SDIV vs SPY
Global X SuperDividend ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | SDIV | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.58% | 0.09% | |
| AUM | $1.2B | $821.1B | |
| Dividend Yield | 9.10% | 1.01% | |
| Holdings | 139 | 505 | |
| YTD Return | +6.86% | +12.93% | |
| 1Y Return | +15.20% | +20.62% | |
| 3Y Return (annualized) | +15.59% | +22.00% | |
| 5Y Return (annualized) | +1.60% | +13.33% | |
| Volatility (annualized) | 18.8% | 15.3% | |
| Max Drawdown | -69.0% | -56.5% | |
| Fund Family | Global X by mirae Asset | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Jun 8, 2011 | Jan 22, 1993 |
SDIV vs SPY Performance
Global X SuperDividend ETF (SDIV) is a ETF from Global X by mirae Asset and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year SDIV returned +15.20% while SPY returned +20.62%. Year to date, SDIV is up 6.86% versus a gain of 12.93% for SPY.
Over three years, SDIV compounded at +15.59% per year against +22.00% for SPY; over five years the annualized figures are +1.60% and +13.33% respectively. Across the full 15-year window we track, SPY has the edge at +8.82% annualized vs -3.36%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SDIV has been the more volatile fund, with annualized monthly volatility of 18.8% compared with 15.3% for SPY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -69.0% for SDIV and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SDIV charges 0.58% per year while SPY charges 0.09%. On a $10,000 position that is $58 vs $9 annually, a gap of $49 per year that compounds over a long holding period. On income, SDIV currently yields 9.10% against 1.01% for SPY.
Holdings Overlap
SDIV and SPY share 0 holdings out of 592 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SDIV or SPY?
SDIV has an expense ratio of 0.58% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $49 per year of difference.
Which performed better, SDIV or SPY?
Over the past year SDIV returned +15.20% vs +20.62% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (15 years), SDIV annualized -3.36% vs +8.82% for SPY. Past performance does not guarantee future results.
Which is riskier, SDIV or SPY?
SDIV has been the more volatile fund at 18.8% annualized versus 15.3% for SPY. Worst drawdown: SDIV -69.0% vs SPY -56.5%.
Should I hold both SDIV and SPY?
SDIV and SPY have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SDIV and SPY?
SDIV and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 592 unique securities.
Which pays a higher dividend, SDIV or SPY?
SDIV yields 9.10% while SPY yields 1.01%, so SDIV currently pays the higher dividend yield.
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