SDY vs. XVV ETF Comparison

Comparison of SPDR S&P Dividend ETF (SDY) to iShares ESG Screened S&P 500 ETF (XVV)
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
XVV

iShares ESG Screened S&P 500 ETF

XVV Description The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the S&P 500 Sustainability Screened Index, which measures the performance of the large-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified.

Grade (RS Rating)

Last Trade

$43.98

Average Daily Volume

15,056

Number of Holdings *

444

* may have additional holdings in another (foreign) market
Performance
Period SDY XVV
30 Days 2.54% 1.66%
60 Days 6.40% 2.57%
90 Days 9.61% 4.49%
12 Months 22.19% 34.07%
71 Overlapping Holdings
Symbol Grade Weight in SDY Weight in XVV Overlap
ABBV C 1.71% 0.78% 0.78%
ABT C 0.99% 0.45% 0.45%
ADI C 0.68% 0.26% 0.26%
ADM D 1.36% 0.07% 0.07%
ADP B 1.13% 0.26% 0.26%
AFL C 1.12% 0.13% 0.13%
ALB F 0.62% 0.02% 0.02%
AMCR C 0.87% 0.04% 0.04%
AOS D 0.56% 0.02% 0.02%
APD B 1.3% 0.15% 0.15%
ATO B 1.08% 0.05% 0.05%
BBY C 1.02% 0.04% 0.04%
BDX F 0.68% 0.15% 0.15%
BEN F 0.33% 0.01% 0.01%
BRO C 0.26% 0.05% 0.05%
CAH C 1.03% 0.06% 0.06%
CAT B 0.75% 0.42% 0.42%
CB B 0.68% 0.27% 0.27%
CHD C 0.49% 0.06% 0.06%
CHRW A 0.64% 0.03% 0.03%
CINF C 1.18% 0.05% 0.05%
CL C 0.96% 0.19% 0.19%
CLX C 1.19% 0.05% 0.05%
CTAS C 0.36% 0.16% 0.16%
DOV B 0.51% 0.06% 0.06%
ECL A 0.42% 0.15% 0.15%
ED C 1.73% 0.08% 0.08%
EIX C 1.76% 0.07% 0.07%
EMR D 0.73% 0.14% 0.14%
ES C 1.21% 0.05% 0.05%
ESS C 1.08% 0.05% 0.05%
EXPD C 0.49% 0.04% 0.04%
FAST C 1.1% 0.09% 0.09%
FDS C 0.49% 0.04% 0.04%
FRT C 0.46% 0.02% 0.02%
GPC D 1.09% 0.04% 0.04%
HRL D 0.51% 0.02% 0.02%
IBM A 1.94% 0.45% 0.45%
ITW C 1.07% 0.16% 0.16%
JKHY C 0.6% 0.03% 0.03%
KMB D 1.54% 0.11% 0.11%
KO B 1.42% 0.62% 0.62%
LIN B 0.58% 0.51% 0.51%
LOW A 0.99% 0.34% 0.34%
MCD B 1.31% 0.48% 0.48%
MCHP D 0.75% 0.1% 0.1%
MDT C 1.71% 0.27% 0.27%
MKC C 1.14% 0.05% 0.05%
NDSN C 0.54% 0.03% 0.03%
NEE C 1.39% 0.39% 0.39%
NKE D 0.94% 0.22% 0.22%
NUE F 0.54% 0.08% 0.08%
O C 2.79% 0.12% 0.12%
PEP D 1.48% 0.55% 0.55%
PG C 1.1% 0.92% 0.92%
PNR B 0.57% 0.04% 0.04%
PPG D 0.9% 0.07% 0.07%
QCOM F 0.67% 0.44% 0.44%
ROP C 0.24% 0.14% 0.14%
RSG D 0.48% 0.09% 0.09%
SHW B 0.47% 0.2% 0.2%
SJM C 0.67% 0.03% 0.03%
SPGI A 0.38% 0.38% 0.38%
SWK B 0.82% 0.04% 0.04%
SYY D 1.32% 0.08% 0.08%
TGT C 1.35% 0.16% 0.16%
TROW D 1.34% 0.06% 0.06%
TXN C 1.14% 0.43% 0.43%
WM D 0.57% 0.17% 0.17%
WRB C 0.29% 0.04% 0.04%
WST D 0.09% 0.05% 0.05%
SDY Overweight 61 Positions Relative to XVV
Symbol Grade Weight
KVUE C 2.41%
XEL B 1.91%
SO A 1.72%
CVX D 1.63%
WEC B 1.6%
JNJ C 1.55%
XOM D 1.38%
LMT B 1.28%
NOC A 0.95%
GD B 0.9%
LHX C 0.86%
LNT B 0.8%
RPM B 0.8%
EVRG B 0.75%
ERIE B 0.7%
WMT B 0.6%
GGG C 0.57%
LECO F 0.56%
ATR B 0.53%
WTRG D 0.51%
TTC D 0.49%
ORI B 0.49%
DCI D 0.48%
NNN C 0.47%
RGLD B 0.47%
GWW A 0.42%
SEIC C 0.37%
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%
NFG B 0.3%
SON D 0.3%
UGI C 0.27%
PII D 0.27%
FLO C 0.26%
BMI B 0.26%
NJR B 0.25%
UBSI C 0.25%
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%
SCL D 0.08%
SDY Underweight 373 Positions Relative to XVV
Symbol Grade Weight
AAPL C -7.52%
MSFT C -7.43%
NVDA D -6.61%
AMZN C -3.96%
META A -2.79%
GOOGL D -2.17%
BRK.A C -1.9%
GOOG D -1.82%
LLY C -1.67%
AVGO C -1.66%
TSLA C -1.54%
JPM D -1.38%
UNH C -1.21%
V C -1.02%
MA B -0.92%
COST B -0.91%
HD A -0.88%
NFLX B -0.69%
MRK D -0.68%
BAC D -0.63%
ORCL B -0.61%
CRM D -0.59%
AMD D -0.58%
ADBE F -0.54%
TMO C -0.54%
ACN C -0.48%
CSCO B -0.47%
GE A -0.46%
NOW A -0.43%
DHR C -0.42%
INTU C -0.42%
VZ B -0.42%
AMGN B -0.41%
ISRG C -0.4%
DIS D -0.39%
PFE C -0.38%
GS C -0.37%
AMAT D -0.37%
UBER C -0.36%
CMCSA D -0.36%
UNP C -0.35%
AXP B -0.35%
T C -0.35%
PGR A -0.34%
TJX C -0.31%
BKNG B -0.31%
BLK B -0.3%
ETN C -0.3%
MS C -0.29%
REGN C -0.28%
BSX B -0.28%
VRTX D -0.28%
SYK C -0.28%
ELV C -0.28%
PLD C -0.27%
C D -0.27%
BX B -0.26%
PANW C -0.25%
AMT C -0.25%
SBUX C -0.25%
MMC C -0.25%
LRCX F -0.24%
GILD B -0.24%
KLAC D -0.24%
FI A -0.24%
DE B -0.24%
BMY C -0.23%
MDLZ C -0.23%
CI C -0.23%
TMUS C -0.23%
UPS F -0.22%
SCHW D -0.22%
ANET A -0.22%
MU F -0.22%
ICE C -0.21%
TT A -0.2%
ZTS C -0.2%
INTC F -0.2%
EQIX B -0.19%
MCO A -0.18%
CME C -0.18%
HCA A -0.18%
APH C -0.18%
SNPS D -0.18%
CMG C -0.18%
PH A -0.18%
PYPL B -0.18%
USB B -0.17%
MSI B -0.17%
CVS F -0.17%
PNC A -0.17%
WELL C -0.17%
AON B -0.17%
CDNS D -0.17%
FCX D -0.15%
CEG A -0.15%
ORLY D -0.15%
MCK F -0.15%
GEV B -0.15%
CARR B -0.15%
FDX F -0.15%
CSX D -0.15%
SLB F -0.14%
NXPI D -0.14%
AJG D -0.14%
NEM B -0.14%
GM B -0.13%
PSX D -0.13%
HLT B -0.13%
ABNB D -0.13%
NSC C -0.13%
PSA B -0.13%
TFC D -0.13%
ADSK C -0.13%
COF A -0.13%
MAR C -0.13%
MPC D -0.13%
DHI C -0.13%
DLR B -0.12%
ROST C -0.12%
PCAR D -0.12%
SRE B -0.12%
AZO D -0.12%
URI B -0.12%
BK A -0.12%
TRV B -0.12%
SPG A -0.12%
OKE B -0.12%
WMB B -0.12%
AMP B -0.11%
FIS B -0.11%
LEN C -0.11%
FTNT B -0.11%
FICO B -0.11%
MET A -0.11%
AIG D -0.11%
CCI C -0.11%
JCI B -0.11%
ALL B -0.11%
A C -0.1%
ACGL B -0.1%
GIS B -0.1%
CMI C -0.1%
PWR B -0.1%
IDXX D -0.1%
F F -0.1%
PAYX C -0.1%
PRU C -0.1%
MPWR C -0.1%
MSCI C -0.1%
IQV D -0.1%
VLO F -0.1%
CPRT D -0.1%
TEL D -0.1%
CTSH C -0.09%
EFX C -0.09%
COR D -0.09%
HUM F -0.09%
VRSK D -0.09%
HWM B -0.09%
EXR B -0.09%
GEHC C -0.09%
OTIS C -0.09%
IR C -0.09%
KDP B -0.09%
EXC B -0.09%
IT A -0.09%
STZ D -0.09%
AME C -0.09%
EW F -0.09%
CNC C -0.09%
RCL A -0.09%
CTVA B -0.09%
KMI A -0.09%
PEG A -0.09%
XYL D -0.08%
TRGP B -0.08%
MLM D -0.08%
VMC D -0.08%
IRM B -0.08%
GLW B -0.08%
EA D -0.08%
VICI C -0.08%
HIG B -0.08%
RMD C -0.08%
DFS B -0.08%
BKR C -0.08%
ODFL D -0.08%
MNST D -0.08%
KR C -0.08%
CBRE A -0.08%
YUM F -0.08%
DOW D -0.08%
DXCM F -0.07%
GPN D -0.07%
HSY D -0.07%
AWK C -0.07%
BIIB F -0.07%
WTW C -0.07%
TSCO C -0.07%
NVR B -0.07%
MTB A -0.07%
FITB B -0.07%
HPQ D -0.07%
ROK F -0.07%
CDW D -0.07%
DAL C -0.07%
PHM B -0.07%
NDAQ A -0.07%
LULU D -0.07%
MTD D -0.07%
WAB A -0.07%
ON F -0.07%
EBAY B -0.07%
CSGP D -0.07%
CHTR D -0.07%
AVB C -0.07%
WY C -0.06%
HPE D -0.06%
TTWO D -0.06%
LYB F -0.06%
NTAP D -0.06%
BR D -0.06%
TYL C -0.06%
BLDR C -0.06%
VTR C -0.06%
SBAC C -0.06%
SW C -0.06%
FSLR C -0.06%
HAL F -0.06%
GRMN D -0.06%
IFF C -0.06%
EQR C -0.06%
STT B -0.06%
ETR A -0.06%
KEYS C -0.06%
FTV C -0.06%
KHC C -0.06%
AXON A -0.06%
ANSS D -0.06%
WAT C -0.05%
STX C -0.05%
MOH D -0.05%
EL F -0.05%
SYF C -0.05%
OMC B -0.05%
DRI B -0.05%
INVH C -0.05%
TER D -0.05%
BALL C -0.05%
K A -0.05%
RF B -0.05%
PTC D -0.05%
WDC D -0.05%
CBOE C -0.05%
HBAN B -0.05%
COO B -0.05%
ZBH F -0.05%
CPAY C -0.05%
SMCI F -0.05%
MRNA F -0.05%
HUBB A -0.05%
RJF C -0.05%
DECK D -0.05%
STE C -0.05%
VLTO B -0.05%
DOC C -0.04%
KIM C -0.04%
CAG C -0.04%
RVTY C -0.04%
CF C -0.04%
LVS D -0.04%
IEX D -0.04%
VRSN D -0.04%
SWKS F -0.04%
ENPH D -0.04%
KEY B -0.04%
PODD B -0.04%
IP C -0.04%
UAL C -0.04%
LUV C -0.04%
AVY D -0.04%
DGX C -0.04%
TSN D -0.04%
STLD D -0.04%
ALGN D -0.04%
CNP D -0.04%
EXPE C -0.04%
MAS B -0.04%
PFG B -0.04%
LH C -0.04%
WBD D -0.04%
DG F -0.04%
CCL C -0.04%
ZBRA B -0.04%
NTRS B -0.04%
APTV D -0.04%
ARE C -0.04%
MAA C -0.04%
HOLX C -0.04%
PKG B -0.04%
CFG C -0.04%
ULTA D -0.04%
BAX C -0.04%
TFX C -0.03%
EPAM F -0.03%
BXP B -0.03%
REG C -0.03%
IPG C -0.03%
INCY C -0.03%
KMX D -0.03%
ALLE C -0.03%
EMN B -0.03%
JNPR A -0.03%
TECH D -0.03%
FFIV B -0.03%
CE F -0.03%
HST C -0.03%
JBL D -0.03%
CPT B -0.03%
ROL C -0.03%
JBHT D -0.03%
UDR C -0.03%
L D -0.03%
POOL D -0.03%
VTRS D -0.03%
DPZ D -0.03%
BG D -0.03%
UHS B -0.03%
TRMB C -0.03%
LYV B -0.03%
GEN B -0.03%
AKAM D -0.03%
DLTR F -0.03%
SNA C -0.03%
BBWI F -0.02%
RL B -0.02%
AAL D -0.02%
BIO C -0.02%
WYNN D -0.02%
BWA D -0.02%
IVZ B -0.02%
FMC C -0.02%
PAYC D -0.02%
MHK C -0.02%
MOS F -0.02%
NCLH C -0.02%
GNRC D -0.02%
DVA B -0.02%
CZR C -0.02%
GL C -0.02%
DAY D -0.02%
LW D -0.02%
MGM D -0.02%
HAS B -0.02%
HSIC D -0.02%
TPR C -0.02%
FOXA B -0.02%
MTCH C -0.02%
NWSA D -0.02%
MKTX C -0.02%
AIZ B -0.02%
CPB B -0.02%
QRVO F -0.02%
TAP D -0.02%
CTLT B -0.02%
LKQ F -0.02%
CRL F -0.02%
NWS D -0.01%
PARA F -0.01%
FOX B -0.01%
WBA F -0.01%
ETSY F -0.01%
Compare ETFs