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SDOG vs. SDY
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SDOG vs. SDY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ALPS Sector Dividend Dogs ETF (SDOG) and SPDR S&P Dividend ETF (SDY). The values are adjusted to include any dividend payments, if applicable.

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SDOG vs. SDY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SDOG
ALPS Sector Dividend Dogs ETF
8.59%11.12%14.70%4.19%-0.20%24.59%-0.35%24.02%-11.43%12.65%
SDY
SPDR S&P Dividend ETF
5.51%8.18%8.45%2.61%-0.54%25.32%1.71%23.29%-2.74%15.82%

Returns By Period

In the year-to-date period, SDOG achieves a 8.59% return, which is significantly higher than SDY's 5.51% return. Both investments have delivered pretty close results over the past 10 years, with SDOG having a 9.38% annualized return and SDY not far behind at 9.37%.


SDOG

1D
1.17%
1M
-2.20%
YTD
8.59%
6M
10.01%
1Y
16.26%
3Y*
12.73%
5Y*
8.94%
10Y*
9.38%

SDY

1D
1.00%
1M
-5.83%
YTD
5.51%
6M
5.61%
1Y
10.46%
3Y*
8.49%
5Y*
7.00%
10Y*
9.37%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SDOG vs. SDY - Expense Ratio Comparison

SDOG has a 0.40% expense ratio, which is higher than SDY's 0.35% expense ratio.


Return for Risk

SDOG vs. SDY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SDOG
SDOG Risk / Return Rank: 5959
Overall Rank
SDOG Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
SDOG Sortino Ratio Rank: 6060
Sortino Ratio Rank
SDOG Omega Ratio Rank: 5959
Omega Ratio Rank
SDOG Calmar Ratio Rank: 5656
Calmar Ratio Rank
SDOG Martin Ratio Rank: 6161
Martin Ratio Rank

SDY
SDY Risk / Return Rank: 4545
Overall Rank
SDY Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
SDY Sortino Ratio Rank: 4545
Sortino Ratio Rank
SDY Omega Ratio Rank: 4141
Omega Ratio Rank
SDY Calmar Ratio Rank: 4747
Calmar Ratio Rank
SDY Martin Ratio Rank: 4848
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SDOG vs. SDY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ALPS Sector Dividend Dogs ETF (SDOG) and SPDR S&P Dividend ETF (SDY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


SDOGSDYDifference

Sharpe ratio

Return per unit of total volatility

1.01

0.76

+0.26

Sortino ratio

Return per unit of downside risk

1.48

1.17

+0.31

Omega ratio

Gain probability vs. loss probability

1.21

1.15

+0.06

Calmar ratio

Return relative to maximum drawdown

1.34

1.09

+0.25

Martin ratio

Return relative to average drawdown

5.74

4.29

+1.45

SDOG vs. SDY - Sharpe Ratio Comparison

The current SDOG Sharpe Ratio is 1.01, which is higher than the SDY Sharpe Ratio of 0.76. The chart below compares the historical Sharpe Ratios of SDOG and SDY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SDOGSDYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.01

0.76

+0.26

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.58

0.50

+0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.49

0.55

-0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

0.63

0.47

+0.17

Correlation

The correlation between SDOG and SDY is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

SDOG vs. SDY - Dividend Comparison

SDOG's dividend yield for the trailing twelve months is around 3.52%, more than SDY's 2.53% yield.


TTM20252024202320222021202020192018201720162015
SDOG
ALPS Sector Dividend Dogs ETF
3.52%3.68%3.86%4.29%3.87%3.62%3.63%3.37%4.03%3.27%3.32%3.61%
SDY
SPDR S&P Dividend ETF
2.53%2.61%2.56%2.64%2.55%2.63%2.85%2.45%2.73%4.69%3.30%6.20%

Drawdowns

SDOG vs. SDY - Drawdown Comparison

The maximum SDOG drawdown since its inception was -43.56%, smaller than the maximum SDY drawdown of -54.75%. Use the drawdown chart below to compare losses from any high point for SDOG and SDY.


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Drawdown Indicators


SDOGSDYDifference

Max Drawdown

Largest peak-to-trough decline

-43.56%

-54.75%

+11.19%

Max Drawdown (1Y)

Largest decline over 1 year

-13.12%

-10.66%

-2.46%

Max Drawdown (5Y)

Largest decline over 5 years

-19.84%

-15.21%

-4.63%

Max Drawdown (10Y)

Largest decline over 10 years

-43.56%

-36.70%

-6.86%

Current Drawdown

Current decline from peak

-3.25%

-5.83%

+2.58%

Average Drawdown

Average peak-to-trough decline

-4.96%

-6.22%

+1.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.08%

2.70%

+0.38%

Volatility

SDOG vs. SDY - Volatility Comparison

ALPS Sector Dividend Dogs ETF (SDOG) and SPDR S&P Dividend ETF (SDY) have volatilities of 3.03% and 3.17%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SDOGSDYDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.03%

3.17%

-0.14%

Volatility (6M)

Calculated over the trailing 6-month period

8.43%

7.35%

+1.08%

Volatility (1Y)

Calculated over the trailing 1-year period

16.14%

13.91%

+2.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.48%

14.06%

+1.42%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.09%

17.08%

+2.01%