Global X Superdividend ETF Investing Guide and Comparison

The Global X Superdividend ETF is a popular investment option for those seeking a diversified portfolio of high-yielding dividend stocks. This ETF offers a unique approach to dividend investing, allowing investors to tap into a pool of high-yielding stocks from around the world.

The fund's underlying holdings are comprised of 100 stocks from various industries, with a focus on those with high dividend yields. The top 10 holdings in the fund account for approximately 25% of its total assets.

Investors can expect a relatively low expense ratio of 0.45%, making it an attractive option for those looking to minimize costs while still generating income.

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Fees and costs are an essential consideration when investing in the Global X SuperDividend ETF. Operational fees are a significant expense, with an expense ratio of 0.58% of the fund's assets under management (AUM).

The expense ratio is broken down into several components, including management fees, which also account for 0.58% of AUM. This is a relatively high management fee, ranking in the top 5.6% of its category.

Management fees can vary widely, ranging from 0.30% to 1.25% of AUM. In the case of the Global X SuperDividend ETF, the management fee is at the higher end of this range.

Other fees, such as 12b-1 fees and administrative fees, are not applicable to this fund. However, it's essential to note that ongoing charges (OCF) or total expense ratios (TER) may apply, which in this case is 0.45% of the fund's assets.

Here's a breakdown of the fees and costs associated with the Global X SuperDividend ETF:

Keep in mind that these fees are subject to change and may not be comprehensive. Always review the fund's documentation, including the Key Investor Information Document, Factsheet, and Prospectus, before investing.

The Global X SuperDividend ETF has a strong performance record, with its SDIV Return ranking among the top in its category.

The ETF's 1-year return is 2.2%, significantly higher than its 1-year category return low of -51.1%.

Over the 3-year and 5-year periods, the ETF's SDIV Return is -8.4% and -8.6% respectively, ranking it at 100% in its category.

The ETF's performance figures are based on the previous close price, and past performance is not an indication of future performance.

The ETF's sector weightings are primarily in Mortgage Real Estate Investment Trusts (17.93%), Non-Renewable Energy (13.74%), and Industrial Transportation (12.87%).

Here are the ETF's performance figures over various time periods:

The ETF's top holdings include China Overseas Grand Oceans Group Ltd (1.54%), Orient Overseas International (1.45%), and Petrobras (1.21%).

The Global X SuperDividend ETF is a fund that tracks the performance of 100 equally weighted companies with high dividend yields. The fund's inception date is June 8, 2011.

The fund's details include a legal name of Global X SuperDividend ETF, a fund family name of Global X Funds, and a domicile country of the United States. The manager of the fund is Nam To.

Here's a breakdown of the fund's sector weighting:

The Global X SuperDividend ETF has a legal name of Global X SuperDividend ETF and is a part of the Global X Funds family. It was launched on June 8, 2011.

The fund has a large number of outstanding shares, with 78,414,419 shares in circulation. The currency used for the fund is USD, and it is domiciled in the US.

The manager of the fund is Nam To. This information is essential for investors who want to know who is responsible for making decisions about the fund's investments.

The Solactive Global SuperDividend index is a performance tracker that focuses on 100 equally weighted companies with high dividend yields. These companies are selected based on their dividend stability.

The index provider applies certain filters to ensure the stability of the dividends. This helps to minimize the impact of dividend cuts on the index's performance.

The index can be invested in through various accounts, including ISA, General, SIPP, Business, and possibly others.

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In the stock geographic breakdown, we see that non-US stocks make up a significant portion of the fund, weighing in at 57.05% of the total.

This is a notable difference from the US stocks, which account for 40.61% of the fund.

The returns on non-US stocks have been impressive, with a low return of 12.39% and a high return of 83.06%.

In contrast, US stocks have had lower returns, with a low return of 6.76% and a high return of 79.19%.

Here's a breakdown of the stock geographic distribution:

The non-US stocks have also ranked high in terms of dividend yield, with a SDIV % Rank of 1.25%.

If you're considering investing in a high dividend yield ETF, you may also want to look into funds with similar investment focus.

Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing is one such option, with a fund size of 4,726 million euros and a TER of 0.29% per annum.

Discover more: High Yield Dividend Stocks 2023

The iShares STOXX Global Select Dividend 100 UCITS ETF (DE) is another option, with a fund size of 2,598 million euros and a TER of 0.46% per annum.

Here are some ETFs with similar investment focus that you may want to consider:

These funds all have a distributing distribution policy and a TER of 0.38% per annum or lower, making them worth considering for your investment portfolio.