SDY vs DGRO

Both SDY and DGRO are ETFs. SDY has a lower 5-year return than DGRO (9.34% vs 12.69%). SDY has a higher expense ratio than DGRO (0.35% vs 0.08%). Below is the comparison between SDY and DGRO.

DGRO SDY
Segment Equity: U.S. - Total Market Equity: U.S. - High Dividend Yield
Issuer BlackRock State Street Global Advisors
Net Assets $8.75B $13.97B
Expense Ratio 0.08% 0.35%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.64% 3.16%
Underlying Index Morningstar U.S. Dividend Growth Index S&P High Yield Dividend Aristocrats Index
YTD Return 0.40% -7.38%
1-Year Return 8.46% -1.87%
3-Year Return 10.56% 5.26%
5-Year Return 12.69% 9.34%
10-Year Return N/A 10.69%

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 -7.38%
1-Month Return 2.08%
3-Month Return 4.79%
1-Year Return -1.87%
3-Year Return 5.26%
5-Year Return 9.34%
10-Year Return 10.69%
SDY expense ratio is 0.35%.

SDY holdings

Top 10 Holdings (19.27% of Total Assets)

Name Symbol % Assets
Exxon Mobil Corp XOM 2.35%
Franklin Resources Inc BEN 2.13%
National Retail Properties Inc NNN 1.95%
Polaris Inc PII 1.93%
AbbVie Inc ABBV 1.85%
Leggett & Platt Inc LEG 1.82%
Chevron Corp CVX 1.82%
Bank OZK OZK 1.82%
AT&T Inc T 1.82%
Amcor PLC Ordinary Shares AMCR.L 1.78%

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DGRO description

The Fund seeks to track the investment results of an index composed of U.S. equities with a history of consistently growing dividends. The Underlying Index may include large-, mid- or small-capitalization companies, and components primarily include consumer staples, industrials and information technology companies.

DGRO performance & returns

YTD Return 0.40%
1-Month Return 2.21%
3-Month Return 7.02%
1-Year Return 8.46%
3-Year Return 10.56%
5-Year Return 12.69%
10-Year Return N/A
DGRO expense ratio is 0.08%.

DGRO holdings

Top 10 Holdings (27.42% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 4.20%
Microsoft Corp MSFT 3.29%
Johnson & Johnson JNJ 2.97%
Verizon Communications Inc VZ 2.93%
JPMorgan Chase & Co JPM 2.71%
Procter & Gamble Co PG 2.58%
Pfizer Inc PFE 2.49%
Chevron Corp CVX 2.36%
The Home Depot Inc HD 2.07%
Merck & Co Inc MRK 1.82%

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