DVY vs SDY
Comparison between ISHARES SELECT DIVIDEND ETF (DVY, ETF) and STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF (SDY, ETF).
5-Year PerformanceDVY has outperformed SDY, delivering a return of +10.8% compared to +7.8%
DVY vs SDY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DVY
$24B
SDY
$24B
Expense Ratio
DVY
0.38%
Winner
SDY
0.35%
Max Drawdown
DVY
65.23%
Winner
SDY
58.57%
Sharpe Ratio
Winner
DVY
1.50
SDY
1.00
5Y Beta
DVY
0.54
Winner
SDY
0.45
P/E Ratio
Winner
DVY
16.86
SDY
20.75
Forward P/E
Winner
DVY
12.80
SDY
17.86
PEG Ratio
Winner
DVY
-0.05
SDY
1.91
5Y Dividends CAGR
DVY
7.46%
Winner
SDY
7.50%
5Y EPS CAGR
DVY
3.89%
Winner
SDY
7.48%
Debt to Equity
Winner
DVY
-164.33%
SDY
20.27%
P/S Ratio
Winner
DVY
1.14
SDY
1.95
P/B Ratio
Winner
DVY
1.86
SDY
3.18
DVY vs SDY - Holdings Comparison
DVY and SDY have 28 common holdings. Overlap is 23.08%
DVY's top 25 holdings weight is 39.34%. SDY's top 25 holdings weight is 36.60%.
| Rank | DVY | SDY |
|---|---|---|
| #1 | PRUDENTIAL FINANCIAL INC (PRU) - 2.20% | VERIZON COMMUNICATIONS INC (VZ) - 2.14% |
| #2 | HP INC (HPQ) - 2.16% | REALTY INCOME CORP (O) - 2.13% |
| #3 | T. ROWE PRICE GROUP INC (TROW) - 2.15% | KIMBERLY-CLARK CORP (KMB) - 1.75% |
| #4 | PFIZER INC (PFE) - 2.12% | KENVUE INC (KVUE) - 1.75% |
| #5 | ALTRIA GROUP INC (MO) - 1.97% | ABBVIE INC (ABBV) - 1.62% |
| #6 | VERIZON COMMUNICATIONS INC (VZ) - 1.74% | QUALCOMM INC (QCOM) - 1.56% |
| #7 | ONEOK INC (OKE) - 1.73% | TEXAS INSTRUMENTS INC (TXN) - 1.55% |
| #8 | TARGET CORP (TGT) - 1.61% | TARGET CORP (TGT) - 1.54% |
| #9 | KIMBERLY-CLARK CORP (KMB) - 1.60% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.53% |
| #10 | GENERAL MILLS INC (GIS) - 1.56% | EDISON INTERNATIONAL (EIX) - 1.44% |
| #11 | FORD MOTOR CO (F) - 1.53% | SYSCO CORP (SYY) - 1.41% |
| #12 | EDISON INTERNATIONAL (EIX) - 1.48% | WEC ENERGY GROUP INC (WEC) - 1.40% |
| #13 | DOMINION ENERGY INC (D) - 1.44% | EVERSOURCE ENERGY (ES) - 1.35% |
| #14 | TRUIST FINANCIAL CORP (TFC) - 1.40% | PEPSICO INC (PEP) - 1.33% |
| #15 | GENUINE PARTS CO (GPC) - 1.39% | SOUTHERN CO (SO) - 1.33% |
| #16 | U.S. BANCORP (USB) - 1.38% | CONSOLIDATED EDISON INC (ED) - 1.33% |
| #17 | CHEVRON CORP (CVX) - 1.34% | MICROCHIP TECHNOLOGY INC (MCHP) - 1.32% |
| #18 | KEYCORP (KEY) - 1.34% | MEDTRONIC PLC (MDT) - 1.30% |
| #19 | SMURFIT WESTROCK PLC (SW) - 1.34% | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.30% |
| #20 | PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.33% | CHEVRON CORP (CVX) - 1.27% |
| #21 | EVERSOURCE ENERGY (ES) - 1.33% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.27% |
| #22 | REGIONS FINANCIAL CORP (RF) - 1.32% | XCEL ENERGY INC (XEL) - 1.26% |
| #23 | CVS HEALTH CORP (CVS) - 1.32% | COCA-COLA CO (KO) - 1.26% |
| #24 | BEST BUY CO INC (BBY) - 1.29% | PROCTER & GAMBLE CO (PG) - 1.25% |
| #25 | INTERNATIONAL PAPER CO (IP) - 1.27% | PPG INDUSTRIES INC (PPG) - 1.21% |
| Total Holdings | 104 | 158 |
DVY vs SDY - Historical Returns
Returns include dividend reinvestment.
1M
DVY
+1.94%
Winner
SDY
+3.14%
3M
Winner
DVY
+7.31%
SDY
+7.18%
6M
Winner
DVY
+6.28%
SDY
+3.49%
1Y
Winner
DVY
+22.17%
SDY
+15.33%
5Y(CAGR)
Winner
DVY
+10.79%
SDY
+7.85%
10Y(CAGR)
Winner
DVY
+10.47%
SDY
+9.54%
Max(CAGR)
DVY
+9.11%
Winner
SDY
+9.14%
DVY vs SDY - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | DVY | SDY |
|---|---|---|
| 2026 | +16.85% | +14.56% |
| 2025 | +11.80% | +8.85% |
| 2024 | +15.11% | +8.00% |
| 2023 | +1.21% | +2.35% |
| 2022 | +1.35% | -0.44% |
| 2021 | +33.65% | +27.12% |
| 2020 | -4.62% | +2.06% |
| 2019 | +23.04% | +24.12% |
| 2018 | -6.43% | -2.82% |
| 2017 | +14.34% | +15.46% |
| 2016 | +22.61% | +21.95% |
| 2015 | -2.12% | -0.69% |
| 2014 | +16.49% | +15.05% |
| 2013 | +25.99% | +27.23% |
| 2012 | +10.25% | +10.85% |
| 2011 | +11.03% | +6.44% |
| 2010 | +16.31% | +14.94% |
| 2009 | +9.19% | +16.62% |
| 2008 | -32.03% | -21.76% |
| 2007 | -6.26% | -7.06% |
| 2006 | +17.63% | +16.23% |
| 2005 | +4.00% | +1.10% |
| 2004 | +18.04% | N/A |
| 2003 | +7.09% | N/A |
DVY vs SDY Drawdown Comparison
The maximum drawdown for DVY was -62.57%, occurring on Mar 9, 2009. Recovery took 1432 trading sessions.
The maximum drawdown for SDY was -54.78%, occurring on Mar 9, 2009. Recovery took 985 trading sessions.
The current DVY drawdown is -0.85%. The current SDY drawdown is -0.34%.
| Rank | DVY | SDY |
|---|---|---|
| #1 | -62.57% May 22, 2007 - Jan 29, 2013 | -54.78% Jun 1, 2007 - Apr 28, 2011 |
| #2 | -41.59% Jan 17, 2020 - Feb 9, 2021 | -36.66% Feb 14, 2020 - Nov 24, 2020 |
| #3 | -17.49% Apr 20, 2022 - Mar 28, 2024 | -16.06% Jul 7, 2011 - Dec 27, 2011 |
| #4 | -15.99% Nov 29, 2024 - Aug 22, 2025 | -15.21% Aug 16, 2022 - Dec 2, 2022 |
| #5 | -15.32% Sep 18, 2018 - Apr 5, 2019 | -15.02% Feb 2, 2023 - Mar 12, 2024 |
| #6 | -12.03% Dec 29, 2014 - Mar 4, 2016 | -14.40% Nov 29, 2024 - Aug 13, 2025 |
| #7 | -9.19% Jan 26, 2018 - Aug 16, 2018 | -14.22% Sep 21, 2018 - Feb 19, 2019 |
| #8 | -7.92% Mar 5, 2004 - Aug 25, 2004 | -13.20% Apr 20, 2022 - Aug 15, 2022 |
| #9 | -7.87% Aug 3, 2005 - Feb 22, 2006 | -10.85% Dec 29, 2014 - Nov 2, 2015 |
| #10 | -7.80% May 10, 2021 - Nov 15, 2021 | -9.42% Jan 26, 2018 - Aug 6, 2018 |
| #11 | -7.37% Apr 30, 2019 - Jul 3, 2019 | -9.33% Nov 3, 2015 - Mar 1, 2016 |
| #12 | -6.89% Feb 13, 2026 - Jun 11, 2026 | -7.67% Feb 27, 2026 - Jul 2, 2026 |
| #13 | -6.19% Jul 24, 2019 - Sep 10, 2019 | -6.96% Jan 7, 2022 - Mar 29, 2022 |
| #14 | -6.16% May 17, 2013 - Jul 11, 2013 | -6.93% May 21, 2013 - Jul 18, 2013 |
| #15 | -6.05% Mar 28, 2024 - May 9, 2024 | -6.87% May 10, 2021 - Nov 3, 2021 |
Correlation
Correlation between DVY and SDY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2003 - 2026)
DVY vs SDY dividend yield comparison.
| Year | DVY | SDY |
|---|---|---|
| 2026 | 1.46% | 1.16% |
| 2025 | 3.65% | 2.61% |
| 2024 | 3.65% | 2.56% |
| 2023 | 3.82% | 2.64% |
| 2022 | 3.43% | 2.55% |
| 2021 | 3.12% | 2.63% |
| 2020 | 3.66% | 2.85% |
| 2019 | 3.41% | 2.45% |
| 2018 | 3.58% | 2.73% |
| 2017 | 3.00% | 4.69% |
| 2016 | 3.04% | 3.30% |
| 2015 | 3.45% | 6.20% |
| 2014 | 3.03% | 4.74% |
| 2013 | 3.06% | 3.95% |
| 2012 | 3.71% | 3.28% |
| 2011 | 3.44% | 3.23% |
| 2010 | 3.42% | 3.35% |
| 2009 | 3.78% | 3.75% |
| 2008 | 5.86% | 5.44% |
| 2007 | 3.67% | 5.03% |
| 2006 | 3.15% | 2.86% |
| 2005 | 3.02% | 0.57% |
| 2004 | 3.10% | 0.00% |
| 2003 | 0.53% | 0.00% |
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