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DVY vs SPYD

iShares Select Dividend ETF vs State Street SPDR Portfolio S&P 500 High Dividend ETF

DVY

iShares Select Dividend ETF

iShares

Annual cost

0.38%

Fund size

$22.9B

SPYD

State Street SPDR Portfolio S&P 500 High Dividend ETF

State Street Investment Management

Annual cost

0.07%

Fund size

$7.4B

Key differences

  • SPYD costs 0.31% less per year.
  • DVY is significantly larger than SPYD — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, DVY has delivered higher annualized returns.
  • DVY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DVYSPYD
Annual cost (TER)0.38%0.07%
Fund size (AUM)$22.9B$7.4B
Since20032015
Dividend yield3.38%4.23%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.9%+18.8%
CAGR 3Y+16.1%+14.8%
CAGR 5Y+8.7%+6.9%
Sharpe 3Y0.890.78
Volatility 1Y11.23%11.72%
Max drawdown-41.59%-46.42%

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

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