SDY:NYE-SPDR® S&P Dividend ETF (USD)

ETF | Large Value |

Last Closing

USD 140.64

Change

-0.32 (-0.23)%

Market Cap

N/A

Volume

0.14M

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: 2024-11-07 )

Largest Industry Peers for Large Value

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

-0.13 (-0.45%)

USD 63.08B
DGRO iShares Core Dividend Growth E..

-0.10 (-0.16%)

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

N/A

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

-0.08 (-0.29%)

USD 12.10B
SPYD SPDR® Portfolio S&P 500 High ..

-0.11 (-0.24%)

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

-0.54 (-0.28%)

USD 5.29B
FDVV Fidelity® High Dividend ETF

+0.18 (+0.35%)

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

+0.01 (+0.02%)

USD 3.45B
IWX iShares Russell Top 200 Value ..

-0.35 (-0.42%)

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

+0.58 (+0.95%)

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 12.54% 26% F 60% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 12.54% 26% F 61% D-
Trailing 12 Months  
Capital Gain 24.02% 23% F 62% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 24.02% 23% F 62% D
Trailing 5 Years  
Capital Gain 32.52% 40% F 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 32.52% 40% F 67% 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.