SPDR S&P Dividend ETF (SDY) belongs to the Mid Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with SDY. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SDY
SDY charges 0.35% annually. There are 17 ETFs in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value ETF | 0.05% | 36.60B | Aug 2006 | SDY vs VOE | |
| iShares Morningstar Mid-Cap ETF | 0.06% | 1.14B | Jun 2004 | SDY vs IMCV | |
| Research Affiliates Deletions ETF | 0.09% | 34.44M | Sep 2024 | SDY vs NIXT | |
| Vanguard S&P Mid-Cap 400 Value ETF | 0.10% | 1.40B | Sep 2010 | SDY vs IVOV | |
| WisdomTree U.S. Value Fund | 0.12% | 2.92B | Feb 2007 | SDY vs WTV |
Best Risk-Adjusted Alternatives to SDY
SDY has a PortfoliosLab risk / return rank of 43. There are 29 ETFs in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| ProShares Equities for Rising Rates ETF | 88 | 54.30M | Jul 2017 | SDY vs EQRR | |
| Invesco S&P Ultra Dividend Revenue ETF | 80 | 1.19B | Oct 2013 | SDY vs RDIV | |
| Alpha Architect U.S. Quantitative Value ETF | 75 | 509.34M | Oct 2014 | SDY vs QVAL | |
| First Trust Multi Cap Value AlphaDEX Fund | 74 | 134.06M | May 2007 | SDY vs FAB | |
| Bushido Capital US SMID Cap Equity ETF | 73 | — | May 2025 | SDY vs RNIN |
Top Performing SDY Alternatives (YTD)
SDY is at 10.00% YTD. There are 30 ETFs in the Mid Cap Value Equities category with higher YTD returns, going as high as 23.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ProShares Equities for Rising Rates ETF | 23.47% | 54.30M | Jul 2017 | SDY vs EQRR | |
| Research Affiliates Deletions ETF | 19.42% | 34.44M | Sep 2024 | SDY vs NIXT | |
| Harbor Mid Cap Value ETF | 18.48% | 4.72M | May 2025 | SDY vs EPMV | |
| Thrivent Mid Cap Value ETF | 17.80% | — | Feb 2020 | SDY vs TMVE | |
| iShares Russell Mid-Cap Value ETF | 16.41% | 15.43B | Jul 2001 | SDY vs IWS |
Lowest Volatility Alternatives to SDY
SDY has 10.42% 1-year volatility. There are 2 ETFs in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 9.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| First Trust Value Line Dividend Index Fund | 9.71% | 7.93B | Aug 2003 | SDY vs FVD | |
| Global X Adaptive U.S. Factor ETF | 10.24% | 840.28M | Aug 2018 | SDY vs AUSF | |
| Timothy Plan High Dividend Stock ETF | 10.62% | 341.43M | Apr 2019 | SDY vs TPHD | |
| Global X SuperDividend U.S. ETF | 10.64% | 730.89M | Mar 2013 | SDY vs DIV | |
| Xtrackers S&P ESG Dividend Aristocrats ETF | 11.13% | 2.62M | Nov 2022 | SDY vs SNPD |
Lowest Drawdown Alternatives to SDY
SDY has a 1-year max drawdown of -7.67%. There are 18 ETFs in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -4.84%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco S&P Ultra Dividend Revenue ETF | -4.84% | 1.19B | Oct 2013 | SDY vs RDIV | |
| ProShares Equities for Rising Rates ETF | -4.95% | 54.30M | Jul 2017 | SDY vs EQRR | |
| Global X SuperDividend U.S. ETF | -5.23% | 730.89M | Mar 2013 | SDY vs DIV | |
| Bushido Capital US SMID Cap Equity ETF | -5.70% | — | May 2025 | SDY vs RNIN | |
| Global X Adaptive U.S. Factor ETF | -5.84% | 840.28M | Aug 2018 | SDY vs AUSF |
Other ETFs from State Street
The 10 most viewed State Street ETFs shown here include SPY, GLD, XLK and span 10 categories. AUM among these funds goes as high as $765B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 60 | 8.10% | 765.27B | Jan 1993 | SDY vs SPY | |
| SPDR Gold Shares | Gold, Precious Metals | 21 | -7.67% | 138.96B | Nov 2004 | SDY vs GLD | |
| State Street Technology Select Sector SPDR ETF | Technology Equities | 66 | 27.45% | 130.33B | Dec 1998 | SDY vs XLK | |
| State Street SPDR Portfolio S&P 500 Growth ETF | S&P 500, Large Cap Growth Equities | 44 | 8.49% | 52.13B | Sep 2000 | SDY vs SPYG | |
| State Street SPDR Portfolio S&P 500 High Dividend ... | S&P 500, Dividend | 50 | 12.86% | 7.30B | Oct 2015 | SDY vs SPYD | |
| State Street Energy Select Sector SPDR ETF | Energy Equities | 44 | 21.47% | 36.84B | Dec 1998 | SDY vs XLE | |
| SPDR Gold MiniShares Trust | Gold, Precious Metals | 21 | -7.59% | 28.75B | Jun 2018 | SDY vs GLDM | |
| State Street SPDR Portfolio S&P 500 ETF | S&P 500 | 60 | 8.09% | 148.87B | Nov 2005 | SDY vs SPYM | |
| State Street Utilities Select Sector SPDR ETF | Utilities Equities | 29 | 8.11% | 22.62B | Dec 1998 | SDY vs XLU | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | Government Bonds, Ultrashort Bond | 100 | 1.69% | 46.54B | May 2007 | SDY vs BIL |
Often Compared With SDY
Investors most often compare SDY with SCHD, NOBL, VYM. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare SDY with Any Fund or Stock
Compare SDY with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SDY with funds that move differently
SPDR S&P Dividend ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SDY.
Explore SDY Diversifiers