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SDY vs SMDV
State Street SPDR S&P Dividend ETF vs ProShares Russell 2000 Dividend Growers ETF
Key differences
- SDY costs 0.05% less per year.
- SDY is significantly larger than SMDV — larger funds tend to be more liquid and less likely to close.
- SDY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SDY | SMDV | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.40% |
| Fund size (AUM) | $22.0B | $661M |
| Since | 2005 | 2015 |
| Dividend yield | 2.46% | 2.38% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +14.8% | +15.7% |
| CAGR 3Y | +10.1% | +10.6% |
| CAGR 5Y | +6.2% | +4.1% |
| Sharpe 3Y | 0.56 | 0.44 |
| Volatility 1Y | 10.48% | 15.90% |
| Max drawdown | -36.70% | -34.12% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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