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 18.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
3M Co | 2.19 | 434.6 Mil | Industrials |
Realty Income Corp | 2.04 | 405.8 Mil | Real Estate |
Edison International | 1.86 | 369.8 Mil | Utilities |
Exxon Mobil Corp | 1.85 | 367.5 Mil | Energy |
Chevron Corp | 1.79 | 354.7 Mil | Energy |
International Business Machines Corp | 1.75 | 346.9 Mil | Technology |
Kimberly-Clark Corp | 1.69 | 336.5 Mil | Consumer Defensive |
Southern Co | 1.67 | 331.7 Mil | Utilities |
T. Rowe Price Group Inc | 1.67 | 331.0 Mil | Financial Services |
AbbVie Inc | 1.64 | 324.8 Mil | Healthcare |