SDY vs. ESG ETF Comparison
Comparison of SPDR S&P Dividend ETF (SDY) to FlexShares STOXX US ESG Impact Index Fund (ESG)
SDY
SPDR S&P Dividend ETF
SDY Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index. In seeking to track the performance of the S&P High Yield Dividend Aristocrats Index, the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the highest dividend yielding S&P Composite 1500® Index constituents that have followed a managed-dividends policy of consistently increasing dividends every year for at least 20 consecutive years. It is non-diversified.
Grade (RS Rating)
Last Trade
$142.31
Average Daily Volume
183,834
Number of Holdings
*
132
* may have additional holdings in another (foreign) market
ESG
FlexShares STOXX US ESG Impact Index Fund
ESG Description
The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the STOXX US ESG Impact Index.Grade (RS Rating)
Last Trade
$140.22
Average Daily Volume
4,414
Number of Holdings
*
259
* may have additional holdings in another (foreign) market
Performance
| Period | SDY | ESG |
|---|---|---|
| 30 Days | 0.70% | 3.59% |
| 60 Days | 0.90% | 3.59% |
| 90 Days | 3.52% | 6.22% |
| 12 Months | 23.08% | 27.36% |
51 Overlapping Holdings
| Symbol | Grade | Weight in SDY | Weight in ESG | Overlap | |
|---|---|---|---|---|---|
| ABT | B | 0.96% | 0.66% | 0.66% | |
| ADM | D | 1.51% | 0.08% | 0.08% | |
| ADP | B | 1.03% | 0.5% | 0.5% | |
| AFL | B | 0.88% | 0.23% | 0.23% | |
| BBY | D | 1.09% | 0.09% | 0.09% | |
| BDX | F | 0.73% | 0.11% | 0.11% | |
| CAH | B | 0.97% | 0.09% | 0.09% | |
| CAT | B | 0.71% | 0.31% | 0.31% | |
| CB | C | 0.61% | 0.26% | 0.26% | |
| CL | D | 0.9% | 0.31% | 0.31% | |
| CLX | B | 1.22% | 0.1% | 0.1% | |
| CTAS | B | 0.39% | 0.37% | 0.37% | |
| CVX | A | 2.34% | 1.36% | 1.36% | |
| DOV | A | 0.58% | 0.05% | 0.05% | |
| ECL | D | 0.42% | 0.17% | 0.17% | |
| ED | D | 1.42% | 0.05% | 0.05% | |
| EIX | B | 1.74% | 0.13% | 0.13% | |
| EMR | A | 1.13% | 0.12% | 0.12% | |
| ESS | B | 1.08% | 0.06% | 0.06% | |
| EXPD | D | 0.55% | 0.03% | 0.03% | |
| FDS | B | 0.48% | 0.1% | 0.1% | |
| GWW | B | 0.42% | 0.17% | 0.17% | |
| IBM | C | 1.42% | 0.95% | 0.95% | |
| ITW | B | 1.2% | 0.13% | 0.13% | |
| JNJ | D | 1.43% | 1.79% | 1.43% | |
| KMB | D | 1.68% | 0.22% | 0.22% | |
| KO | D | 1.23% | 1.2% | 1.2% | |
| LECO | B | 0.66% | 0.03% | 0.03% | |
| LNT | A | 0.88% | 0.05% | 0.05% | |
| LOW | D | 0.84% | 0.51% | 0.51% | |
| MCD | D | 1.11% | 0.35% | 0.35% | |
| MDT | D | 1.48% | 0.36% | 0.36% | |
| MKC | D | 0.96% | 0.06% | 0.06% | |
| NDSN | B | 0.6% | 0.04% | 0.04% | |
| NKE | D | 0.78% | 0.22% | 0.22% | |
| PG | A | 1.16% | 1.94% | 1.16% | |
| PNR | A | 0.5% | 0.07% | 0.07% | |
| QCOM | F | 0.97% | 0.6% | 0.6% | |
| RNR | C | 0.27% | 0.02% | 0.02% | |
| RSG | A | 0.59% | 0.07% | 0.07% | |
| SHW | A | 0.38% | 0.15% | 0.15% | |
| SJM | D | 0.69% | 0.02% | 0.02% | |
| SPGI | C | 0.36% | 0.65% | 0.36% | |
| SWK | D | 0.81% | 0.04% | 0.04% | |
| TGT | F | 1.48% | 0.29% | 0.29% | |
| TXN | C | 1.31% | 0.62% | 0.62% | |
| WM | A | 0.75% | 0.13% | 0.13% | |
| WMT | A | 0.51% | 1.82% | 0.51% | |
| WST | C | 0.12% | 0.04% | 0.04% | |
| XEL | A | 1.78% | 0.06% | 0.06% | |
| XOM | B | 1.61% | 2.63% | 1.61% |
SDY Overweight 81 Positions Relative to ESG
| Symbol | Grade | Weight | |
|---|---|---|---|
| O | D | 2.21% | |
| KVUE | A | 1.81% | |
| WEC | A | 1.72% | |
| SO | D | 1.48% | |
| TROW | B | 1.46% | |
| PEP | F | 1.45% | |
| ABBV | D | 1.36% | |
| SYY | B | 1.32% | |
| CINF | A | 1.29% | |
| ES | D | 1.28% | |
| GPC | D | 1.21% | |
| APD | A | 1.2% | |
| ATO | A | 1.18% | |
| FAST | B | 1.17% | |
| NEE | D | 1.11% | |
| LMT | D | 1.0% | |
| PPG | F | 0.98% | |
| MCHP | D | 0.96% | |
| LHX | C | 0.96% | |
| GD | F | 0.88% | |
| AMCR | D | 0.85% | |
| EVRG | A | 0.84% | |
| RPM | A | 0.79% | |
| CHRW | C | 0.76% | |
| NUE | C | 0.74% | |
| NOC | D | 0.72% | |
| ADI | D | 0.72% | |
| ALB | C | 0.69% | |
| GGG | B | 0.63% | |
| CHD | B | 0.58% | |
| AOS | F | 0.57% | |
| JKHY | D | 0.57% | |
| ATR | B | 0.56% | |
| WTRG | B | 0.54% | |
| LIN | D | 0.54% | |
| ORI | A | 0.52% | |
| DCI | B | 0.52% | |
| RGLD | C | 0.51% | |
| TTC | D | 0.51% | |
| HRL | D | 0.49% | |
| FRT | B | 0.48% | |
| CBSH | A | 0.46% | |
| NNN | D | 0.45% | |
| PB | A | 0.44% | |
| CFR | B | 0.44% | |
| SEIC | B | 0.42% | |
| ERIE | D | 0.42% | |
| CSL | C | 0.42% | |
| MSA | D | 0.4% | |
| RLI | B | 0.4% | |
| BEN | C | 0.38% | |
| BMI | B | 0.33% | |
| UBSI | B | 0.32% | |
| NFG | A | 0.31% | |
| UGI | A | 0.3% | |
| UMBF | B | 0.3% | |
| WRB | A | 0.29% | |
| SON | D | 0.29% | |
| CASY | A | 0.28% | |
| NJR | A | 0.28% | |
| OZK | B | 0.28% | |
| ROP | B | 0.27% | |
| BRO | B | 0.26% | |
| OGS | A | 0.25% | |
| BKH | A | 0.25% | |
| FLO | D | 0.25% | |
| FELE | B | 0.24% | |
| FUL | F | 0.24% | |
| SR | A | 0.23% | |
| PII | D | 0.23% | |
| PRGO | B | 0.22% | |
| LANC | C | 0.2% | |
| CBU | B | 0.2% | |
| ABM | B | 0.19% | |
| CWT | D | 0.18% | |
| AWR | B | 0.18% | |
| BRC | D | 0.18% | |
| CPK | A | 0.17% | |
| AVA | A | 0.17% | |
| SJW | D | 0.1% | |
| SCL | C | 0.1% |
SDY Underweight 208 Positions Relative to ESG
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | C | -5.34% | |
| META | D | -5.19% | |
| AAPL | C | -4.84% | |
| MSFT | F | -4.72% | |
| JPM | A | -3.38% | |
| BRK.A | B | -3.02% | |
| TSLA | B | -2.83% | |
| LLY | F | -2.2% | |
| V | A | -2.11% | |
| AVGO | D | -1.95% | |
| ACN | C | -1.12% | |
| MA | C | -1.06% | |
| BAC | A | -1.03% | |
| MRK | F | -1.02% | |
| COST | B | -1.01% | |
| HD | A | -0.99% | |
| CSCO | B | -0.96% | |
| GS | A | -0.92% | |
| UNH | C | -0.91% | |
| DIS | B | -0.81% | |
| ADBE | C | -0.76% | |
| AMD | F | -0.74% | |
| ORCL | B | -0.74% | |
| BLK | C | -0.72% | |
| TJX | A | -0.67% | |
| C | A | -0.64% | |
| UNP | C | -0.58% | |
| SYK | C | -0.56% | |
| BKNG | A | -0.55% | |
| MU | D | -0.54% | |
| CRM | B | -0.53% | |
| INTC | D | -0.53% | |
| AMAT | F | -0.5% | |
| UBER | D | -0.49% | |
| INTU | C | -0.48% | |
| ICE | C | -0.44% | |
| DE | A | -0.44% | |
| VRTX | F | -0.4% | |
| ELV | F | -0.39% | |
| USB | A | -0.39% | |
| BMY | B | -0.39% | |
| TT | A | -0.38% | |
| AMT | D | -0.37% | |
| NOW | A | -0.36% | |
| MDLZ | F | -0.36% | |
| PFE | D | -0.36% | |
| APO | B | -0.35% | |
| ADSK | A | -0.33% | |
| ZTS | D | -0.32% | |
| WELL | A | -0.32% | |
| PANW | C | -0.32% | |
| GM | B | -0.32% | |
| SLB | C | -0.31% | |
| CI | F | -0.3% | |
| PYPL | B | -0.29% | |
| VZ | C | -0.28% | |
| GILD | C | -0.28% | |
| CVS | D | -0.28% | |
| MAR | B | -0.28% | |
| MMC | B | -0.27% | |
| CMG | B | -0.27% | |
| AON | A | -0.27% | |
| CRWD | B | -0.26% | |
| MS | A | -0.26% | |
| MCK | B | -0.26% | |
| HLT | A | -0.25% | |
| TRV | B | -0.24% | |
| LRCX | F | -0.24% | |
| FLUT | A | -0.23% | |
| NXPI | D | -0.23% | |
| BK | A | -0.23% | |
| FDX | B | -0.22% | |
| TFC | A | -0.21% | |
| SNPS | B | -0.21% | |
| BSX | B | -0.21% | |
| DUK | C | -0.21% | |
| KR | B | -0.2% | |
| ROST | C | -0.2% | |
| MET | A | -0.2% | |
| CBRE | B | -0.2% | |
| AEP | D | -0.2% | |
| SBUX | A | -0.19% | |
| LULU | C | -0.19% | |
| NEM | D | -0.19% | |
| GIS | D | -0.18% | |
| CEG | D | -0.18% | |
| DFS | B | -0.18% | |
| VICI | C | -0.17% | |
| CMI | A | -0.17% | |
| IT | C | -0.17% | |
| HPQ | B | -0.17% | |
| GEHC | F | -0.17% | |
| OTIS | C | -0.16% | |
| AJG | B | -0.16% | |
| KLAC | D | -0.15% | |
| WTW | B | -0.15% | |
| FCX | D | -0.15% | |
| HIG | B | -0.14% | |
| PEG | A | -0.14% | |
| HUBS | A | -0.14% | |
| SRE | A | -0.14% | |
| MCO | B | -0.13% | |
| EA | A | -0.13% | |
| EW | C | -0.13% | |
| AWK | D | -0.13% | |
| IRM | D | -0.13% | |
| CDNS | B | -0.13% | |
| VRSK | A | -0.13% | |
| ROK | B | -0.13% | |
| NDAQ | A | -0.13% | |
| HPE | B | -0.12% | |
| IQV | D | -0.12% | |
| DD | D | -0.12% | |
| TSCO | D | -0.12% | |
| YUM | B | -0.12% | |
| MSCI | C | -0.12% | |
| WY | D | -0.11% | |
| WDC | D | -0.11% | |
| VLO | C | -0.11% | |
| DECK | A | -0.11% | |
| XYL | D | -0.1% | |
| OMC | C | -0.1% | |
| EBAY | D | -0.1% | |
| DOW | F | -0.1% | |
| BKR | B | -0.1% | |
| CTSH | B | -0.1% | |
| HSY | F | -0.1% | |
| FTV | C | -0.1% | |
| WAB | B | -0.09% | |
| BR | A | -0.09% | |
| PSA | D | -0.09% | |
| LII | A | -0.09% | |
| AZO | C | -0.09% | |
| KHC | F | -0.09% | |
| K | A | -0.09% | |
| DOC | D | -0.08% | |
| ETR | B | -0.08% | |
| D | C | -0.08% | |
| LNG | B | -0.08% | |
| FITB | A | -0.08% | |
| NU | C | -0.08% | |
| CCEP | C | -0.08% | |
| NTAP | C | -0.08% | |
| PFG | D | -0.08% | |
| WSM | B | -0.08% | |
| AIG | B | -0.08% | |
| CCL | B | -0.08% | |
| ALL | A | -0.08% | |
| VTR | C | -0.07% | |
| ZBRA | B | -0.07% | |
| EXPE | B | -0.07% | |
| STZ | D | -0.07% | |
| GEN | B | -0.07% | |
| XPO | B | -0.07% | |
| BALL | D | -0.07% | |
| STT | A | -0.07% | |
| NVT | B | -0.06% | |
| HOLX | D | -0.06% | |
| IPG | D | -0.06% | |
| GLW | B | -0.06% | |
| A | D | -0.06% | |
| IDXX | F | -0.06% | |
| RF | A | -0.06% | |
| ACM | A | -0.06% | |
| KDP | D | -0.06% | |
| CTVA | C | -0.06% | |
| HBAN | A | -0.06% | |
| EL | F | -0.06% | |
| KEY | B | -0.05% | |
| BURL | A | -0.05% | |
| SMCI | F | -0.05% | |
| FANG | D | -0.05% | |
| CMS | C | -0.05% | |
| DOX | D | -0.05% | |
| MRO | B | -0.05% | |
| SUI | D | -0.05% | |
| RPRX | D | -0.05% | |
| ARE | D | -0.05% | |
| MRNA | F | -0.04% | |
| APTV | D | -0.04% | |
| DLTR | F | -0.04% | |
| DPZ | C | -0.04% | |
| IEX | B | -0.04% | |
| BAX | D | -0.04% | |
| NI | A | -0.04% | |
| LVS | C | -0.04% | |
| ZBH | C | -0.04% | |
| AES | F | -0.04% | |
| SNAP | C | -0.04% | |
| PPL | B | -0.04% | |
| NRG | B | -0.04% | |
| OC | A | -0.03% | |
| CAG | D | -0.03% | |
| BG | F | -0.03% | |
| STX | D | -0.03% | |
| TSN | B | -0.03% | |
| MAS | D | -0.03% | |
| AKAM | D | -0.03% | |
| JBL | B | -0.03% | |
| OKTA | C | -0.02% | |
| HST | C | -0.02% | |
| DKS | C | -0.02% | |
| LKQ | D | -0.02% | |
| FFIV | B | -0.02% | |
| TFX | F | -0.02% | |
| AVTR | F | -0.02% | |
| PSTG | D | -0.02% | |
| DG | F | -0.02% |
SDY: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Utilities - Regulated Electric
Specialty Chemicals
Banks - Regional - US
Household & Personal Products
Utilities - Regulated Gas
Packaged Foods
Business Services
Insurance - Property & Casualty
Semiconductors
Utilities - Regulated Water
Aerospace & Defense
Asset Management
Packaging & Containers
REIT - Retail
Tools & Accessories
Beverages - Soft Drinks
Capital Markets
Discount Stores
Drug Manufacturers - Major
ESG: Top Represented Industries & Keywords
Industries:
Software - Application
Diversified Industrials
Utilities - Regulated Electric
Specialty Retail
Banks - Regional - US
Capital Markets
Discount Stores
Drug Manufacturers - Major
Medical Devices
Packaged Foods
Semiconductors
Software - Infrastructure
Business Services
Household & Personal Products
Medical Instruments & Supplies
Restaurants
Utilities - Diversified
Asset Management
Credit Services
Data Storage
Compare ETFs
