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Valued Contributor

Re: Senate 2T Stimulus Bill - Dividend Concerns


@ElLobo wrote:

So let me ask YOU a questions.  With SDY, given all of the above, yielding almost 1% more than SPY, why would anyone, even an indexer, hold SPY rather than SDY?

 

WHY?


 

Growth of $10,000.00
With Dividends Reinvested


SDY VS SPY

Start date:01/02/201501/02/2015
End date:03/25/202003/25/2020
Start price/share:$78.77$205.43
End price/share:$76.06$246.79
Starting shares:126.9548.68
Ending shares:155.5854.06
Dividends reinvested/share:$17.57$25.67
Total return:18.34%33.42%
Average Annual Total Return:3.27%5.67%
Starting investment:$10,000.00$10,000.00
Ending investment:$11,831.74$13,341.51
Years:5.235.23
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Re: Senate 2T Stimulus Bill - Dividend Concerns


@ElLobo wrote:

snip ...

So let me ask YOU a questions.  With SDY, given all of the above, yielding almost 1% more than SPY, why would anyone, even an indexer, hold SPY rather than SDY?


@ElLobo @Bentley 

Oh, let's see ... per Fidelity and through February, SDY had a 3-year total annualized return of 5.77%.

SPY had a 3-year total annualized return of 9.86%

That's why. 

ctyankee

edit:  Sorry Bentley, I was working on my reply when you replied.

 

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