SDY vs SPDW

SPDR S&P Dividend ETF vs SPDR Portfolio Developed World ex-US ETF

Quick take
  • SPDW has the lower expense ratio at 0.03% vs 0.35% for SDY.
  • SPDW pays a higher dividend yield (3.02%).

Side-by-side metrics

MetricSDYSPDW
Expense ratio
Annual fee. Lower is better.
0.35%0.03%
Dividend yield
Trailing 12-month yield.
2.45%3.02%
AUM
Assets under management — bigger funds are typically more liquid.
$21.39B$40.29B
YTD return
11.73%13.61%
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.
0.581.03
P/E ratio
20.8018.73
Last price
$153.13$50.09
Inception
Issuer
State StreetState Street

SDY top holdings

Top holdings · SDY
VZVerizon Communications Inc2.14%
ORealty Income Corp2.13%
KVUEKenvue Inc1.75%
KMBKimberly-Clark Corp1.75%
ABBVAbbVie Inc1.62%
QCOMQualcomm Inc1.56%
TXNTexas Instruments Inc1.55%
TGTTarget Corp1.54%
ADPAutomatic Data Processing Inc1.53%
EIXEdison International1.44%
Sector breakdown · SDY
Real Estate4.4%
Consumer Cyclical5.9%
Basic Materials5.8%
Consumer Defensive16.4%
Technology10.3%
Communication Services2.2%
Financial Services12.6%
Utilities14.2%
Industrials17.5%
Energy2.8%
Healthcare7.9%

SPDW top holdings

Top holdings · SPDW
SMSNSamsung Electronics Co Ltd DR2.96%
000660.KSSK Hynix Inc2.78%
ASML.ASASML Holding NV2.27%
HSBA.LHSBC Holdings PLC0.97%
AZN.LAstraZeneca PLC0.86%
ROP.SWRoche Holding AG Ordinary Shares new0.86%
RYRoyal Bank of Canada0.86%
NOVN.SWNovartis AG Registered Shares0.86%
NESN.SWNestle SA0.80%
8306.TMitsubishi UFJ Financial Group Inc0.72%
Sector breakdown · SPDW
Real Estate2.3%
Consumer Cyclical7.7%
Basic Materials6.7%
Consumer Defensive5.6%
Technology17.7%
Communication Services3.6%
Financial Services23.1%
Utilities3.0%
Industrials17.9%
Energy4.5%
Healthcare8.0%

About SDY

SDY (SPDR S&P Dividend ETF) is Highest-yielding S&P Composite 1500 dividend growers. Managed by State Street, the fund carries $21.4B in assets under management, an expense ratio of 0.35%, a dividend yield of 2.45%. Its largest holding is Verizon Communications Inc (VZ), which represents 2.1% of the portfolio. Real Estate is the fund's largest sector exposure at 4.4%.

About SPDW

SPDW (SPDR Portfolio Developed World ex-US ETF) is Developed-market stocks outside the US. Managed by State Street, the fund carries $40.3B in assets under management, an expense ratio of 0.03%, a dividend yield of 3.02%. Its largest holding is Samsung Electronics Co Ltd DR (SMSN), which represents 3.0% of the portfolio. Real Estate is the fund's largest sector exposure at 2.3%.