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SPDG vs SDY

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

SPDG

State Street SPDR Portfolio S&P Sector Neutral Dividend ETF

State Street Investment Management

Annual cost

0.05%

Fund size

$13M

SDY

State Street SPDR S&P Dividend ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$22.0B

Key differences

  • SPDG costs 0.30% less per year.
  • SDY is significantly larger than SPDG — larger funds tend to be more liquid and less likely to close.
  • SDY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPDGSDY
Annual cost (TER)0.05%0.35%
Fund size (AUM)$13M$22.0B
Since20232005
Dividend yield2.74%2.46%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.4%+14.8%
CAGR 3YN/A+10.1%
CAGR 5YN/A+6.2%
Sharpe 3YN/A0.56
Volatility 1Y12.09%10.48%
Max drawdown-15.67%-36.70%

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

Similar to SPDG and SDY