SDY vs VO

SPDR S&P Dividend ETF vs Vanguard Mid-Cap ETF

Quick take
  • VO has the lower expense ratio at 0.03% vs 0.35% for SDY.
  • SDY pays a higher dividend yield (2.46%).

Side-by-side metrics

MetricSDYVO
Expense ratio
Annual fee. Lower is better.
0.35%0.03%
Dividend yield
Trailing 12-month yield.
2.46%1.40%
AUM
Assets under management — bigger funds are typically more liquid.
$21.98B$213.76B
YTD return
7.81%8.19%
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.
0.651.02
P/E ratio
20.2624.56
Last price
$148.41$77.39
Inception
Issuer
State StreetVanguard

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%

VO top holdings

Top holdings · VO
VRTVertiv Holdings Co Class A1.02%
HWMHowmet Aerospace Inc1.00%
WDCWestern Digital Corp1.00%
CEGConstellation Energy Corp0.93%
STXSeagate Technology Holdings PLC0.93%
PWRQuanta Services Inc0.89%
SLBSLB Ltd0.84%
CMICummins Inc0.81%
VLOValero Energy Corp0.80%
PSXPhillips 660.79%
Sector breakdown · VO
Real Estate5.4%
Consumer Cyclical9.5%
Basic Materials4.1%
Consumer Defensive5.2%
Technology16.6%
Communication Services3.1%
Financial Services12.5%
Utilities8.9%
Industrials17.6%
Energy8.8%
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 VO

VO (Vanguard Mid-Cap ETF) is US mid-cap stocks across sectors. Managed by Vanguard, the fund carries $213.8B in assets under management, an expense ratio of 0.03%, a dividend yield of 1.40%. Its largest holding is Vertiv Holdings Co Class A (VRT), which represents 1.0% of the portfolio. Real Estate is the fund's largest sector exposure at 5.4%.