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SPDG vs WDIV

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

SPDG

State Street SPDR Portfolio S&P Sector Neutral Dividend ETF

State Street Investment Management

Annual cost

0.05%

Fund size

$13M

WDIV

State Street SPDR S&P Global Dividend ETF

State Street Investment Management

Annual cost

0.40%

Fund size

$266M

Key differences

  • SPDG costs 0.35% less per year.
  • WDIV is significantly larger than SPDG — larger funds tend to be more liquid and less likely to close.
  • WDIV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPDGWDIV
Annual cost (TER)0.05%0.40%
Fund size (AUM)$13M$266M
Since20232013
Dividend yield2.74%4.07%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.4%+24.8%
CAGR 3YN/A+16.6%
CAGR 5YN/A+8.0%
Sharpe 3YN/A1.06
Volatility 1Y12.09%10.17%
Max drawdown-15.67%-42.34%

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

Similar to SPDG and WDIV