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 (3.00%).

Side-by-side metrics

MetricSDYSPDW
Expense ratio
Annual fee. Lower is better.
0.35%0.03%
Dividend yield
Trailing 12-month yield.
2.46%3.00%
AUM
Assets under management — bigger funds are typically more liquid.
$21.98B$38.95B
YTD return
7.81%13.58%
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.
0.651.03
P/E ratio
20.2618.68
Last price
$148.41$49.61
Inception
Issuer
State StreetState Street

SDY top holdings

Top holdings · SDY
VZVerizon Communications Inc3.44%
ORealty Income Corp2.48%
TGTTarget Corp2.37%
CVXChevron Corp2.16%
TXNTexas Instruments Inc1.96%
PEPPepsiCo Inc1.77%
XOMExxon Mobil Corp1.64%
WECWEC Energy Group Inc1.61%
KVUEKenvue Inc1.55%
KMBKimberly-Clark Corp1.53%
Sector breakdown · SDY
Real Estate4.6%
Consumer Cyclical5.1%
Basic Materials6.4%
Consumer Defensive17.1%
Technology8.7%
Communication Services3.5%
Financial Services11.5%
Utilities14.8%
Industrials17.5%
Energy4.6%
Healthcare6.2%

SPDW top holdings

Top holdings · SPDW
SMSNSamsung Electronics Co Ltd DR2.25%
ASML.ASASML Holding NV1.70%
000660.KSSK Hynix Inc1.46%
HSBA.LHSBC Holdings PLC0.97%
AZN.LAstraZeneca PLC0.90%
NOVN.SWNovartis AG Registered Shares0.88%
ROP.SWRoche Holding AG Ordinary Shares new0.87%
SHEL.LShell PLC0.81%
NESN.SWNestle SA0.81%
RYRoyal Bank of Canada0.77%
Sector breakdown · SPDW
Real Estate2.5%
Consumer Cyclical7.8%
Basic Materials7.3%
Consumer Defensive5.7%
Technology13.7%
Communication Services3.8%
Financial Services22.9%
Utilities3.3%
Industrials19.2%
Energy5.5%
Healthcare8.3%

About SDY

SDY (SPDR S&P Dividend ETF) is Highest-yielding S&P Composite 1500 dividend growers. Managed by State Street, the fund carries $22.0B in assets under management, an expense ratio of 0.35%, a dividend yield of 2.46%. Its largest holding is Verizon Communications Inc (VZ), which represents 3.4% of the portfolio. Real Estate is the fund's largest sector exposure at 4.6%.

About SPDW

SPDW (SPDR Portfolio Developed World ex-US ETF) is Developed-market stocks outside the US. Managed by State Street, the fund carries $38.9B in assets under management, an expense ratio of 0.03%, a dividend yield of 3.00%. Its largest holding is Samsung Electronics Co Ltd DR (SMSN), which represents 2.2% of the portfolio. Real Estate is the fund's largest sector exposure at 2.5%.