SDY ETF

SDY ETF
$153.33
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Returns Overview

1 Month
+1.82%
3 Months
+3.95%
6 Months
+5.62%
YTD
+12.06%
1 Year
+16.20%
3 Years (annualized)
+9.76%
5 Years (annualized)
+7.52%
10 Years (annualized)
+9.25%

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)
+12.06%
Peer Avg (YTD)
+9.54%
vs Peers
+2.52%

SDY ETF Performance

SDY performance across multiple time periods: 1-month 1.82%, YTD 12.06%, 1-year 16.20%, 3-year 9.76%, 5-year 7.52%, 10-year 9.25%.

SDY returns outperform the peer average of 9.54% 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+1.82%N/A
3 Months+3.95%N/A
6 Months+5.62%N/A
1 Year+16.20%N/A
3 Years+9.76%N/A
5 Years+7.52%N/A

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