SDY vs DFUS
Comparison between STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF (SDY, ETF) and DIMENSIONAL U.S. EQUITY MARKET ETF (DFUS, ETF).
5-Year PerformanceDFUS has outperformed SDY, delivering a return of +12.9% compared to +7.7%
SDY vs DFUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SDY
$21B
DFUS
$21B
Expense Ratio
SDY
0.35%
Winner
DFUS
0.09%
Max Drawdown
SDY
58.57%
Winner
DFUS
25.36%
Sharpe Ratio
SDY
1.13
Winner
DFUS
1.43
5Y Beta
Winner
SDY
0.45
DFUS
0.99
P/E Ratio
Winner
SDY
21.25
DFUS
26.82
Forward P/E
Winner
SDY
17.67
DFUS
20.48
PEG Ratio
SDY
0.11
DFUS
N/A
5Y Dividends CAGR
SDY
7.50%
Winner
DFUS
52.11%
5Y EPS CAGR
SDY
6.99%
Winner
DFUS
25.98%
Debt to Equity
SDY
29.41%
DFUS
N/A
P/S Ratio
Winner
SDY
1.94
DFUS
3.43
P/B Ratio
Winner
SDY
3.19
DFUS
5.35
SDY vs DFUS - Holdings Comparison
SDY and DFUS have 144 common holdings. Overlap is 13.49%
SDY's top 25 holdings weight is 36.60%. DFUS's top 25 holdings weight is 47.02%.
| Rank | SDY | DFUS |
|---|---|---|
| #1 | VERIZON COMMUNICATIONS INC (VZ) - 2.14% | NVIDIA CORP (NVDA) - 6.89% |
| #2 | REALTY INCOME CORP (O) - 2.13% | APPLE INC (AAPL) - 6.18% |
| #3 | KIMBERLY-CLARK CORP (KMB) - 1.75% | MICROSOFT CORP (MSFT) - 4.06% |
| #4 | KENVUE INC (KVUE) - 1.75% | AMAZON.COM INC (AMZN) - 3.36% |
| #5 | ABBVIE INC (ABBV) - 1.62% | ALPHABET INC CLASS A (GOOGL) - 3.05% |
| #6 | QUALCOMM INC (QCOM) - 1.56% | BROADCOM INC (AVGO) - 2.64% |
| #7 | TEXAS INSTRUMENTS INC (TXN) - 1.55% | ALPHABET INC CLASS C (GOOG) - 2.52% |
| #8 | TARGET CORP (TGT) - 1.54% | META PLATFORMS INC CLASS A (META) - 1.81% |
| #9 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.53% | MICRON TECHNOLOGY INC (MU) - 1.73% |
| #10 | EDISON INTERNATIONAL (EIX) - 1.44% | TESLA INC (TSLA) - 1.68% |
| #11 | SYSCO CORP (SYY) - 1.41% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.31% |
| #12 | WEC ENERGY GROUP INC (WEC) - 1.40% | JPMORGAN CHASE & CO (JPM) - 1.30% |
| #13 | EVERSOURCE ENERGY (ES) - 1.35% | ELI LILLY AND CO (LLY) - 1.29% |
| #14 | PEPSICO INC (PEP) - 1.33% | ADVANCED MICRO DEVICES INC (AMD) - 1.22% |
| #15 | SOUTHERN CO (SO) - 1.33% | EXXON MOBIL CORP (XOM) - 0.85% |
| #16 | CONSOLIDATED EDISON INC (ED) - 1.33% | INTEL CORP (INTC) - 0.85% |
| #17 | MICROCHIP TECHNOLOGY INC (MCHP) - 1.32% | JOHNSON & JOHNSON (JNJ) - 0.82% |
| #18 | MEDTRONIC PLC (MDT) - 1.30% | VISA INC CLASS A (V) - 0.80% |
| #19 | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.30% | WALMART INC (WMT) - 0.75% |
| #20 | CHEVRON CORP (CVX) - 1.27% | LAM RESEARCH CORP (LRCX) - 0.70% |
| #21 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.27% | APPLIED MATERIALS INC (AMAT) - 0.68% |
| #22 | XCEL ENERGY INC (XEL) - 1.26% | CISCO SYSTEMS INC (CSCO) - 0.67% |
| #23 | COCA-COLA CO (KO) - 1.26% | CATERPILLAR INC (CAT) - 0.65% |
| #24 | PROCTER & GAMBLE CO (PG) - 1.25% | COSTCO WHOLESALE CORP (COST) - 0.62% |
| #25 | PPG INDUSTRIES INC (PPG) - 1.21% | MASTERCARD INC CLASS A (MA) - 0.59% |
| Total Holdings | 158 | 1906 |
SDY vs DFUS - Historical Returns
Returns include dividend reinvestment.
1M
SDY
+1.19%
Winner
DFUS
+2.05%
3M
Winner
SDY
+5.85%
DFUS
+5.22%
6M
SDY
+3.52%
Winner
DFUS
+11.99%
1Y
SDY
+16.43%
Winner
DFUS
+23.49%
5Y(CAGR)
SDY
+7.69%
Winner
DFUS
+12.94%
10Y(CAGR)
SDY
+9.42%
DFUS
N/A
Max(CAGR)
SDY
+9.10%
Winner
DFUS
+13.50%
SDY vs DFUS - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SDY | DFUS |
|---|---|---|
| 2026 | +13.39% | +13.50% |
| 2025 | +8.85% | +17.66% |
| 2024 | +8.00% | +25.28% |
| 2023 | +2.35% | +26.93% |
| 2022 | -0.44% | -18.83% |
| 2021 | +27.12% | +11.90% |
| 2020 | +2.06% | N/A |
| 2019 | +24.12% | N/A |
| 2018 | -2.82% | N/A |
| 2017 | +15.46% | N/A |
| 2016 | +21.95% | N/A |
| 2015 | -0.69% | N/A |
| 2014 | +15.05% | N/A |
| 2013 | +27.23% | N/A |
| 2012 | +10.85% | N/A |
| 2011 | +6.44% | N/A |
| 2010 | +14.94% | N/A |
| 2009 | +16.62% | N/A |
| 2008 | -21.76% | N/A |
| 2007 | -7.06% | N/A |
| 2006 | +16.23% | N/A |
| 2005 | +1.10% | N/A |
SDY vs DFUS Drawdown Comparison
The maximum drawdown for SDY was -54.78%, occurring on Mar 9, 2009. Recovery took 985 trading sessions.
The maximum drawdown for DFUS was -24.62%, occurring on Sep 30, 2022. Recovery took 489 trading sessions.
The current SDY drawdown is -1.18%. The current DFUS drawdown is -0.43%.
| Rank | SDY | DFUS |
|---|---|---|
| #1 | -54.78% Jun 1, 2007 - Apr 28, 2011 | -24.62% Jan 3, 2022 - Dec 13, 2023 |
| #2 | -36.66% Feb 14, 2020 - Nov 24, 2020 | -19.44% Feb 19, 2025 - Jun 27, 2025 |
| #3 | -16.06% Jul 7, 2011 - Dec 27, 2011 | -8.96% Jan 27, 2026 - Apr 14, 2026 |
| #4 | -15.21% Aug 16, 2022 - Dec 2, 2022 | -8.66% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -15.02% Feb 2, 2023 - Mar 12, 2024 | -5.53% Mar 28, 2024 - May 14, 2024 |
| #6 | -14.40% Nov 29, 2024 - Aug 13, 2025 | -5.29% Oct 28, 2025 - Dec 10, 2025 |
| #7 | -14.22% Sep 21, 2018 - Feb 19, 2019 | -5.07% Sep 3, 2021 - Oct 20, 2021 |
| #8 | -13.20% Apr 20, 2022 - Aug 15, 2022 | -4.60% Dec 4, 2024 - Jan 23, 2025 |
| #9 | -10.85% Dec 29, 2014 - Nov 2, 2015 | -4.52% Nov 16, 2021 - Dec 27, 2021 |
| #10 | -9.42% Jan 26, 2018 - Aug 6, 2018 | -4.46% Jun 2, 2026 - Aug 3, 2026 |
| #11 | -9.33% Nov 3, 2015 - Mar 1, 2016 | -3.07% Jul 12, 2021 - Jul 23, 2021 |
| #12 | -7.67% Feb 27, 2026 - Jul 2, 2026 | -3.06% Oct 8, 2025 - Oct 24, 2025 |
| #13 | -6.96% Jan 7, 2022 - Mar 29, 2022 | -2.77% Oct 18, 2024 - Nov 6, 2024 |
| #14 | -6.93% May 21, 2013 - Jul 18, 2013 | -2.72% Dec 11, 2025 - Dec 23, 2025 |
| #15 | -6.87% May 10, 2021 - Nov 3, 2021 | -2.50% Jul 28, 2025 - Aug 12, 2025 |
Correlation
Correlation between SDY and DFUS is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2005 - 2026)
SDY vs DFUS dividend yield comparison.
| Year | SDY | DFUS |
|---|---|---|
| 2026 | 1.17% | 0.44% |
| 2025 | 2.61% | 0.88% |
| 2024 | 2.56% | 1.04% |
| 2023 | 2.64% | 1.33% |
| 2022 | 2.55% | 1.48% |
| 2021 | 2.63% | 0.85% |
| 2020 | 2.85% | 0.00% |
| 2019 | 2.45% | 0.00% |
| 2018 | 2.73% | 0.00% |
| 2017 | 4.69% | 0.00% |
| 2016 | 3.30% | 0.00% |
| 2015 | 6.20% | 0.00% |
| 2014 | 4.74% | 0.00% |
| 2013 | 3.95% | 0.00% |
| 2012 | 3.28% | 0.00% |
| 2011 | 3.23% | 0.00% |
| 2010 | 3.35% | 0.00% |
| 2009 | 3.75% | 0.00% |
| 2008 | 5.44% | 0.00% |
| 2007 | 5.03% | 0.00% |
| 2006 | 2.86% | 0.00% |
| 2005 | 0.57% | 0.00% |
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