SDY ETF Analysis: S&P Dividend | NYSE

Mid-Cap Value | NYSE, USA | Market Cap: 21.102m USD | 12M Return: 13.8% | Charts, Fundamentals & Technical Analysis

Dividend Stocks, High Yield Equities, Dividend Growth, S&P Index Holdings
Total Rating 56
Safety 64
Buy Signal 0.00
Mid-Cap Value
Category Rotation: -2.0
TER: 0.35%
AUM: 21.1B
Avg Turnover: 35.2M
Risk 3d forecast
Volatility10.8%
VaR 5th Pctl1.95%
VaR vs Median0.34%
Reward TTM
Sharpe Ratio0.90
Rel. Str. IBD44.7
Rel. Str. Peer Group16.7
Character TTM
Beta0.354
Beta Downside0.351
Hurst Exponent0.506
Drawdowns 3y
Max DD14.39%
CAGR/Max DD0.77
CAGR/Mean DD3.43

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan -0.1% 12
Feb +0.9% 14
Mar -0.7% 13
Apr -0.0% 0
May -0.2% 0
Jun -0.1% 0
Jul +0.8% 27
Aug -0.4% 0
Sep -1.5% 44
Oct -0.8% 26
Nov +3.2% 60
Dec +0.0% 0

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: SDY S&P Dividend

The SPDR S&P Dividend ETF (SDY) is a passively managed fund that invests at least 80% of its total assets in securities comprising its underlying index. The index tracks the highest dividend-yielding constituents of the S&P Composite 1500 that have increased their dividends annually for at least 20 consecutive years, a screen commonly associated with dividend aristocrats.

Launched in November 2005, SDY is classified as a Mid-Cap Value ETF with a large-cap market profile. The fund provides exposure to established U.S. companies prioritizing consistent dividend growth and income generation, rather than focusing on faster-growing or higher-volatility segments of the equity market.

Headlines to Watch Out For
  • Treasury yield surge pressures high-dividend ETF appeal
  • Financials and utilities concentration heightens rate sensitivity
  • Rival low-fee dividend funds pressure SDY AUM
What is the price of SDY shares?

As of July 02, 2026, the stock is trading at USD 153.01 with a total of 266,656 shares traded. Over the past week, the price has changed by +1.22%, over one month by +4.12%, over three months by +5.60% and over the past year by +13.76%.

Current recommended Stop Loss: 151.10 (which is 1.2% or 1.3 ATR below the current price).

Is SDY a buy, sell or hold?

S&P Dividend has no consensus analysts rating.