HDV vs SDY — stock comparison tool

HDV currently yields 2.83% TTM versus SDY at 2.42%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

HDVSDY
Performance Comparison
Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.
HDV
SDY

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

HDV Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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SDY Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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Best Total Return

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No data

Highest Dividend Income

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Best Avg Annual Return

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DRIP Simulation Summary
$10,000 initial investment with DRIP (live)
TickerPeriodStart $End $DividendsStart PriceEnd PriceSharesReturn %
Current Data Comparison
Live fundamental metrics and analyst data
Metric
HDV$30.11
—

iShares Core High Dividend ETF

SDY$156.10
—

State Street SPDR S&P Dividend ETF

Dividend Information

Dividend Yield
2.83%
2.42%
Annual Dividend
$0.85
$3.78
Dividend Growth (5yr)
-
-
Years of Growth
0
3
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

HDV

74 holdings
Consumer Staples26.99%
Healthcare25.10%
Energy24.83%
Consumer Defensive23.05%
Health Care13.64%
Utilities10.88%
Consumer Discretionary9.43%
Consumer Cyclical8.32%
Communication Services5.75%
Communication5.29%
Financial Services4.68%
Other11.21%

Top 10 holdings

NameWeight
XOMEXXONMOBIL HOLDINGS CORP9.54%
CVXCHEVRON7.21%
ABBVABBVIE6.79%
PGPROCTER & GAMBLE5.49%
VZVERIZON COMMUNICATIONS INC5.22%
PMPHILIP MORRIS INTERNATIONAL5.08%
PFEPFIZER4.72%
HDHOME DEPOT4.52%
MRKMERCK & CO INC4.45%
KOCOCA-COLA4.43%
Top 1057.45%

SDY

155 holdings
Industrials18.41%
Consumer Defensive15.90%
Utilities12.88%
Financial Services12.14%
Technology9.10%
Healthcare8.54%
Basic Materials7.29%
Consumer Cyclical5.15%
Real Estate3.85%
Energy3.81%
Communication Services2.92%
Cash & Others0.01%

Top 10 holdings

NameWeight
ACNACCENTURE PLC CL A3.71%
VZVERIZON COMMUNICATIONS INC2.92%
CVXCHEVRON CORP2.16%
OREALTY INCOME CORP1.95%
MDTMEDTRONIC PLC1.84%
PEPPEPSICO INC1.83%
TGTTARGET CORP1.69%
ADPAUTOMATIC DATA PROCESSING1.56%
KVUEKENVUE INC1.53%
NKENIKE INC CL B1.52%
Top 1020.71%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

622773
HDVSharedSDY

Overlap by weight

28%

Share of portfolio weight that appears in both funds.

# overlapping holdings

27

HDV: 30% also in SDYSDY: 27% also in HDV

SDY: showing top 100 holdings by weight (of 155). Overlap counts use this top slice, not the full fund book.

Sector drift (HDV vs SDY)

Left = heavier in HDV. Right = heavier in SDY.

HDV overweight (left)SDY overweight (right)
27 shown

Overlapping tickers

VZ		5.2%2.9%2.9%
CVX		7.2%2.2%2.2%
MDT		1.8%1.8%1.8%
PEP		4.0%1.8%1.8%
XOM		9.5%1.5%1.5%
PG		5.5%1.4%1.4%
ABBV		6.8%1.3%1.3%
SO		1.8%1.3%1.3%
KO		4.4%1.3%1.3%
ABT		2.1%1.3%1.3%

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HDV vs SDY Dividend Comparison | DRIP Tool | Dividend Wealth