SDY
DividendState Street SPDR S&P Dividend ETF
State Street·Tracks S&P High Yield Dividend Aristocrats Index·Inception Nov 8, 2005
Composite score
Based on a 0.35% expense ratio.
Based on $21.78B in net assets.
Top-10 holdings represent 17.1% of net assets.
Dividend base · ETF wrapper · 2.45% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. Seemethodologyfor formulas, thetracking-qualitypartial-coverage rationale, and the dimensions we deliberatelydon't score(methodology v0.5.1).
Use SDY in our tools
Tool · Look-through
See what SDY actually holds, in a portfolio
Add your other funds and weights; every underlying position is summed across the basket.
Tool · Cost
Compare SDY's fee against another fund
Compounds the 0.35% expense ratio against a peer over decades.
Tool · Overlap
Compare SDY's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar Dividend funds.
Tool · TLH
Find a tax-loss harvesting partner for SDY
Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
Where should this fund live across your accounts?
Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | Verizon Communications Inc | 2.14% |
| 2 | Realty Income Corp | 2.14% |
| 3 | Kenvue Inc | 1.75% |
| 4 | Kimberly-Clark Corp | 1.75% |
| 5 | AbbVie Inc | 1.62% |
| 6 | QUALCOMM Inc | 1.57% |
| 7 | Texas Instruments Inc | 1.55% |
| 8 | Target Corp | 1.55% |
| 9 | Automatic Data Processing Inc | 1.54% |
| 10 | State Street Global Advisors | 1.49% |
Compare SDY with another fund
Or skim the closest-overlap funds below.
Similar ETFs by holdings overlap
- NOBLProShares S&P 500 Dividend Aristocrats ETF56.1% overlap
- FVDFirst Trust Value Line Dividend Index Fund33.8% overlap
- VIGVanguard Dividend Appreciation Index Fund ETF Shares29.6% overlap
- DGROiShares Core Dividend Growth ETF28.7% overlap
- VYMVanguard High Dividend Yield Index Fund ETF Shares27.7% overlap
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