DIVGlobal X SuperDividend U.S. ETF

Grow my money Get income13y track recordRanked #354 of 1,706 in this goal

Seeks 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%

#2,319 of 6,040 · average

Fund Size

$793M

#1,316 of 6,040 · large

Return (1Y)

+19.3%

Track Record

13 years

#1,056 of 6,040 · established

Performance

Total-return NAV · USD

Growth of $10,000

$11,866+18.7%

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

What's inside

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

Holdings

By weight

Concentration

Top 10 holdings = 23.6% of funddiversified

TSAKOS ENERGY NAVIGATION LIMITED

2.8%

MILLICOM INTERNATIONAL CELLULAR S.A.

2.6%

CBL & ASSOCIATES PROPERTIES, INC.

2.4%

FLEX LNG LTD.

2.4%

CVR PARTNERS, LP

2.4%

PLAINS ALL AMERICAN PIPELINE, L.P.

2.3%

SFL CORPORATION LTD.

2.2%

ALEXANDER'S, INC.

2.2%

Westlake Chemical Partners LP

2.2%

Altria Group, Inc.

2.2%

Asset allocation

Stocks

99.8%

Cash

0.2%

By sector

Energy

21.8%

Real Estate

19.6%

Industrials

12.0%

Utilities

10.8%

Consumer Defensive

10.6%

Basic Materials

6.7%

Communication

6.6%

Healthcare

4.1%

Other

7.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

10.3%Moderate

Year-on-year price swings

Max drawdown

-52.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.73Decent risk-adjusted returns

Sortino (3Y)

1.03Good downside protection

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks 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 using a replication strategy. The Fund does not attempt to outperform the Underlying Index and aims for high correlation with it.
Inception date: March 11, 2013
Fund family: Global X Funds