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- Upturn Summary
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Upturn AI Summary
SPDR® S&P Dividend ETF(SDY)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SDY
11/06/2026: SDY (2-star) has a low Upturn Star Rating. Not recommended to BUY.
SPDR S&P Dividend ETF (SDY) provides exposure to high-quality U.S. companies that have increased dividends for at least 20 consecutive years. By weighting its holdings based on yield, the fund offers a systematic approach to identifying stable, income-generating businesses. Its primary strength lies in its portfolio's longevity and defensive characteristics, making it a reliable tool for income-focused investors, though it carries a slightly higher expense ratio than some of its peers. Key risks include sensitivity to interest rate changes and potential underperformance during bull markets dominated by non-dividend-paying growth stocks. It is most suitable for long-term, income-oriented investors who prioritize consistency and lower volatility.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | SDY focuses on mature, dividend-paying companies rather than high-growth, reinvesting firms. |
| Momentum investor | Weak fit | The dividend-aristocrat strategy is generally contrarian or value-oriented rather than momentum-based. |
| Value investor | Strong fit | The fund's focus on established companies with long dividend histories aligns well with value investing principles. |
| Dividend/Income investor | Strong fit | This is a primary vehicle for income-focused investors seeking both current yield and consistent dividend growth. |
| Low-risk investor | Strong fit | The focus on dividend stability often results in lower volatility compared to broad market indices. |
Investor Profile
Ideal Investor Profile
The ideal investor for SDY is a long-term, income-focused individual or retiree seeking predictable dividend growth and lower relative volatility.
Suitability
SDY is best suited for long-term investors looking for a core holding that provides both income and some capital appreciation potential over time.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | While typically lower than growth stocks, the fund still experiences market-related price fluctuations. |
| Market risk | Medium | General stock market declines will negatively impact the ETF's net asset value. |
| Concentration | Medium | The fund may have sector biases, such as heavy allocations to financials or utilities, which can underperform in certain environments. |
| Tracking/expense | Low | The expense ratio is transparent and tracking error is generally managed efficiently by the issuer. |
| Liquidity | Low | High trading volumes ensure that liquidity risks for retail investors are minimal. |
| Business/sector quality | Low | The inclusion criteria for the index require long-term business health, reducing overall quality risk. |
Risk Analysis
Volatility
SDY tends to exhibit lower beta than the broad S&P 500, offering a smoother ride for conservative investors.
Market Risk
The fund is subject to systematic equity risk; when the broad market declines, SDY is expected to decline, though potentially to a lesser degree.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Financials | 22 | Financial sector exposure provides a foundation of income-generating stocks often found in dividend aristocrat strategies. |
| Sector | Industrials | 18 | Industrial companies frequently feature stable dividend policies suitable for long-term income strategies. |
| Sector | Consumer Staples | 16 | Consumer staples offer defensive qualities and consistent dividend payments through varying economic cycles. |
| Sector | Utilities | 14 | Utilities are traditionally high-yielding, capital-intensive companies that prioritize dividend stability. |
| Sector | Other Sectors | 30 | Diversification across remaining sectors helps mitigate concentration risks in the dividend portfolio. |
Analysis of Past Performance
Type ETF | Historic Profit 21.94% | Avg. Invested days 51 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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