SDY vs VONV
Comparison between STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF (SDY, ETF) and VANGUARD RUSSELL 1000 VALUE INDEX FUND ETF SHARES (VONV, ETF).
5-Year PerformanceVONV has outperformed SDY, delivering a return of +11.5% compared to +7.5%
SDY vs VONV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SDY
$21B
Winner
VONV
$22B
Expense Ratio
SDY
0.35%
Winner
VONV
0.06%
Max Drawdown
SDY
58.57%
Winner
VONV
38.21%
Sharpe Ratio
SDY
0.91
Winner
VONV
1.94
5Y Beta
Winner
SDY
0.45
VONV
0.72
P/E Ratio
Winner
SDY
21.25
VONV
23.89
Forward P/E
Winner
SDY
17.52
VONV
18.63
PEG Ratio
SDY
0.10
VONV
N/A
5Y Dividends CAGR
SDY
7.50%
Winner
VONV
11.20%
5Y EPS CAGR
SDY
7.40%
Winner
VONV
12.05%
Debt to Equity
SDY
55.42%
Winner
VONV
16.28%
P/S Ratio
Winner
SDY
1.92
VONV
2.44
P/B Ratio
Winner
SDY
3.18
VONV
3.44
SDY vs VONV - Holdings Comparison
SDY and VONV have 119 common holdings. Overlap is 19.62%
SDY's top 25 holdings weight is 36.60%. VONV's top 25 holdings weight is 40.20%.
| Rank | SDY | VONV |
|---|---|---|
| #1 | VERIZON COMMUNICATIONS INC (VZ) - 2.14% | AMAZON.COM INC (AMZN) - 5.96% |
| #2 | REALTY INCOME CORP (O) - 2.13% | APPLE INC (AAPL) - 5.39% |
| #3 | KIMBERLY-CLARK CORP (KMB) - 1.75% | MICROSOFT CORP (MSFT) - 3.90% |
| #4 | KENVUE INC (KVUE) - 1.75% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.62% |
| #5 | ABBVIE INC (ABBV) - 1.62% | JPMORGAN CHASE & CO (JPM) - 2.28% |
| #6 | QUALCOMM INC (QCOM) - 1.56% | INTEL CORP (INTC) - 1.72% |
| #7 | TEXAS INSTRUMENTS INC (TXN) - 1.55% | JOHNSON & JOHNSON (JNJ) - 1.72% |
| #8 | TARGET CORP (TGT) - 1.54% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.60% |
| #9 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.53% | CISCO SYSTEMS INC (CSCO) - 1.30% |
| #10 | EDISON INTERNATIONAL (EIX) - 1.44% | WALMART INC (WMT) - 1.28% |
| #11 | SYSCO CORP (SYY) - 1.41% | ABBVIE INC (ABBV) - 1.15% |
| #12 | WEC ENERGY GROUP INC (WEC) - 1.40% | UNITEDHEALTH GROUP INC (UNH) - 1.06% |
| #13 | EVERSOURCE ENERGY (ES) - 1.35% | BANK OF AMERICA CORP (BAC) - 0.99% |
| #14 | PEPSICO INC (PEP) - 1.33% | PROCTER & GAMBLE CO (PG) - 0.96% |
| #15 | SOUTHERN CO (SO) - 1.33% | MERCK & CO INC (MRK) - 0.89% |
| #16 | CONSOLIDATED EDISON INC (ED) - 1.33% | CHEVRON CORP (CVX) - 0.86% |
| #17 | MICROCHIP TECHNOLOGY INC (MCHP) - 1.32% | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.79% |
| #18 | MEDTRONIC PLC (MDT) - 1.30% | COCA-COLA CO (KO) - 0.79% |
| #19 | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.30% | THE GOLDMAN SACHS GROUP INC (GS) - 0.78% |
| #20 | CHEVRON CORP (CVX) - 1.27% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.74% |
| #21 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.27% | RTX CORP (RTX) - 0.72% |
| #22 | XCEL ENERGY INC (XEL) - 1.26% | WELLS FARGO & CO (WFC) - 0.71% |
| #23 | COCA-COLA CO (KO) - 1.26% | LINDE PLC (LIN) - 0.67% |
| #24 | PROCTER & GAMBLE CO (PG) - 1.25% | COSTCO WHOLESALE CORP (COST) - 0.66% |
| #25 | PPG INDUSTRIES INC (PPG) - 1.21% | MORGAN STANLEY (MS) - 0.66% |
| Total Holdings | 158 | 814 |
SDY vs VONV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SDY
+2.88%
VONV
+1.59%
3M
SDY
+4.47%
Winner
VONV
+9.88%
6M
SDY
+5.77%
Winner
VONV
+13.74%
1Y
SDY
+13.92%
Winner
VONV
+28.53%
5Y(CAGR)
SDY
+7.50%
Winner
VONV
+11.54%
10Y(CAGR)
SDY
+9.23%
Winner
VONV
+11.37%
Max(CAGR)
SDY
+9.01%
Winner
VONV
+11.98%
SDY vs VONV - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SDY | VONV |
|---|---|---|
| 2026 | +11.08% | +17.47% |
| 2025 | +8.85% | +15.97% |
| 2024 | +8.00% | +13.92% |
| 2023 | +2.35% | +11.46% |
| 2022 | -0.44% | -7.91% |
| 2021 | +27.12% | +26.80% |
| 2020 | +2.06% | +2.23% |
| 2019 | +24.12% | +26.23% |
| 2018 | -2.82% | -8.90% |
| 2017 | +15.46% | +12.75% |
| 2016 | +21.95% | +18.67% |
| 2015 | -0.69% | -4.06% |
| 2014 | +15.05% | +14.11% |
| 2013 | +27.23% | +29.86% |
| 2012 | +10.85% | +15.25% |
| 2011 | +6.44% | -0.69% |
| 2010 | +14.94% | +10.91% |
| 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 VONV Drawdown Comparison
The maximum drawdown for SDY was -54.78%, occurring on Mar 9, 2009. Recovery took 985 trading sessions.
The maximum drawdown for VONV was -38.21%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The current SDY drawdown is -1.39%. The current VONV drawdown is -0.81%.
| Rank | SDY | VONV |
|---|---|---|
| #1 | -54.78% Jun 1, 2007 - Apr 28, 2011 | -38.21% Feb 12, 2020 - Dec 4, 2020 |
| #2 | -36.66% Feb 14, 2020 - Nov 24, 2020 | -20.97% Apr 29, 2011 - Mar 13, 2012 |
| #3 | -16.06% Jul 7, 2011 - Dec 27, 2011 | -18.88% Jan 12, 2022 - Dec 14, 2023 |
| #4 | -15.21% Aug 16, 2022 - Dec 2, 2022 | -18.27% Jan 26, 2018 - Apr 30, 2019 |
| #5 | -15.02% Feb 2, 2023 - Mar 12, 2024 | -16.12% May 21, 2015 - Jun 8, 2016 |
| #6 | -14.40% Nov 29, 2024 - Aug 13, 2025 | -15.70% Nov 29, 2024 - Jul 3, 2025 |
| #7 | -14.22% Sep 21, 2018 - Feb 19, 2019 | -10.39% Apr 2, 2012 - Aug 9, 2012 |
| #8 | -13.20% Apr 20, 2022 - Aug 15, 2022 | -7.69% Sep 19, 2014 - Nov 5, 2014 |
| #9 | -10.85% Dec 29, 2014 - Nov 2, 2015 | -7.23% Oct 18, 2012 - Dec 18, 2012 |
| #10 | -9.42% Jan 26, 2018 - Aug 6, 2018 | -6.82% Feb 27, 2026 - Apr 14, 2026 |
| #11 | -9.33% Nov 3, 2015 - Mar 1, 2016 | -6.80% Jul 26, 2019 - Sep 12, 2019 |
| #12 | -7.67% Feb 27, 2026 - Jul 2, 2026 | -6.41% Apr 30, 2019 - Jun 20, 2019 |
| #13 | -6.96% Jan 7, 2022 - Mar 29, 2022 | -5.99% Jan 15, 2014 - Feb 28, 2014 |
| #14 | -6.93% May 21, 2013 - Jul 18, 2013 | -5.96% Nov 8, 2021 - Dec 27, 2021 |
| #15 | -6.87% May 10, 2021 - Nov 3, 2021 | -5.59% Jun 8, 2016 - Jul 8, 2016 |
Correlation
Correlation between SDY and VONV 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 VONV dividend yield comparison.
| Year | SDY | VONV |
|---|---|---|
| 2026 | 1.20% | 0.76% |
| 2025 | 2.61% | 1.82% |
| 2024 | 2.56% | 1.97% |
| 2023 | 2.64% | 2.10% |
| 2022 | 2.55% | 2.22% |
| 2021 | 2.63% | 1.67% |
| 2020 | 2.85% | 2.25% |
| 2019 | 2.45% | 2.30% |
| 2018 | 2.73% | 2.56% |
| 2017 | 4.69% | 2.18% |
| 2016 | 3.30% | 2.39% |
| 2015 | 6.20% | 2.38% |
| 2014 | 4.74% | 2.10% |
| 2013 | 3.95% | 1.92% |
| 2012 | 3.28% | 2.26% |
| 2011 | 3.23% | 2.07% |
| 2010 | 3.35% | 0.15% |
| 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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