ETF Analysis
State Street SPDR S&P Dividend ETF (SDY) ETF Analysis
State Street SPDR S&P Dividend ETF (SDY) ETF analysis covering performance, holdings context, risk, drawdowns, volatility, momentum, dividends, valuation exposure, and the current AlgovestIQ assessment.
State Street SPDR S&P Dividend ETF (SDY) currently has an AIQ Score of 63/100, indicating a neutral setup. Momentum is the strongest factor at 82/100. Value is the weakest current factor at 52/100. Performance, momentum, risk, distribution, and exposure evidence should be read together at the latest market-close snapshot.
SDY at a Glance
Crawlable current metrics from the latest market-close ETF snapshot.
| Metric | Current |
|---|---|
| Price | $155.99 |
| AIQ Score | 63/100 |
| Overall View | Neutral |
| Technical Analysis Consensus | Strong Buy |
| Fund Size | $21.66B |
| Expense Ratio | 0.35% |
| Holdings Count | 158 |
| NAV | $154.11 |
| Asset Class | Equity |
| Primary Exposure | Industrials (18.41%) |
| Issuer | SPDR |
| Domicile | US |
| Inception Date | Nov 8, 2005 |
| Distribution Yield | 2.45% |
| Beta | 0.58 |
| Average Volume | 208.47K |
| 52-week range | $135.30-$160.29 |
| RSI 14 | 81.02 |
| 50-Day SMA | $153.29 |
| 200-Day SMA | $151.08 |
| Risk Score | 72/100 |
| Momentum Score | 82/100 |
| Value Exposure Score | 52/100 |
SDY Long-Horizon ETF Performance
Trailing returns, growth of $10,000, drawdown history, and calendar-year returns from available daily closes.
| Period | Total return | Annualized | Max drawdown | Start date |
|---|---|---|---|---|
| 1Y | 11.40% | 11.41% | -7.98% | Oct 20, 2025 |
| 3Y | 39.57% | 11.75% | -15.57% | Oct 20, 2023 |
| 5Y | 25.84% | 4.72% | -16.73% | Oct 25, 2021 |
| 10Y | 25.84% | 4.72% | -16.73% | Oct 25, 2021 |
Growth of $10,000
Indexed to the first available close in this history window.
Drawdown History
Peak-to-trough decline from each prior high over the available window.
Calendar-Year Returns
Full-year returns where available, with the current calendar year shown as YTD.
SDYState Street SPDR S&P Dividend ETF
Financial Services / Asset Management - Income
Relative Leader / Watch
Strong Relative Position
Latest quote
- Momentum82
- Value52
- Quality54
- Risk resilience72
- Sentiment—
SDY ETF Analysis Summary
State Street SPDR S&P Dividend ETF (SDY) currently has an AIQ Score of 63/100, indicating a neutral setup. Momentum is the strongest factor at 82/100. Value is the weakest current factor at 52/100. Performance, exposure, distribution, momentum, and risk evidence should be read together at the latest market-close snapshot.
In a neutral regime, SDY has AIQ Score of 63/100 with Momentum base of 82/100 and fading Value at 52/100. Wait for component alignment before adding exposure.
Momentum (82/100) leads while Value (52/100) lags. This cross-factor spread creates entry timing uncertainty.
Financial Services · -0.07% ETF move · SDY classified in Asset Management - Income.
Current Evidence
AlgovestIQ Evidence Summary
Current consensus, supporting evidence, recent changes, and what would strengthen or weaken the view.
Is SDY Bullish or Bearish Right Now?
SDY currently has a neutral overall setup. Momentum is the strongest factor at 82/100, while Value is weakest at 52/100. The current evidence suggests a mixed rather than strongly bullish or bearish setup.
- - Momentum is constructive at 82/100.
- - Risk Resilience is supportive at 72/100.
- - Price is +1.76% above its 50-day SMA.
- - Technical consensus has more buy votes than sell votes (35 vs 10).
- - No strong bearish evidence is available in the current snapshot.
Current Consensus
SDY's Technical Analysis Consensus is currently Strong Buy, with 35 buy, 0 neutral, and 10 sell votes. SDY's 14-day RSI is 81.02, which places the ETF in an overbought momentum range. SDY's beta is 0.58, indicating lower market sensitivity than the broad market.
What Changed in SDY?
The largest recent change in SDY is Momentum moving up by 16.0 points over the available 7-day comparison window. Momentum remains the strongest visible factor.
What Would Change the SDY Outlook?
The current neutral outlook could improve if AIQ moves above 70, momentum recovers, risk resilience improves, and price confirms a stronger trend above the 50-day and 200-day moving averages. It would weaken if AIQ falls below 40, price loses long-term moving-average support, distribution or liquidity context deteriorates, or risk evidence worsens.
AIQ > 70, RSI above 55, price above SMA-50/SMA-200, and positive market-context evidence.
AIQ below 40, RSI below 45, loss of SMA-200, negative revisions, or rising volatility and drawdown risk.
SDY Decision Framework
Public evidence layers, setup checks, and risk context for State Street SPDR S&P Dividend ETF.
State Street SPDR S&P Dividend ETF (SDY) ETF Analysis
State Street SPDR S&P Dividend ETF has an AIQ Score of 63/100 in a Neutral regime. Momentum is strongest at 82/100. Beta is 0.58, below market sensitivity. Review the supporting etf factors together before drawing a conclusion from any single score.
| Evidence Layer | Public Evidence |
|---|---|
| Regime Context | SDY is in a Neutral AIQ regime with score 63/100. |
| Signal Conflict | The primary conflict is that momentum leads at 82/100 while value lags at 52/100. |
| Factor Evidence | Momentum 82/100 · Value 52/100 · Quality 54/100 · Risk 72/100 |
| Persistence | Current snapshot evidence is shown; historical persistence remains in AIQ Pro. |
Current Setup Checklist
Momentum is the strongest factor at 82/100.
Momentum is 82/100 and RSI (14) is 81.0.
SDY is in a Neutral regime at 63/100.
Risk factor is 72/100 with beta 0.58 and annual volatility 10.82%.
Current conflict: momentum leads at 82/100 while value lags at 52/100.
SDY Research Cluster
ETF-specific paths for performance, risk, distributions, market context, data, comparisons, and news.
SDY ETF Analytics
SDY holdings context, yield, risk, valuation exposure, momentum, and AIQ evidence.
SDY Technical Analysis
SDY technical setup based on RSI, MACD, moving averages, AIQ Momentum, volume, trend, volatility, and pivots.
SDY ETF Market Context
Track SDY market context, news pressure, trend changes, income events, and current allocation evidence.
SDY Distribution Analysis
SDY distribution yield, annualized distributions, payment history, and income context.
SDY ETF Data
SDY available fund data, market metrics, technical readings, risk measures, and AIQ evidence.
SDY Risk Analysis
SDY volatility, beta, drawdown, Sharpe ratio, VaR, and downside resilience.
SDY ETF News
SDY ETF news, market tone, recent headlines, and catalyst context.
SDY vs Dividend & Income Peers
Current peer cohort: SDY · SMDV · SPHD · SPHQ · SPMO. Compare AIQ, factor scores, Sharpe ratio and 1-year volatility in one indexable view.
| Peer | AIQ | Value | Momentum | Risk | Sharpe | 1Y Volatility | Compare |
|---|---|---|---|---|---|---|---|
| SDY Current ETF | 63/100 | 52/100 | 82/100 | 72/100 | 0.69 | 10.82% | Current |
| SMDV ProShares Russell 2000 Dividend Growers ETF | 48/100 | 40/100 | 48/100 | 78/100 | 0.42 | 13.86% | SDY vs SMDV |
| SPHD Invesco S&P 500 High Dividend Low Volatility ETF | 63/100 | — | 59/100 | 66/100 | 0 | 11.89% | SDY vs SPHD |
| SPHQ Invesco S&P 500 Quality ETF | 53/100 | 39/100 | 45/100 | 81/100 | 0.7 | 14.62% | SDY vs SPHQ |
| SPMO Invesco S&P 500 Momentum ETF | 50/100 | 46/100 | 28/100 | 70/100 | 0.64 | 24.89% | SDY vs SPMO |
Peer cohort is resolved dynamically from the AlgovestIQ universe taxonomy and Compare relationship graph. Data as of Oct 21, 2026.
About the AIQ Score
Methodology for the current ETF evidence.
The AlgovestIQ AIQ Score combines multiple dimensions of ETF evidence, including momentum, valuation exposure, quality, risk resilience, sentiment context, and timing signals. It is a descriptive research score, not a guarantee of future performance or a personalized recommendation.
View AIQ methodologyFactor Diagnostics
A compact bridge from the AIQ score to the evidence tabs.
Valuation exposure across the fund's holdings.
Quality context inferred from fund exposure and available evidence.
Trend, momentum, volume, and timing confirmation.
Resilience, volatility, beta, drawdown, and tail risk.
News and event pressure around the setup.
Open the return calculator with ETF context while purchase price, shares, dates and fees remain user inputs.
AIQ Component Profile
Compare the five component scores on one consistent 0–100 scale.
Review earnings timing, revisions, news pressure, and prior event reactions in one place.
Open catalystsNo quarterly financial rows in this snapshot.
Checked Oct 22, 2026
Explore factor drivers, conflicts, persistence, and scenario sensitivity in the advanced workspace.
ETF Analytics Snapshot
Current ETF evidence uses fund profile, cost, size, distribution, momentum, and risk fields.
ETF pages use fund-native profile fields for cost, size, liquidity, holdings breadth, NAV, issuer, and launch date.
Market Confirmation
Technicals are summarized first, with the indicator library behind it.
Risk Alignment
Higher resilience is stronger; exposure metrics stay separate.
Continue Researching SDY
Open the detailed evidence pages and workflows behind the stock overview read.
Premium Feature
Full AIQ Analysis
AIQ Intelligence
AIQ Pro for SDY
Scenario Analysis
AIQ Scenario Builder
Portfolio Implication
Related Links
SDY ETF FAQ
What is SDY ETF price today?
SDY is currently shown at $155.99. Use the live quote with the 52-week range and AIQ context before comparing funds.
What is SDY's 52-week high and low?
SDY's 52-week range is $135.30 to $160.29 based on the latest completed market-close snapshot from Oct 21, 2026. A price near either extreme should be evaluated with volatility and trend evidence.
Does SDY pay a dividend?
SDY's current distribution yield is 2.45% based on the latest completed market-close snapshot from Oct 21, 2026. For ETFs, dividend yield should be compared with expense ratio, holdings, and risk.
What should investors compare before buying SDY?
Compare SDY's price trend, expense profile, yield, holdings exposure, volatility, and AIQ signal. ETF decisions should focus on portfolio fit as much as current momentum.