SDY vs SPY
Comparison between SPDR(R) S&P(R) DIVIDEND ETF (SDY, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed SDY, delivering a return of +13.3% compared to +5.9%
SDY vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SDY
$21B
Winner
SPY
$652B
Expense Ratio
SDY
0.35%
Winner
SPY
0.09%
Max Drawdown
SDY
58.57%
Winner
SPY
56.47%
Sharpe Ratio
SDY
1.05
Winner
SPY
2.07
5Y Beta
Winner
SDY
0.48
SPY
1.00
P/E Ratio
Winner
SDY
21.14
SPY
28.24
Forward P/E
Winner
SDY
17.23
SPY
21.85
PEG Ratio
SDY
0.92
SPY
N/A
5Y Dividends CAGR
Winner
SDY
7.36%
SPY
5.43%
5Y EPS CAGR
SDY
8.33%
Winner
SPY
25.79%
Debt to Equity
SDY
35.03%
Winner
SPY
22.35%
P/S Ratio
Winner
SDY
1.86
SPY
3.55
P/B Ratio
Winner
SDY
3.01
SPY
5.29
SDY vs SPY - Holdings Comparison
SDY and SPY have 104 common holdings. Overlap is 14.72%
SDY's top 25 holdings weight is 39.30%. SPY's top 25 holdings weight is 51.32%.
| Rank | SDY | SPY |
|---|---|---|
| #1 | VERIZON COMMUNICATIONS INC (VZ) - 3.31% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | REALTY INCOME CORP (O) - 2.50% | APPLE INC (AAPL) - 6.48% |
| #3 | TARGET CORP (TGT) - 2.22% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | CHEVRON CORP (CVX) - 2.12% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | PEPSICO INC (PEP) - 1.77% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | WEC ENERGY GROUP INC (WEC) - 1.62% | BROADCOM INC (AVGO) - 3.09% |
| #7 | EXXON MOBIL CORP (XOM) - 1.61% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | KENVUE INC (KVUE) - 1.57% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | CONSOLIDATED EDISON INC (ED) - 1.55% | TESLA INC (TSLA) - 1.73% |
| #10 | TEXAS INSTRUMENTS INC (TXN) - 1.55% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | SOUTHERN CO (SO) - 1.54% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | KIMBERLY-CLARK CORP (KMB) - 1.54% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | AIR PRODUCTS AND CHEMICALS INC (APD) - 1.38% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | XCEL ENERGY INC (XEL) - 1.36% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.33% | WALMART INC (WMT) - 0.91% |
| #16 | EDISON INTERNATIONAL (EIX) - 1.31% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | NEXTERA ENERGY INC (NEE) - 1.30% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | COCA-COLA CO (KO) - 1.30% | VISA INC CLASS A (V) - 0.85% |
| #19 | LOCKHEED MARTIN CORP (LMT) - 1.25% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | ABBVIE INC (ABBV) - 1.24% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | PROCTER & GAMBLE CO (PG) - 1.23% | INTEL CORP (INTC) - 0.65% |
| #22 | SYSCO CORP (SYY) - 1.19% | NETFLIX INC (NFLX) - 0.64% |
| #23 | MICROCHIP TECHNOLOGY INC (MCHP) - 1.18% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | JOHNSON & JOHNSON (JNJ) - 1.17% | CHEVRON CORP (CVX) - 0.58% |
| #25 | EVERSOURCE ENERGY (ES) - 1.16% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 158 | 505 |
SDY vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
SDY
-0.14%
Winner
SPY
+9.11%
3M
SDY
-2.68%
Winner
SPY
+6.59%
6M
SDY
+9.30%
Winner
SPY
+10.56%
1Y
SDY
+14.99%
Winner
SPY
+32.04%
5Y(CAGR)
SDY
+5.88%
Winner
SPY
+13.35%
10Y(CAGR)
SDY
+9.42%
Winner
SPY
+15.49%
Max(CAGR)
Winner
SDY
+8.87%
SPY
+8.50%
SDY vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SDY | SPY |
|---|---|---|
| 2026 | +6.33% | +8.27% |
| 2025 | +8.85% | +18.00% |
| 2024 | +8.00% | +25.59% |
| 2023 | +2.35% | +26.72% |
| 2022 | -0.44% | -18.64% |
| 2021 | +27.12% | +30.52% |
| 2020 | +2.06% | +17.28% |
| 2019 | +24.12% | +31.09% |
| 2018 | -2.82% | -5.24% |
| 2017 | +15.46% | +20.78% |
| 2016 | +21.95% | +13.59% |
| 2015 | -0.69% | +1.31% |
| 2014 | +15.05% | +14.56% |
| 2013 | +27.23% | +29.00% |
| 2012 | +10.85% | +14.17% |
| 2011 | +6.44% | +0.85% |
| 2010 | +14.94% | +13.14% |
| 2009 | +16.62% | +22.67% |
| 2008 | -21.76% | -36.25% |
| 2007 | -7.06% | +5.32% |
| 2006 | +16.23% | +13.85% |
| 2005 | +1.10% | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
SDY vs SPY Drawdown Comparison
The maximum drawdown for SDY was -54.78%, occurring on Mar 9, 2009. Recovery took 985 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SDY drawdown is -4.50%.
| Rank | SDY | SPY |
|---|---|---|
| #1 | -54.78% Jun 1, 2007 - Apr 28, 2011 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -36.66% Feb 14, 2020 - Nov 24, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -16.06% Jul 7, 2011 - Dec 27, 2011 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -15.21% Aug 16, 2022 - Dec 2, 2022 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -15.02% Feb 2, 2023 - Mar 12, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -14.40% Nov 29, 2024 - Aug 13, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -14.22% Sep 21, 2018 - Feb 19, 2019 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -13.20% Apr 20, 2022 - Aug 15, 2022 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -10.85% Dec 29, 2014 - Nov 2, 2015 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -9.42% Jan 26, 2018 - Aug 6, 2018 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -9.33% Nov 3, 2015 - Mar 1, 2016 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -7.67% Feb 27, 2026 - Mar 20, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -6.96% Jan 7, 2022 - Mar 29, 2022 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -6.93% May 21, 2013 - Jul 18, 2013 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -6.87% May 10, 2021 - Nov 3, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SDY and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (1999 - 2026)
SDY vs SPY dividend yield comparison.
| Year | SDY | SPY |
|---|---|---|
| 2026 | 0.59% | 0.24% |
| 2025 | 2.61% | 1.07% |
| 2024 | 2.56% | 1.21% |
| 2023 | 2.64% | 1.40% |
| 2022 | 2.55% | 1.65% |
| 2021 | 2.63% | 1.20% |
| 2020 | 2.85% | 1.52% |
| 2019 | 2.45% | 1.75% |
| 2018 | 2.73% | 2.04% |
| 2017 | 4.69% | 1.80% |
| 2016 | 3.30% | 2.03% |
| 2015 | 6.20% | 2.06% |
| 2014 | 4.74% | 1.87% |
| 2013 | 3.95% | 1.81% |
| 2012 | 3.28% | 2.18% |
| 2011 | 3.23% | 2.05% |
| 2010 | 3.35% | 1.80% |
| 2009 | 3.75% | 1.95% |
| 2008 | 5.44% | 3.02% |
| 2007 | 5.03% | 1.85% |
| 2006 | 2.86% | 1.73% |
| 2005 | 0.57% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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