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 19.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
3M Co | 2.69 | 538.3 Mil | Industrials |
Realty Income Corp | 2.47 | 494.7 Mil | Real Estate |
Southern Co | 1.86 | 372.4 Mil | Utilities |
Chevron Corp | 1.80 | 359.6 Mil | Energy |
Xcel Energy Inc | 1.79 | 358.5 Mil | Utilities |
Edison International | 1.79 | 357.1 Mil | Utilities |
T. Rowe Price Group Inc | 1.76 | 351.9 Mil | Financial Services |
NextEra Energy Inc | 1.70 | 340.8 Mil | Utilities |
Kenvue Inc | 1.64 | 327.2 Mil | Consumer Defensive |
Consolidated Edison Inc | 1.63 | 325.9 Mil | Utilities |