SDY vs VOO

Both SDY and VOO are ETFs. SDY has a lower 5-year return than VOO (9.34% vs 13.6%). SDY has a higher expense ratio than VOO (0.35% vs 0.03%). Below is the comparison between SDY and VOO.

SDY VOO
Segment Equity: U.S. - High Dividend Yield Equity: U.S. - Large Cap
Issuer State Street Global Advisors Vanguard
Net Assets $13.97B $127.99B
Expense Ratio 0.35% 0.03%
Management Style passive (index-based) passive (index-based)
Dividend Yield 3.16% 1.98%
Underlying Index S&P High Yield Dividend Aristocrats Index S&P 500
YTD Return -7.38% 9.34%
1-Year Return -1.87% 18.58%
3-Year Return 5.26% 12.97%
5-Year Return 9.34% 13.60%
10-Year Return 10.69% 13.75%

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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VOO description

The Fund seeks to track the performance of its benchmark index, the S&P 500. The Fund employs an indexing investment approach. The Fund attempts to replicate the target index by investing all of its assets in the stocks that make up the Index with the same approximate weightings as the Index.

VOO performance & returns

YTD Return 9.34%
1-Month Return 2.91%
3-Month Return 8.68%
1-Year Return 18.58%
3-Year Return 12.97%
5-Year Return 13.60%
10-Year Return 13.75%
VOO expense ratio is 0.03%.

VOO holdings

Top 10 Holdings (29.21% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 7.27%
Microsoft Corp MSFT 5.91%
Amazon.com Inc AMZN 5.00%
Facebook Inc A FB 2.44%
Alphabet Inc A GOOGL 1.69%
Alphabet Inc Class C GOOG 1.65%
Berkshire Hathaway Inc Class B BRK.B 1.44%
Johnson & Johnson JNJ 1.40%
Visa Inc Class A V 1.23%
Procter & Gamble Co PG 1.18%

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