SDY:NYE-SPDR® S&P Dividend ETF (USD)

ETF | Large Value |

Last Closing

USD 136.08

Change

+0.50 (+0.37)%

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: 2025-04-02 )

Largest Industry Peers for Large Value

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

N/A

USD 67.99B
DGRO iShares Core Dividend Growth E..

+0.38 (+0.62%)

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

+0.14 (+0.59%)

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

+0.17 (+0.64%)

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

+0.15 (+0.34%)

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

+0.91 (+0.49%)

USD 5.12B
FDVV Fidelity® High Dividend ETF

+0.15 (+0.30%)

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

+0.04 (+0.08%)

USD 3.41B
IWX iShares Russell Top 200 Value ..

+0.40 (+0.49%)

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

+0.53 (+0.91%)

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 3.01% 77% C+ 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.01% 77% C+ 72% C
Trailing 12 Months  
Capital Gain 5.06% 16% F 63% D
Dividend Return 1.88% 72% C 37% F
Total Return 6.94% 22% F 59% D-
Trailing 5 Years  
Capital Gain 78.65% 12% F 57% F
Dividend Return 20.19% 60% D- 47% F
Total Return 98.84% 12% F 55% F
Average Annual (5 Year Horizon)  
Capital Gain 8.86% 10% F 63% D
Dividend Return 11.35% 8% B- 64% D
Total Return 2.49% 71% C- 56% F
Risk Return Profile  
Volatility (Standard Deviation) 14.00% 67% D+ 68% D+
Risk Adjusted Return 81.11% 44% 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.