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SPGM vs SDY

State Street SPDR Portfolio MSCI Global Stock Market ETF vs State Street SPDR S&P Dividend ETF

SPGM

State Street SPDR Portfolio MSCI Global Stock Market ETF

State Street Investment Management

Annual cost

0.09%

Fund size

$1.6B

SDY

State Street SPDR S&P Dividend ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$22.0B

Key differences

  • SPGM costs 0.26% less per year.
  • SDY is significantly larger than SPGM — larger funds tend to be more liquid and less likely to close.
  • SPGM covers global markets; SDY covers north america.
  • Over the last 3 years, SPGM has delivered higher annualized returns.
  • SDY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPGMSDY
Annual cost (TER)0.09%0.35%
Fund size (AUM)$1.6B$22.0B
Since20122005
Dividend yield1.75%2.46%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+33.8%+14.8%
CAGR 3Y+21.9%+10.1%
CAGR 5Y+12.0%+6.2%
Sharpe 3Y1.200.56
Volatility 1Y12.96%10.48%
Max drawdown-33.97%-36.70%

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

Similar to SPGM and SDY