SDY:NYE-SPDR® S&P Dividend ETF (USD)

ETF | Large Value |

Last Closing

USD 133.51

Change

+0.61 (+0.46)%

Market Cap

N/A

Volume

0.22M

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: 2025-02-10 )

Largest Industry Peers for Large Value

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

+0.12 (+0.44%)

USD 66.58B
DGRO iShares Core Dividend Growth E..

+0.27 (+0.43%)

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

+0.12 (+0.49%)

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

+0.06 (+0.22%)

USD 12.14B
SPYD SPDR® Portfolio S&P 500 High ..

+0.03 (+0.07%)

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

+0.67 (+0.36%)

USD 5.33B
FDVV Fidelity® High Dividend ETF

+0.46 (+0.90%)

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

+0.11 (+0.23%)

USD 3.31B
IWX iShares Russell Top 200 Value ..

+0.30 (+0.36%)

USD 2.46B
LRGF iShares U.S. Equity Factor ETF

+0.47 (+0.75%)

USD 2.35B

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 1.07% 8% B- 39% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.07% 8% B- 38% F
Trailing 12 Months  
Capital Gain 7.38% 4% F 54% F
Dividend Return 2.52% 74% C 40% F
Total Return 9.91% 4% F 51% F
Trailing 5 Years  
Capital Gain 22.99% 15% F 61% D-
Dividend Return 14.78% 68% D+ 50% F
Total Return 37.78% 10% F 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 9.55% 12% F 63% D
Dividend Return 12.05% 13% F 64% D
Total Return 2.51% 71% C- 56% F
Risk Return Profile  
Volatility (Standard Deviation) 14.94% 65% D 66% D+
Risk Adjusted Return 80.68% 44% 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.