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DGT vs SPSM

State Street SPDR Global Dow ETF vs State Street SPDR Portfolio S&P 600 Small Cap ETF

DGT

State Street SPDR Global Dow ETF

State Street Investment Management

Annual cost

0.50%

Fund size

$586M

SPSM

State Street SPDR Portfolio S&P 600 Small Cap ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$15.4B

Key differences

  • SPSM costs 0.47% less per year.
  • SPSM is significantly larger than DGT — larger funds tend to be more liquid and less likely to close.
  • DGT is classified as alternative, while SPSM is equity — different risk/return profiles.
  • Over the last 3 years, DGT has delivered higher annualized returns.
  • DGT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DGTSPSM
Annual cost (TER)0.50%0.03%
Fund size (AUM)$586M$15.4B
Since20002013
Dividend yield2.62%1.44%
Asset classalternativeequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+32.3%+33.1%
CAGR 3Y+23.1%+15.4%
CAGR 5Y+13.9%+6.0%
Sharpe 3Y1.350.63
Volatility 1Y12.03%17.58%
Max drawdown-34.40%-42.89%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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