SDY vs. IYF ETF Comparison

Comparison of SPDR S&P Dividend ETF (SDY) to iShares U.S. Financial ETF (IYF)

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 1500Â® 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

$140.19

Average Daily Volume

175,043

Number of Holdings ^*

132

* may have additional holdings in another (foreign) market

IYF

iShares U.S. Financial ETF

IYF Description

The investment seeks to track the investment results of an index composed of U.S. equities in the financial sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Financials Index (the "underlying index"), which measures the performance of the financial sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$114.86

Average Daily Volume

282,978

Number of Holdings ^*

135

* may have additional holdings in another (foreign) market

Performance

Period	SDY	IYF
30 Days	-1.28%	6.80%
60 Days	0.91%	13.89%
90 Days	4.75%	15.57%
12 Months	23.50%	50.27%

17 Overlapping Holdings

Symbol	Grade	Weight in SDY	Weight in IYF	Overlap
AFL	C	0.87%	1.03%	0.87%
BEN	C	0.37%	0.11%	0.11%
BRO	A	0.26%	0.45%	0.26%
CB	C	0.6%	1.93%	0.6%
CBSH	A	0.46%	0.14%	0.14%
CFR	B	0.45%	0.14%	0.14%
CINF	A	1.28%	0.39%	0.39%
FDS	A	0.47%	0.31%	0.31%
ORI	A	0.51%	0.16%	0.16%
OZK	B	0.28%	0.09%	0.09%
PB	B	0.44%	0.12%	0.12%
RLI	A	0.4%	0.12%	0.12%
RNR	D	0.27%	0.23%	0.23%
SEIC	A	0.42%	0.13%	0.13%
SPGI	C	0.35%	2.66%	0.35%
TROW	B	1.44%	0.45%	0.45%
WRB	B	0.28%	0.3%	0.28%

SDY Overweight 115 Positions Relative to IYF

Symbol	Grade	Weight
CVX	B	2.25%
O	D	2.21%
KVUE	B	1.79%
XEL	A	1.74%
EIX	C	1.7%
WEC	B	1.69%
KMB	F	1.63%
XOM	B	1.6%
PEP	D	1.5%
MDT	D	1.48%
ADM	F	1.47%
SO	D	1.47%
TGT	C	1.46%
IBM	C	1.43%
ED	D	1.42%
JNJ	D	1.4%
ABBV	D	1.39%
TXN	C	1.33%
SYY	B	1.33%
KO	F	1.25%
ES	D	1.24%
FAST	A	1.19%
GPC	D	1.19%
ITW	A	1.19%
CLX	A	1.18%
ATO	A	1.17%
APD	B	1.13%
MCD	C	1.13%
PG	C	1.12%
EMR	A	1.12%
BBY	D	1.1%
ESS	C	1.07%
NEE	D	1.07%
ADP	A	1.06%
LMT	C	1.06%
LHX	A	1.03%
MCHP	F	0.99%
CAH	A	0.99%
MKC	D	0.98%
PPG	F	0.97%
QCOM	F	0.96%
GD	A	0.96%
ABT	C	0.95%
CL	F	0.87%
LNT	C	0.85%
AMCR	D	0.85%
LOW	B	0.83%
EVRG	A	0.83%
SWK	F	0.81%
NKE	F	0.8%
NOC	C	0.78%
RPM	A	0.78%
NUE	C	0.77%
WM	A	0.76%
CHRW	A	0.75%
BDX	D	0.75%
ADI	F	0.75%
CAT	C	0.72%
SJM	F	0.7%
ALB	B	0.68%
LECO	C	0.68%
GGG	B	0.61%
RSG	A	0.6%
NDSN	B	0.6%
JKHY	C	0.59%
DOV	A	0.58%
ATR	A	0.58%
AOS	F	0.57%
CHD	B	0.56%
LIN	D	0.55%
EXPD	D	0.54%
WTRG	C	0.54%
WMT	A	0.52%
TTC	F	0.52%
DCI	A	0.52%
HRL	F	0.51%
RGLD	C	0.49%
FRT	C	0.49%
PNR	A	0.48%
NNN	F	0.45%
ECL	C	0.43%
CSL	B	0.43%
GWW	B	0.43%
ERIE	F	0.42%
MSA	D	0.41%
CTAS	A	0.4%
SHW	A	0.39%
BMI	B	0.34%
UBSI	B	0.32%
NFG	C	0.31%
UMBF	B	0.31%
SON	D	0.29%
UGI	D	0.29%
ROP	A	0.28%
CASY	B	0.28%
NJR	A	0.27%
BKH	B	0.25%
FELE	A	0.25%
FUL	F	0.25%
FLO	F	0.25%
OGS	A	0.24%
PII	F	0.23%
SR	C	0.22%
CBU	B	0.21%
LANC	C	0.21%
PRGO	C	0.21%
BRC	A	0.2%
ABM	B	0.2%
CWT	D	0.18%
AWR	B	0.18%
AVA	C	0.17%
CPK	A	0.16%
WST	B	0.13%
SJW	F	0.1%
SCL	C	0.1%

SDY Underweight 118 Positions Relative to IYF

Symbol	Grade	Weight
BRK.A	B	-11.71%
JPM	B	-9.68%
BAC	A	-4.6%
WFC	A	-4.19%
GS	B	-3.14%
BLK	B	-2.62%
MS	A	-2.55%
PGR	A	-2.55%
C	A	-2.23%
BX	A	-2.13%
MMC	C	-1.89%
SCHW	A	-1.87%
KKR	B	-1.74%
ICE	D	-1.52%
APO	B	-1.43%
PNC	B	-1.38%
CME	A	-1.37%
USB	A	-1.33%
AON	A	-1.28%
MCO	C	-1.26%
AJG	A	-1.08%
TFC	B	-1.06%
TRV	B	-0.99%
BK	B	-0.98%
AMP	A	-0.94%
COIN	B	-0.87%
ALL	A	-0.86%
AIG	B	-0.85%
MET	C	-0.82%
PRU	B	-0.77%
DFS	B	-0.76%
MSCI	B	-0.76%
ACGL	D	-0.62%
MTB	B	-0.59%
HIG	C	-0.58%
NDAQ	A	-0.55%
WTW	A	-0.55%
FITB	A	-0.54%
ARES	B	-0.53%
RJF	A	-0.51%
STT	B	-0.49%
FCNCA	B	-0.45%
BR	A	-0.44%
HBAN	B	-0.43%
RF	B	-0.4%
LPLA	B	-0.39%
CFG	B	-0.36%
NTRS	A	-0.36%
CBOE	D	-0.36%
MKL	A	-0.36%
HOOD	B	-0.34%
PFG	C	-0.34%
KEY	B	-0.3%
IBKR	A	-0.3%
EG	D	-0.27%
L	A	-0.26%
FNF	C	-0.26%
TW	C	-0.26%
EWBC	B	-0.25%
RGA	A	-0.25%
JEF	A	-0.22%
EQH	B	-0.22%
UNM	A	-0.21%
SOFI	B	-0.21%
SF	B	-0.2%
OWL	B	-0.2%
CG	C	-0.2%
AIZ	A	-0.19%
FHN	A	-0.19%
EVR	B	-0.19%
PRI	A	-0.18%
ALLY	C	-0.18%
WAL	B	-0.17%
AFG	A	-0.17%
GL	B	-0.17%
NLY	C	-0.17%
KNSL	C	-0.17%
MKTX	C	-0.17%
WBS	A	-0.17%
PNFP	B	-0.16%
MORN	B	-0.16%
HLI	B	-0.16%
WTFC	B	-0.15%
CMA	A	-0.15%
VOYA	B	-0.14%
ZION	B	-0.14%
SNV	B	-0.14%
RYAN	A	-0.13%
IVZ	C	-0.12%
AGNC	C	-0.12%
BPOP	C	-0.12%
MTG	C	-0.11%
FAF	C	-0.11%
COLB	B	-0.11%
OMF	A	-0.11%
LAZ	C	-0.11%
AXS	A	-0.11%
RITM	C	-0.1%
TPG	B	-0.1%
AMG	B	-0.1%
FNB	A	-0.1%
JHG	B	-0.1%
STWD	D	-0.1%
WTM	A	-0.09%
SLM	B	-0.09%
THG	A	-0.09%
LNC	B	-0.08%
AGO	B	-0.08%
KMPR	A	-0.07%
FHB	B	-0.06%
BHF	B	-0.06%
BOKF	B	-0.05%
VIRT	B	-0.05%
CACC	D	-0.05%
RKT	F	-0.04%
CNA	C	-0.02%
TFSL	A	-0.01%
UWMC	F	-0.01%