SDY vs. SPYD
Compare and contrast key facts about SPDR S&P Dividend ETF (SDY) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD).
SDY and SPYD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SDY is a passively managed fund by State Street that tracks the performance of the S&P High Yield Dividend Aristocrats Index. It was launched on Nov 15, 2005. SPYD is a passively managed fund by State Street that tracks the performance of the S&P 500 High Dividend Index. It was launched on Oct 21, 2015. Both SDY and SPYD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SDY or SPYD.
Correlation
The correlation between SDY and SPYD 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.
Performance
SDY vs. SPYD - Performance Comparison
Key characteristics
SDY:
1.24
SPYD:
1.74
SDY:
1.77
SPYD:
2.38
SDY:
1.22
SPYD:
1.31
SDY:
1.30
SPYD:
2.17
SDY:
3.83
SPYD:
6.45
SDY:
3.36%
SPYD:
3.27%
SDY:
10.42%
SPYD:
12.14%
SDY:
-54.75%
SPYD:
-46.42%
SDY:
-4.35%
SPYD:
-4.32%
Returns By Period
The year-to-date returns for both stocks are quite close, with SDY having a 3.45% return and SPYD slightly lower at 3.38%.
SDY
3.45%
1.28%
1.01%
12.31%
7.80%
9.15%
SPYD
3.38%
0.99%
3.96%
20.66%
7.55%
N/A
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SDY vs. SPYD - Expense Ratio Comparison
SDY has a 0.35% expense ratio, which is higher than SPYD's 0.07% expense ratio.
Risk-Adjusted Performance
SDY vs. SPYD — Risk-Adjusted Performance Rank
SDY
SPYD
SDY vs. SPYD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Dividend ETF (SDY) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD). 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.
Dividends
SDY vs. SPYD - Dividend Comparison
SDY's dividend yield for the trailing twelve months is around 2.47%, less than SPYD's 4.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SDY SPDR S&P Dividend ETF | 2.47% | 2.56% | 2.64% | 2.55% | 2.63% | 2.85% | 2.45% | 2.73% | 4.69% | 3.30% | 6.20% | 4.74% |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | 4.17% | 4.31% | 4.66% | 5.01% | 3.69% | 4.96% | 4.42% | 4.75% | 4.64% | 4.34% | 1.13% | 0.00% |
Drawdowns
SDY vs. SPYD - Drawdown Comparison
The maximum SDY drawdown since its inception was -54.75%, which is greater than SPYD's maximum drawdown of -46.42%. Use the drawdown chart below to compare losses from any high point for SDY and SPYD. For additional features, visit the drawdowns tool.
Volatility
SDY vs. SPYD - Volatility Comparison
SPDR S&P Dividend ETF (SDY) has a higher volatility of 3.64% compared to SPDR Portfolio S&P 500 High Dividend ETF (SPYD) at 3.11%. This indicates that SDY's price experiences larger fluctuations and is considered to be riskier than SPYD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.