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Is SPDR S&P Dividend ETF (SDY) a Strong ETF Right Now?

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The SPDR S&P Dividend ETF (SDY - Free Report) was launched on 11/08/2005, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Large Cap Value category of the market.

What Are Smart Beta ETFs?

The ETF industry has long been dominated by products based on market cap weighted indexes, a strategy created to reflect the market or a particular market segment.

Market cap weighted indexes work great for investors who believe in market efficiency. They provide a low-cost, convenient and transparent way of replicating market returns.

However, some investors believe in the possibility of beating the market through exceptional stock selection, and choose a different type of fund that tracks non-cap weighted strategies: smart beta.

This kind of index follows this same mindset, as it attempts to pick stocks that have better chances of risk-return performance; non-cap weighted strategies base selection on certain fundamental characteristics, or a mix of such characteristics.

Methodologies like equal-weighting, one of the simplest options out there, fundamental weighting, and volatility/momentum based weighting are all choices offered to investors in this space, but not all of them can deliver superior returns.

Fund Sponsor & Index

The fund is managed by State Street Global Advisors, and has been able to amass over $21.25 billion, which makes it one of the largest ETFs in the Style Box - Large Cap Value. SDY seeks to match the performance of the S&P High Yield Dividend Aristocrats Index before fees and expenses.

The S&P High Yield Dividend Aristocrats Index measures the performance of the highest dividend yielding S&P Composite 1500 Index constituents that have followed a managed-dividends policy of consistently increasing dividends every year for at least 20 consecutive years.

Cost & Other Expenses

Investors should also pay attention to an ETF's expense ratio. Lower cost products will produce better results than those with a higher cost, assuming all other metrics remain the same.

Annual operating expenses for this ETF are 0.35%, making it on par with most peer products in the space.

It has a 12-month trailing dividend yield of 2.37%.

Sector Exposure and Top Holdings

It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. And, most ETFs are very transparent products that disclose their holdings on a daily basis.

Representing 19.20% of the portfolio, the fund has heaviest allocation to the Industrials sector; Consumer Staples and Utilities round out the top three.

Taking into account individual holdings, Realty Income Corp (O - Free Report) accounts for about 2.34% of the fund's total assets, followed by Chevron Corp (CVX - Free Report) and Kenvue Inc (KVUE - Free Report) .

The top 10 holdings account for about 18.05% of total assets under management.

Performance and Risk

Year-to-date, the SPDR S&P Dividend ETF has added about 14.18% so far, and is up about 21.75% over the last 12 months (as of 11/19/2024). SDY has traded between $118.04 and $143.68 in this past 52-week period.

The ETF has a beta of 0.86 and standard deviation of 14.59% for the trailing three-year period, making it a medium risk choice in the space. With about 136 holdings, it effectively diversifies company-specific risk.

Alternatives

SPDR S&P Dividend ETF is a reasonable option for investors seeking to outperform the Style Box - Large Cap Value segment of the market. However, there are other ETFs in the space which investors could consider.

Schwab U.S. Dividend Equity ETF (SCHD - Free Report) tracks Dow Jones U.S. Dividend 100 Index and the Vanguard Value ETF (VTV - Free Report) tracks CRSP U.S. Large Cap Value Index. Schwab U.S. Dividend Equity ETF has $65.45 billion in assets, Vanguard Value ETF has $130.72 billion. SCHD has an expense ratio of 0.06% and VTV charges 0.04%.

Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - Large Cap Value.

Bottom Line

To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.

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