SDY:NYE-SPDR® S&P Dividend ETF (USD)

ETF | Large Value |

Last Closing

USD 131.58

Change

+0.67 (+0.51)%

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: 2025-05-07 )

Largest Industry Peers for Large Value

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

+0.09 (+0.35%)

USD 65.62B
DGRO iShares Core Dividend Growth E..

+0.35 (+0.58%)

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

+0.06 (+0.26%)

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

+0.17 (+0.66%)

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

+0.06 (+0.14%)

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

+1.10 (+0.62%)

USD 4.93B
FDVV Fidelity® High Dividend ETF

+0.10 (+0.21%)

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

+0.07 (+0.15%)

USD 3.30B
IWX iShares Russell Top 200 Value ..

+0.40 (+0.50%)

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

+0.30 (+0.52%)

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 -0.39% 75% C 61% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.39% 73% C 57% F
Trailing 12 Months  
Capital Gain 1.29% 14% F 53% F
Dividend Return 1.87% 76% C+ 37% F
Total Return 3.16% 16% F 45% F
Trailing 5 Years  
Capital Gain 50.43% 11% F 58% F
Dividend Return 17.58% 62% D 47% F
Total Return 68.01% 9% A- 56% F
Average Annual (5 Year Horizon)  
Capital Gain 7.85% 9% A- 63% D
Dividend Return 10.29% 8% B- 64% D
Total Return 2.44% 71% C- 55% F
Risk Return Profile  
Volatility (Standard Deviation) 12.81% 81% B- 71% C-
Risk Adjusted Return 80.33% 45% 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.