Morningstar

SPDR® S&P Dividend ETF SDY ETF Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis SDY

Will SDY outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SDY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SDY management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SDY’s parent organization’s priorities and whether they’re in line with investors’ interests.

Selective.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

SPDR S&P Dividend ETF’s demanding dividend requirement breeds a high-quality portfolio of disciplined companies. It sacrifices some upside for stability but should continue to reward long-term investors willing to accept the trade-off.

by Ryan Jackson
Rated on Published on

Unlock our full analysis with Morningstar Investor

Sponsor Center