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SDY vs SPY

State Street SPDR S&P Dividend ETF vs State Street SPDR S&P 500 ETF Trust

SDY

State Street SPDR S&P Dividend ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$22.0B

SPY

State Street SPDR S&P 500 ETF Trust

State Street Investment Management

Annual cost

0.09%

Fund size

$735.1B

Key differences

  • SPY costs 0.26% less per year.
  • SPY is significantly larger than SDY — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SPY has delivered higher annualized returns.
  • SPY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SDYSPY
Annual cost (TER)0.35%0.09%
Fund size (AUM)$22.0B$735.1B
Since20051993
Dividend yield2.46%1.03%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.8%+29.4%
CAGR 3Y+10.1%+23.1%
CAGR 5Y+6.2%+14.0%
Sharpe 3Y0.561.22
Volatility 1Y10.48%12.00%
Max drawdown-36.70%-33.72%

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

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