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DGT vs SPY

State Street SPDR Global Dow ETF vs State Street SPDR S&P 500 ETF Trust

DGT

State Street SPDR Global Dow ETF

State Street Investment Management

Annual cost

0.50%

Fund size

$586M

SPY

State Street SPDR S&P 500 ETF Trust

State Street Investment Management

Annual cost

0.09%

Fund size

$735.1B

Key differences

  • SPY costs 0.41% less per year.
  • SPY is significantly larger than DGT — larger funds tend to be more liquid and less likely to close.
  • DGT is classified as alternative, while SPY is equity — different risk/return profiles.
  • SPY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DGTSPY
Annual cost (TER)0.50%0.09%
Fund size (AUM)$586M$735.1B
Since20001993
Dividend yield2.62%1.03%
Asset classalternativeequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+32.3%+29.4%
CAGR 3Y+23.1%+23.1%
CAGR 5Y+13.9%+14.0%
Sharpe 3Y1.351.22
Volatility 1Y12.03%12.00%
Max drawdown-34.40%-33.72%

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

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