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SDY vs ONEY

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

SDY

State Street SPDR S&P Dividend ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$22.0B

ONEY

State Street SPDR Russell 1000 Yield Focus ETF

State Street Investment Management

Annual cost

0.20%

Fund size

$853M

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.
  • SDY is classified as equity, while ONEY is alternative — 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

SDYONEY
Annual cost (TER)0.35%0.20%
Fund size (AUM)$22.0B$853M
Since20052015
Dividend yield2.46%2.86%
Asset classequityalternative
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.8%+23.4%
CAGR 3Y+10.1%+15.5%
CAGR 5Y+6.2%+8.7%
Sharpe 3Y0.560.82
Volatility 1Y10.48%12.52%
Max drawdown-36.70%-46.80%

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

Similar to SDY and ONEY