Skip to content
Beacon

SPDVAAM S&P 500 High Dividend Value ETF

Grow my moneyGet income#725 of 1640 for Get income

Seeks to track the total return performance of the S&P 500 Dividend and Free Cash Flow Yield Index.

AAM · Since 2017 (8 years)

Annual Cost

0.29%

#1220 out of 5,332 ETFs

Fund Size

$88M

#2850 out of 5,332 ETFs

Dividend Yield

3.50%

Track Record

8 years

#1703 out of 5,332 ETFs

Performance

1 Year

+29.7%

3 Years

+16.3%

5 Years

+9.0%

What's inside

Asset class
Strategy
index tracking
Cap
large
Factor
dividend

Asset allocation

Stocks
99.6%
Cash
0.5%

Sector breakdown

Consumer Cyclical
14.1%
Energy
12.7%
Technology
10.0%
Healthcare
9.7%
Consumer Defensive
9.2%
Financial Services
8.7%
Real Estate
8.6%
Communication
8.4%
Other
18.6%

Top holdings

APA CorpAPA3.0%
LyondellBasell Industries NV Class ALYB2.9%
CF Industries Holdings IncCF2.6%
EOG Resources IncEOG2.5%
Devon Energy CorpDVN2.5%
Coterra Energy Inc Ordinary SharesCTRA2.5%
Verizon Communications IncVZ2.4%
AT&T IncT2.3%
ONEOK IncOKE2.2%
FedEx CorpFDX2.2%

Risk profile

Volatility (1Y)

13.0%

Moderate

Max drawdown

-43.8%

Worst peak-to-trough loss

Sharpe (3Y)

0.85

Decent risk-adjusted returns

Sortino (3Y)

1.26

Good downside protection

Similar ETFs

Data updated on 2026-05-05