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 19.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
3M Co | 2.78 | 577.6 Mil | Industrials |
Realty Income Corp | 2.55 | 530.1 Mil | Real Estate |
Southern Co | 1.83 | 380.5 Mil | Utilities |
Xcel Energy Inc | 1.78 | 370.4 Mil | Utilities |
Chevron Corp | 1.77 | 367.8 Mil | Energy |
Edison International | 1.75 | 364.5 Mil | Utilities |
Kenvue Inc | 1.72 | 356.6 Mil | Consumer Defensive |
T. Rowe Price Group Inc | 1.71 | 355.1 Mil | Financial Services |
Consolidated Edison Inc | 1.65 | 343.3 Mil | Utilities |
WEC Energy Group Inc | 1.63 | 339.1 Mil | Utilities |