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SPDR S&P Global Dividend ETF (WDIV)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US78463X4593

CUSIP

78463X459

Issuer

State Street

Inception Date

May 29, 2013

Region

Developed Markets (Broad)

Leveraged

1x

Index Tracked

S&P Global Dividend Aristocrats Index sp_43

Asset Class

Equity

Asset Class Size

Multi-Cap

Asset Class Style

Blend

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
WDIV vs. SCHY WDIV vs. SCHD WDIV vs. VIGI WDIV vs. WLDR WDIV vs. VYM WDIV vs. SPY WDIV vs. FLQH WDIV vs. IVV WDIV vs. SPLG WDIV vs. FDVV
Popular comparisons:
WDIV vs. SCHY WDIV vs. SCHD WDIV vs. VIGI WDIV vs. WLDR WDIV vs. VYM WDIV vs. SPY WDIV vs. FLQH WDIV vs. IVV WDIV vs. SPLG WDIV vs. FDVV

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in SPDR S&P Global Dividend ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%JuneJulyAugustSeptemberOctoberNovember
9.94%
12.14%
WDIV (SPDR S&P Global Dividend ETF)
Benchmark (^GSPC)

Returns By Period

SPDR S&P Global Dividend ETF had a return of 11.96% year-to-date (YTD) and 20.26% in the last 12 months. Over the past 10 years, SPDR S&P Global Dividend ETF had an annualized return of 4.47%, while the S&P 500 had an annualized return of 11.16%, indicating that SPDR S&P Global Dividend ETF did not perform as well as the benchmark.


WDIV

YTD

11.96%

1M

-0.85%

6M

10.44%

1Y

20.26%

5Y (annualized)

3.94%

10Y (annualized)

4.47%

^GSPC (Benchmark)

YTD

24.72%

1M

1.67%

6M

12.93%

1Y

30.55%

5Y (annualized)

13.88%

10Y (annualized)

11.16%

Monthly Returns

The table below presents the monthly returns of WDIV, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-2.50%-0.17%2.54%-2.13%4.23%-1.40%6.02%4.72%2.55%-2.22%11.96%
20235.51%-4.10%-0.05%2.15%-5.90%3.28%3.90%-3.09%-4.52%-2.63%8.15%6.50%8.27%
20221.75%-1.38%1.88%-4.11%3.17%-5.50%0.61%-3.97%-9.64%2.62%10.04%-1.19%-6.91%
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%
2020-1.79%-8.40%-24.41%7.97%0.83%2.36%0.42%5.65%-3.73%-2.04%14.43%3.53%-10.19%
20196.55%1.03%-0.07%2.68%-4.71%5.55%-1.94%-1.93%4.99%2.87%0.00%4.10%20.13%
20182.53%-5.20%0.44%0.77%-1.59%-0.07%3.41%-2.14%0.24%-5.17%2.84%-4.72%-8.81%
20172.25%1.63%1.00%1.70%2.02%0.36%2.14%0.07%0.95%0.10%2.99%2.39%19.03%
2016-1.46%-1.07%10.24%2.97%-2.23%2.07%4.66%-2.05%2.02%-3.09%-1.70%3.06%13.38%
20151.07%4.46%-2.90%3.44%-2.17%-2.04%0.03%-5.10%-2.94%5.22%-2.69%-3.91%-7.89%
2014-3.47%5.50%1.16%3.95%1.04%1.55%-2.34%1.40%-5.34%2.56%0.59%-1.82%4.33%
2013-1.39%-1.62%5.31%-2.47%6.54%3.63%-1.42%1.60%10.17%

Expense Ratio

WDIV features an expense ratio of 0.40%, falling within the medium range.


Expense ratio chart for WDIV: current value at 0.40% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.40%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of WDIV is 61, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of WDIV is 6161
Combined Rank
The Sharpe Ratio Rank of WDIV is 6262
Sharpe Ratio Rank
The Sortino Ratio Rank of WDIV is 6161
Sortino Ratio Rank
The Omega Ratio Rank of WDIV is 6060
Omega Ratio Rank
The Calmar Ratio Rank of WDIV is 6262
Calmar Ratio Rank
The Martin Ratio Rank of WDIV is 6262
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for SPDR S&P Global Dividend ETF (WDIV) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for WDIV, currently valued at 1.92, compared to the broader market0.002.004.001.922.54
The chart of Sortino ratio for WDIV, currently valued at 2.66, compared to the broader market-2.000.002.004.006.008.0010.002.663.40
The chart of Omega ratio for WDIV, currently valued at 1.34, compared to the broader market0.501.001.502.002.503.001.341.47
The chart of Calmar ratio for WDIV, currently valued at 2.10, compared to the broader market0.005.0010.0015.002.103.66
The chart of Martin ratio for WDIV, currently valued at 10.19, compared to the broader market0.0020.0040.0060.0080.00100.0010.1916.26
WDIV
^GSPC

The current SPDR S&P Global Dividend ETF Sharpe ratio is 1.92. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of SPDR S&P Global Dividend ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio0.001.002.003.004.00JuneJulyAugustSeptemberOctoberNovember
1.92
2.54
WDIV (SPDR S&P Global Dividend ETF)
Benchmark (^GSPC)

Dividends

Dividend History

SPDR S&P Global Dividend ETF provided a 4.46% dividend yield over the last twelve months, with an annual payout of $2.91 per share.


2.00%3.00%4.00%5.00%6.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.91$2.86$3.01$2.75$3.35$2.85$2.74$2.56$2.67$2.86$3.06$1.41

Dividend yield

4.46%4.73%5.12%4.16%5.55%3.99%4.42%3.62%4.32%5.03%4.73%2.17%

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
2024$0.00$0.00$0.37$0.00$0.00$1.21$0.00$0.00$0.61$0.00$0.00$2.19
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$3.01
2021$0.00$0.00$0.43$0.00$0.00$0.77$0.00$0.00$0.63$0.00$0.00$0.93$2.75
2020$0.00$0.00$0.58$0.00$0.00$0.75$0.00$0.00$0.67$0.00$0.00$1.36$3.35
2019$0.00$0.00$0.36$0.00$0.00$1.01$0.00$0.00$0.62$0.00$0.00$0.86$2.85
2018$0.00$0.00$0.38$0.00$0.00$0.80$0.00$0.00$0.48$0.00$0.00$1.08$2.74
2017$0.00$0.00$0.27$0.00$0.00$0.92$0.00$0.00$0.54$0.00$0.00$0.83$2.56
2016$0.00$0.00$0.34$0.00$0.00$1.15$0.00$0.00$0.62$0.00$0.00$0.56$2.67
2015$0.00$0.00$0.37$0.00$0.00$1.02$0.00$0.00$0.69$0.00$0.00$0.79$2.86
2014$0.00$0.00$0.29$0.00$0.00$1.10$0.00$0.00$0.64$0.00$0.00$1.04$3.06
2013$0.10$0.00$0.00$0.53$0.00$0.00$0.78$1.41

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.


-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-2.55%
-0.88%
WDIV (SPDR S&P Global Dividend ETF)
Benchmark (^GSPC)

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 42.35%, occurring on Mar 23, 2020. Recovery took 268 trading sessions.

The current SPDR S&P Global Dividend ETF drawdown is 2.55%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-42.35%Jan 21, 202044Mar 23, 2020268Apr 15, 2021312
-22.37%May 18, 2015170Jan 20, 2016147Aug 18, 2016317
-22.11%Jan 18, 2022186Oct 12, 2022400May 16, 2024586
-15.42%Jan 29, 2018229Dec 24, 2018207Oct 21, 2019436
-9.27%Jul 2, 201474Oct 15, 201489Feb 24, 2015163

Volatility

Volatility Chart

The current SPDR S&P Global Dividend ETF volatility is 2.54%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%JuneJulyAugustSeptemberOctoberNovember
2.54%
3.96%
WDIV (SPDR S&P Global Dividend ETF)
Benchmark (^GSPC)