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 18.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Realty Income Corp | 2.71 | 554.6 Mil | Real Estate |
Southern Co | 1.93 | 394.0 Mil | Utilities |
Xcel Energy Inc | 1.86 | 379.6 Mil | Utilities |
Edison International | 1.81 | 369.7 Mil | Utilities |
Chevron Corp | 1.77 | 362.1 Mil | Energy |
T. Rowe Price Group Inc | 1.74 | 355.8 Mil | Financial Services |
Kimberly-Clark Corp | 1.73 | 354.3 Mil | Consumer Defensive |
Consolidated Edison Inc | 1.67 | 342.0 Mil | Utilities |
WEC Energy Group Inc | 1.63 | 332.6 Mil | Utilities |
International Business Machines Corp | 1.62 | 331.8 Mil | Technology |