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DWX vs SPDG

State Street SPDR S&P International Dividend ETF vs State Street SPDR Portfolio S&P Sector Neutral Dividend ETF

DWX

State Street SPDR S&P International Dividend ETF

State Street Investment Management

Annual cost

0.45%

Fund size

$512M

SPDG

State Street SPDR Portfolio S&P Sector Neutral Dividend ETF

State Street Investment Management

Annual cost

0.05%

Fund size

$13M

Key differences

  • SPDG costs 0.40% less per year.
  • DWX is significantly larger than SPDG — larger funds tend to be more liquid and less likely to close.
  • DWX is classified as alternative, while SPDG is equity — different risk/return profiles.
  • DWX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DWXSPDG
Annual cost (TER)0.45%0.05%
Fund size (AUM)$512M$13M
Since20082023
Dividend yield4.18%2.74%
Asset classalternativeequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+17.9%+28.4%
CAGR 3Y+14.9%N/A
CAGR 5Y+7.8%N/A
Sharpe 3Y0.98N/A
Volatility 1Y10.88%12.09%
Max drawdown-36.05%-15.67%

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

Similar to DWX and SPDG