Celebrating PRIV First Year and Lower Fee

Core Insights - The SPDR SSGA IG Public & Private Credit ETF (PRIV) has gained significant attention in 2026, attracting $745 million in inflows and reaching an asset base of $850 million as of February 26 [1] - The fund's performance has been strong, with a cumulative return of 7.32%, outperforming the Bloomberg US Aggregate Benchmark by nearly 100 basis points [1] - PRIV's expense ratio has been reduced from 0.70% to 0.55%, enhancing its appeal to investors [1] Performance Metrics - PRIV has outperformed 88% of its peers in the Morningstar intermediate core-plus bond category, showcasing its competitive edge [1] - The fund ranks in the top 3rd percentile for its Information Ratio among 159 active core-plus products, with an Information Ratio above 2 [1] - PRIV's Sharpe Ratio places it in the top 15th percentile of the intermediate core-plus category, outperforming 9 of the 10 largest active core-plus ETFs [1] Future Outlook - The upcoming Exchange conference in March 2026 will focus on integrating private credit strategies into diversified portfolios, featuring discussions on the role of private credit via ETFs [1] - The conference will explore how the convergence of public and private markets can enhance portfolio diversification and income generation [1]