SDY:NYE-SPDR® S&P Dividend ETF (USD)

ETF | Large Value |

Last Closing

USD 139.27

Change

+1.14 (+0.83)%

Market Cap

N/A

Volume

0.12M

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: 2024-11-05 )

Largest Industry Peers for Large Value

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

+0.25 (+0.89%)

USD 63.08B
DGRO iShares Core Dividend Growth E..

+0.54 (+0.87%)

USD 30.34B
FNDX Schwab Fundamental U.S. Large ..

+0.26 (+1.10%)

USD 17.14B
SCHV Schwab U.S. Large-Cap Value ET..

+0.24 (+0.91%)

USD 11.81B
SPYD SPDR® Portfolio S&P 500 High ..

+0.56 (+1.25%)

USD 6.79B
VOOV Vanguard S&P 500 Value Index F..

+1.87 (+0.99%)

USD 5.29B
FDVV Fidelity® High Dividend ETF

+0.59 (+1.17%)

USD 3.88B
SPHD Invesco S&P 500® High Dividen..

+0.41 (+0.83%)

USD 3.45B
IWX iShares Russell Top 200 Value ..

+0.84 (+1.05%)

USD 3.12B
LRGF iShares U.S. Equity Factor ETF

+0.77 (+1.31%)

USD 2.21B

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 11.44% 32% F 62% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 11.44% 32% F 63% D
Trailing 12 Months  
Capital Gain 21.50% 25% F 62% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 21.50% 25% F 63% D
Trailing 5 Years  
Capital Gain 31.19% 40% F 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 31.19% 40% F 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 8.66% 13% F 64% D
Dividend Return 11.12% 15% F 64% D
Total Return 2.45% 71% C- 56% F
Risk Return Profile  
Volatility (Standard Deviation) 15.11% 65% D 65% D
Risk Adjusted Return 73.58% 38% F 86% 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.