SDYSPDR S&P Dividend ETF
SDY Fund Description
SDY tracks a yield-weighted index of dividend-paying companies from the S&P 1500 Composite Index that have increased dividends for at least 20 consecutive years.
SDY Factset Analytics Insight
SDY takes dividend sustainability screens to an extreme level, only holding firms that have increased dividends for the past 20 years. The highest yielding firms are then weighted by dividend yield. The resulting portfolio often has a lower portfolio yield than our high-yield benchmark and leans toward midcaps. Sector exposures vary widely in the high dividend space, SDY generally skimps on tech firms given that few can meet its 20-year screen. Like our benchmark, SDY includes REITs, contributing to the financial sector allocation. Within the high dividend space, SDY boosts a long track record.
SDY MSCI ESG Analytics Insight
SPDR S&P Dividend ETF has an MSCI ESG Fund Rating of A based on a score of 6.95 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. SPDR S&P Dividend ETF ranks in the 66th percentile within its peer group and in the 53th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SDY MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
SDY Summary Data
SDY Portfolio Data
SDY Index Data
SDY Portfolio Management
SDY Tax Exposures
SDY Fund Structure
SDY Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SDY. SDY is rated a 5 out of 5.
SDY Sector/Industry Breakdown
SDY Top 10 Holdings[View All]
SDY Economic Development
SDY Performance Statistics
SDY MSCI ESG Ratings
SDY Benchmark Comparison Summary
SDY Benchmark Comparison Market Cap Size