DGTSPDR Global Dow ETF
DGT Fund Description
DGT tracks an equal-weighted index of global blue-chip stocks selected by Dow Jones.
DGT Factset Analytics Insight
DGT provides equal-weighted exposure to 150 of the world's most prominent companies as determined by the Dow Jones Averages Committee. The equal-weighting reduces the concentration in the fund's top holdings that might otherwise stem from the fund's small basket. Still, with only 150 names in the portfolio, DGT misses many names at the lower end of the large-cap spectrum, as well as some more obvious exclusions. Despite this, DGT stacks up reasonably well. The fund does not necessarily replicate the index but uses a sampling strategy instead. The index rebalances once a year (in September) unlike many equal-weighted strategies, which rebalance quarterly.
DGT MSCI ESG Analytics Insight
SPDR Global Dow ETF has an MSCI ESG Fund Rating of A based on a score of 6.33 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. SPDR Global Dow ETF ranks in the 56th percentile within its peer group and in the 32nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
DGT MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
DGT Summary Data
DGT Portfolio Data
DGT Index Data
DGT Portfolio Management
DGT Tax Exposures
DGT Fund Structure
DGT Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of DGT. DGT is rated a 4 out of 5.
DGT Sector/Industry Breakdown
DGT Economic Development
DGT Performance Statistics
DGT MSCI ESG Ratings
DGT Benchmark Comparison Summary
DGT Benchmark Comparison Market Cap Size