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DIVL vs SDY

Madison Dividend Value ETF vs State Street SPDR S&P Dividend ETF

DIVL

Madison Dividend Value ETF

Madison Asset Management, LLC

Annual cost

0.65%

Fund size

$62M

SDY

State Street SPDR S&P Dividend ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$22.0B

Key differences

  • SDY costs 0.30% less per year.
  • SDY is significantly larger than DIVL — larger funds tend to be more liquid and less likely to close.
  • DIVL covers global markets; SDY covers north america.
  • DIVL follows a active selection strategy; SDY uses index tracking.
  • SDY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DIVLSDY
Annual cost (TER)0.65%0.35%
Fund size (AUM)$62M$22.0B
Since20232005
Dividend yield1.68%2.46%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+17.2%+14.8%
CAGR 3YN/A+10.1%
CAGR 5YN/A+6.2%
Sharpe 3YN/A0.56
Volatility 1Y10.56%10.48%
Max drawdown-14.06%-36.70%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to DIVL and SDY