ETF Rebalancing Calculator

Manage US stocks, Korean stocks, and ETFs in one place and auto-rebalance to your target allocation

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Index Tracking

SPLG

SPDR Portfolio S&P 500 ETF

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SPDR Portfolio S&P 500 ETF (SPLG) is an exchange-traded fund that provides investors with exposure to broad market indices. It carries an expense ratio of 0.02%. The fund offers a dividend yield of approximately 1.30%. The portfolio holds 503 securities.

Category

Index Tracking

Dividend Yield

1.3%

Expense Ratio

0.02%

Holdings

503

Dividend History

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Top Holdings

1Apple
2Microsoft
3Nvidia
4Amazon

Key Features

  • S&P 500
  • Ultra-low cost
  • Alternative to SPY
  • Long-term investing

Advantages

  • Lowest expense ratio in the industry
  • Same performance as SPY
  • Optimal for long-term investing
  • Managed by SPDR

Risks

  • Market risk
  • Large-cap concentration
  • Currency risk
  • Tracking error

Rebalancing Strategy

US large-cap core at 40-70%; alternative to SPY/VOO

SPLG Investment Analysis

SPLG (SPDR Portfolio S&P 500 ETF) is a Index Tracking ETF comprising 503 holdings. It has an expense ratio of 0.02% and a dividend yield of 1.3%. Its very low expense ratio makes it well-suited for long-term investing.

A 1.3% dividend yield provides moderate income. It suits investors seeking a balance between growth and dividends.

SPLG can play an important role in your portfolio. Its broad range of holdings provides strong 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.

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