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SDY
+6.81 · +4.84%
$147.35 · NYSE ARCA

SPDR® S&P Dividend ETF (SDY) ETF Analysis | Mid-Cap Value

State Street Investment Management · United States
AUM:$22.1B
#– of – in Mid-Cap Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 15.8% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.35% — moderate cost. Consider how fees compound over long holding periods.

What is SDY?

The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the highest dividend yielding S&P Composite 1500® Index constituents that have followed a managed-dividends policy of consistently increasing dividends every year for at least 20 consecutive years.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
SDY delivered 15.8% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.35%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 19.7% of the ETF — exposure spread across many positions.
ETF Information
AUM$22.1B
Expense Ratio0.35%
Dividend Yield2.45%
Holdings49
Inception DateNov 2005
DomicileUnited States
DistributionNA
Index–
ProviderState Street Investment Management
Beta0.72
CategoryMid-Cap Value
CurrencyUSD
Portfolio Impact

How would SDY affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+1.6%
1Y
+13.9%
3Y
+38.2%
5Y
+43.3%
OpenBook InsightIf you had invested £10,000 in SDY 5 years ago, it would have grown to £14,328 — a gain of £4,328.

Annual Returns

Calendar year performance

SDY delivered positive returns in 4 of the last 5 calendar years.
YearSDY
2026 YTD+13.2%
2025+8.9%
2024+8.0%
2023+2.3%
2022-0.5%
CAGR 4yr+4.6%
4/5 positive yearsAvg return: +6.4%Worst year: -0.5% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
9.9%
Low
Momentum
+2.3%
30-day change
Support Level
155.75
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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