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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
26.4 %

113 positions appear in both funds. Buying equal dollars of SDY and VYM would leave roughly 26.4% of each dollar exposed to the same underlying securities.

SDY unmatched 73.3% Shared 26.4% VYM unmatched 73.3%

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.

In SDY only
42 positions
Shared
113 positions
In VYM only
491 positions

Side by side

SDY

State Street SPDR S&P Dividend ETF

State Street · Dividend

80 composite / 100
Expense ratio
0.35%
Net assets
$20.38B
TTM yield
2.38%
Top-10 conc.
17.1%
VYM

Vanguard High Dividend Yield Index Fund ETF Shares

Vanguard · Dividend

90 composite / 100
Expense ratio
0.040%
Net assets
$95.75B
whole fund, 2 share classes
TTM yield
2.28%
Top-10 conc.
26.1%

Sub-score comparison

65
Cost
96
76
Tax efficiency
76
100
Liquidity
100
90
Concentration
77
—
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

113 shared in total
# Holding In SDY In VYM Overlap
1 AbbVie Inc 1.62% 1.80% 1.62%
2 Chevron Corp 1.27% 1.48% 1.27%
3 Coca-Cola Co/The 1.26% 1.38% 1.26%
4 Procter & Gamble Co/The 1.25% 1.37% 1.25%
5 Texas Instruments Inc 1.55% 1.02% 1.02%
6 Johnson & Johnson 0.99% 2.51% 0.99%
7 International Business Machines Corp 1.27% 0.85% 0.85%
8 Verizon Communications Inc 2.14% 0.80% 0.80%
9 McDonald's Corp 0.89% 0.78% 0.78%
10 PepsiCo Inc 1.33% 0.77% 0.77%
11 Abbott Laboratories 1.00% 0.74% 0.74%
12 NextEra Energy Inc 1.08% 0.74% 0.74%

Only in SDY

42 total
  • Realty Income Corp 2.14%
  • Exxon Mobil Corp 0.93%
  • Essex Property Trust Inc 0.86%
  • CSX Corp 0.62%
  • RB Global Inc 0.60%
  • Equity LifeStyle Properties Inc 0.58%
  • Church & Dwight Co Inc 0.57%
  • Carlisle Cos Inc 0.56%
  • Nordson Corp 0.55%
  • Lincoln Electric Holdings Inc 0.54%

Only in VYM

491 total
  • Broadcom Inc 7.35%
  • JPMorgan Chase & Co 3.82%
  • ExxonMobil Holdings Corp 2.63%
  • Cisco Systems Inc 1.86%
  • Bank of America Corp 1.66%
  • UnitedHealth Group Inc 1.52%
  • Home Depot Inc/The 1.34%
  • Merck & Co Inc 1.31%
  • Philip Morris International Inc 1.21%
  • RTX Corp 1.18%

Percentages are holdings overlap with the named fund.

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.