State Street SPDR Portfolio S&P Sector Neutral Dividend ETF

SPDG

時価総額 $1275万

IBM shares rally despite a Q2 revenue miss as investors focus on AI momentum and margin expansion, shifting focus to ETFs exposed to the tech giant.

SPDG outperformed the S&P 500 Index on a total return basis, offering a competitive 3.27% SEC yield and a low expense ratio of 0.05%. The ETF's AUM grew from under $5.5 million to over $10 million, showing increased investor interest, but that's still very low AUM. SPDG's portfolio avoids the "Magnificent 7" tech stocks, providing diversification and stability, with a forward P/E of 14.8x, indicating a value-oriented approach.

Today, we are giving the SPDR Portfolio S&P Sector Neutral Dividend ETF a look. SPDG is focused on dividend-oriented stocks and has a yield of around 3%, but so far, it has not garnered much attention, and its AUM is low. The ETF offers a higher yield compared to the S&P 500, and it also provides broader diversification as it can incorporate small- and mid-cap holdings as well.