DVY vs SPY: Complete Comparison

iShares Select Dividend ETF vs SPDR S&P 500 ETF Trust โ€” overlap, correlation, performance & risk analysis

Holdings Overlap
7.97%
Very Low Overlap
Shared Holdings
65 of 99
Complete portfolio analysis
Calculation Method
Min Weight
Weighted intersection

Visual Overlap

DVY
SPY
8.0%
DVY Only
Overlap
SPY Only

Price Performance

Historical price comparison over 3M

DVY Return
+4.60%
SPY Return
+8.52%
Winner
SPY
+3.92%
Max Drawdown
DVY: -4.0%
SPY: -5.1%
DVY Volatility (annualized)10.91%
SPY Volatility (annualized)11.46%

๐Ÿ“ˆ Comparison

Metric
DVY
SPY
1 Year Return
+16.5%
+26.5%โœ“
3 Year Return
+7.5%
+10.2%โœ“
5 Year Return
+10.8%
+15.8%โœ“
Volatility
18.20%
18.20%
Expense Ratio
0.38%
0.09%โœ“
โš ๏ธ Past performance does not guarantee future results. Data may be delayed.

โš ๏ธRisk Metrics

Metric
DVY
SPY
Volatility
18.20%
18.20%
Sharpe Ratio
0.55
0.82โœ“
Sortino Ratio
0.75
1.15โœ“
Max Drawdown
-38.50%
-33.90%โœ“
Beta
0.88
1.00

Interpretation:

  • ๐Ÿ“Š Lower volatility = smoother ride
  • โšก Higher Sharpe/Sortino = better risk-adjusted returns
  • โš ๏ธ Smaller max drawdown = less worst-case pain
  • ๐Ÿ“ˆ Beta > 1 = more volatile than S&P 500

โš”๏ธ Comparison

4 - 14

๐Ÿ† SPY wins this comparison

Key Factors

๐Ÿ’ฐ Expense Ratio
DVY:0.38%โœ“
vs
SPY:0.09%โœ“
๐ŸŽฏ Number of Holdings
DVY:100 holdingsโœ“
vs
SPY:503 holdingsโœ“
๐Ÿ“ˆ 5-Year Return
DVY:+10.8%โœ“
vs
SPY:+15.8%โœ“
โ–ถAdditional Metrics (5)
โš–๏ธ Concentration Risk
DVY: 20.1% in top 10โœ“
SPY: 39.1% in top 10
๐Ÿ“Š Assets Under Management
DVY: $20B
SPY: $450B โœ“โœ“
โšก Sharpe Ratio
DVY: 0.55
SPY: 0.82โœ“
๐Ÿ“‰ Volatility
DVY: 18.2%
SPY: 18.2%
๐Ÿ” Uniqueness vs SPY
DVY: 92.0% uniqueโœ“
SPY: -0.0% unique

Bottom line: SPY wins with better expense ratio and number of holdings and 5-year return. Consider SPY for your portfolio, but DVY is still a solid choice if you prefer its specific advantages.

Detailed Overlap Analysis

65 shared holdings representing 8.0% portfolio overlap

Top Shared Holdings

#StockDVY WeightSPY WeightOverlap
1
XOM
XOM
1.20%0.85%0.85%
2
CVX
CVX
1.32%0.48%0.48%
3
IBM
IBM
0.96%0.48%0.48%
4
KO
KO
0.87%0.46%0.46%
5
MRK
MRK
1.17%0.45%0.45%
6
PM
PM
1.03%0.43%0.43%
7
MCD
MCD
0.71%0.38%0.38%
8
T
T
1.20%0.29%0.29%
9
NEE
NEE
1.10%0.28%0.28%
10
GILD
GILD
0.92%0.26%0.26%

Overlap by Sector

Other
45 stocks ยท 2.44% overlap
Energy
3 stocks ยท 1.41% overlap
Healthcare
4 stocks ยท 1.12% overlap
Consumer Staples
3 stocks ยท 1.06% overlap
Utilities
4 stocks ยท 0.64% overlap

Showing top 5 sectors by overlap contribution

65
Shared Stocks
8.0%
Total Overlap
5
Sectors Represented

Top Holdings Only in DVY

Unique to DVY

โ†Scroll horizontally to see all dataโ†’
SymbolNameWeight
STXSTX2.68%
VZVZ1.87%
CMACMA1.23%
FHNFHN1.01%
ORIORI1.00%

Top Holdings Only in SPY

Unique to SPY

โ†Scroll horizontally to see all dataโ†’
SymbolNameWeight
NVDANVDA7.73%
AAPLAAPL6.82%
MSFTMSFT6.11%
AMZNAMZN3.81%
GOOGLGOOGL3.08%

Price Correlation

How We Calculate Overlap

We use the minimum weight method with normalization to calculate portfolio overlap:

Overlap = ฮฃ min(weightA, weightB) for each shared holding

Normalization: Holdings weights are normalized to sum to 100% before comparison. This ensures accurate overlap calculations even when analyzing partial holdings data (e.g., top 50 positions).

Conservative approach: We consider only the smaller allocation for each shared position, giving you a realistic view of true portfolio overlap.

๐Ÿ“Š This analysis is based on publicly available holdings data. For the most current and complete holdings information, please visit the official ETF provider websites.

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