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SDY · State Street(R) SPDR(R) S&P(R) Dividend ETF

SDY tracks the SPDR S&P Dividend and returned +11.0% over the past year.

Index equity fund · SPDR S&P Dividend · data as of

Key facts

+11.0%Total return, 1 year
0.35%Expense ratio
155Holdings
−3.9%Below its high

Its ten largest equity positions

SDY top ten by weight, 17.1% of its 155 equity positions, from the holdings filed for Jun 30, 2026. An index fund holds what the index holds, so this is the index. Source: the fund’s SEC filing.
HoldingWeight
Verizon Communications Inc2.15%
Realty Income Corp2.14%
Kenvue Inc1.76%
Kimberly-Clark Corp1.75%
AbbVie Inc1.63%
QUALCOMM Inc1.57%
Texas Instruments Inc1.56%
Target Corp1.55%
Automatic Data Processing Inc1.54%
Edison International1.45%

Compare SDY

Also against BINC, BITO, BND, BNDX, BOND, BOXX, BSV, BWET, CGBL, CGDV, CGGR, COWZ, CTA, DBMF, DFUS, DGRO, DGRW, DIA, DVY, DYNF, EDV, EEM, EFA, EMB, EMXC, EWJ, EWT, EWY, EWZ, EZU, FBCG, FDVV, FENI, FLKR, FNDX, FTEC, FXI, GARP, GLD, GLDM, GOVT, GRNY, HDV, HGER, HYG, HYMB, IALT, IAU, IBB, IDEV, IEF, IEFA, IEI, IEMG, IGIB, IGM, IGSB, IJH, IJR, IJS, IJT, ILF, INDA, ITOT, IUSB, IVV, IWB, IWC, IWD, IWF, IWM, IWO, IXUS, IYE, IYR, IYW, JAAA, JNK, KRE, LQD, MAGS, MBB, MDY, MGK, MINT, MOAT, MTUM, MUB, NOBL, ONEQ, PDBC, PFF, PULS, PVAL, QQQ, QQQM, QUAL, RDVY, RSP, SCHB, SCHD, SCHF, SCHG, SCHH, SCHP, SCHX, SGOV, SHV, SHY, SIVR, SLV, SPHD, SPHQ, SPLG, SPMO, SPSB, SPY, SPYD, SPYG, TIP, TLT, URTH, USFR, USHY, USMV, USO, VB, VBIL, VBK, VBR, VCIT, VCLT, VCSH, VDC, VDE, VEA, VEU, VGIT, VGK, VGLT, VGSH, VGT, VHT, VIG, VLUE, VNQ, VO, VOE, VONG, VOO, VOOG, VOX, VPL, VPU, VT, VTEB, VTI, VTIP, VTV, VTWO, VUG, VUSB, VWO, VXF, VXUS, VYM, VYMI, XBI, XHB, XLB, XLC, XLE, XLF, XLG, XLI, XLK, XLP, XLRE, XLU, XLV, XLY, XOP, XOVR, XRT.

Period by period

SDY over each window to Sep 11, 2026. Every figure is an ETFIQ calculation. Source: ETFIQ.
WindowTotal returnS&P 500Gap to S&P 500Gap to Nasdaq-100
3 months+0.9%+3.3%−2.4 pts+1.7 pts
6 months+4.3%+16.0%−11.7 pts−16.4 pts
1 year+11.0%+17.5%−6.5 pts−12.0 pts
3 years+37.5%+77.9%−40.4 pts−57.6 pts
Since listing+473.7%+804.4%−330.7 pts−1200.2 pts

In plain words

SDY is an index equity fund tracking the SPDR S&P Dividend. Over the year to Sep 11, 2026 it returned +11.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.35% a year. By its holdings filed for Jun 30, 2026, 85% of the fund by weight is stocks the S&P 500 also holds, across 155 positions, with the top ten at 17.1%. It sat 3.9% below its high of Aug 24, 2026 on Sep 11, 2026.

What it tracksSPDR S&P Dividend
Fund typeIndex equity fund
Expense ratio (485BPOS XBRL, Oct 24, 2025)0.35%
Price$153.00
Listed sinceJan 4, 2010
Net assets (SEC filing, whole fund, as filed for Jun 30, 2026)$21.4bn
Below its high (ETFIQ)−3.9%
Holdings155
Top ten weight17.1%
Holdings as of (SEC N-PORT)Jun 30, 2026
Already in the S&P 500, by weight (ETFIQ)84.6%
Active share vs the S&P 500 (ETFIQ)85.9%
Already in the Nasdaq-100, by weight (ETFIQ)13.0%

Questions people ask

How has SDY performed?
Over the year to Sep 11, 2026, SDY returned +11.0% with distributions reinvested, against +17.5% for the S&P 500. Over three years the figure is +37.5%.
What does SDY cost?
The prospectus expense ratio is 0.35% a year.
What does SDY hold?
155 positions as filed for Jun 30, 2026, with the top ten at 17.1% of the fund. 85% of its weight is in stocks the S&P 500 also holds.
How far is SDY below its high?
3.9% below its high of Aug 24, 2026, measured on the reinvested series to Sep 11, 2026.

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

Funds near this one

SDY, core index fund, ETFIQ, data as of Sep 11, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. ETFIQ is an independent publisher, is not a fund issuer, broker-dealer or investment adviser, and makes no recommendations.

Cite this page. ETFIQ, SDY, core index fund, data as of Sep 11, 2026. https://etfiq.com/funds/SDY Free to use with attribution; the underlying files are at Open data.

ETFIQ covers leveraged and inverse, thematic, buffer, option-income, core index and spot crypto ETFs. This fund is here because the other funds here are measured against it and portfolios hold it. ETFIQ is an independent publisher and makes no recommendations. Standards and sources