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 | 2.60 | 510.1 Mil | Real Estate |
Southern Co | 1.92 | 377.2 Mil | Utilities |
Chevron Corp | 1.85 | 362.3 Mil | Energy |
T. Rowe Price Group Inc | 1.83 | 358.7 Mil | Financial Services |
Xcel Energy Inc | 1.80 | 354.2 Mil | Utilities |
Edison International | 1.78 | 349.4 Mil | Utilities |
Kimberly-Clark Corp | 1.77 | 347.4 Mil | Consumer Defensive |
Texas Instruments Inc | 1.66 | 326.9 Mil | Technology |
Kenvue Inc | 1.63 | 321.0 Mil | Consumer Defensive |
NextEra Energy Inc | 1.62 | 318.6 Mil | Utilities |