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SDY vs SPYG

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

SDY

State Street SPDR S&P Dividend ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$22.0B

SPYG

State Street SPDR Portfolio S&P 500 Growth ETF

State Street Investment Management

Annual cost

0.04%

Fund size

$49.5B

Key differences

  • SPYG costs 0.31% less per year.
  • Over the last 3 years, SPYG has delivered higher annualized returns.
  • SPYG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SDYSPYG
Annual cost (TER)0.35%0.04%
Fund size (AUM)$22.0B$49.5B
Since20052000
Dividend yield2.46%0.50%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.8%+34.8%
CAGR 3Y+10.1%+28.8%
CAGR 5Y+6.2%+16.1%
Sharpe 3Y0.561.24
Volatility 1Y10.48%16.15%
Max drawdown-36.70%-32.67%

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

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