SDYvsWTVETF Comparison
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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 Industrials. SDY is more expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.12% for WTV. SDY is up 10.41% year-to-date (YTD) with -$324M in YTD flows. WTV performs better with 11.72% YTD performance, and +$596M 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.
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SDY vs WTV performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 06/12/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SDY WTV | +3.25%+4.26% | +3.66%+10.08% | +10.41%+11.72% | +14.88%+24.67% | +35.27%+81.12% | +38.65%+88.31% |
| Flows | SDY WTV | -$82M+$80M | -$105M+$99M | -$324M+$596M | -$881M+$1.21B | -$5.10B+$2.34B | -$2.45B+$2.41B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SDY WTV | +11.09%+11.17% | +10.49%+11.91% | +12.16%+14.97% | +14.09%+17.18% |
| Max drawdown | SDY WTV | -3.47%-2.11% | -7.73%-7.20% | -14.33%-18.48% | -15.22%-19.31% |
| Max drawdown duration | SDY WTV | 22d16d | 103d86d | 254d233d | 107d392d |
Trading data
SDY | WTV | |
Last sale 6/12/2026 at 1:30 PM | $152.66 | $103.60 |
| Previous close 06/11/2026 | $151.41 | $102.76 |
| Consolidated volume 06/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of May 29, 2026
1-year trailing difference
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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 | ||
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Main metrics
Last update 6/12/2026 at 1:30 PM
Live
Closed
SDY | WTV | |
|---|---|---|
| Last price | $152.66 | $103.60 |
| 1D performance | +0.83% | +0.82% |
| AuM | $21.49 B | $3.01 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 | 118 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 8, 2005 | February 23, 2007 |
| ESG | No | No |
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Exposure
Countries
SDY
USA
93.34%
Other
6.66%
WTV
USA
96.26%
Other
3.74%
Sectors
SDY
Industrials
16.64%
Utilities
15%
Consumer Staples
13.11%
Financials
11.94%
Information Techn.
10.43%
Health Care
7.16%
Other
25.73%
WTV
Financials
19.43%
Information Techn.
15.3%
Industrials
10.49%
Consumer Discreti.
10.41%
Consumer Staples
8.79%
Health Care
7.38%
Other
28.2%
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Diversification
SDY
Total weight of top 15 holdings out of 15
24.03%
WTV
Total weight of top 15 holdings out of 15
25.2%
Top 15 holdings
Data as of April 30, 2026
SDY
VERIZON COMMUNICATIONS
2.47%
REALTY INCOME REIT
2.25%
US49177J1025
1.63%
KIMBERLY CLARK
1.59%
PEPSICO U
1.58%
TARGET
1.56%
QUALCOMM
1.55%
CHEVRON TEXACO
1.51%
TEXAS INSTRUMENTS
1.49%
AUTOMATIC DATA PROCESSING
1.48%
WEC ENERGY GROUP INC
1.44%
ABBVIE
1.38%
EDISON INTERNATIONAL
1.37%
MEDTRONIC PLC
1.37%
MICROCHIP TECHNOLOGY
1.37%
WTV
NVIDIA
3.60%
SALESFORCE INC
1.95%
ZOOM VIDEO COMMUNICATIONS INC
1.94%
TARGET
1.76%
CITIGROUP
1.74%
CISCO-T
1.67%
META PLATFORMS
1.58%
DELL TECHNOLOGIES INC
1.48%
BALL
1.41%
SOUTHWEST AIRLS
1.40%
VIATRIS INC
1.39%
ALTRIA GROUP
1.38%
VERIZON COMMUNICATIONS
1.35%
SCHLUMBERGER
1.30%
BERKSHIRE HATHWAY
1.28%
Frequently asked questions about SDY and WTV
How have the SDY and WTV ETFs performed in 2026?
As of June 12, 2026, SDY is up 10.41% year-to-date (YTD), while WTV has returned 11.72%. That puts WTV better performer ahead so far this year.
Which ETF is attracting more investor money: SDY or WTV?
Year-to-date, the SDY ETF saw -$324M in flows, compared to +$596M for WTV.
Which ETF is more volatile: SDY or WTV?
Over the past year, SDY had a volatility of 10.49%, while WTV experienced 11.91%.
Which ETF is bigger: SDY or WTV?
As of June 12, 2026, SDY holds $21.49 B in assets under management (AUM), while WTV manages $3.01 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 Industrials.
What are the top holdings of the SDY ETF and WTV ETF?
SDY top holdings include VERIZON COMMUNICATIONS, REALTY INCOME REIT and US49177J1025. WTV holds in its top three: NVIDIA, SALESFORCE INC and ZOOM VIDEO COMMUNICATIONS INC.
Which ETF is more diversified: SDY or WTV?
SDY holds 155 securities with 24.03% of its assets in the top 15. WTV has 118 securities and a top 15 weight of 25.2%.
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