1.48%
Johnson & Johnson JNJ 1.33%
Procter & Gamble Co PG 1.26%
NVIDIA Corp NVDA 1.14%

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