SPDR S&P Dividend ETF (SDY)

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#5

Best Fit Income Funds ETFs

U.S. News evaluated 81 Income Funds ETFs and 37 make our Best Fit list. Our list highlights the best passively managed funds for long-term investors. Rankings are assigned based on comparisons with Best Fit funds in this category.

How we identify Best Fit Funds

Best Fit Scorecard
Costs Good
Tracking Error Excellent
Bid/Ask Ratio Typical
Holdings Diversity Good

Fund 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.

Fund Snapshot Updated 04.16.2014

Previous Close $73.97 Expense Ratio 0.35%
YTD Return 2.42% Avg. 30-Day Volume 661,789
1-Year Return 17.3% Market Cap Loading...
Bid $73.97 Shares Outstanding 169,053,000
Ask $73.99 Dividends $1.67
Top 10 Holdings
Hcp Inc (HCP) 3.06%
At&T Inc (T) 2.81%
Consolidated Edison Inc (ED) 2.36%
National Retail Pptys Inc (NNN) 2.31%
Peoples United Financial Inc (PBCT) 1.95%
Mcdonalds Corp (MCD) 1.76%
Federal Realty Invt Tr (FRT) 1.71%
Kimberly Clark Corp (KMB) 1.66%
Leggett & Platt Inc (LEG) 1.61%
Chevron Corp New (CVX) 1.61%
% of Total Holdings 20.90%

Sector Breakdown

Geographic Breakdown

Best Fit Income Funds

See full rankings for Income Funds