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ETFs

SPDR Portfolio S&P Sector Neutral Dividend ETF

SPDG
$—
Today’s Change
— (—)

Snapshot
*

Inception Date
Sep 11, 2023
Expense Ratio
0.05%
Type
US Equity Income
Fund Owner
State Street (SPDR)
Volume (1m avg. daily)
—
AUM
$2,934,174
Associated Index
S&P Sector-Neutral High Yield Dividend Aristocrats Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
No
Prospectus
View

Top 10 Holdings

AVGO
Broadcom Inc
6.22%
CMCSA
Comcast Corp - Ordinary Shares - Class A
4.09%
HD
Home Depot, Inc.
3.96%
CSCO
Cisco Systems, Inc.
3.94%
ACN
Accenture plc - Ordinary Shares - Class A
3.66%
VZ
Verizon Communications Inc
3.47%
JPM
JPMorgan Chase & Co.
3.18%
MCD
McDonald`s Corp
2.69%
TXN
Texas Instruments Inc.
2.62%
XOM
Exxon Mobil Corp.
2.47%
Invest with SPDG
Trade SPDG Options

What is SPDG?

The SPDR Portfolio S&P Sector Neutral Dividend ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Sector-Neutral High Yield Dividend Aristocrats Index. The Index is designed to include large, mid and small-cap companies in the S&P Composite 1500 Index that have increased or maintained their dividend for seven or more consecutive years while seeking to mirror the sector weights of the S&P Composite 1500 Index. The S&P Sector-Neutral High Yield Dividend Aristocrats Index is designed to measure the performance of companies in the S&P Composite 1500 Index (the "Parent Index") that have followed a policy of increasing or maintaining dividends every year for at least seven consecutive years while maintaining sector weights that correspond to the Parent Index. The Parent Index is designed to measure the performance of the large-, mid-, and small-capitalization segments of the U.S. equity market.

1M
3M
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YTD
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SPDG
Performance Measures**

for the time period Sep 12, 2023 to Dec 4, 2025

Returns

1M Trailing Return: 4.6%

The percent change in the value over the most recent 1-month period.

3M Trailing Return: 4.1%

The percent change in the value over the most recent 3-month period.

Measures of Risk or Volatility

Max Drawdown: -15.7%

The greatest percent loss from peak to trough in value over the time period.

Standard Deviation: 14.4%

The typical amount that daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

Measures of Risk-Adjusted Performance

Sharpe Ratio: 1.25

The annualized arithmetic mean of the daily returns divided by the annualized standard deviation of the daily returns for the selected time period.

Calmar Ratio: 1.17

The annualized return divided by the max drawdown for the selected time period.

ETFs related toSPDG

ETFs correlated to SPDG include DGRW, SCHD, DLN

SPDG
SPDR Series Trust - SPDR Portfolio S&P Sector Neutral Dividend ETF
DGRW
WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
SCHD
Schwab Strategic Trust - Schwab US Dividend Equity ETF
DLN
WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
DGRO
BlackRock Institutional Trust Company N.A. - iShares Core Dividend Growth ETF
EDOW
First Trust Exchange-Traded Fund III - First Trust Dow 30 Equal Weight ETF
FVC
First Trust Exchange-Traded Fund III - First Trust Dorsey Wright Dynamic Focus 5 ETF
CFO
Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
DIVB
BlackRock Institutional Trust Company N.A. - iShares Core Dividend ETF
OUSA
OSI ETF Trust - ALPS O'Shares U.S. Quality Dividend ETF
UDOW
ProShares Trust - ProShares UltraPro Dow30 3x Shares

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Trading Strategies
Related toSPDG

SPDRverse

Category

Cross-asset momentum, sector rotation, SPDR ETFs, daily rebalancing, tactical allocation

OOS Cumulative Return

-3.32%

Create your own algorithmic trading strategy with SPDG using Composer

FAQ

SPDG is a US Equity Income ETF. The SPDR Portfolio S&P Sector Neutral Dividend ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Sector-Neutral High Yield Dividend Aristocrats Index. The Index is designed to include large, mid and small-cap companies in the S&P Composite 1500 Index that have increased or maintained their dividend for seven or more consecutive years while seeking to mirror the sector weights of the S&P Composite 1500 Index. The S&P Sector-Neutral High Yield Dividend Aristocrats Index is designed to measure the performance of companies in the S&P Composite 1500 Index (the "Parent Index") that have followed a policy of increasing or maintaining dividends every year for at least seven consecutive years while maintaining sector weights that correspond to the Parent Index. The Parent Index is designed to measure the performance of the large-, mid-, and small-capitalization segments of the U.S. equity market.

SPDG tracks the S&P Sector-Neutral High Yield Dividend Aristocrats Index.

SPDG dividend information: Dividend - Regular Payors. Dividend payouts may vary in terms of frequency of payouts.

No, SPDG is not actively managed. It is passively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

Yes, SPDG is passively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on SPDG is %. This is the percent change in the value of SPDG over the most recent 1-month period. The 3-month return on SPDG is %. This is the percent change in the value of SPDG over the most recent 3-month period.

ETFs similar to SPDG include VIG, VYM, and DFAS.

ETFs correlated to SPDG include DGRW, SCHD, and DLN.

ETFs that are inversely correlated to SPDG include SDOW, DOG, and DXD.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.