SDY:NYE-SPDR® S&P Dividend ETF (USD)

ETF | Large Value |

Last Closing

USD 141.1

Change

+0.52 (+0.37)%

Market Cap

N/A

Volume

0.13M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-19 )

Largest Industry Peers for Large Value

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

+0.73 (+0.87%)

USD 59.54B
DGRO iShares Core Dividend Growth E..

+0.54 (+0.87%)

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

+0.98 (+1.39%)

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

+0.72 (+0.91%)

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

+0.10 (+0.22%)

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

+1.37 (+0.73%)

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

-0.03 (-0.06%)

USD 3.86B
FDVV Fidelity® High Dividend ETF

+0.56 (+1.12%)

USD 3.50B
IWX iShares Russell Top 200 Value ..

+0.77 (+0.96%)

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

+0.95 (+1.65%)

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 12.91% 22% F 65% D
Dividend Return 1.25% 55% F 30% F
Total Return 14.16% 22% F 62% D
Trailing 12 Months  
Capital Gain 20.01% 13% F 61% D-
Dividend Return 1.33% 10% F 19% F
Total Return 21.35% 6% D- 56% F
Trailing 5 Years  
Capital Gain 38.43% 27% F 66% D+
Dividend Return 12.58% 61% D- 46% F
Total Return 51.01% 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.