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SDIV
+0.57 · +5.85%
£10.34 · LSE
Global X SuperDividend UCITS ETF USD Dis | Global Equity Income
Global X · Ireland
AUM:$332.8M
#– of – in Global Equity Income ETFs
ℹ️
Reward Rating
53
Moderate
34.89% 1Y return
ℹ️
Risk Rating
56
Elevated
Risk Assessment
ℹ️

Educational tool only – Scores are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

📈 Up 34.9% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.45% — moderate cost. Consider how fees compound over long holding periods.

What is SDIV?

Global X SuperDividend UCITS ETF USD Dis tracks Morningstar Gbl High Div Yld NR USD, providing diversified exposure across 47 holdings. Its ongoing charge is 0.45%.

Performance Highlights

Investment Breakdown

Strong Recent Performance
SDIV delivered 34.9% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Ongoing charge of 0.45%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 15.4% of the ETF — exposure spread across many positions.

Openbook Analysis

Performance: Moderate (53)

The scoring profile reflects moderate historical performance, with a 34.9% 1-year return (historical). The ongoing charge of 0.45% should be considered against long-term return expectations. Risk indicators are elevated — volatility warrants consideration (historical).

For informational and educational purposes only. Not financial advice. Past performance is not indicative of future results.

ETF Information
AUM$332.8M
Ongoing Charge0.45%
Dividend Yield8.79%
Holdings47
Inception DateFeb 2022
DomicileIreland
DistributionMonthly
IndexMorningstar Gbl High Div Yld NR USD
ProviderGlobal X
Beta1.17
CategoryGlobal Equity Income
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified
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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+3.8%
1Y
+17.3%
3Y
+45.6%
5Y
-2.1%
OpenBook InsightIf you had invested £10,000 in SDIV 5 years ago, it would have fallen to £9,786 — a loss of £214.

Annual Returns

Calendar year performance

SDIV delivered positive returns in 4 of the last 5 calendar years.
YearSDIV
2026 YTD+2.7%
2025+20.0%
2024+0.7%
2023+6.6%
2022-26.4%
CAGR 4yr-1.3%
4/5 positive yearsAvg return: +0.7%Worst year: -26.4% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
9.5%
Low
Momentum
-4.6%
30-day change
Support Level
10.20
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.

Reward Rating Breakdown

Our reward rating analyses SDIV's attractiveness using 4 weighted factors. Each factor is scored 0-100, then combined using the weights shown below. Past performance does not guarantee future results.

Overall Reward Rating
53
Moderate REWARD
Data Coverage: %
Factor Framework
Performance
Has the ETF delivered strong historical returns versus similar ETFs?
Cost Efficiency
Is the ETF cheap to own over long periods?
Income
Does it provide attractive and consistent distributions?
Diversification Quality
Does it spread exposure across holdings, sectors, and regions?

📈 Performance

Weight: 30%
55/100

Has the ETF delivered strong historical returns versus similar ETFs? Combines 1/3/5/10-year returns with the Sharpe ratio (risk-adjusted return).

1Y Return
34.89%
Very Good
3Y Return
12.87%
Very Good
5Y Return
0.00%
Weak
10Y Return
0.00%
Weak
Sharpe Ratio
—
No Data

Solid historical performance: 1-year return of 34.89%, 3-year annualised 12.87%, 5-year annualised 0.00%. Past performance is not indicative of future results.

💰 Cost Efficiency

Weight: 30%
30/100

Is the ETF cheap to own over long periods? Low ongoing charges compound into meaningful additional returns over a 10-year horizon.

Ongoing Charge
0.45%
Weak
Net Expense Ratio
—
No Data
Annual Turnover
—
No Data
Tracking Difference
—
No Data

Higher-than-average cost profile: ongoing charge of 0.45%.

💵 Income

Weight: 15%
93/100

Does the ETF provide attractive and consistent distributions? Combines the current yield with distribution frequency.

Distribution Yield
8.79%
Very Good
Distribution Frequency
Monthly
Very Good

Attractive income profile: distribution yield of 8.79%, monthly distributions.

🌐 Diversification Quality

Weight: 25%
55/100

Does the ETF spread exposure across many holdings, sectors, and regions? Concentrated funds can be doing exactly what they're meant to do — treat the score as context, not a verdict.

Holdings
47
Very Weak
Top 10 Concentration
15.40%
Good
Top Sector
Real Estate38.7%
Weak
Top Region
North America35.6%
Very Good

Moderate diversification: 47 holdings, top 10 at 15.4%, Real Estate sector at 38.7%, North America at 35.6%.

Scores are derived from fund-provider disclosures and historical data. For informational and educational purposes only — not investment advice. Past performance is not indicative of future results.

Risk Rating Breakdown

Our risk rating analyses SDIV using 4 weighted factors. A higher score indicates higher risk. This is a framework for understanding exposure — concentrated funds can still be doing exactly what they're meant to do.

Overall Risk Rating
56
Elevated RISK
Data Coverage: 92%
Factor Framework
Holdings Concentration
How much of the fund sits in its largest positions? Few dominant names mean returns ride on those companies.
Market Exposure
Geographic, sector and cyclical dependencies. High single-country or single-sector weight increases macro sensitivity.
Volatility
Historical price movement, beta and drawdowns — how sharply the fund moves relative to the market.
Income Reliability
How dependable the distribution yield is — cyclical-sector dependency and unusually high yields can flag payout risk.

🎯 Holdings Concentration

Weight: 25%
31/100

How much of the fund sits in a small number of positions? If the top holdings dominate, returns will be driven by those specific companies rather than the broader index.

Top 10 Weight
15.40%
Lower Risk
Largest Holding
1.92%
Lower Risk
Number of Holdings
47
Elevated
HHI (weight²)
24
Low Risk

Reasonable spread across positions: top 10 holdings at 15.4%, largest single position at 1.92%, 47 total holdings.

🌍 Market Exposure

Weight: 25%
73/100

How dependent is the fund on a single country, sector or economic cycle? Heavy exposure to one market means a single macro event can drive most of the return.

Top Region
North America35.6%
Lower Risk
Top Sector
Real Estate38.7%
Elevated
Top 2 Sectors
56.06%
Elevated
Cyclical Sectors
79.40%
High Risk

High market-exposure risk — returns closely track a narrow slice of the market: North America at 35.6%, Real Estate sector at 38.7%, 79.4% in cyclical sectors.

📊 Volatility

Weight: 35%
46/100

How sharply does the fund move day-to-day and how deep have its drawdowns been? High volatility means wider return outcomes over short horizons.

1Y Volatility
8.06%
Lower Risk
Beta
1.17
Moderate
Max Drawdown
—
No Data

Moderate volatility in line with broad market: 1Y volatility of 8.06%, beta of 1.17 (historical).

💵 Income Reliability

Weight: 15%
90/100

How dependable is the fund's distribution yield? Heavy cyclical-sector exposure or unusually high yields can flag vulnerability to dividend cuts in a downturn.

Current Yield
8.79%
High Risk
Cyclical Sector Exposure
79.40%
High Risk
Top-Sector Dependency
Real Estate38.7%
Elevated

Distributions appear cyclically sensitive — yield may be vulnerable to cuts in a downturn: yield of 8.79%, 79.4% in cyclical sectors (financials, energy, materials, industrials, real estate), Real Estate sector at 38.7%.

Scores are derived from fund-provider disclosures and historical data. For informational and educational purposes only — not investment advice. Risk scoring is model-based and past data does not guarantee future results.
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