SDY SPDR S&P Dividend ETF

  • ETF
  • SDY
  • Category
  • Large Cap Value Equities
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SDY - Profile

Vitals

Investment Themes

Alternative ETFs in the Large Cap Value Equities Category

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Type Ticker Expense Ratio Assets Avg. Daily Vol YTD Return
Cheapest
Largest (AUM)
Most Liquid (Volume)
Top YTD Performer

Description

The S&P High Yield Dividend Aristocrats Index is comprised of the 50 highest dividend yielding constituents of the stocks of the S&P Composite 1500 Index that have increased dividends every year for at least 25 consecutive years. These stocks have both capital growth and dividend income characteristics, as opposed to stocks that are pure yield, or pure capital oriented.

Realtime Rating

SDY - Realtime Rating

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Realtime Rating Summary

SDY is a passive ETF that seeks to replicate S&P High Yield Dividend Aristocrats Index. The S&P High Yield Dividend Aristocrats Index is comprised of the 50 highest dividend yielding constituents of the stocks of the S&P Composite 1500 Index that have increased dividends every year for at least 25 consecutive years. These stocks have both capital growth and dividend income characteristics, as opposed to stocks that are pure yield, or pure capital oriented.

The adjacent table gives investors an individual Realtime Rating for SDY on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Large Cap Value Equities with the highest Metric Realtime Rating for each individual field. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.

SDY Overall Realtime Rating:

A+ Overall Rated ETF:

Metric Metric Realtime Rating A+ Metric Rated ETF
Liquidity A DIA
Expenses B+ SCHV
Performance
Volatility
Dividend
Concentration

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Socially Responsible Investing

Dividend ETFs

Alternative ETFs

SDY In-Depth Analysis

The following tables and charts contain in-depth metrics for SDY and compare it to similar peer ETFs within its ETFdb Category.

Holdings

SDY - Holdings

Filings Data as of: Dec 02, 2014
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Concentration Analysis

This section compares how balanced and deep SDY is relative to the peer group ETFdb Category.

Number of Holdings
SDY Rank:
SDY 97
Category Low
Category High
% Assets in Top 10
SDY Rank:
SDY 19.17%
Category Low
Category High

SDY Asset Allocation

Asset Percentage
U.S. Stocks 98.22%
International Stocks 1.5%
U.S. Bonds 0.0%
International Bonds 0.0%
Preferred Stock 0.0%
Convertibles 0.0%
Cash 0.29%
Other 0.0%

SDY Sector Breakdown

Sector Percentage
Consumer Defensive 18.05%
Industrials 15.96%
Financial Services 13.42%
Consumer Cyclical 10.45%
Utilities 9.77%
Basic Materials 7.93%
Health Care 7.62%
Real Estate 6.89%
Energy 4.21%
Communication Services 3.23%
Technology 2.19%

SDY Market Cap Breakdown

Market Cap Percentage
Giant 17.66%
Large 36.53%
Medium 38.8%
Small 6.71%
Micro 0.0%

SDY Region Breakdown

Region Percentage
U.S. 98.5%
Middle East 0.0%
Australia 0.0%
Japan 0.0%
Asia (Developed) 0.0%
Africa 0.0%
Europe 0.0%
Latin America 0.0%
Canada 0.0%
Asia (Emerging) 0.0%

SDY Market Tier Breakdown

Region Percentage
Developed 99.71%
Emerging 0.0%

SDY Country Breakdown

Country Percentage
United States 98.5%
Switzerland 1.22%
Other 0.28%
Expense

SDY - Expenses & Fees

This section compares the cost efficiency of SDY to peers in the same ETFdb Category.

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Expenses Ratio Analysis

Expense Ratio
SDY Rank:
SDY 0.35%
Category Low
Category High

Commission Free Trading in SDY

SDY is not currently available for commission free trading on any platforms.

Category Commission Free Trading

There are 25 other ETFs in the Large Cap Value Equities ETFdb Category that are also eligible for commission free trading:

Performance

SDY - Performance

This section shows how SDY has performed relative to its peer group ETFdb Category.

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1 Week Return
SDY Rank:
SDY 0.15%
Category Low
Category High
4 Week Return
SDY Rank:
SDY -2.08%
Category Low
Category High
13 Week Return
SDY Rank:
SDY 3.36%
Category Low
Category High
26 Week Return
SDY Rank:
SDY 3.68%
Category Low
Category High
Year to Date Return
SDY Rank:
SDY 10.58%
Category Low
Category High
1 Year Return
SDY Rank:
SDY 12.75%
Category Low
Category High
3 Year Return
SDY Rank:
SDY 65.37%
Category Low
Category High
5 Year Return
SDY Rank:
SDY 100.75%
Category Low
Category High
Charts

SDY - Charts

The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.

The following chart also includes the option to compare the performance of SDY relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.

Valuation

SDY - Valuation

This section shows how the P/E multiple of SDY compares to the peer group ETFdb Category.

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P/E Ratio
SDY Rank:
SDY 17.65
Category Low
Category High

As of Dec 19, 2014

Dividend

SDY - Dividend

This section shows how the dividend yield of SDY compares to the peer group ETFdb Category.

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Annual Dividend Yield
SDY Rank:
SDY 3.67%
Category Low
Category High

As of Dec 19, 2014

Technicals

SDY - Technicals

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SDY Volatility Analysis

This section shows how the volatility of SDY compares to the peer group ETFdb Category.

5 Day Volatility
SDY Rank:
SDY 19.14%
Category Low
Category High
20 Day Volatility
SDY Rank:
SDY 15.98%
Category Low
Category High
50 Day Volatility
SDY Rank:
SDY 12.61%
Category Low
Category High
200 Day Volatility
SDY Rank:
SDY 11.76%
Category Low
Category High
Beta
SDY Rank:
SDY 1.05
Category Low
Category High
Standard Deviation
SDY Rank:
SDY 3.06%
Category Low
Category High

SDY Technicals

  • 20 Day MA: $80.22
  • 60 Day MA: $77.83
  • MACD 15 Period: -1.07
  • MACD 100 Period: 2.08
  • Williams % Range 10 Day: 71.38
  • Williams % Range 20 Day: 71.38
  • RSI 10 Day: 44
  • RSI 20 Day: 49
  • RSI 30 Day: 52
  • Ultimate Oscillator: 42

SDY Bollinger Bands

  • Lower Bollinger (10 Day): $78.02
  • Upper Bollinger (10 Day): $81.30
  • Lower Bollinger (20 Day): $78.58
  • Upper Bollinger (20 Day): $81.88
  • Lower Bollinger (30 Day): $78.67
  • Upper Bollinger (30 Day): $81.51

SDY Support & Resistance

  • Support Level 1: $78.63
  • Support Level 2: $78.31
  • Resistance Level 1: $79.24
  • Resistance Level 2: $79.53

SDY Stochastic

  • Stochastic Oscillator %D (1 Day): 62.84
  • Stochastic Oscillator %D (5 Day): 46.78
  • Stochastic Oscillator %K (1 Day): 51.85
  • Stochastic Oscillator %K (5 Day): 41.28
Fact Sheet

SDY - Fact Sheet

Fact sheets are issued by the ETF provider and framed by ETFdb.com. Information contained within the fact sheet is not guaranteed to be timely or accurate.

2014 Morningstar, Inc. All Rights Reserved. The information contained herein: ( 1 ) is proprietary to Morningstar and/or its content providers; ( 2 ) may not be copied or distributed; and ( 3 ) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.