SDY:NYE-SPDR® S&P Dividend ETF (USD)

ETF | Large Value |

Last Closing

USD 134.93

Change

+1.16 (+0.87)%

Market Cap

N/A

Volume

0.34M

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: 2025-01-21 )

Largest Industry Peers for Large Value

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

+0.23 (+0.82%)

USD 66.58B
DGRO iShares Core Dividend Growth E..

+0.52 (+0.83%)

USD 30.07B
FNDX Schwab Fundamental U.S. Large ..

+0.22 (+0.90%)

USD 17.33B
SCHV Schwab U.S. Large-Cap Value ET..

+0.33 (+1.23%)

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

+0.35 (+0.80%)

USD 6.63B
VOOV Vanguard S&P 500 Value Index F..

+1.46 (+0.78%)

USD 5.33B
FDVV Fidelity® High Dividend ETF

+0.37 (+0.73%)

USD 4.50B
SPHD Invesco S&P 500® High Dividen..

+0.34 (+0.70%)

USD 3.31B
LRGF iShares U.S. Equity Factor ETF

+0.48 (+0.78%)

USD 2.35B
IWX iShares Russell Top 200 Value ..

+1.00 (+1.22%)

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 2.14% 12% F 48% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.14% 12% F 48% F
Trailing 12 Months  
Capital Gain 9.23% 4% F 55% F
Dividend Return 2.54% 70% C- 39% F
Total Return 11.77% 4% F 52% F
Trailing 5 Years  
Capital Gain 24.77% 15% F 62% D
Dividend Return 14.84% 68% D+ 50% F
Total Return 39.61% 12% F 61% D-
Average Annual (5 Year Horizon)  
Capital Gain 9.45% 12% F 63% D
Dividend Return 11.95% 15% F 64% D
Total Return 2.50% 71% C- 56% F
Risk Return Profile  
Volatility (Standard Deviation) 14.97% 63% D 67% D+
Risk Adjusted Return 79.78% 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.