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SDY vs DVY

State Street SPDR S&P Dividend ETF vs iShares Select Dividend ETF

SDY

State Street SPDR S&P Dividend ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$22.0B

DVY

iShares Select Dividend ETF

iShares

Annual cost

0.38%

Fund size

$22.9B

Key differences

  • Over the last 3 years, DVY has delivered higher annualized returns.

Side-by-side comparison

SDYDVY
Annual cost (TER)0.35%0.38%
Fund size (AUM)$22.0B$22.9B
Since20052003
Dividend yield2.46%3.38%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.8%+23.9%
CAGR 3Y+10.1%+16.1%
CAGR 5Y+6.2%+8.7%
Sharpe 3Y0.560.89
Volatility 1Y10.48%11.23%
Max drawdown-36.70%-41.59%

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

Similar to SDY and DVY