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SPDG vs DWX

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

SPDG

State Street SPDR Portfolio S&P Sector Neutral Dividend ETF

State Street Investment Management

Annual cost

0.05%

Fund size

$13M

DWX

State Street SPDR S&P International Dividend ETF

State Street Investment Management

Annual cost

0.45%

Fund size

$512M

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.
  • SPDG is classified as equity, while DWX is alternative — different risk/return profiles.
  • DWX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPDGDWX
Annual cost (TER)0.05%0.45%
Fund size (AUM)$13M$512M
Since20232008
Dividend yield2.74%4.18%
Asset classequityalternative
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.4%+17.9%
CAGR 3YN/A+14.9%
CAGR 5YN/A+7.8%
Sharpe 3YN/A0.98
Volatility 1Y12.09%10.88%
Max drawdown-15.67%-36.05%

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

Similar to SPDG and DWX