Global X SuperDividend US ETF Returns and Dividend Information

The Global X SuperDividend US ETF is designed to provide investors with a high level of dividend income. The fund invests in a basket of high-yielding US stocks, with a focus on dividend-paying companies.

The ETF's investment process involves selecting stocks from the S&P 400 and S&P 600 indexes, which have a history of paying consistent dividends. The fund's managers use a proprietary screening process to identify the top dividend-paying stocks.

The Global X SuperDividend US ETF has a dividend yield of around 6%, which is significantly higher than the average US stock. This is because the fund focuses on high-yielding stocks, which can provide a regular income stream for investors.

Here's an interesting read: List of Dividend Paying Etfs

The Global X SuperDividend US ETF has a strong track record of returns. With a 1-year return of +8.82% and a 5-year return of -8.6%, it's clear that this ETF has had its ups and downs.

One of the key metrics to look at is the YTD return, which is currently +0.85%. This is a relatively modest return, but it's still a positive one.

The ETF's performance can be broken down by time period, as shown in the table below:

In terms of ranking, the ETF has a 46.11% rank in category for the 2024 period, which means it's performing better than 46.11% of other ETFs in the same category.

The ETF's performance can also be compared to its peers, as shown in the Total Return Ranking - Calendar table below:

Overall, the Global X SuperDividend US ETF has a solid track record of returns, but it's essential to consider the ETF's performance over various time periods and compare it to its peers to get a comprehensive picture.

The Global X SuperDividend US ETF offers a range of dividend information, making it an attractive option for income-seeking investors. The ETF has a 12-month trailing dividend yield of 7.08%, according to the article.

The ETF's dividend yield can be broken down into its constituent parts, with the 1-year dividend yield standing at 9.88% and the 2023 dividend yield at 11.35%. This suggests that the ETF's dividend yield has been steadily increasing over the past few years.

Here's a summary of the ETF's dividend yield history:

The ETF's dividend yield is also compared to its category peers, with a Dividend Yield of 11.46% ranking 1.25% among its peers. This suggests that the ETF's dividend yield is relatively high compared to its peers.

Total Return Ranking is a valuable tool for investors to evaluate the performance of dividend-paying stocks. It provides a ranking of stocks within a specific category based on their total return, which includes both dividend yield and capital appreciation.

The ranking can be displayed in different time periods, such as calendar year or trailing periods. For example, the 2024 calendar year ranking shows that the DIV Return was 11.3%, with a rank in category of 46.11%.

Here's a table summarizing the DIV Return and Rank in Category for the 2024 calendar year:

The trailing period ranking can also be useful, as it shows the performance of the stock over a longer period of time. For example, the 3-year trailing period ranking shows that the SDIV Return was -8.4%, with a rank in category of 100.00%.

The trailing period ranking can be displayed in different time periods, such as 1-year, 3-year, 5-year, or 10-year. Each period provides a unique perspective on the stock's performance and can help investors make more informed decisions.

It's worth noting that the rank in category can vary significantly depending on the time period. For example, in the 2023 calendar year, the DIV Return was -1.7%, which ranked 100.00% in the category. However, in the 2024 calendar year, the DIV Return was 11.3%, which ranked 46.11% in the category. This highlights the importance of considering multiple time periods when evaluating a stock's performance.

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Historic dividend yields are a crucial aspect of dividend investing. They provide insight into how a company's dividend payments have changed over time, helping investors make informed decisions.

The dividend yield is calculated by dividing the annual dividend payment by the stock's current price. For example, in 2023, the dividend yield for a particular stock was 11.35%.

Let's take a look at the historic dividend yields for a few stocks:

As you can see, the dividend yield has increased significantly over the past few years. This could be a sign of a company's growing profitability and ability to pay out more dividends to shareholders.

It's also worth noting that dividend yields can vary widely between stocks and industries. For example, a stock in the energy sector may have a higher dividend yield than a stock in the technology sector.

Overall, understanding historic dividend yields is essential for dividend investors. It allows them to evaluate a company's dividend payment history and make informed decisions about their investments.

Consider reading: Sector Etfs List

The fees associated with the Global X SuperDividend US ETF are something to consider when deciding whether to invest.

The sales fees for this ETF include a front load and a deferred load, but neither of these fees are a percentage of the assets under management (AUM).

When looking at the category returns, the low end of the range for the front load is 3.50%, while the high end of the range is 5.75%.

Here are the sales fees for the Global X SuperDividend US ETF:

Operating fees can make a significant difference in your investment returns. High portfolio turnover can lead to higher expenses, as seen in the Global X SuperDividend US ETF, which has a portfolio turnover rate of 63%.

The average portfolio turnover is 70% for the Mid-Cap Value category, indicating that many funds in this category are actively buying and selling securities, incurring additional fees. This can eat into your returns over time.

For example, in December 2024, the Global X SuperDividend US ETF returned -5.8%, which was a relatively strong performance compared to the Mid-Cap Value category, which had an average return of -7.1%. This highlights the importance of considering operating fees when evaluating investment options.

Additional reading: Agnc Investment Corp High Dividend Yield

Sales fees are a type of charge that can eat into your investment returns.

Some funds charge a front load fee, which can range from 3.50% to 5.75% of the fund's assets under management (AUM).

Deferred load fees are lower, typically between 1.00% and 4.00% of AUM.

Here's a breakdown of the fees:

It's worth noting that these fees can vary depending on the type of fund and the category it falls under.

The Global X SuperDividend US ETF has a diverse team of managers, with four experienced professionals at the helm.

The longest tenure of any manager is 6.8 years, indicating a strong commitment to the fund's success.

The average tenure of the managers is 4.9 years, showing a good balance between experience and fresh perspectives.

The managers include To Nam, who joined in 2018, Xie Wayne, who joined in 2019, Yang Vanessa, who joined in 2020, and Lu Sandy, who joined in 2022.

Here's a quick rundown of the fund's expense ratio:

Fund Details are the foundation of any investment decision. The Global X SuperDividend U.S. ETF has a legal name that matches its investment focus.

Its inception date was March 11, 2013, making it a relatively new addition to the market. The fund has a significant number of shares outstanding, with 34,232,341 shares available.

The Global X SuperDividend ETF, on the other hand, has a slightly earlier inception date of June 8, 2011. This fund also has a large number of shares outstanding, with 78,414,419 shares available.

The currency for both funds is USD, and they are domiciled in the US. This means that investors can expect to deal with US dollars and comply with US regulations.

Here are the key details for both funds:

The category ratings for this fund are quite straightforward. The highest rating is given to investments that fall within the 80th to 100th percentile, which is considered High.

Here's a breakdown of the different rating categories:

The fund has a relatively stable management team, with an average tenure of 4.9 years.

The Global X SuperDividend US ETF has a portfolio turnover rate of 63%, which is lower than the average for the Mid-Cap Value category.

This relatively low turnover rate can help keep expenses down and potentially lead to higher aftertax returns.

In December 2024, the ETF returned -5.8%, earning it an A grade in the Mid-Cap Value category, where the average return was -7.1%.

The ETF's annual NAV total returns as of 12/31/24 are available for review.

For another approach, see: What Is the Value of X?

The DIV ETF has gained about 8.96% so far this year, and is down about -15.32% in the past one year.

Its performance is a bit of a rollercoaster, having traded between $11.17 and $23.26 over the last 52-week period.

The ETF has a beta of 1.15, which indicates it's a medium risk choice in the space, and a standard deviation of 26.69% for the trailing three-year period.

With about 48 holdings, it has more concentrated exposure than peers, which can be a double-edged sword.

The ETF's 12-month trailing dividend yield comes in at 7.08%, which is a significant draw for income-seeking investors.

Its expense ratio is on par with most peer products in the space, coming in at 0.46% annually.

This relatively low expense ratio can help the ETF outperform its more expensive cousins in the long-term, assuming all other factors remain equal.

The Global X SuperDividend U.S. ETF (DIV) has a 12-month trailing dividend yield of 7.08%. This is a significant return for investors seeking dividend income.

The ETF's annual operating expenses are 0.46%, which is on par with most peer products in the space. This is an important factor to consider when evaluating the long-term performance of an ETF.

The portfolio turnover rate of DIV is 63%, which is lower than the average for the Mid-Cap Value category. This can help minimize expenses and maximize after-tax returns.

Here's a breakdown of the ETF's performance and fees:

In December 2024, DIV returned -5.8%, earning it a grade of A in the Mid-Cap Value category. This is a notable achievement, considering the average return for the category was -7.1%.

The Global X SuperDividend US ETF offers a diversified portfolio of high-yielding US stocks, with a minimum of 30% of its net asset value invested in dividend-paying securities. Its unique approach to investing in high-yielding stocks has attracted investors seeking income-generating opportunities.

The ETF's focus on dividend-paying stocks has allowed it to maintain a relatively stable dividend yield, averaging around 7.5% over the past year. This is significantly higher than the average dividend yield of the S&P 500 index.

Investors can expect the fund to distribute a significant portion of its dividend income, with an average annual dividend payout of around 7% of its net asset value.

For more insights, see: High Yield Qualified Dividend Etf

Dividend Yield Analysis is a crucial aspect to consider when evaluating investments. Dividend Yield is 5.86% for some stocks.

This percentage represents the ratio of the annual dividend payment to the stock's current price. For context, the Category Low dividend yield is 0.00%, while the Category High is 22.79%.

Dividend Yield Analysis can help investors identify attractive opportunities. A low Dividend Yield % Rank of 7.24% suggests that this stock's dividend yield is relatively high compared to its peers.

However, another stock has a significantly higher Dividend Yield of 11.46%. This is more than double the Category Low dividend yield of 0.00%, and even higher than the Category High of 14.18%.

Historic dividend yields can also provide valuable insights. For instance, the Dividend yield in % for the 1 Year period is 9.88%, which is lower than the 10.72% yield in 2024.

Here's a breakdown of the dividend yields for the past few years:

This data suggests that the dividend yield has been increasing over the past few years, making it an attractive investment option.

In the world of stocks, sector breakdowns are a crucial aspect of understanding the market. The Energy sector has a weighting of 17.90% in one breakdown, while it's significantly lower in another at 6.46%.

The Real Estate sector takes the top spot in the second breakdown with a weighting of 42.52%, but it's only 16.60% in the first breakdown. This highlights the varying importance of different sectors across different breakdowns.

The Industrials sector has a relatively high weighting in both breakdowns, but its ranking in the DIV % Rank column varies significantly. In the first breakdown, it's ranked 84.92%, while in the second breakdown, it's ranked 90.63%.

Here's a breakdown of the sectors and their weightings in the two tables:

The Financial Services sector has a significant weighting in the second breakdown at 12.98%, but it's much lower in the first breakdown at 4.80%. This highlights the importance of considering multiple breakdowns when analyzing the market.

The Net Income Ratio is a crucial metric that helps us understand a company's ability to generate profits. It's calculated by dividing net income by revenue.

SDIV's Net Income Ratio is 6.98%, which is actually the same as the Category High. This suggests that SDIV is performing well in terms of generating profits.

Let's take a look at the Net Income Ratio range for different categories. Here's a comparison:

This table shows that SDIV's Net Income Ratio is right in the middle of the range, indicating a stable performance.

The Global X US ETF is a solid choice for investors looking for a low-risk option. With a total risk rating of Below Average, it's a great option for those who want to minimize their exposure to market fluctuations.

The ETF has a beta of 0.73, which means it's less volatile than the overall market. This is reflected in its standard deviation of 16.1%, which is relatively low compared to other ETFs.

One of the standout features of the Global X US ETF is its high yield. With a yield of 5.7%, it's a great option for investors who want to generate income from their investments.

Here are the top 5 holdings in the ETF, which account for 28.6% of the portfolio:

The ETF has a turnover rate of 63.2%, which means that the portfolio is actively managed and holdings are regularly updated.

Overall, the Global X US ETF is a well-rounded option for investors who want a low-risk, high-yield investment with a solid track record.