SPDR Portfolio S&P Sector Neutral Dividend ETF (SPDG) belongs to the Dividend category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with SPDG. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SPDG
SPDG charges 0.05% annually. There are 2 ETFs in the Dividend category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Dividend Appreciation ETF | 0.04% | 129.60B | Apr 2006 | SPDG vs VIG | |
| Vanguard High Dividend Yield ETF | 0.04% | 96.20B | Nov 2006 | SPDG vs VYM | |
| iShares Core Dividend ETF | 0.05% | 1.71B | Nov 2017 | SPDG vs DIVB | |
| Franklin U.S. Core Dividend Tilt Index ETF | 0.06% | 140.81M | Jun 2016 | SPDG vs UDIV | |
| Schwab U.S. Dividend Equity ETF | 0.06% | 104.16B | Oct 2011 | SPDG vs SCHD |
Best Risk-Adjusted Alternatives to SPDG
SPDG has a PortfoliosLab risk / return rank of 80. There are 62 ETFs in the Dividend category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin International Low Volatility High Dividen... | 97 | 5.48B | Jul 2016 | SPDG vs LVHI | |
| Franklin Income Equity Focus ETF | 96 | 135.67M | Sep 2016 | SPDG vs INCE | |
| WisdomTree Global High Dividend Fund | 95 | 146.66M | Jun 2006 | SPDG vs DEW | |
| Schwab U.S. Dividend Equity ETF | 95 | 104.16B | Oct 2011 | SPDG vs SCHD | |
| Invesco S&P Ultra Dividend Revenue ETF | 95 | 1.80B | Oct 2013 | SPDG vs RDIV |
Top Performing SPDG Alternatives (YTD)
SPDG is at 14.23% YTD. There are 66 ETFs in the Dividend category with higher YTD returns, going as high as 60.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| YieldMax MRNA Option Income Strategy ETF | 60.69% | 106.87M | Oct 2023 | SPDG vs MRNY | |
| ETRACS 2x Leveraged U.S. Dividend Factor TR ETN | 47.30% | 8.65M | Feb 2021 | SPDG vs SCDL | |
| Amplify Natural Resources Dividend Income ETF | 33.67% | 26.89M | Aug 2022 | SPDG vs NDIV | |
| Invesco KBW Premium Yield Equity REIT ETF | 25.42% | 314.06M | Dec 2010 | SPDG vs KBWY | |
| iShares Core Dividend ETF | 25.34% | 1.71B | Nov 2017 | SPDG vs DIVB |
Lowest Volatility Alternatives to SPDG
SPDG has 12.55% 1-year volatility. There are 79 ETFs in the Dividend category with lower 1-year volatility, going as low as 5.93%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Global X Alternative Income ETF | 5.93% | 45.64M | Jul 2015 | SPDG vs ALTY | |
| Simplify Enhanced Income ETF | 7.23% | 66.82M | Oct 2022 | SPDG vs HIGH | |
| JPMorgan Equity Premium Income ETF | 8.15% | 45.80B | May 2020 | SPDG vs JEPI | |
| Franklin Income Equity Focus ETF | 8.40% | 135.67M | Sep 2016 | SPDG vs INCE | |
| Calamos CEF Income & Arbitrage ETF | 8.41% | 33.90M | Jan 2024 | SPDG vs CCEF |
Lowest Drawdown Alternatives to SPDG
SPDG has a 1-year max drawdown of -8.34%. There are 60 ETFs in the Dividend category with shallower 1-year drawdowns, going as shallow as -4.27%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 7.77B | Mar 2006 | SPDG vs FDL | |
| Global X Alternative Income ETF | -4.34% | 45.64M | Jul 2015 | SPDG vs ALTY | |
| Schwab U.S. Dividend Equity ETF | -4.61% | 104.16B | Oct 2011 | SPDG vs SCHD | |
| Invesco S&P Ultra Dividend Revenue ETF | -4.84% | 1.80B | Oct 2013 | SPDG vs RDIV | |
| Franklin Income Equity Focus ETF | -4.90% | 135.67M | Sep 2016 | SPDG vs INCE |
Other ETFs from State Street
The 10 most viewed State Street ETFs shown here include SPY, GLD, XLK and span 10 categories. AUM among these funds goes as high as $789B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 67 | 10.13% | 789.06B | Jan 1993 | SPDG vs SPY | |
| SPDR Gold Shares | Gold, Precious Metals | 30 | -6.25% | 130.32B | Nov 2004 | SPDG vs GLD | |
| State Street Technology Select Sector SPDR ETF | Technology Equities | 55 | 22.09% | 115.56B | Dec 1998 | SPDG vs XLK | |
| State Street SPDR Portfolio S&P 500 Growth ETF | S&P 500, Large Cap Growth Equities | 43 | 10.06% | 51.09B | Sep 2000 | SPDG vs SPYG | |
| State Street SPDR Portfolio S&P 500 ETF | S&P 500 | 68 | 10.15% | 160.81B | Nov 2005 | SPDG vs SPYM | |
| State Street SPDR Portfolio S&P 500 High Dividend ... | S&P 500, Dividend | 78 | 16.95% | 8.75B | Oct 2015 | SPDG vs SPYD | |
| State Street Energy Select Sector SPDR ETF | Energy Equities | 76 | 35.03% | 38.64B | Dec 1998 | SPDG vs XLE | |
| SPDR Gold MiniShares Trust | Gold, Precious Metals | 31 | -6.13% | 27.37B | Jun 2018 | SPDG vs GLDM | |
| State Street Utilities Select Sector SPDR ETF | Utilities Equities | 21 | 5.28% | 23.07B | Dec 1998 | SPDG vs XLU | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | Government Bonds, Ultrashort Bond | 100 | 2.08% | 47.03B | May 2007 | SPDG vs BIL |
Often Compared With SPDG
Investors most often compare SPDG with SVAIX, DGRO, SCHG. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare SPDG with Any Fund or Stock
Compare SPDG with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SPDG with funds that move differently
SPDR Portfolio S&P Sector Neutral Dividend ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SPDG.
Explore SPDG Diversifiers