SPDR Portfolio S&P Sector Neutral Dividend ETF (SPDG) Performance
SPDG total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +16.4% since Dec 31, 2025
- 1 year
- +20.1% total return
- 3 years
- +21.6% a year
- Since first price
- +18.3% a year since 2023
SPDG trailing returns vs SPY, QQQ, AGG
| Period | SPDG total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +2.7% | +2.7% | −1.0% | −5.0% | +0.9% |
| 3 months | +3.0% | +2.3% | +3.2% | +1.9% | −0.4% |
| 6 months | +6.8% | +5.3% | +7.8% | +8.4% | −1.5% |
| YTD | +16.4% | +13.9% | +12.3% | +15.1% | −1.0% |
| 1 year | +20.1% | +16.7% | +14.4% | +15.9% | −1.1% |
| 3 years | +80.0%+21.6%/yr | +64.9% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionSep 12, 2023 | +68.9%+18.3%/yr | +54.8% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: SPDG vs SPY
From Sep 12, 2023: SPDG grew to $16,892, SPY to $17,731.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
SPDG returns by calendar year
2 of 2 full years positive. Best 2024 (+20.2%), worst 2025 (+11.7%). 2026 is year to date.
SPDG annual returns table
| Year | SPDG | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +16.4% | −8.3% | +12.3% | +15.1% | −1.0% |
| 2025 | +11.7% | −15.7% | +17.7% | +20.8% | +7.2% |
| 2024 | +20.2% | −6.1% | +24.9% | +25.6% | +1.3% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
SPDG largest drawdowns
Now 1.8% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 20, 2025 | −15.7% | Apr 8, 2025 | Jul 1, 2025 | 47 days | 4 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
SPDG risk statistics
| Statistic | 3 years |
|---|---|
| Annualized return | +18.8% |
| Volatility (annualized) | 12.0% |
| Sharpe ratio | 1.14 |
| Sortino ratio | 2.07 |
| Best month | +7.8% |
| Worst month | −5.0% |
| Best 12 months | +36.5% |
| Worst 12 months | +7.7% |
| Positive months | 67% |
| Beta vs S&P 500 | 0.78 |
| Correlation with S&P 500 | 0.81 |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
SPDG rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 26 | +7.7% | +15.9% | +36.5% | 100% |
| 3-year (a year) | 2 | +18.8% | +20.2% | +21.6% | 100% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
SPDG performance overview
SPDR Portfolio S&P Sector Neutral Dividend ETF (SPDG) returned +20.1% over the past year, with distributions reinvested. Since its first recorded price in 2023 it has returned +18.3% a year, turning $10,000 into about $16,892. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −15.7%, from Feb 20, 2025 to Apr 8, 2025, and it took 3 months to get back to the old high. Volatility has been 12.0% a year.
Related: SPDG chart, SPDG holdings, SPDG dividends, SPDG valuation. See the SPDG overview for the latest quote and fund facts.
SPDG performance FAQ
What is the SPDG return over the past year?
SPDG returned +20.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 16.7%.
How much would $10,000 invested in SPDG be worth?
$10,000 invested in SPDG at its first recorded close on September 12, 2023 would be worth about $16,892 on October 23, 2026 with distributions reinvested.
What was the worst year for SPDG?
The worst calendar year was 2025, with a total return of +11.7%. The best was 2024 at +20.2%.
What is the biggest drawdown of SPDG?
The largest peak-to-trough decline was −15.7% between February 20, 2025 and April 8, 2025. It recovered to the old high on July 1, 2025, 3 months after the bottom.
How volatile is SPDG?
Over the past 3 years SPDG had an annualized volatility of 12.0% and a Sharpe ratio of 1.14 (excess return over 1–3 month T-bills per unit of risk).