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