SDY vs VIG

Both SDY and VIG are ETFs. SDY has a lower 5-year return than VIG (9.34% vs 13.92%). SDY has a higher expense ratio than VIG (0.35% vs 0.06%). Below is the comparison between SDY and VIG.

SDY VIG
Segment Equity: U.S. - High Dividend Yield Equity: U.S. - Total Market
Issuer State Street Global Advisors Vanguard
Net Assets $13.97B $39.98B
Expense Ratio 0.35% 0.06%
Management Style passive (index-based) passive (index-based)
Dividend Yield 3.16% 1.85%
Underlying Index S&P High Yield Dividend Aristocrats Index NASDAQ US Dividend Achievers Select Index
YTD Return -7.38% 9.16%
1-Year Return -1.87% 14.58%
3-Year Return 5.26% 13.97%
5-Year Return 9.34% 13.92%
10-Year Return 10.69% 12.70%

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%
AT&T Inc T 1.82%
Bank OZK OZK 1.82%
Chevron Corp CVX 1.82%
Leggett & Platt Inc LEG 1.82%
Amcor PLC Ordinary Shares AMCR.L 1.78%

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VIG description

The Fund seeks to track the performance of a benchmark index that measures the investment return of common stocks of companies that have a record of increasing dividends over time. The Fund attempts to replicate the Nasdaq US Dividend Achievers Select Index by investing its assets in the stocks that make up the Index.

VIG performance & returns

YTD Return 9.16%
1-Month Return 3.56%
3-Month Return 10.55%
1-Year Return 14.58%
3-Year Return 13.97%
5-Year Return 13.92%
10-Year Return 12.70%
VIG expense ratio is 0.06%.

VIG holdings

Top 10 Holdings (35.30% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 4.59%
Walmart Inc WMT 4.36%
Procter & Gamble Co PG 4.06%
Johnson & Johnson JNJ 3.93%
Visa Inc Class A V 3.64%
The Home Depot Inc HD 3.63%
UnitedHealth Group Inc UNH 3.60%
The Walt Disney Co DIS 2.65%
Comcast Corp Class A CMCSA 2.44%
PepsiCo Inc PEP 2.40%

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