ETF comparison
PEY vs SDY
Both Dividend.
Invesco High Yield Equity Dividend Achievers ETF · State Street SPDR S&P Dividend ETF
Holdings overlap
21 positions appear in both funds. Buying equal dollars of PEY and SDY would leave roughly 15.2% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SDY is 33 bps cheaper than PEY. On a $100,000 position that's about $330/yr more in fees for PEY.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with PEY vs SDY.
Top shared holdings
21 shared in total| # | Holding | In PEY | In SDY | Overlap |
|---|---|---|---|---|
| 1 | Verizon Communications Inc. | 2.15% | 2.14% | 2.14% |
| 2 | Kimberly-Clark Corp. | 2.21% | 1.75% | 1.75% |
| 3 | Target Corp. | 1.55% | 1.55% | 1.55% |
| 4 | Edison International | 1.94% | 1.45% | 1.45% |
| 5 | Eversource Energy | 1.80% | 1.35% | 1.35% |
| 6 | Chevron Corp. | 1.57% | 1.27% | 1.27% |
| 7 | T. Rowe Price Group, Inc. | 1.99% | 1.09% | 1.09% |
| 8 | Best Buy Co., Inc. | 2.06% | 0.69% | 0.69% |
| 9 | Stanley Black & Decker, Inc. | 1.89% | 0.65% | 0.65% |
| 10 | J. M. Smucker Co. (The) | 1.87% | 0.58% | 0.58% |
| 11 | Clorox Co. (The) | 2.22% | 0.58% | 0.58% |
| 12 | Franklin Resources, Inc. | 1.74% | 0.43% | 0.43% |
Only in PEY
29 total- Insperity, Inc. 3.89%
- LyondellBasell Industries N.V. 2.55%
- Prudential Financial, Inc. 2.52%
- Universal Corp. 2.44%
- Main Street Capital Corp. 2.43%
- Pfizer Inc. 2.39%
- United Parcel Service, Inc. 2.28%
- Altria Group, Inc. 2.25%
- Peoples Bancorp Inc. 2.16%
- Paychex, Inc. 2.09%
Only in SDY
134 total- Realty Income Corp 2.14%
- Kenvue Inc 1.75%
- AbbVie Inc 1.62%
- QUALCOMM Inc 1.57%
- Texas Instruments Inc 1.55%
- Automatic Data Processing Inc 1.54%
- Sysco Corp 1.41%
- WEC Energy Group Inc 1.41%
- Consolidated Edison Inc 1.33%
- PepsiCo Inc 1.33%
Related comparisons
More comparisons with PEY
- PEY vs NOBL · ProShares S&P 500 Dividend Aristocrats ETF 15.1%
- PEY vs HDV · iShares Core High Dividend ETF 12.5%
- PEY vs FDVV · Fidelity High Dividend ETF 12.2%
- PEY vs DON · WisdomTree U.S. MidCap Dividend Fund 10.3%
- PEY vs FVD · First Trust Value Line Dividend Index Fund 8.0%
- PEY vs DTD · WisdomTree U.S. Total Dividend Fund 7.3%
More comparisons with SDY
- SDY vs SPHD · Invesco S&P 500 High Dividend Low Volatility ETF 14.7%
- SDY vs VOO · Vanguard S&P 500 ETF 14.1%
- SDY vs SPYM · State Street SPDR Portfolio S&P 500 ETF 14.1%
- SDY vs IVV · iShares Core S&P 500 ETF 14.1%
- SDY vs VO · Vanguard Morningstar Mid-Cap ETF 13.8%
- SDY vs VTI · Vanguard Morningstar Total Stock Market ETF 13.2%
Percentages are holdings overlap with the named fund.
Open PEY or SDY at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.