SDY vs DVY

Both SDY and DVY are ETFs. SDY has a higher 5-year return than DVY (9.34% vs 6.15%). SDY has a lower expense ratio than DVY (0.35% vs 0.39%). Below is the comparison between SDY and DVY.

DVY SDY
Segment Equity: U.S. - High Dividend Yield Equity: U.S. - High Dividend Yield
Issuer BlackRock State Street Global Advisors
Net Assets $12.1B $13.97B
Expense Ratio 0.39% 0.35%
Management Style passive (index-based) passive (index-based)
Dividend Yield 3.91% 3.16%
Underlying Index Dow Jones U.S. Select Dividend S&P High Yield Dividend Aristocrats Index
YTD Return -15.37% -7.38%
1-Year Return -10.65% -1.87%
3-Year Return 0.55% 5.26%
5-Year Return 6.15% 9.34%
10-Year Return 9.76% 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%

Other relevant SDY comparisons

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

Or use Finny Compare Wizard to create a comparison you’d like to see.

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%
Philip Morris International Inc PM 1.71%
Entergy Corp ETR 1.71%
Seagate Technology PLC STX.SI 1.65%
PPL Corp PPL 1.64%

Other relevant DVY comparisons

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

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.

7-day free trial: Get unlimited comparisons, and stock, ETF and mutual fund analyses for just $14.95 a month, without ads. Start a free trial. Go ad free!

Follow Us