DVY vs SPY

Both DVY and SPY are ETFs. DVY has a lower 5-year return than SPY (6.15% vs 13.53%). DVY has a higher expense ratio than SPY (0.39% vs 0.09%). Below is the comparison between DVY and SPY.

DVY SPY
Segment Equity: U.S. - High Dividend Yield Equity: U.S. - Large Cap
Issuer BlackRock State Street Global Advisors
Net Assets $12.1B $252.39B
Expense Ratio 0.39% 0.09%
Management Style passive (index-based) passive (index-based)
Dividend Yield 3.91% 1.99%
Underlying Index Dow Jones U.S. Select Dividend S&P 500
YTD Return -15.37% 9.49%
1-Year Return -10.65% 18.67%
3-Year Return 0.55% 12.94%
5-Year Return 6.15% 13.53%
10-Year Return 9.76% 13.68%

DVY description

The Fund seeks to track the investment results of an index composed of relatively high dividend paying US equities. The Fund invests, under normal circumstances, at least 90% of its assets in securities of the Underlying Index and in depositary receipts representing securities of the Underlying Index.

DVY performance & returns

YTD Return -15.37%
1-Month Return 1.77%
3-Month Return 5.03%
1-Year Return -10.65%
3-Year Return 0.55%
5-Year Return 6.15%
10-Year Return 9.76%
DVY expense ratio is 0.39%.

DVY holdings

Top 10 Holdings (18.98% of Total Assets)

Name Symbol % Assets
AT&T Inc T 2.68%
Qualcomm Inc QCOM 2.29%
Ford Motor Co F 1.92%
ONEOK Inc OKE 1.89%
Dominion Energy Inc D 1.77%
CenturyLink Inc CTL 1.72%
Entergy Corp ETR 1.71%
Philip Morris International Inc PM 1.71%
Seagate Technology PLC STX.SI 1.65%
PPL Corp PPL 1.64%

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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 9.49%
1-Month Return 2.92%
3-Month Return 8.70%
1-Year Return 18.67%
3-Year Return 12.94%
5-Year Return 13.53%
10-Year Return 13.68%
SPY expense ratio is 0.09%.

SPY holdings

Top 10 Holdings (26.86% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 6.00%
Apple Inc AAPL 5.78%
Amazon.com Inc AMZN 4.49%
Facebook Inc A FB 2.12%
Alphabet Inc A GOOGL 1.65%
Alphabet Inc Class C GOOG 1.61%
Johnson & Johnson JNJ 1.44%
Berkshire Hathaway Inc Class B BRK.B 1.35%
Visa Inc Class A V 1.27%
Procter & Gamble Co PG 1.15%

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