SDY:NYE-SPDR® S&P Dividend ETF (USD)

ETF | Large Value |

Last Closing

USD 135.53

Change

-0.59 (-0.43)%

Market Cap

N/A

Volume

0.19M

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: 2025-03-18 )

Largest Industry Peers for Large Value

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

-0.04 (-0.14%)

USD 67.99B
DGRO iShares Core Dividend Growth E..

-0.63 (-1.01%)

USD 30.16B
FNDX Schwab Fundamental U.S. Large ..

-0.13 (-0.55%)

USD 16.89B
SCHV Schwab U.S. Large-Cap Value ET..

-0.10 (-0.37%)

USD 12.12B
SPYD SPDR® Portfolio S&P 500 High ..

-0.01 (-0.02%)

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

-0.53 (-0.29%)

USD 5.12B
FDVV Fidelity® High Dividend ETF

-0.21 (-0.42%)

USD 4.61B
SPHD Invesco S&P 500® High Dividen..

-0.03 (-0.06%)

USD 3.41B
IWX iShares Russell Top 200 Value ..

-0.61 (-0.74%)

USD 3.06B
LRGF iShares U.S. Equity Factor ETF

-0.84 (-1.43%)

USD 2.20B

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 2.60% 75% C 71% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.60% 73% C 69% C-
Trailing 12 Months  
Capital Gain 5.71% 16% F 62% D
Dividend Return 1.89% 60% D- 35% F
Total Return 7.60% 20% F 58% F
Trailing 5 Years  
Capital Gain 73.16% 10% F 53% F
Dividend Return 20.50% 56% F 46% F
Total Return 93.66% 8% B- 50% F
Average Annual (5 Year Horizon)  
Capital Gain 9.51% 10% F 63% D
Dividend Return 12.02% 12% F 64% D
Total Return 2.51% 71% C- 56% F
Risk Return Profile  
Volatility (Standard Deviation) 14.90% 65% D 66% D+
Risk Adjusted Return 80.70% 42% 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.