Analysis for SPDR S&P Dividend ETF
Description & usage
The SPDR S and P Dividend ETF invests in U.S. companies with long records of dividend growth and quality characteristics. It combines income orientation with stability traits of established businesses. Key drivers are earnings durability, payout policy, rate trends, and valuation levels.
Basic info
- Symbol
- SDY
- Type
- ETF
- Region
- US
- Sector
- Diversified
- Available history
- 11.1 years
- Last trading day
- 04/02/2026
- TER
- –
Basic info
- Symbol
- SDY
- Type
- ETF
- Region
- US
- Sector
- Diversified
- Available history
- 11.1 years
- Last trading day
- 04/02/2026
- TER
- –
Market context
- DXY
- 120.89
- US 10Y Real
- 1.99%
- Fed Balance
- $6.68T
- CPI YoY
- 2.4%
- Fed Rate
- 3.75%
- US 10Y
- 4.35%
- VIX
- 24.54
- HY OAS
- 3.17%
- Brent
- $121.88
- Core CPI
- 2.5%
- US 2Y
- 3.84%
- ISM PMI
- –
Score overview
The overall score combines Performance, Stability and Trend into one comparable value.
Market context
- DXY
- 120.89
- US 10Y Real
- 1.99%
- Fed Balance
- $6.68T
- CPI YoY
- 2.4%
- Fed Rate
- 3.75%
- US 10Y
- 4.35%
- VIX
- 24.54
- HY OAS
- 3.17%
- Brent
- $121.88
- Core CPI
- 2.5%
- US 2Y
- 3.84%
- ISM PMI
- –
Analysis summary
Technical asset picture
SPDR S&P Dividend ETF (SDY) currently has a total score of 61 points, placing it in the strong range. The score is made up of Performance (44), Stability (90) and Trend (58). The profile is clearly uneven: Stability stands out while Performance is more neutral.
Performance scores 44 points (neutral). Most supportive metric: 1Y return at 7.8 %. Weaker metric: 3Y return at 21.0 %.
Stability scores 90 points (very strong). Best-ranked metric: max drawdown (5Y) at -16.7 %. Main drag: return/volatility ratio at 0.56. Higher Stability points are better and typically reflect calmer swings and smaller drawdowns-but prices can still fall.
Trend scores 58 points (neutral). Key strength: trend strength at 0.68. Weaker metric: relative strength (12M) at -4.8 %.
Overall, the profile has a clear strength in Stability, while Performance is the main limiter. On a metric level, max drawdown (5Y) stands out, while 3Y return lags.
Current market backdrop
The backdrop currently looks mixed and rather restrictive.
A strong US dollar currently paints a mixed risk picture.
High US real yields and elevated long yields lean toward a restrictive rate backdrop.
What that typically means here
For this asset type, the current backdrop looks mixed rather than clearly directional.
Note: ISM PMI was not used actively in the effect logic.
Historical evaluation and qualitative market context only, not investment advice.
Price chart
Use the chart to read recent price behavior before drilling into metrics.
Scores and metrics
Explore the overall score, the three pillar scores, and the metrics behind them.