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SPYD
+1.51 · +3.44%
$45.33 · NYSE ARCA

SPDR® Portfolio S&P 500 High Dividend ETF (SPYD) ETF Analysis | Mid-Cap Value

State Street Investment Management · United States
AUM:$7.5B
#– 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 11.3% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.07% — among the lowest available for this category.

What is SPYD?

Under normal market conditions, 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 80 high dividend-yielding companies within the S&P 500® Index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
SPYD returned 11.3% over the past year. Historical returns only — past performance is not indicative of future results.
Ultra-Low Expense Ratio
Expense ratio of 0.07% — among the lowest available. Low costs compound favourably over long holding periods.
Broadly Diversified
Top 10 holdings represent just 13.9% of the ETF — exposure spread across many positions.
ETF Information
AUM$7.5B
Expense Ratio0.07%
Dividend Yield4.32%
Holdings49
Inception DateOct 2015
DomicileUnited States
DistributionNA
Index–
ProviderState Street Investment Management
Beta0.84
CategoryMid-Cap Value
CurrencyUSD
Portfolio Impact

How would SPYD affect your portfolio?

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+5.3%
1Y
+15.8%
3Y
+51.9%
5Y
+52.3%
OpenBook InsightIf you had invested £10,000 in SPYD 5 years ago, it would have grown to £15,231 — a gain of £5,231.

Annual Returns

Calendar year performance

SPYD delivered positive returns in 4 of the last 5 calendar years.
YearSPYD
2026 YTD+15.8%
2025+5.0%
2024+13.9%
2023+3.6%
2022-2.0%
CAGR 4yr+5.0%
4/5 positive yearsAvg return: +7.3%Worst year: -2.0% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
11.6%
Low
Momentum
+1.7%
30-day change
Support Level
49.49
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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