AAM S&P 500 High Dividend Value ETF (SPDV) belongs to the Dividend category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with SPDV. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SPDV
SPDV charges 0.29% annually. There are 25 ETFs in the Dividend category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Dividend Appreciation ETF | 0.04% | 129.60B | Apr 2006 | SPDV vs VIG | |
| Vanguard High Dividend Yield ETF | 0.04% | 96.20B | Nov 2006 | SPDV vs VYM | |
| SPDR Portfolio S&P Sector Neutral Dividend ETF | 0.05% | 12.81M | Sep 2023 | SPDV vs SPDG | |
| iShares Core Dividend ETF | 0.05% | 1.71B | Nov 2017 | SPDV vs DIVB | |
| Franklin U.S. Core Dividend Tilt Index ETF | 0.06% | 140.81M | Jun 2016 | SPDV vs UDIV |
Best Risk-Adjusted Alternatives to SPDV
SPDV has a PortfoliosLab risk / return rank of 92. There are 13 ETFs in the Dividend category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin International Low Volatility High Dividen... | 97 | 5.48B | Jul 2016 | SPDV vs LVHI | |
| Franklin Income Equity Focus ETF | 96 | 135.67M | Sep 2016 | SPDV vs INCE | |
| WisdomTree Global High Dividend Fund | 95 | 146.66M | Jun 2006 | SPDV vs DEW | |
| Schwab U.S. Dividend Equity ETF | 95 | 104.16B | Oct 2011 | SPDV vs SCHD | |
| Invesco S&P Ultra Dividend Revenue ETF | 95 | 1.80B | Oct 2013 | SPDV vs RDIV |
Top Performing SPDV Alternatives (YTD)
SPDV is at 19.29% YTD. There are 21 ETFs in the Dividend category with higher YTD returns, going as high as 60.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| YieldMax MRNA Option Income Strategy ETF | 60.69% | 106.87M | Oct 2023 | SPDV vs MRNY | |
| ETRACS 2x Leveraged U.S. Dividend Factor TR ETN | 47.30% | 8.65M | Feb 2021 | SPDV vs SCDL | |
| Amplify Natural Resources Dividend Income ETF | 33.67% | 26.89M | Aug 2022 | SPDV vs NDIV | |
| Invesco KBW Premium Yield Equity REIT ETF | 25.42% | 314.06M | Dec 2010 | SPDV vs KBWY | |
| iShares Core Dividend ETF | 25.34% | 1.71B | Nov 2017 | SPDV vs DIVB |
Lowest Volatility Alternatives to SPDV
SPDV has 12.29% 1-year volatility. There are 68 ETFs in the Dividend category with lower 1-year volatility, going as low as 5.93%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Global X Alternative Income ETF | 5.93% | 45.64M | Jul 2015 | SPDV vs ALTY | |
| Simplify Enhanced Income ETF | 7.23% | 66.82M | Oct 2022 | SPDV vs HIGH | |
| JPMorgan Equity Premium Income ETF | 8.15% | 45.80B | May 2020 | SPDV vs JEPI | |
| Franklin Income Equity Focus ETF | 8.40% | 135.67M | Sep 2016 | SPDV vs INCE | |
| Calamos CEF Income & Arbitrage ETF | 8.41% | 33.90M | Jan 2024 | SPDV vs CCEF |
Lowest Drawdown Alternatives to SPDV
SPDV has a 1-year max drawdown of -5.80%. There are 15 ETFs in the Dividend category with shallower 1-year drawdowns, going as shallow as -4.27%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 7.77B | Mar 2006 | SPDV vs FDL | |
| Global X Alternative Income ETF | -4.34% | 45.64M | Jul 2015 | SPDV vs ALTY | |
| Schwab U.S. Dividend Equity ETF | -4.61% | 104.16B | Oct 2011 | SPDV vs SCHD | |
| Invesco S&P Ultra Dividend Revenue ETF | -4.84% | 1.80B | Oct 2013 | SPDV vs RDIV | |
| Franklin Income Equity Focus ETF | -4.90% | 135.67M | Sep 2016 | SPDV vs INCE |
Other ETFs from Advisors Asset Management
The 3 most viewed Advisors Asset Management ETFs shown here include PFLD, EEMD, DMDV and span 4 categories. AUM among these funds goes as high as $488M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AAM Low Duration Preferred and Income Securities E... | Preferred Stock | 74 | 2.63% | 487.73M | Nov 2019 | SPDV vs PFLD | |
| AAM S&P Emerging Markets High Dividend Value ETF | Emerging Markets Equities, Dividend | — | — | 7.60M | Nov 2017 | SPDV vs EEMD | |
| AAM S&P Developed Markets High Dividend Value ETF | Foreign Large Cap Equities, Dividend | — | — | 2.00M | Nov 2018 | SPDV vs DMDV |
Often Compared With SPDV
Investors most often compare SPDV with DIVO, VOO, SPY. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare SPDV with Any Fund or Stock
Compare SPDV with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SPDV with funds that move differently
AAM S&P 500 High Dividend Value ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SPDV.
Explore SPDV Diversifiers