SDY:NYE-SPDR® S&P Dividend ETF (USD)

ETF | Large Value |

Last Closing

USD 129.78

Change

-0.10 (-0.08)%

Market Cap

N/A

Volume

0.20M

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: 2025-04-23 )

Largest Industry Peers for Large Value

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

-0.02 (-0.08%)

USD 65.62B
DGRO iShares Core Dividend Growth E..

+0.35 (+0.60%)

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

+0.22 (+1.00%)

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

+0.20 (+0.80%)

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

+0.07 (+0.17%)

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

+1.52 (+0.88%)

USD 4.93B
FDVV Fidelity® High Dividend ETF

+0.41 (+0.88%)

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

-0.14 (-0.30%)

USD 3.30B
IWX iShares Russell Top 200 Value ..

+0.64 (+0.83%)

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

+0.88 (+1.61%)

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 -1.76% 83% B 62% D
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.76% 83% B 59% D-
Trailing 12 Months  
Capital Gain 1.04% 24% F 53% F
Dividend Return 1.89% 72% C 37% F
Total Return 2.93% 26% F 47% F
Trailing 5 Years  
Capital Gain 52.25% 10% F 58% F
Dividend Return 18.04% 60% D- 47% F
Total Return 70.29% 10% F 55% 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.