SDY vs IYW
Comparison between SPDR(R) S&P(R) DIVIDEND ETF (SDY, ETF) and ISHARES U.S. TECHNOLOGY ETF (IYW, ETF).
5-Year PerformanceIYW has outperformed SDY, delivering a return of +22.7% compared to +6.5%
SDY vs IYW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SDY
$22B
IYW
$22B
Expense Ratio
Winner
SDY
0.35%
IYW
0.38%
Max Drawdown
Winner
SDY
58.57%
IYW
81.90%
Sharpe Ratio
SDY
0.98
Winner
IYW
2.24
5Y Beta
Winner
SDY
0.48
IYW
1.42
P/E Ratio
Winner
SDY
21.14
IYW
39.71
Forward P/E
Winner
SDY
17.08
IYW
24.61
PEG Ratio
SDY
0.92
IYW
N/A
5Y Dividends CAGR
Winner
SDY
7.36%
IYW
-6.12%
5Y EPS CAGR
SDY
8.33%
Winner
IYW
38.34%
Debt to Equity
SDY
35.03%
Winner
IYW
2.61%
P/S Ratio
Winner
SDY
1.82
IYW
7.57
P/B Ratio
Winner
SDY
3.04
IYW
10.31
SDY vs IYW - Holdings Comparison
SDY and IYW have 8 common holdings. Overlap is 4.49%
SDY's top 25 holdings weight is 39.30%. IYW's top 25 holdings weight is 83.34%.
| Rank | SDY | IYW |
|---|---|---|
| #1 | VERIZON COMMUNICATIONS INC (VZ) - 3.31% | NVIDIA CORP (NVDA) - 17.59% |
| #2 | REALTY INCOME CORP (O) - 2.50% | APPLE INC (AAPL) - 13.43% |
| #3 | TARGET CORP (TGT) - 2.22% | ALPHABET INC CLASS A (GOOGL) - 7.13% |
| #4 | CHEVRON CORP (CVX) - 2.12% | ALPHABET INC CLASS C (GOOG) - 5.77% |
| #5 | PEPSICO INC (PEP) - 1.77% | MICROSOFT CORP (MSFT) - 4.15% |
| #6 | WEC ENERGY GROUP INC (WEC) - 1.62% | BROADCOM INC (AVGO) - 3.78% |
| #7 | EXXON MOBIL CORP (XOM) - 1.61% | ADVANCED MICRO DEVICES INC (AMD) - 3.30% |
| #8 | KENVUE INC (KVUE) - 1.57% | META PLATFORMS INC CLASS A (META) - 3.11% |
| #9 | CONSOLIDATED EDISON INC (ED) - 1.55% | MICRON TECHNOLOGY INC (MU) - 3.02% |
| #10 | TEXAS INSTRUMENTS INC (TXN) - 1.55% | INTEL CORP (INTC) - 2.30% |
| #11 | SOUTHERN CO (SO) - 1.54% | LAM RESEARCH CORP (LRCX) - 1.99% |
| #12 | KIMBERLY-CLARK CORP (KMB) - 1.54% | APPLIED MATERIALS INC (AMAT) - 1.97% |
| #13 | AIR PRODUCTS AND CHEMICALS INC (APD) - 1.38% | n/a (PLTR) - 1.91% |
| #14 | XCEL ENERGY INC (XEL) - 1.36% | ORACLE CORP (ORCL) - 1.78% |
| #15 | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.33% | KLA CORP (KLAC) - 1.53% |
| #16 | EDISON INTERNATIONAL (EIX) - 1.31% | TEXAS INSTRUMENTS INC (TXN) - 1.50% |
| #17 | NEXTERA ENERGY INC (NEE) - 1.30% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.30% |
| #18 | COCA-COLA CO (KO) - 1.30% | ANALOG DEVICES INC (ADI) - 1.18% |
| #19 | LOCKHEED MARTIN CORP (LMT) - 1.25% | AMPHENOL CORP CLASS A (APH) - 1.11% |
| #20 | ABBVIE INC (ABBV) - 1.24% | SALESFORCE INC (CRM) - 1.01% |
| #21 | PROCTER & GAMBLE CO (PG) - 1.23% | QUALCOMM INC (QCOM) - 0.98% |
| #22 | SYSCO CORP (SYY) - 1.19% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.94% |
| #23 | MICROCHIP TECHNOLOGY INC (MCHP) - 1.18% | PALO ALTO NETWORKS INC (PANW) - 0.90% |
| #24 | JOHNSON & JOHNSON (JNJ) - 1.17% | WESTERN DIGITAL CORP (WDC) - 0.84% |
| #25 | EVERSOURCE ENERGY (ES) - 1.16% | MARVELL TECHNOLOGY INC (MRVL) - 0.82% |
| Total Holdings | 158 | 143 |
SDY vs IYW - Historical Returns
Returns include dividend reinvestment.
1M
SDY
+0.32%
Winner
IYW
+19.77%
3M
SDY
-3.44%
Winner
IYW
+24.30%
6M
SDY
+7.83%
Winner
IYW
+16.70%
1Y
SDY
+12.58%
Winner
IYW
+52.92%
5Y(CAGR)
SDY
+6.51%
Winner
IYW
+22.67%
10Y(CAGR)
SDY
+9.36%
Winner
IYW
+25.68%
Max(CAGR)
SDY
+8.86%
Winner
IYW
+9.27%
SDY vs IYW - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | SDY | IYW |
|---|---|---|
| 2026 | +6.27% | +18.64% |
| 2025 | +8.85% | +25.36% |
| 2024 | +8.00% | +33.77% |
| 2023 | +2.35% | +66.65% |
| 2022 | -0.44% | -35.16% |
| 2021 | +27.12% | +37.48% |
| 2020 | +2.06% | +44.47% |
| 2019 | +24.12% | +46.32% |
| 2018 | -2.82% | -2.40% |
| 2017 | +15.46% | +35.59% |
| 2016 | +21.95% | +15.48% |
| 2015 | -0.69% | +4.03% |
| 2014 | +15.05% | +20.70% |
| 2013 | +27.23% | +22.71% |
| 2012 | +10.85% | +9.98% |
| 2011 | +6.44% | -1.28% |
| 2010 | +14.94% | +10.59% |
| 2009 | +16.62% | +57.56% |
| 2008 | -21.76% | -42.02% |
| 2007 | -7.06% | +14.50% |
| 2006 | +16.23% | +7.37% |
| 2005 | +1.10% | +3.73% |
| 2004 | N/A | +0.96% |
| 2003 | N/A | +43.69% |
| 2002 | N/A | -40.37% |
| 2001 | N/A | -22.34% |
| 2000 | N/A | -32.09% |
SDY vs IYW Drawdown Comparison
The maximum drawdown for SDY was -54.78%, occurring on Mar 9, 2009. Recovery took 985 trading sessions.
The maximum drawdown for IYW was -81.90%, occurring on Oct 9, 2002. Recovery took 4156 trading sessions.
The current SDY drawdown is -4.56%. The current IYW drawdown is -1.24%.
| Rank | SDY | IYW |
|---|---|---|
| #1 | -54.78% Jun 1, 2007 - Apr 28, 2011 | -81.90% Jul 17, 2000 - Jan 24, 2017 |
| #2 | -36.66% Feb 14, 2020 - Nov 24, 2020 | -39.44% Dec 27, 2021 - Nov 20, 2023 |
| #3 | -16.06% Jul 7, 2011 - Dec 27, 2011 | -30.47% Feb 19, 2020 - Jun 5, 2020 |
| #4 | -15.21% Aug 16, 2022 - Dec 2, 2022 | -26.47% Feb 18, 2025 - Jun 24, 2025 |
| #5 | -15.02% Feb 2, 2023 - Mar 12, 2024 | -23.96% Aug 29, 2018 - Mar 21, 2019 |
| #6 | -14.40% Nov 29, 2024 - Aug 13, 2025 | -17.81% Oct 29, 2025 - Apr 22, 2026 |
| #7 | -14.22% Sep 21, 2018 - Feb 19, 2019 | -16.11% Jul 10, 2024 - Nov 7, 2024 |
| #8 | -13.20% Apr 20, 2022 - Aug 15, 2022 | -13.30% Sep 2, 2020 - Dec 4, 2020 |
| #9 | -10.85% Dec 29, 2014 - Nov 2, 2015 | -12.91% Apr 29, 2019 - Jul 12, 2019 |
| #10 | -9.42% Jan 26, 2018 - Aug 6, 2018 | -11.44% Feb 12, 2021 - Apr 8, 2021 |
| #11 | -9.33% Nov 3, 2015 - Mar 1, 2016 | -10.54% Jan 26, 2018 - Feb 26, 2018 |
| #12 | -7.67% Feb 27, 2026 - Mar 20, 2026 | -10.21% Mar 12, 2018 - Jun 1, 2018 |
| #13 | -6.96% Jan 7, 2022 - Mar 29, 2022 | -8.84% Apr 15, 2021 - Jun 11, 2021 |
| #14 | -6.93% May 21, 2013 - Jul 18, 2013 | -8.67% Mar 22, 2024 - May 15, 2024 |
| #15 | -6.87% May 10, 2021 - Nov 3, 2021 | -8.42% Jul 26, 2019 - Oct 28, 2019 |
Correlation
Correlation between SDY and IYW is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2004 - 2026)
SDY vs IYW dividend yield comparison.
| Year | SDY | IYW |
|---|---|---|
| 2026 | 0.59% | 0.03% |
| 2025 | 2.61% | 0.14% |
| 2024 | 2.56% | 0.21% |
| 2023 | 2.64% | 0.34% |
| 2022 | 2.55% | 0.50% |
| 2021 | 2.63% | 0.31% |
| 2020 | 2.85% | 0.56% |
| 2019 | 2.45% | 0.72% |
| 2018 | 2.73% | 0.92% |
| 2017 | 4.69% | 0.82% |
| 2016 | 3.30% | 1.14% |
| 2015 | 6.20% | 1.12% |
| 2014 | 4.74% | 1.13% |
| 2013 | 3.95% | 1.06% |
| 2012 | 3.28% | 0.94% |
| 2011 | 3.23% | 0.61% |
| 2010 | 3.35% | 0.43% |
| 2009 | 3.75% | 0.45% |
| 2008 | 5.44% | 0.65% |
| 2007 | 5.03% | 0.21% |
| 2006 | 2.86% | 0.14% |
| 2005 | 0.57% | 0.15% |
| 2004 | 0.00% | 1.44% |
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