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 | 2.15 | 439.0 Mil | Industrials |
Realty Income Corp | 2.08 | 424.0 Mil | Real Estate |
Edison International | 1.89 | 384.3 Mil | Utilities |
Exxon Mobil Corp | 1.84 | 374.4 Mil | Energy |
Chevron Corp | 1.82 | 370.4 Mil | Energy |
Kimberly-Clark Corp | 1.80 | 367.4 Mil | Consumer Defensive |
Southern Co | 1.72 | 350.7 Mil | Utilities |
International Business Machines Corp | 1.71 | 348.3 Mil | Technology |
WEC Energy Group Inc | 1.65 | 336.1 Mil | Utilities |
Eversource Energy | 1.64 | 333.9 Mil | Utilities |