SDY vs SPYD

Both SDY and SPYD are ETFs. SDY has a higher expense ratio than SPYD (0.35% vs 0.07%). Below is the comparison between SDY and SPYD.

SDY SPYD
Segment Equity: U.S. - High Dividend Yield Equity: U.S. - Large Cap
Issuer State Street Global Advisors State Street Global Advisors
Net Assets $13.97B $1.64B
Expense Ratio 0.35% 0.07%
Management Style passive (index-based) passive (index-based)
Dividend Yield 3.16% 6.47%
Underlying Index S&P High Yield Dividend Aristocrats Index S&P 500 High Dividend Index
YTD Return -7.38% -24.28%
1-Year Return -1.87% -19.57%
3-Year Return 5.26% -2.94%
5-Year Return 9.34% N/A
10-Year Return 10.69% N/A

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

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SPYD description

The Fund seeks to provide investment results that correspond generally to the total return performance of S&P 500 High Dividend Index. The Fund invests at least 80% of its assets in the securities comprising the Index, designed to measure the performance of 80 high dividend-yielding companies within the S&P 500 Index.

SPYD performance & returns

YTD Return -24.28%
1-Month Return -0.83%
3-Month Return 1.82%
1-Year Return -19.57%
3-Year Return -2.94%
5-Year Return N/A
10-Year Return N/A
SPYD expense ratio is 0.07%.

SPYD holdings

Top 10 Holdings (21.85% of Total Assets)

Name Symbol % Assets
Gilead Sciences Inc GILD 2.49%
AbbVie Inc ABBV 2.40%
General Mills Inc GIS 2.35%
Crown Castle International Corp CCI 2.28%
Digital Realty Trust Inc DLR 2.26%
The Kraft Heinz Co KHC 2.14%
Amcor PLC Ordinary Shares AMCR.L 1.99%
Broadcom Inc AVGO 1.99%
Cardinal Health Inc CAH 1.98%
Dominion Energy Inc D 1.97%

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