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SDY: SPDR S&P Dividend ETF (ETF)
Basic Info 91.09 0.87(0.96%) September 25
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (74%) |
| Start Date: | 11/15/2005 |
| Last Dividend Date: | 06/19/2020 |
| 12-Mo. Yield | 4.38% |
| Expenses | 0.35% |
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Performance Analytics (As of 09/25/2020)
| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -3.3 | -13.9 | -8.8 | 3.6 | 9.0 | 10.3 | 7.7 | 23.9 | -2.7 | 15.8 | 20.3 | -0.7 | 13.8 | 30.1 | 11.6 | 7.1 | 16.4 | 19.2 | -22.8 | -6.7 | 17.7 | 1.1 |
| SR | NA | -0.45 | -0.26 | 0.11 | 0.43 | 0.59 | 0.34 | 1.96 | -0.3 | 2.2 | 1.65 | -0.05 | 1.39 | 2.71 | 1.05 | 0.34 | 1.04 | 0.59 | -0.56 | -0.61 | 1.61 | 0.89 |
| DD(%) | NA | 36.7 | 36.7 | 36.7 | 36.7 | 36.7 | 54.8 | 6.0 | 14.2 | 2.9 | 7.0 | 10.6 | 5.6 | 6.9 | 6.6 | 16.1 | 11.9 | 34.2 | 36.1 | 15.0 | 4.7 | 1.6 |
| SD(%) | NA | 41.9 | 36.2 | 23.2 | 19.3 | 16.7 | 20.5 | 11.5 | 13.6 | 6.9 | 12.1 | 13.9 | 9.9 | 11.1 | 11.1 | 20.8 | 15.7 | 32.6 | 42.6 | 16.1 | 9.0 | 7.4 |
| TR | NA | -0.18 | -0.09 | 0.03 | 0.09 | 0.11 | 0.08 | 0.24 | -0.05 | 0.18 | 0.23 | -0.01 | 0.16 | 0.32 | 0.14 | 0.08 | 0.2 | 0.19 | -0.26 | -0.11 | 0.17 | 0.08 |
| Alpha(%) | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.02 | 0.02 | 0.0 | 0.06 | -0.03 | 0.0 | -0.03 |
| Beta(%) | NA | 1.03 | 1.03 | 0.99 | 0.97 | 0.92 | 0.92 | 0.95 | 0.81 | 0.85 | 0.85 | 0.87 | 0.87 | 0.95 | 0.83 | 0.85 | 0.82 | 0.99 | 0.91 | 0.89 | 0.85 | 0.82 |
| RS | NA | 0.97 | 0.96 | 0.94 | 0.93 | 0.93 | 0.91 | 0.9 | 0.88 | 0.76 | 0.87 | 0.93 | 0.9 | 0.91 | 0.91 | 0.96 | 0.91 | 0.92 | 0.88 | 0.89 | 0.8 | 0.78 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/15/2005
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE VALUE Asset Class Trend Rankings |
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Best ETFs
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- DTD (WisdomTree Total Dividend ETF) 1.31% (80%)
Best Closed End Funds
- CII (BlackRock Enhanced Capital and Income) 1.48% (84%)
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- NFJ (NFJ Dividend, Interest & Premium Strat) 1.84% (54%)
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- GDV (Gabelli Dividend & Income) 0.22% (6%)
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