ETF comparison
SDY vs SPYM
Dividend vs US Large Cap.
State Street SPDR S&P Dividend ETF · State Street SPDR Portfolio S&P 500 ETF
Holdings overlap
103 positions appear in both funds. Buying equal dollars of SDY and SPYM would leave roughly 14.1% 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
SPYM is 33 bps cheaper than SDY. On a $100,000 position that's about $330/yr more in fees for SDY.
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 SDY vs SPYM.
Top shared holdings
103 shared in total| # | Holding | In SDY | In SPYM | Overlap |
|---|---|---|---|---|
| 1 | Johnson & Johnson | 0.99% | 0.95% | 0.95% |
| 2 | Exxon Mobil Corp | 0.93% | 0.88% | 0.88% |
| 3 | AbbVie Inc | 1.62% | 0.69% | 0.69% |
| 4 | Procter & Gamble Co/The | 1.25% | 0.53% | 0.53% |
| 5 | Coca-Cola Co/The | 1.26% | 0.49% | 0.49% |
| 6 | Chevron Corp | 1.27% | 0.48% | 0.48% |
| 7 | Caterpillar Inc | 0.47% | 0.76% | 0.47% |
| 8 | Texas Instruments Inc | 1.55% | 0.42% | 0.42% |
| 9 | International Business Machines Corp | 1.27% | 0.41% | 0.41% |
| 10 | Linde PLC | 0.56% | 0.37% | 0.37% |
| 11 | Microsoft Corp | 0.36% | 4.29% | 0.36% |
| 12 | QUALCOMM Inc | 1.57% | 0.30% | 0.30% |
Only in SDY
52 total- RPM International Inc 0.63%
- RB Global Inc 0.60%
- Equity LifeStyle Properties Inc 0.58%
- Carlisle Cos Inc 0.56%
- Lincoln Electric Holdings Inc 0.54%
- Essential Utilities Inc 0.54%
- Graco Inc 0.50%
- Donaldson Co Inc 0.48%
- American Financial Group Inc/OH 0.46%
- Toro Co/The 0.45%
Only in SPYM
403 total- NVIDIA Corp 7.51%
- Apple Inc 6.59%
- Amazon.com Inc 3.62%
- Alphabet Inc 3.25%
- Broadcom Inc 2.77%
- Alphabet Inc 2.59%
- Micron Technology Inc 2.02%
- Meta Platforms Inc 1.92%
- Tesla Inc 1.83%
- Eli Lilly & Co 1.47%
Related comparisons
More comparisons with SDY
- 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%
- SDY vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 13.1%
- SDY vs SCHB · Schwab U.S. Broad Market ETF 13.0%
- SDY vs SPY · State Street SPDR S&P 500 ETF Trust 11.8%
More comparisons with SPYM
- SPYM vs IWR · iShares Russell Mid-Cap ETF 13.3%
- SPYM vs VLUE · iShares MSCI USA Value Factor ETF 13.2%
- SPYM vs IWS · iShares Russell Mid-Cap Value ETF 11.5%
- SPYM vs NOBL · ProShares S&P 500 Dividend Aristocrats ETF 11.0%
- SPYM vs VOE · Vanguard Morningstar Mid-Cap Value ETF 9.9%
- SPYM vs RPV · Invesco S&P 500 Pure Value ETF 9.2%
Percentages are holdings overlap with the named fund.
Open SDY or SPYM 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.