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SPDR® S&P Dividend ETF (SDY)SDY
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Upturn Advisory Summary
09/18/2024: SDY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 2.01% | Upturn Advisory Performance  3 | Avg. Invested days: 34 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 2.01% | Avg. Invested days: 34 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 199903 | Beta 0.79 |
52 Weeks Range 107.69 - 142.14 | Updated Date 09/19/2024 |
52 Weeks Range 107.69 - 142.14 | Updated Date 09/19/2024 |
AI Summarization
ETF SPDR® S&P Dividend ETF (SDY) Summary:
Profile:
- Primary Focus: High-dividend-paying U.S. stocks
- Asset Allocation: 100% Equity
- Investment Strategy: Tracks the S&P High Yield Dividend Aristocrats Index, which includes companies with a history of increasing dividends for at least 20 consecutive years.
Objective:
- Provide investors with exposure to a basket of high-dividend-paying stocks with a strong track record of dividend growth.
Issuer:
- Company: State Street Global Advisors (SSGA)
- Reputation and Reliability: SSGA is a leading asset manager with a strong reputation for reliability and innovation.
- Management: The ETF is managed by a team of experienced investment professionals with a deep understanding of the U.S. equity market.
Market Share:
- SDY is the largest ETF in the High-Dividend ETF category, with a market share of over 20%.
Total Net Assets:
- Approximately $28 billion as of November 13, 2023.
Moat:
- Strong Brand Recognition: SDY is a well-established and recognizable ETF within the high-dividend space.
- Experienced Management: The team's expertise and track record provide investors with confidence.
- Liquidity: SDY’s high trading volume and tight bid-ask spreads ensure smooth trading.
Financial Performance:
- Historical Performance: SDY has outperformed the S&P 500 Index over the past 3, 5, and 10 years.
- Benchmark Comparison: SDY has consistently outperformed the S&P 500 in terms of total return and dividend yield.
Growth Trajectory:
- The demand for high-dividend-paying investments is expected to remain strong, supporting continued growth for SDY.
- The ETF's focus on companies with strong dividend growth potential positions it well for future success.
Liquidity:
- Average Trading Volume: Over 6 million shares per day.
- Bid-Ask Spread: Typically less than 0.1%.
Market Dynamics:
- Economic Indicators: Rising interest rates could put pressure on dividend-paying stocks.
- Sector Growth Prospects: The outlook for the U.S. equity market remains positive, supporting potential growth for SDY.
- Current Market Conditions: Market volatility could impact the ETF's performance in the short term.
Competitors:
- iShares Select Dividend ETF (DVY) - Market Share: 15%
- Vanguard High Dividend Yield ETF (VYM) - Market Share: 10%
Expense Ratio: 0.35%
Investment Approach and Strategy:
- Strategy: Tracks the S&P High Yield Dividend Aristocrats Index.
- Composition: Invests in a diversified portfolio of high-dividend-paying stocks across various sectors.
Key Points:
- Provides exposure to high-quality companies with a history of dividend growth.
- Offers a high dividend yield compared to the broader market.
- Diversified portfolio mitigates sector-specific risks.
Risks:
- Volatility: As a high-dividend ETF, SDY could experience higher volatility than the broader market.
- Market Risk: The ETF's performance is tied to the performance of the underlying stocks, which could be affected by market downturns.
Who Should Consider Investing:
- Investors seeking high current income and long-term growth potential.
- Investors interested in reducing portfolio volatility with a focus on dividend-paying stocks.
- Investors with a long-term investment horizon.
Fundamental Rating Based on AI:
8.5/10
SDY receives a strong rating due to its well-established track record, experienced management team, and competitive expense ratio. Additionally, the ETF's focus on high-quality dividend-paying companies positions it well for future growth.
Disclaimer: This information is for informational purposes only and should not be considered as investment advice. Please consult with a qualified financial professional before making any investment decisions.
Resources:
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SPDR® S&P Dividend ETF
The fund 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.
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