SDY:NYE-SPDR® S&P Dividend ETF (USD)

ETF | Large Value |

Last Closing

USD 140.78

Change

-0.08 (-0.06)%

Market Cap

N/A

Volume

0.15M

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: 2024-11-13 )

Largest Industry Peers for Large Value

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

+0.10 (+0.35%)

USD 65.68B
DGRO iShares Core Dividend Growth E..

+0.07 (+0.11%)

USD 31.12B
FNDX Schwab Fundamental U.S. Large ..

+0.04 (+0.16%)

USD 17.76B
SCHV Schwab U.S. Large-Cap Value ET..

+0.03 (+0.11%)

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

+0.05 (+0.11%)

USD 6.96B
VOOV Vanguard S&P 500 Value Index F..

+0.29 (+0.15%)

USD 5.38B
FDVV Fidelity® High Dividend ETF

+0.03 (+0.06%)

USD 4.08B
SPHD Invesco S&P 500® High Dividen..

+0.06 (+0.12%)

USD 3.47B
IWX iShares Russell Top 200 Value ..

+0.19 (+0.23%)

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

+0.04 (+0.06%)

USD 2.32B

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 12.65% 4% F 60% D-
Dividend Return 2.51% 72% C 44% F
Total Return 15.16% 8% B- 59% D-
Trailing 12 Months  
Capital Gain 19.59% 4% F 61% D-
Dividend Return 3.50% 73% C 47% F
Total Return 23.08% 4% F 60% D-
Trailing 5 Years  
Capital Gain 32.55% 21% F 63% D
Dividend Return 15.85% 68% D+ 51% F
Total Return 48.40% 15% F 62% D
Average Annual (5 Year Horizon)  
Capital Gain 8.81% 13% F 63% D
Dividend Return 11.26% 19% F 64% D
Total Return 2.45% 71% C- 56% F
Risk Return Profile  
Volatility (Standard Deviation) 15.07% 63% D 66% D+
Risk Adjusted Return 74.68% 42% F 87% 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.