SDY vs SPY
Comparison between STATE STREET(R) 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 +13.0% compared to +7.4%
SDY vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SDY
$21B
Winner
SPY
$781B
Expense Ratio
SDY
0.35%
Winner
SPY
0.09%
Max Drawdown
SDY
58.57%
Winner
SPY
56.47%
Sharpe Ratio
SDY
0.87
Winner
SPY
1.34
5Y Beta
Winner
SDY
0.46
SPY
1.00
P/E Ratio
Winner
SDY
21.47
SPY
28.84
Forward P/E
Winner
SDY
17.51
SPY
21.59
PEG Ratio
SDY
0.10
SPY
N/A
5Y Dividends CAGR
Winner
SDY
7.50%
SPY
6.00%
5Y EPS CAGR
SDY
7.39%
Winner
SPY
25.26%
Debt to Equity
SDY
55.43%
Winner
SPY
31.47%
P/S Ratio
Winner
SDY
1.92
SPY
3.85
P/B Ratio
Winner
SDY
3.19
SPY
5.70
SDY vs SPY - Holdings Comparison
SDY and SPY have 104 common holdings. Overlap is 14.21%
SDY's top 25 holdings weight is 36.60%. SPY's top 25 holdings weight is 51.08%.
| Rank | SDY | SPY |
|---|---|---|
| #1 | VERIZON COMMUNICATIONS INC (VZ) - 2.14% | NVIDIA CORP (NVDA) - 7.50% |
| #2 | REALTY INCOME CORP (O) - 2.13% | APPLE INC (AAPL) - 6.58% |
| #3 | KIMBERLY-CLARK CORP (KMB) - 1.75% | MICROSOFT CORP (MSFT) - 4.29% |
| #4 | KENVUE INC (KVUE) - 1.75% | AMAZON.COM INC (AMZN) - 3.61% |
| #5 | ABBVIE INC (ABBV) - 1.62% | ALPHABET INC CLASS A (GOOGL) - 3.24% |
| #6 | QUALCOMM INC (QCOM) - 1.56% | BROADCOM INC (AVGO) - 2.77% |
| #7 | TEXAS INSTRUMENTS INC (TXN) - 1.55% | ALPHABET INC CLASS C (GOOG) - 2.58% |
| #8 | TARGET CORP (TGT) - 1.54% | MICRON TECHNOLOGY INC (MU) - 2.01% |
| #9 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.53% | META PLATFORMS INC CLASS A (META) - 1.91% |
| #10 | EDISON INTERNATIONAL (EIX) - 1.44% | TESLA INC (TSLA) - 1.83% |
| #11 | SYSCO CORP (SYY) - 1.41% | ADVANCED MICRO DEVICES INC (AMD) - 1.47% |
| #12 | WEC ENERGY GROUP INC (WEC) - 1.40% | ELI LILLY AND CO (LLY) - 1.47% |
| #13 | EVERSOURCE ENERGY (ES) - 1.35% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.42% |
| #14 | PEPSICO INC (PEP) - 1.33% | JPMORGAN CHASE & CO (JPM) - 1.36% |
| #15 | SOUTHERN CO (SO) - 1.33% | INTEL CORP (INTC) - 1.02% |
| #16 | CONSOLIDATED EDISON INC (ED) - 1.33% | JOHNSON & JOHNSON (JNJ) - 0.95% |
| #17 | MICROCHIP TECHNOLOGY INC (MCHP) - 1.32% | APPLIED MATERIALS INC (AMAT) - 0.89% |
| #18 | MEDTRONIC PLC (MDT) - 1.30% | VISA INC CLASS A (V) - 0.88% |
| #19 | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.30% | EXXON MOBIL CORP (XOM) - 0.88% |
| #20 | CHEVRON CORP (CVX) - 1.27% | LAM RESEARCH CORP (LRCX) - 0.84% |
| #21 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.27% | WALMART INC (WMT) - 0.77% |
| #22 | XCEL ENERGY INC (XEL) - 1.26% | CATERPILLAR INC (CAT) - 0.76% |
| #23 | COCA-COLA CO (KO) - 1.26% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #24 | PROCTER & GAMBLE CO (PG) - 1.25% | ABBVIE INC (ABBV) - 0.69% |
| #25 | PPG INDUSTRIES INC (PPG) - 1.21% | COSTCO WHOLESALE CORP (COST) - 0.64% |
| Total Holdings | 158 | 502 |
SDY vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SDY
+0.93%
SPY
-0.14%
3M
SDY
+4.46%
Winner
SPY
+8.54%
6M
SDY
+5.98%
Winner
SPY
+9.48%
1Y
SDY
+13.10%
Winner
SPY
+21.66%
5Y(CAGR)
SDY
+7.38%
Winner
SPY
+13.03%
10Y(CAGR)
SDY
+9.16%
Winner
SPY
+15.12%
Max(CAGR)
Winner
SDY
+9.00%
SPY
+8.52%
SDY vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SDY | SPY |
|---|---|---|
| 2026 | +10.66% | +10.64% |
| 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 -1.69%. The current SPY drawdown is -0.77%.
| 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 - Jul 2, 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 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (1999 - 2026)
SDY vs SPY dividend yield comparison.
| Year | SDY | SPY |
|---|---|---|
| 2026 | 1.20% | 0.49% |
| 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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