Div etf

The chart shows the growth of an initial investment of $10,000 in Div etf, 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.

As of Jun 13, 2026, the Div etf returned 15.57% Year-To-Date and 17.29% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Dec 3, 2007, Div etf's average daily return is +0.07%, while the average monthly return is +1.41%. At this rate, an investment would double in approximately 4.1 years.

Historically, 60% of months were positive and 40% were negative. The best month was Apr 2009 with a return of +44.0%, while the worst month was Mar 2020 at -39.3%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 7 months.

On a daily basis, Div etf closed higher 53% of trading days. The best single day was Oct 27, 2008 with a return of +41.4%, while the worst single day was Oct 9, 2008 at -28.5%.

Div etf has an annualized alpha of 9.97%, beta of 0.95, and R2 of 0.18 versus S&P 500 Index. Calculated based on daily prices since December 03, 2007.

• This portfolio captured 177.84% of S&P 500 Index gains and 145.68% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• R2 of 0.18 means this portfolio moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Div etf has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

Div etf ranks 79 for risk / return — better than 79% of Portfolios on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

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. Learn how to interpret the Sharpe ratio.

The current Div etf Sharpe ratio is 2.68 as of Jun 13, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.56 to 2.44, this portfolio's current Sharpe ratio is in the top 25%. This signifies superior risk-adjusted performance, meaning the portfolio is delivering strong returns for the level of risk taken compared to most others.

The chart below shows the rolling Sharpe ratio of Div etf compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Div etf provided a 13.89% dividend yield over the last twelve months.

The table below shows the monthly dividends paid by this portfolio.

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.

The table below displays the maximum drawdowns of the Div etf. 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 Div etf was 88.89%, occurring on Mar 9, 2009. Recovery took 488 trading sessions.

The current Div etf drawdown is 1.69%.

The chart below shows the rolling one-month volatility.