State Street® Global Dividend Spotlight Active Equity UCITS ETF (Acc)

State Street® Global Dividend Spotlight Active Equity UCITS ETF (Acc)

About

State Street® Global Dividend Spotlight Active Equity UCITS ETF (Acc) (IE000KBUL630) is a UCITS-compliant equity ETF tracking the MSCI World High Dividend Yield Index. With a TER of 0.45%, its costs are on the higher end for an ETF, reinvesting dividends. The fund holds 40 positions across 13 regions with 4M in assets.

Score Breakdown

Scores are scaled 1–10 on a logarithmic curve relative to all ETFs in the database. Last updated: Jul 2, 2026
Component Score Details
Overall 6.2 Diversification (45%) · Cost (30%) · Liquidity (25%)
Cost (30%) 7.7 Tracking Difference: 10.0 · TD Consistency: — · Expense Ratio (TER): 2.4
Diversification (45%) 7.3 Holding Count: 2.5 · Country Concentration: 8.3 · Sector Concentration: 10.0
Liquidity (25%) 2.3 Assets Under Management

Data sources: provider factsheets, exchange data, and NAV history. Information for educational purposes only — not investment advice.

ISIN
Fund Size $4.2M
Issuer SPDR
Distribution Re-Invests Dividends
Replication
Inception Feb 2026
Base Currency USD
Index MSCI World High Dividend Yield Index
Asset Class Equities
Category Dividend Equity

Costs

7.7
This fund has low total costs, with competitive tracking and expense ratios.

Cost Metrics Explained

What TER, tracking difference, and TD consistency measure

TER (Total Expense Ratio) is the annual fee the fund charges, deducted from assets. It’s the headline cost, but not the full picture.

Tracking Difference measures how much the fund actually lags (or leads) its benchmark index per year. This is the single best measure of true cost — it captures TER plus all other drags like sampling error and tax withholding. A lower (or negative) value is better.

TD Consistency measures how stable the tracking difference is from year to year. A low value means predictable, reliable costs; a high value means costs can vary significantly.

TER0.00%
 
Metric Value
TER 0.45%

Cumulative Returns

Performance across different time periods.
1 Month+0.00%
3 Months+0.00%
Year to Date+0.00%
Inception+0.00%
 
Period Cumulative Return
1 Month +0.02%
3 Months +0.03%
6 Months
1 Year
3 Years
5 Years
10 Years
YTD -0.04%
Since Inception -0.04%

Holdings

2.5
With only 40 individual holdings, this fund is relatively concentrated compared to other ETFs.
#1
H
Home Depot Inc/The
4.05%
#2
M
Merck & Co Inc
4.01%
#3
B
BNP Paribas SA
3.59%
#4
M
M&T Bank Corp
3.44%
#5
R
RPM International Inc
3.31%
#6
P
Publicis Groupe SA
3.25%
#7
C
ConocoPhillips
3.23%
#8
C
Cigna Group/The
3.13%
#9
E
Elevance Health Inc
3.12%
#10
R
Roche Holding AG
3.04%

Sectors

10.0
This fund is well-diversified across 10 sectors, with no single sector dominating.
 
Sector Weight
Health Care 2369.00%
Consumer Staples 1538.00%
Industrials 1446.00%
Financials 1312.00%
Consumer Discretionary 981.00%
Energy 946.00%
Materials 500.00%
Technology 337.00%
Communication Services 325.00%
Utilities 246.00%

Regions

8.3
This fund is well-diversified across 13 countries, closely matching the global market.
 
Country Weight
United States 4803.00%
France 1478.00%
United Kingdom 728.00%
Ireland 634.00%
Switzerland 571.00%
Austria 260.00%
Sweden 254.00%
Italy 246.00%
China 228.00%
Indonesia 226.00%
Japan 207.00%
Taiwan 200.00%
Germany 165.00%

Nerd Stuff

Advanced risk and return metrics (2026-02-08 — 2026-06-30).
10.6%
Volatility
-9.8%
Max Drawdown
-0.69
Sharpe Ratio
-0.98
Sortino Ratio
-0.75
Calmar Ratio
0.14
Beta
-4.96%
Alpha (Jensen's)
0.032
Benchmark-relative metrics (Beta, Alpha, R²) are calculated against the iShares Core S&P 500 ETF (IE00B5BMR087).

Documents

Regulatory and fund documents.
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