SDY:NYE-SPDR® S&P Dividend ETF (USD)

ETF | Large Value |

Last Closing

USD 134.09

Change

-2.54 (-1.86)%

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: 2025-05-21 )

Largest Industry Peers for Large Value

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

-0.47 (-1.77%)

USD 65.62B
DGRO iShares Core Dividend Growth E..

-1.13 (-1.80%)

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

-0.44 (-1.84%)

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

-0.51 (-1.88%)

USD 12.23B
SPYD SPDR® Portfolio S&P 500 High ..

-1.11 (-2.57%)

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

-3.35 (-1.81%)

USD 4.93B
FDVV Fidelity® High Dividend ETF

-0.97 (-1.91%)

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

-1.02 (-2.12%)

USD 3.30B
IWX iShares Russell Top 200 Value ..

-1.47 (-1.78%)

USD 2.68B
LRGF iShares U.S. Equity Factor ETF

-1.14 (-1.85%)

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 1.51% 75% C 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.51% 75% C 65% D
Trailing 12 Months  
Capital Gain 2.03% 14% F 56% F
Dividend Return 1.85% 78% C+ 37% F
Total Return 3.88% 14% F 49% F
Trailing 5 Years  
Capital Gain 54.53% 15% F 59% D-
Dividend Return 17.72% 62% D 47% F
Total Return 72.26% 11% F 57% F
Average Annual (5 Year Horizon)  
Capital Gain 7.39% 8% B- 63% D
Dividend Return 9.82% 8% B- 63% D
Total Return 2.42% 71% C- 55% F
Risk Return Profile  
Volatility (Standard Deviation) 12.12% 85% B 72% C
Risk Adjusted Return 81.02% 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.