SDYvsWTVETF Comparison
VS
State Street SPDR S&P Dividend ETF (SDY) belongs to the US High Dividend segment. WisdomTree U.S. Value Fund (WTV) is part of the US Multi-Factor segment. SDY's top 3 sector exposures are Industrials, Utilities and Consumer Staples. In contrast, WTV's top sector exposures are Financials, Information Technology and Consumer Discretionary. SDY is more expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.12% for WTV. SDY is up 7.17% year-to-date (YTD) with -$242M in YTD flows. WTV performs worse with 5.67% YTD performance, and +$462M in YTD flows. Run a side-by-side ETF comparison of SDY and WTV below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
SDY vs WTV performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SDY WTV | +2.61%+4.77% | +1.36%+2.93% | +7.17%+5.67% | +16.68%+26.17% | +29.14%+77.96% | +38.33%+82.58% |
| Flows | SDY WTV | -$44M+$53M | -$77M+$306M | -$242M+$462M | -$952M+$1.55B | -$5.34B+$2.20B | -$2.14B+$2.28B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SDY WTV | +10.89%+11.87% | +10.86%+12.37% | +12.36%+15.22% | +14.13%+17.21% |
| Max drawdown | SDY WTV | -7.73%-7.20% | -7.73%-7.20% | -14.33%-18.48% | -15.22%-19.31% |
| Max drawdown duration | SDY WTV | 57d76d | 57d76d | 254d233d | 107d392d |
Trading data
SDY | WTV | |
Last sale 4/28/2026 at 1:30 PM | $148.39 | $98.01 |
| Previous close 04/27/2026 | $148.17 | $98.04 |
| Consolidated volume 04/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of March 31, 2026
1-year trailing difference
Create an account to view replication metrics
Join for free
WTV
is actively managed and doesn’t replicate an indexSDY | WTV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
Advertisement
Main metrics
Last update 4/28/2026 at 1:30 PM
Live
Closed
SDY | WTV | |
|---|---|---|
| Last price | $148.39 | $98.01 |
| 1D performance | +0.15% | -0.03% |
| AuM | $20.93 B | $2.71 B |
| E/R | 0.35% | 0.12% |
Characteristics
SDY | WTV | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | State Street Investment Management | WisdomTree |
| Benchmark | S&P High Yield Dividend Aristocrats Index | - |
| N° of holdings | 152 | 117 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 8, 2005 | February 23, 2007 |
| ESG | No | No |
Advertisement
Exposure
Countries
SDY
USA
94.3%
Other
5.7%
WTV
USA
94.07%
Other
5.93%
Sectors
SDY
Industrials
16.99%
Utilities
15.38%
Consumer Staples
13.4%
Financials
11.2%
Information Techn.
7.45%
Other
35.58%
WTV
Financials
18.83%
Information Techn.
13.98%
Consumer Discreti.
10.34%
Industrials
10.15%
Energy
10.07%
Consumer Staples
9.41%
Other
27.23%
Advertisement
Diversification
SDY
Total weight of top 15 holdings out of 15
27.79%
WTV
Total weight of top 15 holdings out of 15
24.09%
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%
WTV
NVIDIA
2.90%
SALESFORCE INC
1.99%
ZOOM VIDEO COMMUNICATIONS INC
1.70%
TARGET
1.68%
CITIGROUP
1.53%
CHEVRON TEXACO
1.53%
CISCO-T
1.46%
SOUTHWEST AIRLS
1.45%
THE MOSAIC COMPANY
1.44%
VERIZON COMMUNICATIONS
1.43%
BALL
1.41%
ADOBE INC
1.40%
MERCK & CO INC
1.40%
ALTRIA GROUP
1.40%
BERKSHIRE HATHWAY
1.36%
Frequently asked questions about SDY and WTV
How have the SDY and WTV ETFs performed in 2026?
As of April 27, 2026, SDY is up 7.17% year-to-date (YTD), while WTV has returned 5.67%. That puts SDY better performer ahead so far this year.
Which ETF is attracting more investor money: SDY or WTV?
Year-to-date, the SDY ETF saw -$242M in flows, compared to +$462M for WTV.
Which ETF is more volatile: SDY or WTV?
Over the past year, SDY had a volatility of 10.86%, while WTV experienced 12.37%.
Which ETF is bigger: SDY or WTV?
As of April 27, 2026, SDY holds $20.93 B in assets under management (AUM), while WTV manages $2.71 B.
What sectors do the SDY and WTV ETFs invest in?
SDY leans toward sectors like Industrials, Utilities and Consumer Staples. Meanwhile, WTV focuses on Financials, Information Technology and Consumer Discretionary.
What are the top holdings of the SDY ETF and WTV ETF?
SDY top holdings include VERIZON COMMUNICATIONS, REALTY INCOME REIT and CHEVRON TEXACO. WTV holds in its top three: NVIDIA, SALESFORCE INC and ZOOM VIDEO COMMUNICATIONS INC.
Which ETF is more diversified: SDY or WTV?
SDY holds 154 securities with 27.79% of its assets in the top 15. WTV has 118 securities and a top 15 weight of 24.09%.
Advertisement
Latest news about SDY & WTV
The Cheapest Active ETFs of 2025
February 25, 2025
WTV
Finetuning Value and Growth ETF Allocations Beyond the Russell 1000 Index
December 23, 2024
WTV
Two Ways to Invest in Quality with WisdomTree ETFs
May 16, 2024
WTV
Advertisement
Dividend Growth, High Yield, & Dividend Quality ETFs: What's the Difference?
October 20, 2023
SDY
Dividend Growth, High Yield, & Dividend Quality ETFs: What's the Difference?
October 20, 2023
SDY
Advertisement
