Screener
HDEF vs SDY
Xtrackers MSCI EAFE High Dividend Yield Equity ETF vs State Street SPDR S&P Dividend ETF
Key differences
- HDEF costs 0.26% less per year.
- SDY is significantly larger than HDEF — larger funds tend to be more liquid and less likely to close.
- HDEF covers global markets; SDY covers north america.
- Over the last 3 years, HDEF has delivered higher annualized returns.
- SDY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HDEF | SDY | |
|---|---|---|
| Annual cost (TER) | 0.09% | 0.35% |
| Fund size (AUM) | $2.3B | $22.0B |
| Since | 2015 | 2005 |
| Dividend yield | 3.54% | 2.46% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +20.0% | +14.8% |
| CAGR 3Y | +17.1% | +10.1% |
| CAGR 5Y | +10.5% | +6.2% |
| Sharpe 3Y | 1.00 | 0.56 |
| Volatility 1Y | 11.60% | 10.48% |
| Max drawdown | -36.43% | -36.70% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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