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SPDR® S&P Dividend ETF SDY ETF Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis SDY

Will SDY outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SDY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SDY management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SDY’s parent organization’s priorities and whether they’re in line with investors’ interests.

A stellar portfolio of dividend diehards.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

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.

by Ryan Jackson
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