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SDYvsAIVLETF Comparison

ETF 1

SDY

State Street SPDR S&P Dividend ETF

This fund is part of

US High Dividend

-0.35%

Full SDY fund page

VS

ETF 2

AIVL

WisdomTree U.S. AI Enhanced Value Fund ETF

This fund is part of

US Large Cap Value

-0.22%

Full AIVL fund page

State Street SPDR S&P Dividend ETF (SDY) belongs to the US High Dividend segment. WisdomTree U.S. AI Enhanced Value Fund ETF (AIVL) is part of the US Large Cap Value segment. SDY's top 3 sector exposures are Industrials, Utilities and Consumer Staples. In contrast, AIVL's top sector exposures are Industrials, Financials and Information Technology. SDY is less expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.38% for AIVL. SDY is up 7.86% year-to-date (YTD) with -$220M in YTD flows. AIVL performs worse with 7.1% YTD performance, and -$9M in YTD flows. Run a side-by-side ETF comparison of SDY and AIVL below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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SDY vs AIVL performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 05/01/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	SDY AIVL	+2.25%+5.03%	+0.59%+2.77%	+7.86%+7.10%	+17.41%+17.72%	+29.24%+40.93%	+37.08%+40.81%
Flows	SDY AIVL	-$22M-	-$62M-$6M	-$220M-$9M	-$1.52B-$34M	-$5.31B-$110M	-$3.66B-$259M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	SDY AIVL	+11.30%+14.44%	+10.96%+11.60%	+12.38%+13.00%	+14.13%+14.84%
Max drawdown	SDY AIVL	-7.73%-7.83%	-7.73%-7.83%	-14.33%-14.35%	-15.22%-19.08%
Max drawdown duration	SDY AIVL	61d60d	61d60d	254d211d	107d779d

Trading data

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	SDY	AIVL
Last sale 5/4/2026 at 1:30 PM	$147.47	$122.19
Previous close 05/01/2026	$149.14	$122.77
Consolidated volume 05/01/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of April 30, 2026

1-year trailing difference

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AIVL

is actively managed and doesn’t replicate an index

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	SDY	AIVL
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 5/4/2026 at 1:30 PM

Live

Closed

	SDY	AIVL
Last price	$147.47	$122.19
1D performance	-1.12%	-0.47%
AuM	$21.10 B	$395.87 M
E/R	0.35%	0.38%

Characteristics

	SDY	AIVL
Management strategy	Passive	Active
Provider	State Street Investment Management	WisdomTree
Benchmark	S&P High Yield Dividend Aristocrats Index	-
N° of holdings	152	795
Asset class	Equities	-
Trailing 12m distribution yield	Join	Join
Inception date	November 8, 2005	June 16, 2006
ESG	No	No

More SDY data on Trackinsight

More AIVL data on Trackinsight

Exposure

Countries

SDY

USA

94.3%

Other

5.7%

AIVL

USA

91.45%

Other

8.55%

Sectors

SDY

Industrials

16.99%

Utilities

15.38%

Consumer Staples

13.4%

Financials

11.2%

Information Techn.

7.45%

Other

35.58%

AIVL

Industrials

18.16%

Financials

17.88%

Information Techn.

13.9%

Utilities

9.73%

Consumer Staples

9.29%

Health Care

8.78%

Other

22.26%

Diversification

SDY

Total weight of top 15 holdings out of 15

27.79%

AIVL

Total weight of top 15 holdings out of 15

43.55%

Top 15 holdings

Data as of March 31, 2026

SDY

VERIZON COMMUNICATIONS

3.69%

REALTY INCOME REIT

2.42%

CHEVRON TEXACO

2.37%

TARGET

2.27%

EXXON

1.85%

PEPSICO U

1.78%

WEC ENERGY GROUP INC

1.62%

CONSOLIDATED EDISON

1.59%

US49177J1025

1.57%

SOUTHERN

1.56%

KIMBERLY CLARK

1.54%

ARCHER DANIELS

1.42%

TEXAS INSTRUMENTS

1.39%

XCEL ENERGY

1.36%

AIR PRODUCTS AND CHEMICALS

1.35%

AIVL

COMCAST

3.39%

BK OF AMERICA CO

3.37%

NISOURCE

3.27%

PROCTERGAMBLE

3.14%

INTERCONTINENTAL EXCHANGE INC

3.11%

MEDTRONIC PLC

2.96%

US

2.92%

TELEDYNE TECH

2.83%

NASDAQ INC

2.80%

HONEYWELL INTL

2.77%

FORTIVE CORP

2.74%

MICRON TECHNOLOGY

2.70%

CENTERPOINT ENERGY

2.65%

ALTRIA GROUP

2.56%

RAYTHEON TECHNOLOGIES CORPORD

2.33%

Frequently asked questions about SDY and AIVL

How have the SDY and AIVL ETFs performed in 2026?

As of May 1, 2026, SDY is up 7.86% year-to-date (YTD), while AIVL has returned 7.1%. That puts SDY better performer ahead so far this year.

Which ETF is attracting more investor money: SDY or AIVL?

Year-to-date, the SDY ETF saw -$220M in flows, compared to -$9M for AIVL.

Which ETF is more volatile: SDY or AIVL?

Over the past year, SDY had a volatility of 10.96%, while AIVL experienced 11.6%.

Which ETF is bigger: SDY or AIVL?

As of May 1, 2026, SDY holds $21.10 B in assets under management (AUM), while AIVL manages $395.87 M.

What sectors do the SDY and AIVL ETFs invest in?

SDY leans toward sectors like Industrials, Utilities and Consumer Staples. Meanwhile, AIVL focuses on Industrials, Financials and Information Technology.

What are the top holdings of the SDY ETF and AIVL ETF?

SDY top holdings include VERIZON COMMUNICATIONS, REALTY INCOME REIT and CHEVRON TEXACO. AIVL holds in its top three: COMCAST, BK OF AMERICA CO and NISOURCE.

Which ETF is more diversified: SDY or AIVL?

SDY holds 154 securities with 27.79% of its assets in the top 15. AIVL has 876 securities and a top 15 weight of 43.55%.

Dividend Growth, High Yield, & Dividend Quality ETFs: What's the Difference?

October 20, 2023

SDY

SDYvsAIVLETF Comparison

State Street SPDR S&P Dividend ETF

WisdomTree U.S. AI Enhanced Value Fund ETF

SDY vs AIVL performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the SDY and AIVL ETFs performed in 2026?

As of May 1, 2026, SDY is up 7.86% year-to-date (YTD), while AIVL has returned 7.1%. That puts SDY better performer ahead so far this year.

Which ETF is attracting more investor money: SDY or AIVL?

Year-to-date, the SDY ETF saw -$220M in flows, compared to -$9M for AIVL.

Which ETF is more volatile: SDY or AIVL?

Over the past year, SDY had a volatility of 10.96%, while AIVL experienced 11.6%.

Which ETF is bigger: SDY or AIVL?

As of May 1, 2026, SDY holds $21.10 B in assets under management (AUM), while AIVL manages $395.87 M.

What sectors do the SDY and AIVL ETFs invest in?

SDY leans toward sectors like Industrials, Utilities and Consumer Staples. Meanwhile, AIVL focuses on Industrials, Financials and Information Technology.

What are the top holdings of the SDY ETF and AIVL ETF?

SDY top holdings include VERIZON COMMUNICATIONS, REALTY INCOME REIT and CHEVRON TEXACO. AIVL holds in its top three: COMCAST, BK OF AMERICA CO and NISOURCE.

Which ETF is more diversified: SDY or AIVL?

SDY holds 154 securities with 27.79% of its assets in the top 15. AIVL has 876 securities and a top 15 weight of 43.55%.

Dividend Growth, High Yield, & Dividend Quality ETFs: What's the Difference?

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