SDY vs USMV
Comparison between STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF (SDY, ETF) and ISHARES MSCI USA MIN VOL FACTOR ETF (USMV, ETF).
5-Year PerformanceSDY has outperformed USMV, delivering a return of +7.8% compared to +7.2%
SDY vs USMV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SDY
$24B
Winner
USMV
$24B
Expense Ratio
SDY
0.35%
Winner
USMV
0.15%
Max Drawdown
SDY
58.57%
Winner
USMV
33.10%
Sharpe Ratio
Winner
SDY
1.00
USMV
0.57
5Y Beta
Winner
SDY
0.45
USMV
0.46
P/E Ratio
Winner
SDY
20.75
USMV
24.12
Forward P/E
Winner
SDY
17.86
USMV
20.29
PEG Ratio
SDY
1.91
Winner
USMV
0.21
5Y Dividends CAGR
Winner
SDY
7.50%
USMV
4.73%
5Y EPS CAGR
SDY
7.48%
Winner
USMV
17.43%
Debt to Equity
SDY
20.27%
Winner
USMV
17.90%
P/S Ratio
Winner
SDY
1.95
USMV
2.34
P/B Ratio
Winner
SDY
3.18
USMV
4.51
SDY vs USMV - Holdings Comparison
SDY and USMV have 42 common holdings. Overlap is 24.56%
SDY's top 25 holdings weight is 36.60%. USMV's top 25 holdings weight is 34.38%.
| Rank | SDY | USMV |
|---|---|---|
| #1 | VERIZON COMMUNICATIONS INC (VZ) - 2.14% | MICROSOFT CORP (MSFT) - 1.70% |
| #2 | REALTY INCOME CORP (O) - 2.13% | AMPHENOL CORP CLASS A (APH) - 1.60% |
| #3 | KIMBERLY-CLARK CORP (KMB) - 1.75% | WELLTOWER INC (WELL) - 1.55% |
| #4 | KENVUE INC (KVUE) - 1.75% | CHUBB LTD (CB) - 1.53% |
| #5 | ABBVIE INC (ABBV) - 1.62% | JOHNSON & JOHNSON (JNJ) - 1.52% |
| #6 | QUALCOMM INC (QCOM) - 1.56% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.47% |
| #7 | TEXAS INSTRUMENTS INC (TXN) - 1.55% | CISCO SYSTEMS INC (CSCO) - 1.46% |
| #8 | TARGET CORP (TGT) - 1.54% | VERTEX PHARMACEUTICALS INC (VRTX) - 1.44% |
| #9 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.53% | DUKE ENERGY CORP (DUK) - 1.43% |
| #10 | EDISON INTERNATIONAL (EIX) - 1.44% | SOUTHERN CO (SO) - 1.41% |
| #11 | SYSCO CORP (SYY) - 1.41% | VERIZON COMMUNICATIONS INC (VZ) - 1.41% |
| #12 | WEC ENERGY GROUP INC (WEC) - 1.40% | MOTOROLA SOLUTIONS INC (MSI) - 1.39% |
| #13 | EVERSOURCE ENERGY (ES) - 1.35% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.38% |
| #14 | PEPSICO INC (PEP) - 1.33% | WASTE MANAGEMENT INC (WM) - 1.38% |
| #15 | SOUTHERN CO (SO) - 1.33% | NVIDIA CORP (NVDA) - 1.36% |
| #16 | CONSOLIDATED EDISON INC (ED) - 1.33% | MERCK & CO INC (MRK) - 1.32% |
| #17 | MICROCHIP TECHNOLOGY INC (MCHP) - 1.32% | MCKESSON CORP (MCK) - 1.27% |
| #18 | MEDTRONIC PLC (MDT) - 1.30% | COCA-COLA CO (KO) - 1.26% |
| #19 | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.30% | MASTERCARD INC CLASS A (MA) - 1.25% |
| #20 | CHEVRON CORP (CVX) - 1.27% | WASTE CONNECTIONS INC (WCN) - 1.25% |
| #21 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.27% | CENCORA INC (COR) - 1.23% |
| #22 | XCEL ENERGY INC (XEL) - 1.26% | NEWMONT CORP (NEM) - 1.23% |
| #23 | COCA-COLA CO (KO) - 1.26% | CONSOLIDATED EDISON INC (ED) - 1.22% |
| #24 | PROCTER & GAMBLE CO (PG) - 1.25% | REPUBLIC SERVICES INC (RSG) - 1.21% |
| #25 | PPG INDUSTRIES INC (PPG) - 1.21% | TJX COMPANIES INC (TJX) - 1.11% |
| Total Holdings | 158 | 169 |
SDY vs USMV - Historical Returns
Returns include dividend reinvestment.
1M
SDY
+3.14%
Winner
USMV
+4.85%
3M
Winner
SDY
+7.18%
USMV
+5.73%
6M
SDY
+3.49%
Winner
USMV
+6.00%
1Y
Winner
SDY
+15.33%
USMV
+8.96%
5Y(CAGR)
Winner
SDY
+7.85%
USMV
+7.20%
10Y(CAGR)
SDY
+9.54%
Winner
USMV
+10.09%
Max(CAGR)
SDY
+9.14%
Winner
USMV
+11.85%
SDY vs USMV - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SDY | USMV |
|---|---|---|
| 2026 | +14.56% | +8.88% |
| 2025 | +8.85% | +7.81% |
| 2024 | +8.00% | +15.30% |
| 2023 | +2.35% | +10.24% |
| 2022 | -0.44% | -8.86% |
| 2021 | +27.12% | +22.56% |
| 2020 | +2.06% | +5.60% |
| 2019 | +24.12% | +28.82% |
| 2018 | -2.82% | +1.39% |
| 2017 | +15.46% | +18.60% |
| 2016 | +21.95% | +11.96% |
| 2015 | -0.69% | +5.37% |
| 2014 | +15.05% | +17.49% |
| 2013 | +27.23% | +22.60% |
| 2012 | +10.85% | +10.87% |
| 2011 | +6.44% | +5.67% |
| 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 USMV Drawdown Comparison
The maximum drawdown for SDY was -54.78%, occurring on Mar 9, 2009. Recovery took 985 trading sessions.
The maximum drawdown for USMV was -33.10%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The current SDY drawdown is -0.34%. The current USMV drawdown is -0.14%.
| Rank | SDY | USMV |
|---|---|---|
| #1 | -54.78% Jun 1, 2007 - Apr 28, 2011 | -33.10% Feb 14, 2020 - Jan 8, 2021 |
| #2 | -36.66% Feb 14, 2020 - Nov 24, 2020 | -17.92% Dec 29, 2021 - Jan 2, 2024 |
| #3 | -16.06% Jul 7, 2011 - Dec 27, 2011 | -12.69% Sep 21, 2018 - Feb 15, 2019 |
| #4 | -15.21% Aug 16, 2022 - Dec 2, 2022 | -9.50% Aug 17, 2015 - Dec 29, 2015 |
| #5 | -15.02% Feb 2, 2023 - Mar 12, 2024 | -9.36% Feb 28, 2025 - May 19, 2025 |
| #6 | -14.40% Nov 29, 2024 - Aug 13, 2025 | -9.17% Jan 26, 2018 - Jul 25, 2018 |
| #7 | -14.22% Sep 21, 2018 - Feb 19, 2019 | -7.31% Jul 22, 2016 - Feb 13, 2017 |
| #8 | -13.20% Apr 20, 2022 - Aug 15, 2022 | -7.14% Dec 29, 2015 - Mar 3, 2016 |
| #9 | -10.85% Dec 29, 2014 - Nov 2, 2015 | -6.86% Nov 26, 2024 - Feb 28, 2025 |
| #10 | -9.42% Jan 26, 2018 - Aug 6, 2018 | -6.64% May 15, 2013 - Sep 18, 2013 |
| #11 | -9.33% Nov 3, 2015 - Mar 1, 2016 | -6.46% Feb 27, 2026 - Jul 2, 2026 |
| #12 | -7.67% Feb 27, 2026 - Jul 2, 2026 | -6.03% Sep 2, 2021 - Nov 3, 2021 |
| #13 | -6.96% Jan 7, 2022 - Mar 29, 2022 | -5.94% Oct 5, 2012 - Jan 10, 2013 |
| #14 | -6.93% May 21, 2013 - Jul 18, 2013 | -5.38% Nov 11, 2011 - Dec 6, 2011 |
| #15 | -6.87% May 10, 2021 - Nov 3, 2021 | -5.13% Dec 31, 2013 - Feb 18, 2014 |
Correlation
Correlation between SDY and USMV is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2005 - 2026)
SDY vs USMV dividend yield comparison.
| Year | SDY | USMV |
|---|---|---|
| 2026 | 1.16% | 0.68% |
| 2025 | 2.61% | 1.49% |
| 2024 | 2.56% | 1.67% |
| 2023 | 2.64% | 1.82% |
| 2022 | 2.55% | 1.62% |
| 2021 | 2.63% | 1.26% |
| 2020 | 2.85% | 1.81% |
| 2019 | 2.45% | 1.88% |
| 2018 | 2.73% | 2.12% |
| 2017 | 4.69% | 1.77% |
| 2016 | 3.30% | 2.22% |
| 2015 | 6.20% | 2.02% |
| 2014 | 4.74% | 1.88% |
| 2013 | 3.95% | 2.18% |
| 2012 | 3.28% | 1.96% |
| 2011 | 3.23% | 0.29% |
| 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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