SDY:NYE-SPDR® S&P Dividend ETF (USD)

ETF | Large Value |

Last Closing

USD 131.09

Change

+1.18 (+0.91)%

Market Cap

N/A

Volume

0.33M

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: 2025-01-14 )

Largest Industry Peers for Large Value

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

+0.22 (+0.81%)

USD 64.95B
DGRO iShares Core Dividend Growth E..

+0.34 (+0.56%)

USD 29.90B
FNDX Schwab Fundamental U.S. Large ..

+0.13 (+0.55%)

USD 17.58B
SCHV Schwab U.S. Large-Cap Value ET..

+0.23 (+0.89%)

USD 11.55B
SPYD SPDR® Portfolio S&P 500 High ..

+0.39 (+0.92%)

USD 6.71B
VOOV Vanguard S&P 500 Value Index F..

+0.83 (+0.45%)

USD 6.30B
FDVV Fidelity® High Dividend ETF

+0.30 (+0.61%)

USD 4.20B
SPHD Invesco S&P 500® High Dividen..

+0.39 (+0.82%)

USD 3.40B
LRGF iShares U.S. Equity Factor ETF

+0.16 (+0.27%)

USD 2.37B
IWX iShares Russell Top 200 Value ..

+0.57 (+0.71%)

USD 2.28B

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 -0.76% 12% F 40% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.76% 12% F 40% F
Trailing 12 Months  
Capital Gain 6.21% 4% F 53% F
Dividend Return 2.54% 68% D+ 39% F
Total Return 8.76% 2% F 50% F
Trailing 5 Years  
Capital Gain 20.85% 17% F 62% D
Dividend Return 14.79% 68% D+ 50% F
Total Return 35.65% 12% F 61% D-
Average Annual (5 Year Horizon)  
Capital Gain 9.42% 12% F 63% D
Dividend Return 11.92% 15% F 63% D
Total Return 2.50% 71% C- 57% F
Risk Return Profile  
Volatility (Standard Deviation) 14.98% 63% D 67% D+
Risk Adjusted Return 79.56% 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.