SDY
DividendState Street SPDR S&P Dividend ETF
State Street · Tracks S&P High Yield Dividend Aristocrats Index · Inception Nov 8, 2005
Composite score
Based on a 0.35% expense ratio.
Based on $21.39B in net assets.
Top-10 holdings represent 20.7% of net assets.
Dividend base · ETF wrapper · 2.45% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. See methodology for formulas, the tracking-quality partial-coverage rationale, and the dimensions we deliberately don't score (methodology v0.5.1).
Use SDY in our tools
Tool · Cost
Compare SDY's fee against another fund
Compounds the 0.35% expense ratio against a peer over decades.
Tool · Overlap
Compare SDY's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar Dividend funds.
Tool · TLH
Find a tax-loss harvesting partner for SDY
Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
Where should this fund live across your accounts?
Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | Verizon Communications Inc | 3.69% |
| 2 | Realty Income Corp | 2.42% |
| 3 | Chevron Corp | 2.37% |
| 4 | Target Corp | 2.27% |
| 5 | Exxon Mobil Corp | 1.85% |
| 6 | PepsiCo Inc | 1.78% |
| 7 | WEC Energy Group Inc | 1.62% |
| 8 | Consolidated Edison Inc | 1.59% |
| 9 | Kenvue Inc | 1.57% |
| 10 | Southern Co/The | 1.56% |
Compare SDY with another fund
Or skim the closest-overlap funds below.
Similar ETFs by holdings overlap
- NOBL ProShares S&P 500 Dividend Aristocrats ETF 55.0% overlap
- FVD First Trust Value Line Dividend Index Fund 33.0% overlap
- VIG Vanguard Dividend Appreciation Index Fund ETF Shares 30.3% overlap
- DGRO iShares Core Dividend Growth ETF 29.5% overlap
- VYM Vanguard High Dividend Yield Index Fund ETF Shares 28.8% overlap
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