SDY:NYE-SPDR® S&P Dividend ETF (USD)

ETF | Large Value |

Last Closing

USD 141.08

Change

+0.89 (+0.63)%

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: 2024-09-26 )

Largest Industry Peers for Large Value

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

+0.37 (+0.44%)

USD 62.10B
DGRO iShares Core Dividend Growth E..

+0.27 (+0.44%)

USD 30.27B
FNDX Schwab Fundamental U.S. Large ..

+0.48 (+0.68%)

USD 17.06B
RDVY First Trust Rising Dividend Ac..

+0.39 (+0.67%)

USD 11.98B
SCHV Schwab U.S. Large-Cap Value ET..

+0.42 (+0.53%)

USD 11.82B
VONV Vanguard Russell 1000 Value In..

+0.07 (+0.08%)

USD 9.38B
SPYD SPDR® Portfolio S&P 500 High ..

+0.07 (+0.16%)

USD 6.72B
VOOV Vanguard S&P 500 Value Index F..

+1.21 (+0.64%)

USD 5.22B
SPHD Invesco S&P 500® High Dividen..

+0.07 (+0.14%)

USD 3.92B
FDVV Fidelity® High Dividend ETF

+0.02 (+0.04%)

USD 3.58B

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 12.89% 28% F 64% D
Dividend Return 1.88% 67% D+ 40% F
Total Return 14.77% 30% F 62% D
Trailing 12 Months  
Capital Gain 22.30% 20% F 62% D
Dividend Return 2.04% 27% F 32% F
Total Return 24.33% 18% F 58% F
Trailing 5 Years  
Capital Gain 38.10% 24% F 64% D
Dividend Return 13.32% 66% D+ 50% F
Total Return 51.42% 25% F 64% D
Average Annual (5 Year Horizon)  
Capital Gain 7.77% 15% F 64% D
Dividend Return 10.24% 13% F 63% D
Total Return 2.48% 71% C- 53% F
Risk Return Profile  
Volatility (Standard Deviation) 15.20% 60% D- 64% D
Risk Adjusted Return 67.39% 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.