SDY vs. EVUS ETF Comparison
Comparison of SPDR S&P Dividend ETF (SDY) to iShares ESG Aware MSCI USA Value ETF (EVUS)
SDY
SPDR S&P Dividend ETF
SDY Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index. In seeking to track the performance of the S&P High Yield Dividend Aristocrats Index, the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the highest dividend yielding S&P Composite 1500® Index constituents that have followed a managed-dividends policy of consistently increasing dividends every year for at least 20 consecutive years. It is non-diversified.
Grade (RS Rating)
Last Trade
$140.03
Average Daily Volume
222,793
Number of Holdings
*
132
* may have additional holdings in another (foreign) market
EVUS
iShares ESG Aware MSCI USA Value ETF
EVUS Description
EVUS tracks an index of large- and mid-cap US value stocks perceived to have positive ESG characteristics. The parent index, MSCI USA Value Index, identifies value stocks through book value-to-price ratio, 12-month forward earnings-to-price ratio, and dividend yield. Securities are then screened to exclude companies involved in controversial businesses and issues (e.g., weapons, tobacco, climate change issues). All selected securities are assigned an ESG score that evaluates a companys exposure to key ESG issues based on the companys business segment and geographic risk, as well as their strategies and programs to manage these risks and opportunities. Using a sector-specific weighting model, companies are rated and ranked against industry peers. The quantitative process leans toward higher-rated stocks while also considering market-cap and constraints based on the parent index. The fund may engage in securities lending. The index is reviewed and rebalanced quarterly.Grade (RS Rating)
Last Trade
$29.74
Average Daily Volume
2,104
Number of Holdings
*
234
* may have additional holdings in another (foreign) market
Performance
| Period | SDY | EVUS |
|---|---|---|
| 30 Days | 2.54% | 3.16% |
| 60 Days | 6.40% | 5.40% |
| 90 Days | 9.61% | 8.76% |
| 12 Months | 22.19% | 23.96% |
48 Overlapping Holdings
| Symbol | Grade | Weight in SDY | Weight in EVUS | Overlap | |
|---|---|---|---|---|---|
| ABBV | C | 1.71% | 1.1% | 1.1% | |
| ABT | C | 0.99% | 0.25% | 0.25% | |
| ADI | C | 0.68% | 0.29% | 0.29% | |
| ADM | D | 1.36% | 0.12% | 0.12% | |
| ADP | B | 1.13% | 1.18% | 1.13% | |
| AFL | C | 1.12% | 0.23% | 0.23% | |
| APD | B | 1.3% | 0.1% | 0.1% | |
| BBY | C | 1.02% | 0.32% | 0.32% | |
| CAH | C | 1.03% | 0.31% | 0.31% | |
| CAT | B | 0.75% | 0.7% | 0.7% | |
| CB | B | 0.68% | 0.13% | 0.13% | |
| CHD | C | 0.49% | 0.27% | 0.27% | |
| CHRW | A | 0.64% | 0.38% | 0.38% | |
| CLX | C | 1.19% | 0.44% | 0.44% | |
| CVX | D | 1.63% | 1.14% | 1.14% | |
| DOV | B | 0.51% | 0.1% | 0.1% | |
| ECL | A | 0.42% | 0.68% | 0.42% | |
| ED | C | 1.73% | 0.27% | 0.27% | |
| EIX | C | 1.76% | 0.29% | 0.29% | |
| ES | C | 1.21% | 0.26% | 0.26% | |
| EXPD | C | 0.49% | 0.54% | 0.49% | |
| FDS | C | 0.49% | 0.18% | 0.18% | |
| HRL | D | 0.51% | 0.13% | 0.13% | |
| IBM | A | 1.94% | 1.23% | 1.23% | |
| ITW | C | 1.07% | 0.11% | 0.11% | |
| JNJ | C | 1.55% | 1.58% | 1.55% | |
| KMB | D | 1.54% | 0.39% | 0.39% | |
| KO | B | 1.42% | 1.96% | 1.42% | |
| LIN | B | 0.58% | 0.53% | 0.53% | |
| LOW | A | 0.99% | 0.75% | 0.75% | |
| MCD | B | 1.31% | 0.66% | 0.66% | |
| MKC | C | 1.14% | 0.16% | 0.16% | |
| NEE | C | 1.39% | 0.92% | 0.92% | |
| NKE | D | 0.94% | 0.1% | 0.1% | |
| NOC | A | 0.95% | 0.44% | 0.44% | |
| NUE | F | 0.54% | 0.25% | 0.25% | |
| PEP | D | 1.48% | 0.98% | 0.98% | |
| PG | C | 1.1% | 1.58% | 1.1% | |
| PNR | B | 0.57% | 0.57% | 0.57% | |
| PPG | D | 0.9% | 0.36% | 0.36% | |
| QCOM | F | 0.67% | 0.66% | 0.66% | |
| SPGI | A | 0.38% | 0.7% | 0.38% | |
| SYY | D | 1.32% | 0.1% | 0.1% | |
| TGT | C | 1.35% | 0.43% | 0.43% | |
| TTC | D | 0.49% | 0.09% | 0.09% | |
| TXN | C | 1.14% | 1.5% | 1.14% | |
| WTRG | D | 0.51% | 0.21% | 0.21% | |
| XOM | D | 1.38% | 1.48% | 1.38% |
SDY Overweight 84 Positions Relative to EVUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| O | C | 2.79% | |
| KVUE | C | 2.41% | |
| XEL | B | 1.91% | |
| SO | A | 1.72% | |
| MDT | C | 1.71% | |
| WEC | B | 1.6% | |
| TROW | D | 1.34% | |
| LMT | B | 1.28% | |
| CINF | C | 1.18% | |
| FAST | C | 1.1% | |
| GPC | D | 1.09% | |
| ESS | C | 1.08% | |
| ATO | B | 1.08% | |
| CL | C | 0.96% | |
| GD | B | 0.9% | |
| AMCR | C | 0.87% | |
| LHX | C | 0.86% | |
| SWK | B | 0.82% | |
| LNT | B | 0.8% | |
| RPM | B | 0.8% | |
| MCHP | D | 0.75% | |
| EVRG | B | 0.75% | |
| EMR | D | 0.73% | |
| ERIE | B | 0.7% | |
| BDX | F | 0.68% | |
| SJM | C | 0.67% | |
| ALB | F | 0.62% | |
| JKHY | C | 0.6% | |
| WMT | B | 0.6% | |
| GGG | C | 0.57% | |
| WM | D | 0.57% | |
| AOS | D | 0.56% | |
| LECO | F | 0.56% | |
| NDSN | C | 0.54% | |
| ATR | B | 0.53% | |
| ORI | B | 0.49% | |
| DCI | D | 0.48% | |
| RSG | D | 0.48% | |
| SHW | B | 0.47% | |
| NNN | C | 0.47% | |
| RGLD | B | 0.47% | |
| FRT | C | 0.46% | |
| GWW | A | 0.42% | |
| SEIC | C | 0.37% | |
| CTAS | C | 0.36% | |
| CBSH | D | 0.36% | |
| MSA | D | 0.36% | |
| CSL | B | 0.36% | |
| RNR | B | 0.35% | |
| CFR | C | 0.35% | |
| PB | B | 0.34% | |
| RLI | B | 0.34% | |
| BEN | F | 0.33% | |
| NFG | B | 0.3% | |
| SON | D | 0.3% | |
| WRB | C | 0.29% | |
| UGI | C | 0.27% | |
| PII | D | 0.27% | |
| FLO | C | 0.26% | |
| BMI | B | 0.26% | |
| BRO | C | 0.26% | |
| NJR | B | 0.25% | |
| UBSI | C | 0.25% | |
| ROP | C | 0.24% | |
| UMBF | B | 0.23% | |
| CASY | D | 0.23% | |
| FUL | D | 0.23% | |
| OGS | B | 0.22% | |
| BKH | B | 0.22% | |
| OZK | D | 0.22% | |
| FELE | C | 0.21% | |
| LANC | D | 0.21% | |
| SR | B | 0.2% | |
| PRGO | F | 0.2% | |
| CWT | C | 0.17% | |
| ABM | D | 0.17% | |
| BRC | B | 0.17% | |
| AWR | B | 0.16% | |
| AVA | C | 0.15% | |
| CPK | B | 0.14% | |
| CBU | D | 0.13% | |
| SJW | D | 0.09% | |
| WST | D | 0.09% | |
| SCL | D | 0.08% |
SDY Underweight 186 Positions Relative to EVUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVGO | C | -3.03% | |
| JPM | D | -2.43% | |
| UNH | C | -2.16% | |
| HD | A | -1.99% | |
| BRK.A | C | -1.17% | |
| ORCL | B | -1.16% | |
| BAC | D | -1.14% | |
| PRU | C | -0.98% | |
| ELV | C | -0.94% | |
| GILD | B | -0.93% | |
| PEG | A | -0.92% | |
| K | A | -0.92% | |
| AMGN | B | -0.9% | |
| CSCO | B | -0.9% | |
| VZ | B | -0.87% | |
| DHR | C | -0.86% | |
| AXP | B | -0.84% | |
| MS | C | -0.82% | |
| RTX | C | -0.81% | |
| HON | D | -0.79% | |
| COP | D | -0.77% | |
| DIS | D | -0.73% | |
| AMT | C | -0.72% | |
| GIS | B | -0.72% | |
| BR | D | -0.71% | |
| GS | C | -0.71% | |
| CCI | C | -0.7% | |
| CRH | A | -0.68% | |
| CMI | C | -0.67% | |
| BK | A | -0.67% | |
| CI | C | -0.67% | |
| PFE | C | -0.66% | |
| MMM | A | -0.64% | |
| MRK | D | -0.64% | |
| OKE | B | -0.64% | |
| KMI | A | -0.63% | |
| NI | B | -0.63% | |
| EQIX | B | -0.59% | |
| C | D | -0.59% | |
| ACN | C | -0.57% | |
| NXPI | D | -0.56% | |
| PNC | A | -0.55% | |
| MET | A | -0.5% | |
| COR | D | -0.5% | |
| INTC | F | -0.48% | |
| ZTS | C | -0.48% | |
| HIG | B | -0.48% | |
| WELL | C | -0.45% | |
| XYL | D | -0.45% | |
| DE | B | -0.44% | |
| TRV | B | -0.44% | |
| LKQ | F | -0.43% | |
| CARR | B | -0.42% | |
| FERG | D | -0.42% | |
| KR | C | -0.41% | |
| CMS | B | -0.41% | |
| DLR | B | -0.41% | |
| MU | F | -0.4% | |
| PGR | A | -0.4% | |
| SBUX | C | -0.38% | |
| CMCSA | D | -0.38% | |
| EA | D | -0.37% | |
| EXC | B | -0.37% | |
| T | C | -0.37% | |
| NEM | B | -0.36% | |
| IRM | B | -0.36% | |
| HCA | A | -0.36% | |
| SYF | C | -0.36% | |
| BMY | C | -0.36% | |
| COO | B | -0.35% | |
| KEYS | C | -0.35% | |
| PLD | C | -0.35% | |
| STE | C | -0.35% | |
| NDAQ | A | -0.35% | |
| OVV | F | -0.35% | |
| BG | D | -0.35% | |
| DFS | B | -0.35% | |
| JCI | B | -0.34% | |
| ANSS | D | -0.34% | |
| PSX | D | -0.33% | |
| REGN | C | -0.33% | |
| FI | A | -0.32% | |
| UPS | F | -0.32% | |
| CBRE | A | -0.32% | |
| TAP | D | -0.31% | |
| SCHW | D | -0.31% | |
| KHC | C | -0.31% | |
| FLUT | B | -0.31% | |
| HPE | D | -0.29% | |
| D | B | -0.29% | |
| DGX | C | -0.29% | |
| BLK | B | -0.28% | |
| WY | C | -0.28% | |
| SLB | F | -0.27% | |
| FBIN | B | -0.27% | |
| FTV | C | -0.27% | |
| KDP | B | -0.26% | |
| MMC | C | -0.26% | |
| USB | B | -0.26% | |
| TSCO | C | -0.25% | |
| BKR | C | -0.25% | |
| URI | B | -0.25% | |
| ETN | C | -0.25% | |
| FIS | B | -0.25% | |
| FDX | F | -0.24% | |
| CNC | C | -0.24% | |
| HBAN | B | -0.24% | |
| VLO | F | -0.23% | |
| J | C | -0.23% | |
| CNH | D | -0.23% | |
| DAL | C | -0.22% | |
| TFC | D | -0.22% | |
| ZBH | F | -0.22% | |
| WFC | D | -0.21% | |
| LH | C | -0.21% | |
| A | C | -0.21% | |
| DHI | C | -0.2% | |
| TFX | C | -0.2% | |
| PYPL | B | -0.2% | |
| ACGL | B | -0.19% | |
| AIZ | B | -0.18% | |
| TJX | C | -0.18% | |
| OC | D | -0.18% | |
| MRO | C | -0.17% | |
| HII | D | -0.17% | |
| GEV | B | -0.16% | |
| JBHT | D | -0.16% | |
| IEX | D | -0.16% | |
| ALLE | C | -0.16% | |
| TRMB | C | -0.16% | |
| STT | B | -0.16% | |
| HOLX | C | -0.15% | |
| CPB | B | -0.15% | |
| HPQ | D | -0.15% | |
| NTRS | B | -0.14% | |
| AKAM | D | -0.14% | |
| COF | A | -0.14% | |
| TMO | C | -0.14% | |
| IP | C | -0.14% | |
| IFF | C | -0.14% | |
| PHM | B | -0.14% | |
| JNPR | A | -0.13% | |
| ROK | F | -0.13% | |
| WTW | C | -0.13% | |
| WMB | B | -0.13% | |
| FSLR | C | -0.13% | |
| BIIB | F | -0.13% | |
| HUBB | A | -0.13% | |
| AVTR | C | -0.12% | |
| PAYX | C | -0.12% | |
| HUM | F | -0.12% | |
| BALL | C | -0.12% | |
| DOW | D | -0.12% | |
| PFG | B | -0.12% | |
| WDC | D | -0.12% | |
| EQT | D | -0.12% | |
| BXP | B | -0.12% | |
| SOLV | C | -0.12% | |
| IR | C | -0.12% | |
| CAG | C | -0.11% | |
| LDOS | B | -0.11% | |
| ULTA | D | -0.11% | |
| FOX | B | -0.11% | |
| STZ | D | -0.11% | |
| AVY | D | -0.11% | |
| MKTX | C | -0.11% | |
| ICE | C | -0.11% | |
| PSA | B | -0.11% | |
| FANG | D | -0.11% | |
| CBOE | C | -0.11% | |
| CVS | F | -0.1% | |
| AZPN | B | -0.1% | |
| IPG | C | -0.1% | |
| MDLZ | C | -0.1% | |
| CCK | A | -0.1% | |
| GEHC | C | -0.1% | |
| GEN | B | -0.1% | |
| TWLO | C | -0.1% | |
| RMD | C | -0.1% | |
| KMX | D | -0.09% | |
| NTAP | D | -0.09% | |
| DD | B | -0.09% | |
| LYB | F | -0.09% | |
| STLD | D | -0.09% | |
| DG | F | -0.07% | |
| DLTR | F | -0.07% |
SDY: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Utilities - Regulated Electric
Specialty Chemicals
Banks - Regional - US
Household & Personal Products
Utilities - Regulated Gas
Packaged Foods
Business Services
Insurance - Property & Casualty
Semiconductors
Utilities - Regulated Water
Aerospace & Defense
Asset Management
Packaging & Containers
REIT - Retail
Tools & Accessories
Beverages - Soft Drinks
Capital Markets
Discount Stores
Drug Manufacturers - Major
EVUS: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Drug Manufacturers - Major
Packaged Foods
Business Services
Capital Markets
Health Care Plans
Semiconductors
Specialty Chemicals
Credit Services
Diagnostics & Research
Integrated Shipping & Logistics
Medical Instruments & Supplies
Oil & Gas E&P
Software - Application
Utilities - Regulated Electric
Asset Management
Banks - Global
Banks - Regional - US
Household & Personal Products
Insurance - Diversified
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