SPDR S&P Dividend ETF (SDY)

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The chart shows the growth of an initial investment of $10,000 in SPDR S&P Dividend ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

SPDR S&P Dividend ETF (SDY) has returned 5.51% so far this year and 10.46% over the past 12 months. Over the last ten years, SDY has returned 9.37% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Nov 15, 2005, SDY's average daily return is +0.04%, while the average monthly return is +0.80%. At this rate, your investment would double in approximately 7.2 years.

Historically, 65% of months were positive and 35% were negative. The best month was Apr 2009 with a return of +13.6%, while the worst month was Mar 2020 at -15.4%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 5 months.

On a daily basis, SDY closed higher 54% of trading days. The best single day was Oct 28, 2008 with a return of +11.3%, while the worst single day was Dec 1, 2008 at -10.4%.

SPDR S&P Dividend ETF has an annualized alpha of 1.45%, beta of 0.88, and R² of 0.80 versus S&P 500 Index. Calculated based on daily prices since November 16, 2005.

• This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (86.20%) than losses (84.12%) — typical of diversified or defensive assets.
• With beta of 0.88 and R² of 0.80, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

SDY has an expense ratio of 0.35%, placing it in the medium range.

SDY ranks 40 for risk / return — below 40% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for SPDR S&P Dividend ETF (SDY) and compare them to a chosen benchmark (S&P 500 Index).

SPDR S&P Dividend ETF provided a 2.53% dividend yield over the last twelve months, with an annual payout of $3.69 per share. The fund has been increasing its distributions for 3 consecutive years.

The table displays the monthly dividend distributions for SPDR S&P Dividend ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the SPDR S&P Dividend ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the SPDR S&P Dividend ETF was 54.75%, occurring on Mar 9, 2009. Recovery took 540 trading sessions.

The current SPDR S&P Dividend ETF drawdown is 5.83%.

The chart below shows the rolling one-month volatility.