Which returned more over the last year, GARP or SDY?

In the year to Oct 28, 2026, with distributions reinvested, GARP returned +18.0% and SDY +16.5%.

Which is cheaper, GARP or SDY?

GARP is cheaper, by 0.20 percentage points a year. That is about $20 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do GARP and SDY overlap with the S&P 500?

By their latest filed holdings, 94% of GARP and 84% of SDY by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

GARP vs SDY: Differences, Returns & Fees

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Over the year to Oct 28, 2026, GARP returned +18.0% to SDY's +16.5%; 1% of their weight is in the same names.

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Net assets on Oct 27, 2026: $3.6bn for iShares MSCI USA Quality GARP ETF and $21.9bn for State Street SPDR S&P Dividend ETF.

GARP on its own →SDY on its own →

At a glance

+18.0%

GARP total return, 1 year

+16.5%

SDY total return, 1 year

0.15%

GARP expense ratio

0.35%

SDY expense ratio

Pair scorecard

GARP costs 0.20 points a year less; their one-year returns differ by 1.5 points; SDY is 6.1 times larger.

GARP vs SDY: Differences, Returns & Fees
Measure	GARP	SDY
Return
Measure	GARP	SDY
Total return, 1 year	+18.0%	+16.5%
Drawdown
Measure	GARP	SDY
Below its high	7.0%, high on Oct 6, 2026
Benchmark
Measure	GARP	SDY
What it tracks	MSCI USA Quality GARP Select Index	S&P High Yield Dividend Aristocrats Index
Cost and size
Measure	GARP	SDY
Expense ratio	0.15%	0.35%
Net assets, as of Oct 27, 2026	$3.6bn	$21.9bn
Holdings
Measure	GARP	SDY
Holdings in common	1%
Top ten holdings, share of the fund	43.5%	20.4%

Holdings in common uses holdings dated Oct 27, 2026. Method

What they share

By the books each fund has filed, GARP and SDY hold 1% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

1% in common

Positions both hold · largest shared weight first GARP SDY

MICROSOFT 5.67% 0.56%

CATERPILLAR INC 3.29% 0.21%

MICROCHIP TECHNOLOGY INC 0.19% 0.80%

Only in one fund ↓

Only in GARP

APPLE 5.66%

NVIDIA 5.18%

VISA CLASS A 5.13%

META PLATFORMS CLASS A 4.72%

MICRON TECHNOLOGY 4.61%

LAM RESEARCH 3.31%

KLA 3.09%

PALANTIR TECHNOLOGIES CLASS A 2.86%

Only in SDY

ACCENTURE PLC CL A 3.73%

VERIZON COMMUNICATIONS INC 2.81%

CHEVRON CORP 2.15%

REALTY INCOME CORP 1.94%

PEPSICO INC 1.82%

MEDTRONIC PLC 1.79%

TARGET CORP 1.59%

AUTOMATIC DATA PROCESSING 1.55%

Check overlap with more funds →

Side by side

GARP iShares MSCI USA Quality GARP ETF SDY State Street SPDR S&P Dividend ETF

Where it sits Stock ETF Stock ETF

Issuer iShares State Street

What it is Tracks the MSCI USA Quality GARP Tracks the S&P Dividend

Total return, 1 year +18.0% +16.5%

Its benchmark over the same days +13.3% (PBUS) not measured

Gap to its benchmark +4.7 pts vs PBUS not measured

Expense ratio 0.15% 0.35%

Already in the S&P 500 94.4% 84.4%

Holdings 131 156

Net assets, as of Oct 27, 2026 $3.6bn $21.9bn

GARP and SDY on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Alert

About each fund

GARP

GARP tracks the MSCI USA Quality GARP. Over the year to Oct 28, 2026 it returned +18.0% with distributions reinvested, against +13.3% for its benchmark, the MSCI USA Index. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 27, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 131 positions, with the top ten at 43.5%. It sat 7.0% below its high of Oct 6, 2026 on Oct 28, 2026.

SDY

SDY tracks the S&P Dividend. Over the year to Oct 28, 2026 it returned +16.5% with distributions reinvested. The prospectus expense ratio is 0.35% a year. By its holdings published by its issuer for Oct 27, 2026, 84% of the fund by weight is stocks the S&P 500 also holds, across 156 positions, with the top ten at 20.4%.

Questions people ask

Which returned more over the last year, GARP or SDY?: In the year to Oct 28, 2026, with distributions reinvested, GARP returned +18.0% and SDY +16.5%.
Which is cheaper, GARP or SDY?: GARP is cheaper, by 0.20 percentage points a year. That is about $20 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do GARP and SDY overlap with the S&P 500?: By their latest filed holdings, 94% of GARP and 84% of SDY by weight is stocks the S&P 500 already holds.

Other comparisons

GARP vs RSP GARP vs NOBL GARP vs VOE COWZ vs GARP SDY vs VOOG SDY vs VONG SDY vs SPYG SCHG vs SDY

Where to next

GARP on its own →SDY on its own →Hold both: look the portfolio through →Rankings →GARP dividend history →GARP holdings →SDY dividend history →SDY holdings →Standards and sources →

Sources and dates

GARP filings on SEC EDGAR ↗

GARP prospectus with the expense ratio (SEC) ↗

iShares page for GARP ↗

SDY filings on SEC EDGAR ↗

SDY prospectus with the expense ratio (SEC) ↗

State Street website ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, GARP against SDY, data as of Oct 28, 2026. https://etfiq.com/compare/any/garp-vs-sdy

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.