SDY ETF

$148.22

Returns Overview

1 Month
+6.80%
3 Months
+9.09%
6 Months
+10.02%
YTD
+6.10%
1 Year
+13.42%
3 Years
+7.51%
5 Years
+9.99%
10 Years
+10.74%

Risk Metrics (5-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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

+6.80%

3 Months Performance

+9.09%

6 Months Performance

+10.02%

1 Year Performance

+13.42%

Benchmark & Peers

Benchmark
S&P High Yield Dividend Aristocrats Index(^SPHYDA:SP)
This ETF (YTD)
+6.10%
Peer Avg (YTD)
+1.79%
vs Peers
+4.31%

SDY ETF Performance

SDY performance across multiple time periods: 1-month 6.80%, YTD 6.10%, 1-year 13.42%, 3-year 7.51%, 5-year 9.99%, 10-year 10.74%.

SDY returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+6.80%N/A
3 Months+9.09%N/A
6 Months+10.02%N/A
1 Year+13.42%N/A
3 Years+7.51%N/A
5 Years+9.99%N/A

All returns shown are total returns, not annualized