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SDY vs DIV

State Street SPDR S&P Dividend ETF vs Global X SuperDividend U.S. ETF

SDY

State Street SPDR S&P Dividend ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$22.0B

DIV

Global X SuperDividend U.S. ETF

Global X Funds

Annual cost

0.45%

Fund size

$750M

Key differences

  • SDY costs 0.10% less per year.
  • SDY is significantly larger than DIV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, DIV has delivered higher annualized returns.
  • SDY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SDYDIV
Annual cost (TER)0.35%0.45%
Fund size (AUM)$22.0B$750M
Since20052013
Dividend yield2.46%6.57%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.8%+20.3%
CAGR 3Y+10.1%+13.2%
CAGR 5Y+6.2%+6.0%
Sharpe 3Y0.560.76
Volatility 1Y10.48%10.29%
Max drawdown-36.70%-52.74%

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

Similar to SDY and DIV