ETF comparison

SDY vs VYM

Both Dividend.

State Street SPDR S&P Dividend ETF · Vanguard High Dividend Yield Index Fund ETF Shares

Holdings overlap

Weighted by ISIN/CUSIP
28.8 %

114 positions appear in both funds. Buying equal dollars of SDY and VYM would leave roughly 28.8% of each dollar exposed to the same underlying securities.

SDY only 70.9% Shared 28.8% VYM only 70.7%
In SDY only
42 positions
Shared
114 positions
In VYM only
494 positions

Side by side

SDY

State Street SPDR S&P Dividend ETF

State Street · Dividend

79 composite / 100
Expense ratio
0.35%
Net assets
$21.39B
TTM yield
2.45%
Top-10 conc.
20.7%
VYM

Vanguard High Dividend Yield Index Fund ETF Shares

Vanguard · Dividend

90 composite / 100
Expense ratio
0.040%
Net assets
$96.17B
TTM yield
2.27%
Top-10 conc.
25.6%

Sub-score comparison

65
Cost
96
76
Tax efficiency
76
100
Liquidity
100
85
Concentration
78
Tracking quality
SDY sub-score VYM

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

VYM is 31 bps cheaper than SDY. On a $100,000 position that's about $310/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 VYM.

Top shared holdings

114 shared in total
# Holding In SDY In VYM Overlap
1 Exxon Mobil Corp 1.85% 2.72% 1.85%
2 Chevron Corp 2.37% 1.51% 1.51%
3 AbbVie Inc 1.30% 1.56% 1.30%
4 Coca-Cola Co/The 1.31% 1.28% 1.28%
5 Procter & Gamble Co/The 1.24% 1.44% 1.24%
6 Johnson & Johnson 1.20% 2.30% 1.20%
7 Texas Instruments Inc 1.39% 1.06% 1.06%
8 PepsiCo Inc 1.78% 0.90% 0.90%
9 McDonald's Corp 1.05% 0.87% 0.87%
10 NextEra Energy Inc 1.33% 0.85% 0.85%
11 Verizon Communications Inc 3.69% 0.84% 0.84%
12 International Business Machines Corp 0.79% 0.89% 0.79%

Only in SDY

42 total
  • Realty Income Corp 2.42%
  • Essex Property Trust Inc 0.76%
  • CSX Corp 0.69%
  • Church & Dwight Co Inc 0.61%
  • Graco Inc 0.60%
  • Nordson Corp 0.57%
  • Equity LifeStyle Properties Inc 0.56%
  • Carlisle Cos Inc 0.54%
  • Lincoln Electric Holdings Inc 0.54%
  • Republic Services Inc 0.51%

Only in VYM

494 total
  • Broadcom Inc 8.03%
  • JPMorgan Chase & Co 3.34%
  • Cisco Systems Inc 1.52%
  • Bank of America Corp 1.44%
  • UnitedHealth Group Inc 1.40%
  • Home Depot Inc/The 1.36%
  • Oracle Corp 1.13%
  • Merck & Co Inc 1.13%
  • Goldman Sachs Group Inc/The 1.07%
  • Philip Morris International Inc 1.07%

Open SDY or VYM 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.