BIV vs SDY

Vanguard Intermediate-Term Bond ETF vs SPDR S&P Dividend ETF

Quick take
  • • BIV has the lower expense ratio at 0.03% vs 0.35% for SDY.
  • • BIV pays a higher dividend yield (4.43%).

Side-by-side metrics

MetricBIVSDY
Expense ratio
Annual fee. Lower is better.
0.03%0.35%
Dividend yield
Trailing 12-month yield.
4.43%2.35%
AUM
Assets under management — bigger funds are typically more liquid.
$51.77B$23.87B
YTD return
-0.89%19.71%
1-year return
——
3-year return
Annualized.
——
5-year return
Annualized.
——
10-year return
Annualized.
——
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
1.040.48
P/E ratio
—18.98
Last price
$73.87$163.50
Inception
——
Issuer
VanguardState Street

BIV top holdings

Holdings data unavailable for BIV.

SDY top holdings

Top holdings · SDY
ACNAccenture PLC Class A4.02%
VZVerizon Communications Inc2.81%
CVXChevron Corp2.18%
ORealty Income Corp1.91%
PEPPepsiCo Inc1.84%
MDTMedtronic PLC1.81%
TGTTarget Corp1.63%
ADPAutomatic Data Processing Inc1.53%
NKENike Inc Class B1.52%
XOMExxonMobil Holdings Corp1.52%
Sector breakdown · SDY
Real Estate3.7%
Consumer Cyclical6.5%
Basic Materials5.7%
Consumer Defensive15.4%
Technology11.6%
Communication Services2.8%
Financial Services11.6%
Utilities12.8%
Industrials17.0%
Energy4.2%
Healthcare8.7%

About BIV

BIV (Vanguard Intermediate-Term Bond ETF) is Intermediate-term investment-grade bonds. Managed by Vanguard, the fund carries $51.8B in assets under management, an expense ratio of 0.03%, a dividend yield of 4.43%.

About SDY

SDY (SPDR S&P Dividend ETF) is Highest-yielding S&P Composite 1500 dividend growers. Managed by State Street, the fund carries $23.9B in assets under management, an expense ratio of 0.35%, a dividend yield of 2.35%. Its largest holding is Accenture PLC Class A (ACN), which represents 4.0% of the portfolio. Real Estate is the fund's largest sector exposure at 3.7%.