SPDR S&P Dividend ETF etches out a high-quality portfolio of disciplined dividend payers that delivers solid yield without too much risk. It should continue to offer a more attractive risk/reward profile than the Russell Mid Cap Value Index.
SPDR® S&P Dividend ETF SDY
Morningstar’s Analysis SDY
Will SDY outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 18.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
3M Co | 2.18 | 443.9 Mil | Industrials |
Realty Income Corp | 2.08 | 422.0 Mil | Real Estate |
Edison International | 1.89 | 384.7 Mil | Utilities |
Exxon Mobil Corp | 1.84 | 374.5 Mil | Energy |
Chevron Corp | 1.81 | 369.0 Mil | Energy |
Kimberly-Clark Corp | 1.79 | 363.0 Mil | Consumer Defensive |
Southern Co | 1.71 | 347.8 Mil | Utilities |
International Business Machines Corp | 1.70 | 344.9 Mil | Technology |
AbbVie Inc | 1.65 | 334.9 Mil | Healthcare |
WEC Energy Group Inc | 1.64 | 333.6 Mil | Utilities |