NYSE · US Equities - Dividend & Fundamental · USA
The companies inside SDY trade at about what we estimate they are worth. We could give a verdict on 100% of the fund's weight: 160 holdings as reported to the SEC at 30 Jun 2026.
Where the money is: 20% in companies in the buy zone, 11% about fairly valued, 69% overvalued, 0% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.35% a year: on $10,000 held flat that is $350 over 10 years and $700 over 20.