Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SPDG (SPDR Portfolio S&P Sector Neutral Dividend ETF) 13.50% 22.71% NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 09/11/2023
More Performance Analytics Comparison
Name Start Date End Date
SPDG (SPDR Portfolio S&P Sector Neutral Dividend ETF) 09/11/2023 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023
Annualized Return (%) -2.73 22.71 NA NA NA NA NA 13.50 11.65 20.22 0.00
Sharpe Ratio NA 1.97 NA NA NA NA NA 2.52 0.54 1.34 NA
Standard Deviation(%) NA 12.30 NA NA NA NA NA 13.94 16.21 12.42 13.19
Draw Down(%) NA 8.32 NA NA NA NA NA 8.32 15.68 6.12 8.76
Yield(%) 0.00 3.17 NA NA NA NA NA 0.75 3.11 3.05 NA
Data as of 06/10/2026, Common starting date is 09/11/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPDG (SPDR Portfolio S&P Sector Neutral Dividend ETF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPDG (SPDR Portfolio S&P Sector Neutral Dividend ETF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return