SDY:NYE-SPDR® S&P Dividend ETF (USD)

ETF | Large Value |

Last Closing

USD 131.04

Change

+0.05 (+0.04)%

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: 2025-04-30 )

Largest Industry Peers for Large Value

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

-0.07 (-0.27%)

USD 65.62B
DGRO iShares Core Dividend Growth E..

+0.15 (+0.25%)

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

N/A

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

N/A

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

-0.01 (-0.02%)

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

+0.01 (+0.01%)

USD 4.93B
FDVV Fidelity® High Dividend ETF

-0.12 (-0.25%)

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

-0.08 (-0.17%)

USD 3.30B
IWX iShares Russell Top 200 Value ..

+0.20 (+0.25%)

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

+0.17 (+0.30%)

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 -0.80% 79% B- 60% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.80% 79% B- 57% F
Trailing 12 Months  
Capital Gain 2.87% 14% F 54% F
Dividend Return 1.91% 72% C 37% F
Total Return 4.77% 14% F 47% F
Trailing 5 Years  
Capital Gain 54.13% 10% F 59% D-
Dividend Return 18.09% 62% D 47% F
Total Return 72.21% 8% B- 56% F
Average Annual (5 Year Horizon)  
Capital Gain 8.04% 8% B- 64% D
Dividend Return 10.49% 6% D- 64% D
Total Return 2.45% 71% C- 55% F
Risk Return Profile  
Volatility (Standard Deviation) 13.05% 77% C+ 70% C-
Risk Adjusted Return 80.40% 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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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.