SDY vs SPHD — stock comparison tool

SDY currently yields 2.42% TTM versus SPHD at 4.87%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

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

*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)

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

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SPHD 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
SDY$156.10
—

State Street SPDR S&P Dividend ETF

SPHD$50.64
—

Invesco S&P 500 High Dividend Low Volatility ETF

Dividend Information

Dividend Yield
2.42%
4.87%
Annual Dividend
$3.78
$2.47
Dividend Growth (5yr)
-
-
Years of Growth
3
1
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

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%

SPHD

54 holdings
Real Estate20.09%
Consumer Defensive17.82%
Financial Services15.62%
Energy14.13%
Utilities13.73%
Communication Services8.61%
Healthcare5.12%
Consumer Cyclical3.40%
Technology1.46%
Industrials0.01%
Cash & Others0.01%

Top 10 holdings

NameWeight
PFEPfizer Inc3.77%
VZVerizon Communications Inc3.18%
MOAltria Group Inc2.88%
GISGeneral Mills Inc2.86%
KHCKraft Heinz Co/The2.84%
CCICrown Castle Inc2.79%
VICIVICI Properties Inc2.76%
AMCRAmcor PLC2.75%
TAT&T Inc2.60%
CMCSAComcast Corp2.42%
Top 1028.83%

Overlap & differences

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

841646
SDYSharedSPHD

Overlap by weight

20%

Share of portfolio weight that appears in both funds.

# overlapping holdings

16

SDY: 16% also in SPHDSPHD: 26% also in SDY

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

Sector drift (SDY vs SPHD)

Left = heavier in SDY. Right = heavier in SPHD.

SDY overweight (left)SPHD overweight (right)
16 shown

Overlapping tickers

VZ		2.9%3.2%2.9%
CVX		2.2%2.3%2.2%
O		2.0%2.1%2.0%
MDT		1.8%2.0%1.8%
PEP		1.8%2.0%1.8%
XOM		1.5%1.6%1.5%
KMB		1.5%2.1%1.5%
ES		1.0%1.8%1.0%
TROW		0.9%1.9%0.9%
AMCR		0.9%2.7%0.9%

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SDY vs SPHD Dividend Comparison | DRIP Tool | Dividend Wealth