SPDR S&P US Dividend Aristocrats ESG UCITS ETF (Dist)
0.35%
900M
900M USDMedium
148
Physical
Distributing
USD
IE
S&P ESG High Yield Dividend Aristocrats
SPDR
2019-11-08 (6 years)
With 900M in assets, this is a mid-sized fund — decent liquidity for most investors.
A TER of 0.35% is in line with the market average (~0.35%).
Launched in 2019-11-08, this fund has 6 years of history — enough to evaluate consistency.
Medium risk — good risk/return balance for a 5+ year horizon.
Simulated from available data points. Past returns do not guarantee future results.
| Period | Ann. Return | Cumulative |
|---|---|---|
| 1 Month (est.) | — | +0.9% |
| 3 Months (est.) | — | +2.9% |
| 6 Months (est.) | — | +5.8% |
| YTD (est.) | — | +4.8% |
| 1 Year | +12.0% | +12.0% |
| 3 Years | +5.6% | +17.7% |
| 5 Years | +5.3% | +29.3% |
| Since inception (6y) | +7.6% | +55.4% |
148
74.8%
11.2%
10.9%
11.0%
0.80
0.26
0.24
0.35%
-13.9%
0.24
11.0%
Select your country in the menu to see available brokers and wrappers.
The SPDR S&P US Dividend Aristocrats ESG UCITS ETF (Dist) tracks the S&P ESG High Yield Dividend Aristocrats index. It is managed by SPDR using physical replication and follows a distributing distribution policy. The fund is denominated in USD and domiciled in IE. It has a total expense ratio (TER) of 0.35%.
This ranking is for informational purposes only and does not constitute a recommendation to buy or sell any security. Displayed performance is simulated.