Screener
RLY vs DGT
State Street Multi-Asset Real Return ETF vs State Street SPDR Global Dow ETF
Key differences
RLY is a mixed asset ETF, while DGT is an equity ETF. RLY charges 0.50% a year and DGT 0.50%.
- RLY is a mixed asset fund, while DGT is an equity fund. They carry different risk/return profiles.
- RLY follows a active selection strategy; DGT uses index tracking.
- Over the last three 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
| RLY | DGT | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.50% |
| Fund size (AUM) | $1.2B | $628M |
| Since | 2012 | 2000 |
| Dividend yield | 2.89% | 2.52% |
| Asset class | mixed asset | equity |
| Region | — | global |
| Strategy | active selection | index tracking |
| CAGR 1Y | +28.7% | +28.3% |
| CAGR 3Y | +15.3% | +23.4% |
| CAGR 5Y | +10.4% | +13.4% |
| Sharpe 3Y | 0.99 | 1.36 |
| Volatility 1Y | 10.33% | 12.23% |
| Max drawdown | -34.17% | -34.40% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.