SPDR S&P Dividend ETF SDY invests exclusively in the market’s most disciplined dividend stocks, giving it a pronounced quality tilt and allowing it to securely pursue yield. It should offer a more attractive risk/reward profile than the Russell 1000 Value Index over the long term, meriting a Morningstar Analyst Rating of Silver.
Will SDY outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SDY’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the SDY management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of SDY’s parent organization’s priorities and whether they’re in line with investors’ interests.