SDIVGlobal X SuperDividend ETF

Grow my money Get income15y track recordRanked #382 of 1,622 in this goal

Seeks investment results that correspond generally to the price and yield performance of the Solactive Global SuperDividend Index.

By Global X Funds · Launched 2011

Annual Cost

0.58%

#2,930 of 5,562 · average

Fund Size

$1.2B

#997 of 5,562 · large

Return (1Y)Goal

+19.5%

Track Record

15 years

#893 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$11,771+17.7%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Strategy

Index tracking

Factor

Dividend

Index tracked

Solactive Global SuperDividend Index

What it actually holds

By weight

Concentration

Top 10 holdings = 18.6% of fund✓ well diversified

BNYREPOS

4.9%

D'Amico International Shipping SA

1.6%

SES SA

1.6%

DIRECIONAL ENGENHARIA S.A.

1.6%

Banco Bradesco S.A.

1.5%

THE WESTERN UNION COMPANY

1.5%

ITHACA ENERGY PLC

1.5%

Caixa Seguridade Participacoes SA

1.5%

AKER BP ASA

1.5%

KENON HOLDINGS LTD.

1.4%

Asset allocation

Stocks

98.4%

Other

1.1%

Cash

0.6%

By sector

Real Estate

36.7%

Energy

17.2%

Industrials

14.7%

Financial Services

9.1%

Communication

6.3%

Consumer Cyclical

5.5%

Consumer Defensive

3.7%

Basic Materials

2.9%

Other

3.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

12.7%Moderate

Year-on-year price swings

Max drawdown

-56.9%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.71Decent risk-adjusted returns

Sortino (3Y)

1.00Moderate downside risk

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks investment results that correspond generally to the price and yield performance of the Solactive Global SuperDividend Index.
Strategy: Invests primarily in securities of the Solactive Global SuperDividend Index and in ADRs and GDRs based on those securities. The Fund uses a replication strategy to achieve its objective, holding securities in approximately the same proportions as in the Underlying Index.
Inception date: June 8, 2011
Fund family: Global X Funds