SDY:NYE-SPDR® S&P Dividend ETF (USD)

ETF | Large Value |

Last Closing

USD 129.88

Change

+2.49 (+1.95)%

Market Cap

N/A

Volume

0.23M

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: 2025-04-22 )

Largest Industry Peers for Large Value

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

+0.41 (+1.64%)

USD 65.62B
DGRO iShares Core Dividend Growth E..

+1.22 (+2.13%)

USD 28.73B
FNDX Schwab Fundamental U.S. Large ..

+0.53 (+2.46%)

USD 16.14B
SCHV Schwab U.S. Large-Cap Value ET..

+0.55 (+2.24%)

USD 11.19B
SPYD SPDR® Portfolio S&P 500 High ..

+0.88 (+2.17%)

USD 6.49B
VOOV Vanguard S&P 500 Value Index F..

+3.93 (+2.34%)

USD 4.93B
FDVV Fidelity® High Dividend ETF

+0.99 (+2.17%)

USD 4.55B
SPHD Invesco S&P 500® High Dividen..

+1.01 (+2.19%)

USD 3.30B
IWX iShares Russell Top 200 Value ..

+1.73 (+2.29%)

USD 2.39B
LRGF iShares U.S. Equity Factor ETF

+1.39 (+2.61%)

USD 2.15B

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 -1.68% 88% B+ 65% D
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.68% 88% B+ 63% D
Trailing 12 Months  
Capital Gain 1.42% 34% F 58% F
Dividend Return 1.90% 72% C 37% F
Total Return 3.32% 42% F 52% F
Trailing 5 Years  
Capital Gain 54.55% 10% F 59% D-
Dividend Return 18.30% 60% D- 47% F
Total Return 72.84% 10% F 57% F
Average Annual (5 Year Horizon)  
Capital Gain 8.24% 8% B- 63% D
Dividend Return 10.70% 6% D- 64% D
Total Return 2.46% 71% C- 56% F
Risk Return Profile  
Volatility (Standard Deviation) 13.28% 71% C- 70% C-
Risk Adjusted Return 80.59% 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.