Global X Funds, issuer of the SDIV ETF, focuses on tracking the Solactive Global SuperDividend® Index, investing primarily in securities from this index along with ADRs and GDRs based on these securities. With a commitment to maintaining at least 80% of its assets in the Underlying Index, the fund operates under a non-fundamental 80% investment policy, which can only be altered with a 60-day notice to shareholders. The index itself comprises 100 equally-weighted high dividend-yielding companies globally, including those from emerging markets, curated by Solactive AG. The Index Provider determines weightings and publishes market value information independently from the Fund and its management company, Global X Management Company LLC. Employing a passive approach, the Fund aims to mirror the Underlying Index's performance without actively seeking to outperform it or adopting defensive positions during market fluctuations. While typically utilizing a replication strategy, the Fund may resort to representative sampling under certain circumstances, expecting a correlation of over 95% with the Underlying Index's performance. Additionally, the Fund mirrors the Underlying Index's industry concentration, with notable exposure to the financial sector as of December 31, 2023.
SDIV Dividend, an exchange-traded fund (ETF) managed by Global X Funds, is designed to provide investors with exposure to high dividend-yielding companies worldwide through the Solactive Global SuperDividend® Index. This ETF primarily invests at least 80% of its assets in securities from the index, as well as in American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs) based on these securities. With a focus on income generation, SDIV Dividend offers investors the opportunity to participate in the dividends of 100 equally-weighted companies selected for their strong dividend yields, including those from emerging markets. Operating under a non-fundamental 80% investment policy, any changes to this allocation require a 60-day notice to shareholders. By adopting a passive approach, the ETF aims to closely track the performance of the underlying index, typically employing a replication strategy to mirror its composition. However, under certain circumstances, such as practical difficulties or legal restrictions, a representative sampling strategy may be utilized. With an emphasis on maintaining a correlation of over 95% with the Underlying Index, SDIV Dividend offers investors exposure to dividend-paying equities while seeking to manage risks associated with market fluctuations.
SDIV Tracking, overseen by Global X Funds, represents an exchange-traded fund (ETF) that aims to closely mirror the performance of the Solactive Global SuperDividend® Index. With a core focus on high dividend-yielding equities globally, SDIV Tracking invests at least 80% of its assets in securities from the index, along with American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs) based on these securities. This ETF operates under a non-fundamental 80% investment policy, allowing for adjustments with a 60-day notice to shareholders. Employing a passive investment strategy, the fund seeks to replicate the composition of the Underlying Index, typically through a replication approach that matches the index's securities and weightings. However, circumstances such as practical constraints or legal restrictions may prompt the utilization of a representative sampling strategy. By prioritizing a correlation of over 95% with the Underlying Index, SDIV Tracking provides investors with exposure to dividend-paying companies while aiming to minimize tracking error and manage market risks effectively.
SDIV Correlation, managed by Global X Funds, is an exchange-traded fund (ETF) designed to exhibit a high correlation with the Solactive Global SuperDividend® Index. This ETF focuses on investing at least 80% of its assets in securities from the index, as well as American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs) based on these securities. Operating under a non-fundamental 80% investment policy, any changes to this allocation require a 60-day notice to shareholders. Employing a passive investment strategy, SDIV Correlation aims to closely replicate the composition and performance of the Underlying Index. The fund typically utilizes a replication approach to mirror the index's securities and weightings, although it may resort to a representative sampling strategy under certain circumstances such as practical constraints or legal restrictions. By striving for a correlation of over 95% with the Underlying Index, SDIV Correlation provides investors with the opportunity to participate in the dividends of high-yielding companies while seeking to minimize tracking error and effectively manage market risks.
SDIV Sector, managed by Global X Funds, is an exchange-traded fund (ETF) that focuses on investing in sectors represented within the Solactive Global SuperDividend® Index. With a commitment to maintaining at least 80% of its assets in securities from the index, along with American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs) based on these securities, SDIV Sector offers investors exposure to high dividend-yielding companies across various sectors globally. Operating under a non-fundamental 80% investment policy, any adjustments to this allocation necessitate a 60-day notice to shareholders. Utilizing a passive investment strategy, the fund seeks to closely replicate the composition and performance of the Underlying Index, primarily through a replication approach that mirrors the index's sectors and weightings. However, under certain circumstances, such as practical constraints or legal restrictions, a representative sampling strategy may be employed. By providing diversified exposure to sectors within the Underlying Index, SDIV Sector enables investors to access dividend-paying equities while aiming to minimize tracking error and manage market risks effectively.
SDIV Exposure, managed by Global X Funds, is an exchange-traded fund (ETF) designed to provide investors with exposure to high dividend-yielding companies globally through the Solactive Global SuperDividend® Index. With a primary focus on investing at least 80% of its assets in securities from the index, along with American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs) based on these securities, SDIV Exposure offers a diversified portfolio of dividend-paying equities across various regions and industries. Operating under a non-fundamental 80% investment policy, any changes to this allocation necessitate a 60-day notice to shareholders. Employing a passive investment strategy, the fund aims to replicate the composition and performance of the Underlying Index, typically through a replication approach that mirrors the index's securities and weightings. However, under certain circumstances, such as practical constraints or legal restrictions, a representative sampling strategy may be utilized. By providing broad exposure to high dividend-yielding companies globally, SDIV Exposure enables investors to access potential income generation while seeking to minimize tracking error and effectively manage market risks.
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4 min readCompare the DGRO and SDIV ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies to see how they stack up against each other. Whether you're a seasoned investor or just getting started, our comparison provides valuable insights to guide your investment decisions.
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4 min readCompare the SDIV and QDF ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies to see how they stack up against each other. Whether you're a seasoned investor or just getting started, our comparison provides valuable insights to guide your investment decisions.
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