SDY vs XLU
Comparison between STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF (SDY, ETF) and STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF (XLU, ETF).
5-Year PerformanceSDY has outperformed XLU, delivering a return of +7.8% compared to +7.3%
SDY vs XLU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SDY
$24B
XLU
$23B
Expense Ratio
SDY
0.35%
Winner
XLU
0.08%
Max Drawdown
SDY
58.57%
Winner
XLU
55.68%
Sharpe Ratio
Winner
SDY
1.00
XLU
-0.04
5Y Beta
SDY
0.45
Winner
XLU
0.31
P/E Ratio
SDY
20.75
Winner
XLU
19.39
Forward P/E
Winner
SDY
17.86
XLU
18.32
PEG Ratio
SDY
1.91
Winner
XLU
0.79
5Y Dividends CAGR
Winner
SDY
7.50%
XLU
3.76%
5Y EPS CAGR
SDY
7.48%
Winner
XLU
12.76%
Debt to Equity
Winner
SDY
20.27%
XLU
126.68%
P/S Ratio
Winner
SDY
1.95
XLU
2.82
P/B Ratio
SDY
3.18
Winner
XLU
2.20
SDY vs XLU - Holdings Comparison
SDY and XLU have 11 common holdings. Overlap is 11.98%
SDY's top 25 holdings weight is 36.60%. XLU's top 25 holdings weight is 92.04%.
| Rank | SDY | XLU |
|---|---|---|
| #1 | VERIZON COMMUNICATIONS INC (VZ) - 2.14% | NEXTERA ENERGY INC (NEE) - 13.01% |
| #2 | REALTY INCOME CORP (O) - 2.13% | SOUTHERN CO (SO) - 7.59% |
| #3 | KIMBERLY-CLARK CORP (KMB) - 1.75% | DUKE ENERGY CORP (DUK) - 7.00% |
| #4 | KENVUE INC (KVUE) - 1.75% | CONSTELLATION ENERGY CORP (CEG) - 6.48% |
| #5 | ABBVIE INC (ABBV) - 1.62% | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.93% |
| #6 | QUALCOMM INC (QCOM) - 1.56% | DOMINION ENERGY INC (D) - 4.35% |
| #7 | TEXAS INSTRUMENTS INC (TXN) - 1.55% | SEMPRA (SRE) - 4.09% |
| #8 | TARGET CORP (TGT) - 1.54% | ENTERGY CORP (ETR) - 3.59% |
| #9 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.53% | XCEL ENERGY INC (XEL) - 3.57% |
| #10 | EDISON INTERNATIONAL (EIX) - 1.44% | VISTRA CORP (VST) - 3.38% |
| #11 | SYSCO CORP (SYY) - 1.41% | EXELON CORP (EXC) - 3.37% |
| #12 | WEC ENERGY GROUP INC (WEC) - 1.40% | CONSOLIDATED EDISON INC (ED) - 2.89% |
| #13 | EVERSOURCE ENERGY (ES) - 1.35% | PG&E CORP (PCG) - 2.78% |
| #14 | PEPSICO INC (PEP) - 1.33% | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.75% |
| #15 | SOUTHERN CO (SO) - 1.33% | WEC ENERGY GROUP INC (WEC) - 2.59% |
| #16 | CONSOLIDATED EDISON INC (ED) - 1.33% | AMEREN CORP (AEE) - 2.19% |
| #17 | MICROCHIP TECHNOLOGY INC (MCHP) - 1.32% | DTE ENERGY CO (DTE) - 2.10% |
| #18 | MEDTRONIC PLC (MDT) - 1.30% | ATMOS ENERGY CORP (ATO) - 2.06% |
| #19 | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.30% | EVERSOURCE ENERGY (ES) - 1.96% |
| #20 | CHEVRON CORP (CVX) - 1.27% | PPL CORP (PPL) - 1.94% |
| #21 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.27% | EDISON INTERNATIONAL (EIX) - 1.94% |
| #22 | XCEL ENERGY INC (XEL) - 1.26% | CENTERPOINT ENERGY INC (CNP) - 1.93% |
| #23 | COCA-COLA CO (KO) - 1.26% | AMERICAN WATER WORKS CO INC (AWK) - 1.92% |
| #24 | PROCTER & GAMBLE CO (PG) - 1.25% | NRG ENERGY INC (NRG) - 1.85% |
| #25 | PPG INDUSTRIES INC (PPG) - 1.21% | FIRSTENERGY CORP (FE) - 1.78% |
| Total Holdings | 158 | 34 |
SDY vs XLU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SDY
+3.14%
XLU
-4.79%
3M
Winner
SDY
+7.18%
XLU
-4.35%
6M
Winner
SDY
+3.49%
XLU
-6.45%
1Y
Winner
SDY
+15.33%
XLU
+2.72%
5Y(CAGR)
Winner
SDY
+7.85%
XLU
+7.28%
10Y(CAGR)
Winner
SDY
+9.54%
XLU
+8.82%
Max(CAGR)
Winner
SDY
+9.14%
XLU
+7.67%
SDY vs XLU - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SDY | XLU |
|---|---|---|
| 2026 | +14.56% | +0.37% |
| 2025 | +8.85% | +15.12% |
| 2024 | +8.00% | +21.52% |
| 2023 | +2.35% | -7.17% |
| 2022 | -0.44% | +2.43% |
| 2021 | +27.12% | +20.74% |
| 2020 | +2.06% | +1.85% |
| 2019 | +24.12% | +28.12% |
| 2018 | -2.82% | +4.90% |
| 2017 | +15.46% | +12.31% |
| 2016 | +21.95% | +16.30% |
| 2015 | -0.69% | -5.35% |
| 2014 | +15.05% | +30.73% |
| 2013 | +27.23% | +11.01% |
| 2012 | +10.85% | +2.87% |
| 2011 | +6.44% | +19.04% |
| 2010 | +14.94% | +5.10% |
| 2009 | +16.62% | +9.16% |
| 2008 | -21.76% | -28.52% |
| 2007 | -7.06% | +18.09% |
| 2006 | +16.23% | +18.82% |
| 2005 | +1.10% | +17.72% |
| 2004 | N/A | +23.90% |
| 2003 | N/A | +23.54% |
| 2002 | N/A | -29.77% |
| 2001 | N/A | -11.65% |
| 2000 | N/A | +26.52% |
| 1999 | N/A | -5.71% |
SDY vs XLU Drawdown Comparison
The maximum drawdown for SDY was -54.78%, occurring on Mar 9, 2009. Recovery took 985 trading sessions.
The maximum drawdown for XLU was -51.96%, occurring on Oct 9, 2002. Recovery took 933 trading sessions.
The current SDY drawdown is -0.34%. The current XLU drawdown is -9.20%.
| Rank | SDY | XLU |
|---|---|---|
| #1 | -54.78% Jun 1, 2007 - Apr 28, 2011 | -51.96% May 21, 2001 - Feb 8, 2005 |
| #2 | -36.66% Feb 14, 2020 - Nov 24, 2020 | -46.49% Dec 10, 2007 - Jun 14, 2012 |
| #3 | -16.06% Jul 7, 2011 - Dec 27, 2011 | -36.03% Feb 18, 2020 - Aug 5, 2021 |
| #4 | -15.21% Aug 16, 2022 - Dec 2, 2022 | -25.26% Sep 12, 2022 - Aug 1, 2024 |
| #5 | -15.02% Feb 2, 2023 - Mar 12, 2024 | -21.46% Nov 1, 1999 - Jun 13, 2000 |
| #6 | -14.40% Nov 29, 2024 - Aug 13, 2025 | -15.71% Apr 8, 2022 - Aug 12, 2022 |
| #7 | -14.22% Sep 21, 2018 - Feb 19, 2019 | -15.69% Jan 29, 2015 - Mar 8, 2016 |
| #8 | -13.20% Apr 20, 2022 - Aug 15, 2022 | -15.59% Nov 14, 2017 - Oct 24, 2018 |
| #9 | -10.85% Dec 29, 2014 - Nov 2, 2015 | -13.25% Dec 13, 2000 - May 21, 2001 |
| #10 | -9.42% Jan 26, 2018 - Aug 6, 2018 | -12.44% Jul 6, 2016 - Mar 22, 2017 |
| #11 | -9.33% Nov 3, 2015 - Mar 1, 2016 | -12.04% Apr 30, 2013 - Feb 14, 2014 |
| #12 | -7.67% Feb 27, 2026 - Jul 2, 2026 | -11.86% Oct 3, 2005 - Jul 19, 2006 |
| #13 | -6.96% Jan 7, 2022 - Mar 29, 2022 | -11.73% May 18, 2007 - Oct 31, 2007 |
| #14 | -6.93% May 21, 2013 - Jul 18, 2013 | -10.51% Nov 29, 2024 - May 16, 2025 |
| #15 | -6.87% May 10, 2021 - Nov 3, 2021 | -9.94% Jul 30, 2012 - Feb 28, 2013 |
Correlation
Correlation between SDY and XLU is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
SDY vs XLU dividend yield comparison.
| Year | SDY | XLU |
|---|---|---|
| 2026 | 1.16% | 1.39% |
| 2025 | 2.61% | 2.71% |
| 2024 | 2.56% | 2.96% |
| 2023 | 2.64% | 3.39% |
| 2022 | 2.55% | 2.92% |
| 2021 | 2.63% | 2.79% |
| 2020 | 2.85% | 3.14% |
| 2019 | 2.45% | 2.95% |
| 2018 | 2.73% | 3.33% |
| 2017 | 4.69% | 3.33% |
| 2016 | 3.30% | 3.41% |
| 2015 | 6.20% | 3.67% |
| 2014 | 4.74% | 3.19% |
| 2013 | 3.95% | 3.86% |
| 2012 | 3.28% | 4.14% |
| 2011 | 3.23% | 3.80% |
| 2010 | 3.35% | 4.06% |
| 2009 | 3.75% | 4.11% |
| 2008 | 5.44% | 4.26% |
| 2007 | 5.03% | 2.59% |
| 2006 | 2.86% | 3.23% |
| 2005 | 0.57% | 3.22% |
| 2004 | 0.00% | 3.14% |
| 2003 | 0.00% | 3.41% |
| 2002 | 0.00% | 4.81% |
| 2001 | 0.00% | 3.14% |
| 2000 | 0.00% | 4.26% |
| 1999 | 0.00% | 1.30% |
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