미국 ETF/주식DIAETF

SPDR Dow Jones Industrial Average ETF 계산기

DIA is an ETF profile used to attach reviewed context to calculator entry flows.

비중을 볼 때 확인할 점

  • Used to provide reviewed context in portfolio calculator entry flows.
  • Check exposure, costs, and overlap before using it in a portfolio.

리밸런싱 전 리스크

  • It can lose value depending on market conditions.
  • Costs, concentration, and tracking behavior should be reviewed before use.

계산기에서 확인하는 순서

  1. 1.SPDR Dow Jones Industrial Average ETF를 포트폴리오에 추가합니다.
  2. 2.보유 수량, 현금, 목표 비중을 입력합니다.
  3. 3.목표보다 과대·과소 편입인지 보고 매수·매도 필요 수량을 확인합니다.

비중 계산 기준

리밸런싱 계산기는 SPDR Dow Jones Industrial Average ETF의 현재 평가금액, 포트폴리오 현금, 다른 보유 종목의 평가금액을 함께 놓고 목표 비중과의 차이를 계산합니다. 실제 주문 수량은 현재가, 환율, 거래 수수료, 최소 주문 단위에 따라 달라질 수 있으므로 결과를 주문 전 점검용으로 사용하세요.

이 페이지를 쓰는 상황

신규 매수 전 목표 비중을 정하거나, SPDR Dow Jones Industrial Average ETF 비중이 커진 뒤 일부를 줄일지 확인할 때 유용합니다. 여러 종목을 함께 보유한다면 단일 수익률보다 전체 포트폴리오에서 차지하는 비중과 변동성 기여도를 먼저 확인하는 편이 안전합니다.

Index Tracking

DIA

SPDR Dow Jones Industrial Average ETF

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Price Chart

SPDR Dow Jones Industrial Average ETF (DIA) is an exchange-traded fund that provides investors with exposure to broad market indices. It carries an expense ratio of 0.16%. The fund offers a dividend yield of approximately 1.70%. The portfolio holds 30 securities.

Category

Index Tracking

Dividend Yield

1.7%

Expense Ratio

0.16%

Holdings

30

Dividend History

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Top Holdings

1UnitedHealth
2Microsoft
3Goldman Sachs
4Home Depot

Key Features

  • 30 blue-chip stocks
  • Historic index
  • Stability-focused
  • Strong dividends

Advantages

  • Quality company concentration
  • Stable dividends
  • Low volatility
  • Includes traditional industries

Risks

  • Excessive concentration
  • Limited growth potential
  • Low tech stock allocation
  • Only 30 holdings

Rebalancing Strategy

Build a conservative portfolio; suitable for stability-seeking investors

DIA Investment Analysis

DIA (SPDR Dow Jones Industrial Average ETF) is a Index Tracking ETF comprising 30 holdings. It has an expense ratio of 0.16% and a dividend yield of 1.7%. It has a reasonable expense ratio.

A 1.7% dividend yield provides moderate income. It suits investors seeking a balance between growth and dividends.

DIA can play an important role in your portfolio. Due to its concentrated nature, consider combining it with other ETFs for diversification.

US ETF Investment Notes

A 15% withholding tax applies to US ETF dividends. If annual overseas stock capital gains exceed KRW 2.5 million, a 22% capital gains tax is imposed.

Exchange rate fluctuations affect returns. When the Korean won strengthens, dollar-denominated gains may decrease — consider whether to hedge currency risk.

Brokerage fees for overseas ETF trades vary. If you trade frequently, compare fees across brokerages before choosing one.

Need to rebalance your portfolio?Go to Rebalancing Calculator