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SDY vs SPYD

State Street SPDR S&P Dividend ETF vs State Street SPDR Portfolio S&P 500 High Dividend ETF

SDY

State Street SPDR S&P Dividend ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$22.0B

SPYD

State Street SPDR Portfolio S&P 500 High Dividend ETF

State Street Investment Management

Annual cost

0.07%

Fund size

$7.4B

Key differences

  • SPYD costs 0.28% less per year.
  • Over the last 3 years, SPYD has delivered higher annualized returns.
  • SDY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SDYSPYD
Annual cost (TER)0.35%0.07%
Fund size (AUM)$22.0B$7.4B
Since20052015
Dividend yield2.46%4.23%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.8%+18.8%
CAGR 3Y+10.1%+14.8%
CAGR 5Y+6.2%+6.9%
Sharpe 3Y0.560.78
Volatility 1Y10.48%11.72%
Max drawdown-36.70%-46.42%

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

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