DIVGlobal X SuperDividend U.S. ETF

Grow my money Get income13y track recordRanked #336 of 1,622 in this goal

Seeks to provide investment results that correspond generally to the price and yield performance of the Indxx SuperDividend U.S. Low Volatility Index.

By Global X Funds · Launched 2013

Annual Cost

0.45%

#2,223 of 5,562 · average

Fund Size

$745M

#1,283 of 5,562 · large

Return (1Y)Goal

+13.3%

Track Record

13 years

#1,063 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$11,096+11.0%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Index tracking

Factor

Dividend

Index tracked

Indxx SuperDividend US Low Volatility Index

What it actually holds

By weight

Concentration

Top 10 holdings = 25.7% of fund✓ well diversified

Global Ship Lease, Inc.

3.0%

Ardagh Metal Packaging S.A.

3.0%

OMEGA HEALTHCARE INVESTORS, INC.

2.6%

Spire Inc.

2.5%

Evergy, Inc.

2.5%

NORTHWESTERN ENERGY GROUP, INC.

2.5%

NORTHWEST NATURAL HOLDING COMPANY

2.4%

ALEXANDER'S, INC.

2.4%

FLEX LNG LTD.

2.4%

NATIONAL HEALTH INVESTORS, INC.

2.4%

Asset allocation

Stocks

99.8%

Cash

0.3%

By sector

Energy

21.1%

Real Estate

20.3%

Consumer Defensive

12.7%

Utilities

12.2%

Industrials

11.6%

Communication

6.4%

Basic Materials

4.5%

Financial Services

3.9%

Other

7.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

10.5%Moderate

Year-on-year price swings

Max drawdown

-52.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.60Decent risk-adjusted returns

Sortino (3Y)

0.84Moderate downside risk

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to provide investment results that correspond generally to the price and yield performance of the Indxx SuperDividend U.S. Low Volatility Index.
Strategy: Invests primarily in securities of the Indxx SuperDividend U.S. Low Volatility Index, which tracks 50 high dividend yielding U.S. stocks with lower relative volatility. The Fund uses a replication strategy to achieve its objective, investing in the Index components in similar proportions.
Inception date: March 11, 2013
Fund family: Global X Funds