SDY ETF

SDY ETF
$148.39
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Returns Overview

1 Month
+0.80%
3 Months
+5.30%
6 Months
+1.41%
YTD
+12.95%
1 Year
+13.46%
3 Years (annualized)
+11.38%
5 Years (annualized)
+7.41%
10 Years (annualized)
+9.42%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SDY have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P High Yield Dividend Aristocrats Index(^SPHYDA:SP)
This ETF (YTD)
+12.95%
Peer Avg (YTD)
+9.89%
vs Peers
+3.06%

SDY ETF Performance

SDY performance across multiple time periods: 1-month 0.80%, YTD 12.95%, 1-year 13.46%, 3-year 11.38%, 5-year 7.41%, 10-year 9.42%.

SDY returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this ETF.

SDY vs another fund shows side-by-side returns. SDY alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.80%N/A
3 Months+5.30%N/A
6 Months+1.41%N/A
1 Year+13.46%N/A
3 Years+11.38%N/A
5 Years+7.41%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized