SPDR S&P Dividend ETF (SDY) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SDY
SDY charges 0.35% annually. Among ETFs in the Mid Cap Value Equities category, these options have the lowest expense ratios among SDY alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| iShares Morningstar Mid-Cap ETF | 0.06% | Jun 28, 2004 | SDY vs IMCV | |
| Vanguard Mid-Cap Value ETF | 0.07% | Aug 17, 2006 | SDY vs VOE | |
| Research Affiliates Deletions ETF | 0.09% | Sep 9, 2024 | SDY vs NIXT | |
| Vanguard S&P Mid-Cap 400 Value ETF | 0.10% | Sep 7, 2010 | SDY vs IVOV | |
| Vanguard U.S. Value Factor ETF | 0.13% | Feb 13, 2018 | SDY vs VFVA |
Best Risk-Adjusted Alternatives to SDY
Among ETFs in the Mid Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| iShares MSCI Agriculture Producers ETF | 79 | Jan 31, 2012 | SDY vs VEGI | |
| Alpha Architect U.S. Quantitative Value ETF | 72 | Oct 22, 2014 | SDY vs QVAL | |
| Avantis U.S. Mid Cap Value ETF | 66 | Nov 7, 2023 | SDY vs AVMV | |
| Vanguard Mid-Cap Value ETF | 65 | Aug 17, 2006 | SDY vs VOE | |
| WBI Power Factor High Dividend ETF | 63 | Dec 19, 2016 | SDY vs WBIY |
Top Performing SDY Alternatives (YTD)
SDY alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| iShares MSCI Agriculture Producers ETF | 17.29% | Jan 31, 2012 | SDY vs VEGI | |
| Cambria Shareholder Yield ETF | 9.10% | May 14, 2013 | SDY vs SYLD | |
| Abacus FCF Real Assets Leaders ETF | 9.02% | Dec 13, 2021 | SDY vs ABLD | |
| ProShares Equities for Rising Rates ETF | 8.37% | Jul 24, 2017 | SDY vs EQRR | |
| Invesco S&P Ultra Dividend Revenue ETF | 8.05% | Oct 1, 2013 | SDY vs RDIV |
Lowest Volatility Alternatives to SDY
SDY alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| First Trust Value Line Dividend Index Fund | 12.56% | Aug 26, 2003 | SDY vs FVD | |
| Global X Adaptive U.S. Factor ETF | 14.41% | Aug 24, 2018 | SDY vs AUSF | |
| Xtrackers S&P ESG Dividend Aristocrats ETF | 14.75% | Nov 8, 2022 | SDY vs SNPD | |
| Cultivar ETF | 14.80% | Dec 22, 2021 | SDY vs CVAR | |
| ProShares Russell U.S. Dividend Growers ETF | 14.88% | Nov 5, 2019 | SDY vs TMDV |
Lowest Drawdown Alternatives to SDY
SDY alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| First Trust Value Line Dividend Index Fund | -9.29% | Aug 26, 2003 | SDY vs FVD | |
| ProShares Russell U.S. Dividend Growers ETF | -10.52% | Nov 5, 2019 | SDY vs TMDV | |
| iShares MSCI Agriculture Producers ETF | -10.60% | Jan 31, 2012 | SDY vs VEGI | |
| Cultivar ETF | -10.62% | Dec 22, 2021 | SDY vs CVAR | |
| Global X Adaptive U.S. Factor ETF | -10.84% | Aug 24, 2018 | SDY vs AUSF |
Other ETFs from State Street
Most popular State Street ETFs on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | SDY vs SPY | |
| SPDR Gold Shares | Gold, Precious Metals | 87 | 8.57% | Nov 18, 2004 | SDY vs GLD | |
| State Street Technology Select Sector SPDR ETF | Technology Equities | 69 | -7.57% | Dec 16, 1998 | SDY vs XLK | |
| State Street SPDR Portfolio S&P 500 Growth ETF | S&P 500, Large Cap Growth Equities | 66 | -8.12% | Sep 25, 2000 | SDY vs SPYG | |
| SPDR Portfolio S&P 500 High Dividend ETF | S&P 500, Dividend | 30 | 6.32% | Oct 21, 2015 | SDY vs SPYD | |
| SPDR Gold MiniShares Trust | Precious Metals, Gold | 88 | 8.57% | Jun 25, 2018 | SDY vs GLDM | |
| State Street Energy Select Sector SPDR ETF | Energy Equities | 73 | 37.91% | Dec 16, 1998 | SDY vs XLE | |
| Utilities Select Sector SPDR Fund | Utilities Equities | 71 | 8.25% | Dec 16, 1998 | SDY vs XLU | |
| SPDR Barclays 1-3 Month T-Bill ETF | Government Bonds | 100 | 0.85% | May 25, 2007 | SDY vs BIL | |
| SPDR Dow Jones Industrial Average ETF | Large Cap Growth Equities | 47 | -3.25% | Jan 14, 1998 | SDY vs DIA |
Often Compared With SDY
What investors most often compare with SDY, 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.