Qualified Div Income (ETFs - Highest Yields)

Asset Allocation

Position	Category/Sector	Target Weight
DIV Global X SuperDividend U.S. ETF	Dividend	10%
DVY iShares Select Dividend ETF	Large Cap Value Equities, Dividend	10%
HDV iShares Core High Dividend ETF	Large Cap Value Equities, Dividend	10%
IDV iShares International Select Dividend ETF	Global Equities, Dividend	10%
NOBL ProShares S&P 500 Dividend Aristocrats ETF	S&P 500, Dividend	10%
SCHD Schwab U.S. Dividend Equity ETF	Dividend	10%
SDY SPDR S&P Dividend ETF	Mid Cap Value Equities, Dividend	10%
SPYD SPDR Portfolio S&P 500 High Dividend ETF	S&P 500, Dividend	10%
VIG Vanguard Dividend Appreciation ETF	Dividend	10%
VYM Vanguard High Dividend Yield ETF	Dividend	10%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Qualified Div Income (ETFs - Highest Yields), comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.

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The earliest data available for this chart is Oct 22, 2015, corresponding to the inception date of SPYD

Returns By Period

As of Apr 2, 2026, the Qualified Div Income (ETFs - Highest Yields) returned 6.93% Year-To-Date and 9.96% of annualized return in the last 10 years.

	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	0.11%	-3.43%	-3.84%	-1.98%	16.08%	16.86%	10.37%	12.29%
Portfolio Qualified Div Income (ETFs - Highest Yields)	0.29%	-2.70%	6.93%	8.88%	15.24%	12.79%	9.15%	9.96%
Portfolio components:
VYM Vanguard High Dividend Yield ETF	0.11%	-2.81%	3.80%	6.43%	17.34%	14.92%	11.04%	11.27%
SCHD Schwab U.S. Dividend Equity ETF	0.16%	-2.44%	12.35%	13.88%	13.89%	11.70%	8.35%	12.30%
DVY iShares Select Dividend ETF	0.42%	-0.84%	8.28%	8.85%	16.72%	13.11%	9.60%	10.27%
SDY SPDR S&P Dividend ETF	0.19%	-4.88%	5.64%	5.87%	10.27%	8.51%	7.03%	9.45%
HDV iShares Core High Dividend ETF	0.01%	-2.58%	10.87%	11.75%	15.13%	13.03%	10.90%	9.37%
NOBL ProShares S&P 500 Dividend Aristocrats ETF	-0.04%	-5.88%	2.28%	3.74%	5.84%	7.28%	6.29%	9.59%
VIG Vanguard Dividend Appreciation ETF	0.16%	-3.69%	-1.33%	0.36%	12.71%	13.72%	9.86%	12.36%
DIV Global X SuperDividend U.S. ETF	0.95%	-1.97%	11.53%	12.00%	8.88%	10.12%	6.20%	4.22%
IDV iShares International Select Dividend ETF	0.30%	0.77%	8.93%	19.54%	44.88%	22.73%	12.82%	10.28%
SPYD SPDR Portfolio S&P 500 High Dividend ETF	0.62%	-3.04%	6.58%	6.12%	7.87%	11.42%	7.84%	8.58%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Oct 23, 2015, Qualified Div Income (ETFs - Highest Yields)'s average daily return is +0.04%, while the average monthly return is +0.87%. At this rate, your investment would double in approximately 6.7 years.

Historically, 64% of months were positive and 36% were negative. The best month was Nov 2020 with a return of +12.8%, while the worst month was Mar 2020 at -18.2%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 4 months.

On a daily basis, Qualified Div Income (ETFs - Highest Yields) closed higher 54% of trading days. The best single day was Mar 24, 2020 with a return of +9.1%, while the worst single day was Mar 16, 2020 at -11.0%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	6.06%	5.01%	-4.07%	0.09%									6.93%
2025	2.76%	2.51%	-0.73%	-3.48%	2.20%	2.24%	0.83%	3.99%	0.19%	-1.33%	3.34%	-0.14%	12.82%
2024	-0.42%	1.55%	4.73%	-3.08%	3.17%	-0.99%	5.71%	3.16%	1.69%	-1.47%	4.39%	-6.12%	12.27%
2023	3.62%	-3.71%	-0.93%	1.00%	-5.79%	5.42%	3.80%	-2.71%	-3.96%	-3.00%	6.85%	5.54%	5.19%
2022	-0.73%	-1.23%	3.40%	-3.80%	3.35%	-7.95%	4.77%	-2.88%	-9.36%	10.20%	6.88%	-3.02%	-2.23%
2021	0.00%	4.97%	7.02%	3.13%	2.71%	-1.45%	0.50%	1.60%	-3.69%	4.41%	-2.36%	6.93%	25.73%

Benchmark Metrics

Qualified Div Income (ETFs - Highest Yields) has an annualized alpha of 0.68%, beta of 0.79, and R² of 0.78 versus S&P 500 Index. Calculated based on daily prices since October 23, 2015.

This portfolio participated in 85.20% of S&P 500 Index downside but only 80.54% of its upside — more exposed to losses than it benefited from rallies.

Alpha: 0.68%

Beta: 0.79

R²: 0.78

Upside Capture: 80.54%

Downside Capture: 85.20%

Expense Ratio

Qualified Div Income (ETFs - Highest Yields) has an expense ratio of 0.23%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

IDV

iShares International Select Dividend ETF

DIV

Global X SuperDividend U.S. ETF

DVY

iShares Select Dividend ETF

SDY

SPDR S&P Dividend ETF

NOBL

ProShares S&P 500 Dividend Aristocrats ETF

HDV

iShares Core High Dividend ETF

SPYD

SPDR Portfolio S&P 500 High Dividend ETF

SCHD

Schwab U.S. Dividend Equity ETF

VYM

Vanguard High Dividend Yield ETF

VIG

Vanguard Dividend Appreciation ETF

Return for Risk

Risk / Return Rank

Qualified Div Income (ETFs - Highest Yields) ranks 34 for risk / return — below 34% of portfolios on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

Martin Ratio Rank

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

	Portfolio	Benchmark	Difference
Sharpe ratio Return per unit of total volatility	1.11	0.88	+0.23
Sortino ratio Return per unit of downside risk	1.60	1.37	+0.23
Omega ratio Gain probability vs. loss probability	1.23	1.21	+0.03
Calmar ratio Return relative to maximum drawdown	1.36	1.39	-0.02
Martin ratio Return relative to average drawdown	6.34	6.43	-0.10
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.

	Risk / Return Rank	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
VYM Vanguard High Dividend Yield ETF	60	1.15	1.65	1.25	1.59	6.96
SCHD Schwab U.S. Dividend Equity ETF	40	0.89	1.34	1.19	1.09	3.69
DVY iShares Select Dividend ETF	53	1.07	1.54	1.22	1.42	6.07
SDY SPDR S&P Dividend ETF	34	0.74	1.15	1.15	1.00	3.88
HDV iShares Core High Dividend ETF	56	1.19	1.63	1.24	1.51	5.70
NOBL ProShares S&P 500 Dividend Aristocrats ETF	21	0.39	0.66	1.08	0.55	1.91
VIG Vanguard Dividend Appreciation ETF	43	0.84	1.28	1.19	1.24	5.41
DIV Global X SuperDividend U.S. ETF	27	0.63	0.92	1.13	0.74	2.27
IDV iShares International Select Dividend ETF	96	2.89	3.59	1.59	4.17	18.36
SPYD SPDR Portfolio S&P 500 High Dividend ETF	25	0.50	0.81	1.11	0.67	2.37

Sharpe Ratio

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Qualified Div Income (ETFs - Highest Yields) Sharpe ratios as of Apr 2, 2026 (values are recalculated daily):

1-Year: 1.11
5-Year: 0.68
10-Year: 0.62
All Time: 0.62

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 1.00 to 1.70, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of Qualified Div Income (ETFs - Highest Yields) compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

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Dividends

Dividend yield

Qualified Div Income (ETFs - Highest Yields) provided a 3.42% dividend yield over the last twelve months.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	3.42%	3.62%	3.65%	3.92%	3.88%	3.29%	3.91%	3.60%	3.86%	3.51%	3.55%	3.88%
Portfolio components:
VYM Vanguard High Dividend Yield ETF	2.37%	2.44%	2.74%	3.12%	3.01%	2.76%	3.18%	3.03%	3.40%	2.80%	2.91%	3.22%
SCHD Schwab U.S. Dividend Equity ETF	3.45%	3.82%	3.64%	3.49%	3.39%	2.78%	3.16%	2.98%	3.06%	2.63%	2.89%	2.97%
DVY iShares Select Dividend ETF	3.46%	3.65%	3.65%	3.82%	3.43%	3.12%	3.66%	3.41%	3.58%	3.00%	3.04%	3.45%
SDY SPDR S&P Dividend ETF	2.53%	2.61%	2.56%	2.64%	2.55%	2.63%	2.85%	2.45%	2.73%	4.69%	3.30%	6.20%
HDV iShares Core High Dividend ETF	2.95%	3.22%	3.67%	3.82%	3.56%	3.47%	4.07%	3.27%	3.67%	3.27%	3.28%	3.92%
NOBL ProShares S&P 500 Dividend Aristocrats ETF	2.14%	2.14%	2.05%	2.09%	1.94%	1.89%	2.14%	1.89%	2.37%	1.74%	2.13%	2.02%
VIG Vanguard Dividend Appreciation ETF	1.60%	1.62%	1.73%	1.88%	1.96%	1.55%	1.63%	1.71%	2.08%	1.88%	2.14%	2.34%
DIV Global X SuperDividend U.S. ETF	6.70%	7.30%	5.74%	7.13%	6.62%	5.24%	8.01%	7.65%	7.08%	5.92%	6.78%	8.44%
IDV iShares International Select Dividend ETF	4.59%	4.94%	6.46%	6.51%	7.33%	5.78%	5.47%	5.15%	5.93%	4.52%	4.69%	5.08%
SPYD SPDR Portfolio S&P 500 High Dividend ETF	4.36%	4.52%	4.31%	4.66%	5.01%	3.68%	4.95%	4.42%	4.75%	4.63%	4.34%	1.13%

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

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Worst Drawdowns

The table below displays the maximum drawdowns of the Qualified Div Income (ETFs - Highest Yields). A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Qualified Div Income (ETFs - Highest Yields) was 39.06%, occurring on Mar 23, 2020. Recovery took 200 trading sessions.

The current Qualified Div Income (ETFs - Highest Yields) drawdown is 4.26%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-39.06%	Jan 21, 2020	44	Mar 23, 2020	200	Jan 6, 2021	244
-17.54%	Apr 21, 2022	113	Sep 30, 2022	349	Feb 22, 2024	462
-14.76%	Sep 24, 2018	64	Dec 24, 2018	66	Apr 1, 2019	130
-12.89%	Dec 2, 2024	87	Apr 8, 2025	57	Jul 1, 2025	144
-10.15%	Nov 4, 2015	52	Jan 20, 2016	31	Mar 4, 2016	83

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

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Diversification

Diversification Metrics

Number of Effective Assets

The portfolio contains 10 assets, with an effective number of assets of 10.00, reflecting the diversification based on asset allocation. This number of effective assets indicates a moderate level of diversification, where some assets may have a more significant influence on overall performance.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

	Benchmark	IDV	DIV	HDV	VIG	SPYD	NOBL	DVY	SCHD	SDY	VYM	Portfolio
Benchmark	1.00	0.68	0.61	0.68	0.91	0.68	0.79	0.72	0.79	0.75	0.84	0.80
IDV	0.68	1.00	0.63	0.66	0.67	0.67	0.67	0.69	0.69	0.68	0.72	0.77
DIV	0.61	0.63	1.00	0.78	0.67	0.86	0.77	0.85	0.79	0.83	0.79	0.86
HDV	0.68	0.66	0.78	1.00	0.77	0.83	0.85	0.87	0.90	0.86	0.89	0.91
VIG	0.91	0.67	0.67	0.77	1.00	0.74	0.90	0.80	0.87	0.86	0.91	0.88
SPYD	0.68	0.67	0.86	0.83	0.74	1.00	0.86	0.94	0.87	0.91	0.88	0.93
NOBL	0.79	0.67	0.77	0.85	0.90	0.86	1.00	0.89	0.92	0.96	0.92	0.95
DVY	0.72	0.69	0.85	0.87	0.80	0.94	0.89	1.00	0.91	0.93	0.93	0.96
SCHD	0.79	0.69	0.79	0.90	0.87	0.87	0.92	0.91	1.00	0.92	0.94	0.96
SDY	0.75	0.68	0.83	0.86	0.86	0.91	0.96	0.93	0.92	1.00	0.92	0.97
VYM	0.84	0.72	0.79	0.89	0.91	0.88	0.92	0.93	0.94	0.92	1.00	0.97
Portfolio	0.80	0.77	0.86	0.91	0.88	0.93	0.95	0.96	0.96	0.97	0.97	1.00

The correlation results are calculated based on daily price changes starting from Oct 23, 2015

Qualified Div Income (ETFs - Highest Yields)

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Benchmark Metrics

Expense Ratio

Return for Risk

Risk / Return Rank

Return / Risk — by metrics

Sharpe ratio

Sortino ratio

Omega ratio

Calmar ratio

Martin ratio

Sharpe Ratio

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table