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EFAS vs SDY

Global X MSCI SuperDividend EAFE ETF vs State Street SPDR S&P Dividend ETF

EFAS

Global X MSCI SuperDividend EAFE ETF

Global X Funds

Annual cost

0.55%

Fund size

$48M

SDY

State Street SPDR S&P Dividend ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$22.0B

Key differences

  • SDY costs 0.20% less per year.
  • SDY is significantly larger than EFAS — larger funds tend to be more liquid and less likely to close.
  • EFAS covers global markets; SDY covers north america.
  • Over the last 3 years, EFAS has delivered higher annualized returns.
  • SDY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EFASSDY
Annual cost (TER)0.55%0.35%
Fund size (AUM)$48M$22.0B
Since20162005
Dividend yield4.48%2.46%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+33.5%+14.8%
CAGR 3Y+24.3%+10.1%
CAGR 5Y+12.7%+6.2%
Sharpe 3Y1.420.56
Volatility 1Y10.62%10.48%
Max drawdown-44.39%-36.70%

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

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