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ONEY vs SDY

State Street SPDR Russell 1000 Yield Focus ETF vs State Street SPDR S&P Dividend ETF

ONEY

State Street SPDR Russell 1000 Yield Focus ETF

State Street Investment Management

Annual cost

0.20%

Fund size

$853M

SDY

State Street SPDR S&P Dividend ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$22.0B

Key differences

  • ONEY costs 0.15% less per year.
  • SDY is significantly larger than ONEY — larger funds tend to be more liquid and less likely to close.
  • ONEY is classified as alternative, while SDY is equity — different risk/return profiles.
  • Over the last 3 years, ONEY has delivered higher annualized returns.
  • SDY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ONEYSDY
Annual cost (TER)0.20%0.35%
Fund size (AUM)$853M$22.0B
Since20152005
Dividend yield2.86%2.46%
Asset classalternativeequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.4%+14.8%
CAGR 3Y+15.5%+10.1%
CAGR 5Y+8.7%+6.2%
Sharpe 3Y0.820.56
Volatility 1Y12.52%10.48%
Max drawdown-46.80%-36.70%

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

Similar to ONEY and SDY