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ISIN
US78463X4593
CUSIP
78463X459
Inception Date
May 29, 2013
Region
Developed Markets (Broad)
Leveraged
1x (No leverage)
Index Tracked
S&P Global Dividend Aristocrats Index sp_43
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Multi-Cap
Asset Class Style
Blend
Assets Under Management
$271M

Share Price Chart


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Performance

WDIV Performance Chart

SPDR S&P Global Dividend ETF (WDIV) is up 9.8% since the beginning of the year. WDIV is currently trading at $82 per share. Investors who bought $1,000 worth of WDIV shares 5 years ago would now be looking at an investment worth $1,481.


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S&P 500 Index

Returns By Period

SPDR S&P Global Dividend ETF (WDIV) has returned 9.77% so far this year and 21.01% over the past 12 months. Over the last ten years, WDIV has returned 7.79% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.


SPDR S&P Global Dividend ETF

1D
-0.23%
1M
2.69%
YTD
9.77%
6M
11.10%
1Y
21.01%
3Y*
16.92%
5Y*
8.17%
10Y*
7.79%

Benchmark (S&P 500 Index)

1D
-0.57%
1M
1.39%
YTD
9.73%
6M
10.46%
1Y
24.50%
3Y*
19.43%
5Y*
12.21%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WDIV Monthly Returns History

Based on dividend-adjusted daily data since May 30, 2013, WDIV's average daily return is +0.03%, while the average monthly return is +0.66%. At this rate, an investment would double in approximately 8.8 years.

Historically, 60% of months were positive and 40% were negative. The best month was Nov 2020 with a return of +14.4%, while the worst month was Mar 2020 at -24.4%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 4 months.

On a daily basis, WDIV closed higher 54% of trading days. The best single day was Mar 24, 2020 with a return of +8.9%, while the worst single day was Mar 16, 2020 at -12.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20264.80%4.17%-5.79%5.00%1.21%0.42%9.77%
2025-0.02%3.04%2.40%3.04%3.48%3.54%-0.06%3.59%0.59%-0.48%3.81%1.49%27.16%
2024-2.50%-0.17%2.54%-2.13%4.23%-1.40%6.02%4.72%2.55%-2.22%1.49%-5.12%7.61%
20235.51%-4.10%-0.05%2.15%-5.90%3.22%3.90%-3.09%-4.52%-2.63%8.15%6.50%8.21%
20221.75%-1.37%1.88%-4.11%3.17%-5.51%0.61%-3.97%-9.64%2.62%10.04%-1.19%-6.92%
20210.33%4.28%5.39%2.62%3.63%-2.07%-0.47%0.32%-2.09%1.56%-3.87%4.41%14.44%

Benchmark Metrics

SPDR S&P Global Dividend ETF has an annualized alpha of -0.99%, beta of 0.68, and R2 of 0.61 versus S&P 500 Index. Calculated based on daily prices since May 30, 2013.

  • This ETF participated in 84.03% of S&P 500 Index downside but only 66.90% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.68 indicates this ETF moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.

Alpha
-0.99%
Beta
0.68
0.61
Upside Capture
66.90%
Downside Capture
84.03%

Expense Ratio

WDIV has an expense ratio of 0.40%, placing it in the medium range.


Return for Risk

Risk / Return Rank

WDIV ranks 62 for risk / return — better than 62% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


WDIV Risk / Return Rank: 6262
Overall Rank
WDIV Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
WDIV Sortino Ratio Rank: 7171
Sortino Ratio Rank
WDIV Omega Ratio Rank: 6767
Omega Ratio Rank
WDIV Calmar Ratio Rank: 5252
Calmar Ratio Rank
WDIV Martin Ratio Rank: 5555
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

The table below present risk-adjusted performance metrics for SPDR S&P Global Dividend ETF (WDIV) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


WDIVBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.07

Sortino ratioReturn per unit of downside risk

+0.27

Omega ratioGain probability vs. loss probability

1.37

1.36

+0.01

Calmar ratioReturn relative to maximum drawdown

2.45

2.71

-0.25

Martin ratioReturn relative to average drawdown

9.04

12.15

-3.11

Dividends

Dividend History

SPDR S&P Global Dividend ETF provided a 3.98% dividend yield over the last twelve months, with an annual payout of $3.28 per share. The fund has been increasing its distributions for 2 consecutive years.


4.00%4.50%5.00%5.50%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$3.28$3.22$2.88$2.86$3.00$2.75$3.35$2.85$2.74$2.56$2.67$2.86

Dividend yield

3.98%4.27%4.63%4.73%5.12%4.15%5.55%3.99%4.42%3.62%4.32%5.03%

Monthly Dividends

The table displays the monthly dividend distributions for SPDR S&P Global Dividend ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.44$0.00$0.00$0.00$0.44
2025$0.00$0.00$0.38$0.00$0.00$1.31$0.00$0.00$0.76$0.00$0.00$0.76$3.22
2024$0.00$0.00$0.37$0.00$0.00$1.21$0.00$0.00$0.61$0.00$0.00$0.69$2.88
2023$0.00$0.00$0.38$0.00$0.00$1.11$0.00$0.00$0.65$0.00$0.00$0.73$2.86
2022$0.00$0.00$0.36$0.00$0.00$1.27$0.00$0.00$0.55$0.00$0.00$0.82$3.00
2021$0.00$0.00$0.42$0.00$0.00$0.77$0.00$0.00$0.63$0.00$0.00$0.93$2.75

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 SPDR S&P Global Dividend 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 SPDR S&P Global Dividend ETF was 42.34%, occurring on Mar 23, 2020. Recovery took 268 trading sessions.

The current SPDR S&P Global Dividend ETF drawdown is 0.23%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-42.34%Mar 2020
2mo 2d1y 23d
1y 2moJan 2020 - Apr 2021
2016 bear market2016
-22.37%Jan 2016
8mo 7d7mo 1d
1y 3moMay 2015 - Aug 2016
Bear market2022
-22.12%Oct 2022
8mo 27d1y 7mo
2y 4moJan 2022 - May 2024
Rate-hike selloffLate 2018
-15.42%Dec 2018
10mo 29d10mo 1d
1y 8moJan 2018 - Oct 2019
2014 pullback2014
-9.27%Oct 2014
3mo 15d4mo 12d
7mo 27dJul 2014 - Feb 2015

Drawdown Indicators


WDIVBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-42.34%

-56.78%

+14.44%

Max Drawdown (1Y)

Largest decline over 1 year

-8.61%

-9.10%

+0.49%

Max Drawdown (3Y)

Largest decline over 3 years

-11.26%

-18.90%

+7.64%

Max Drawdown (5Y)

Largest decline over 5 years

-22.12%

-25.43%

+3.31%

Max Drawdown (10Y)

Largest decline over 10 years

-42.34%

-33.92%

-8.42%

Current Drawdown

Current decline from peak

-0.23%

-1.29%

+1.06%

Average Drawdown

Average peak-to-trough decline

-5.84%

-10.72%

+4.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.34%

2.02%

+0.32%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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