SDY:NYE-SPDR® S&P Dividend ETF (USD)

ETF | Large Value |

Last Closing

USD 140.58

Change

-0.47 (-0.33)%

Market Cap

N/A

Volume

0.16M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-18 )

Largest Industry Peers for Large Value

Symbol Name Price(Change) Market Cap
SCHD Schwab U.S. Dividend Equity ET..

+0.05 (+0.06%)

USD 59.54B
DGRO iShares Core Dividend Growth E..

-0.12 (-0.19%)

USD 29.45B
FNDX Schwab Fundamental U.S. Large ..

-0.09 (-0.13%)

USD 16.34B
SCHV Schwab U.S. Large-Cap Value ET..

-0.23 (-0.29%)

USD 11.60B
SPYD SPDR® Portfolio S&P 500 High ..

-0.01 (-0.02%)

USD 6.57B
VOOV Vanguard S&P 500 Value Index F..

-0.49 (-0.26%)

USD 5.09B
SPHD Invesco S&P 500® High Dividen..

-0.12 (-0.24%)

USD 3.86B
FDVV Fidelity® High Dividend ETF

-0.08 (-0.16%)

USD 3.50B
IWX iShares Russell Top 200 Value ..

-0.20 (-0.25%)

USD 3.13B
LRGF iShares U.S. Equity Factor ETF

-0.14 (-0.24%)

USD 2.10B

ETFs Containing SDY

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 12.49% 34% F 68% D+
Dividend Return 1.25% 56% F 30% F
Total Return 13.74% 32% F 64% D
Trailing 12 Months  
Capital Gain 17.86% 18% F 63% D
Dividend Return 1.31% 10% F 19% F
Total Return 19.17% 8% B- 58% F
Trailing 5 Years  
Capital Gain 37.92% 27% F 66% D+
Dividend Return 12.58% 60% D- 46% F
Total Return 50.50% 29% F 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 7.64% 16% F 64% D
Dividend Return 10.12% 14% F 63% D
Total Return 2.48% 70% C- 52% F
Risk Return Profile  
Volatility (Standard Deviation) 15.23% 59% D- 64% D
Risk Adjusted Return 66.46% 25% F 82% B
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.