SPDR S&P Global Dividend ETF (WDIV)
WDIV is a passive ETF by State Street tracking the investment results of the S&P Global Dividend Aristocrats Index sp_43. WDIV launched on May 29, 2013 and has a 0.40% expense ratio.
ETF Info
| ISIN | US78463X4593 |
|---|---|
| CUSIP | 78463X459 |
| Issuer | State Street |
| Inception Date | May 29, 2013 |
| Region | Developed Markets (Broad) |
| Category | Global Equities, Dividend |
| Index Tracked | S&P Global Dividend Aristocrats Index sp_43 |
| Asset Class | Equity |
Asset Class Size | Multi-Cap |
Asset Class Style | Blend |
Expense Ratio
WDIV has a high expense ratio of 0.40%, indicating higher-than-average management fees.
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. SCHD, WDIV vs. SCHY, WDIV vs. VIGI, WDIV vs. WLDR, WDIV vs. VYM, WDIV vs. SPY, WDIV vs. SPLG, WDIV vs. IVV, WDIV vs. FDVV, WDIV vs. COWZ
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.
Returns By Period
SPDR S&P Global Dividend ETF had a return of 2.60% year-to-date (YTD) and 8.43% in the last 12 months. Over the past 10 years, SPDR S&P Global Dividend ETF had an annualized return of 3.48%, while the S&P 500 had an annualized return of 10.84%, indicating that SPDR S&P Global Dividend ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 2.60% | 10.00% |
| 1 month | 6.37% | 2.41% |
| 6 months | 11.30% | 16.70% |
| 1 year | 8.43% | 26.85% |
| 5 years (annualized) | 3.36% | 12.81% |
| 10 years (annualized) | 3.48% | 10.84% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -2.50% | -0.17% | 2.54% | -2.13% | 2.60% | ||||||||
| 2023 | 5.51% | -4.10% | -0.05% | 2.15% | -5.90% | 3.28% | 3.90% | -3.09% | -4.52% | -2.63% | 8.15% | 6.50% | 8.27% |
| 2022 | 1.75% | -1.37% | 1.88% | -4.11% | 3.17% | -5.50% | 0.61% | -3.97% | -9.64% | 2.62% | 10.04% | -1.19% | -6.91% |
| 2021 | 0.33% | 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% |
| 2019 | 6.55% | 1.03% | -0.07% | 2.68% | -4.71% | 5.55% | -1.94% | -1.93% | 4.99% | 2.87% | 0.00% | 4.10% | 20.13% |
| 2018 | 2.53% | -5.20% | 0.44% | 0.77% | -1.59% | -0.07% | 3.41% | -2.14% | 0.24% | -5.17% | 2.84% | -4.72% | -8.81% |
| 2017 | 2.25% | 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% |
| 2015 | 1.07% | 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% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WDIV is 35, 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.
WDIV (SPDR S&P Global Dividend ETF)
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.
Dividends
Dividend History
SPDR S&P Global Dividend ETF granted a 4.62% dividend yield in the last twelve months. The annual payout for that period amounted to $2.85 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.85 | $2.86 | $3.00 | $2.75 | $3.35 | $2.85 | $2.74 | $2.57 | $2.67 | $2.86 | $3.07 | $1.41 |
Dividend yield | 4.62% | 4.73% | 5.12% | 4.15% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.37 | |||||||
| 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 |
| 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 | $2.57 |
| 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 | $3.07 |
| 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.
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 0.80%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42.35% | Jan 21, 2020 | 44 | Mar 23, 2020 | 268 | Apr 15, 2021 | 312 |
| -22.37% | May 18, 2015 | 170 | Jan 20, 2016 | 147 | Aug 18, 2016 | 317 |
| -22.11% | Jan 18, 2022 | 186 | Oct 12, 2022 | — | — | — |
| -15.42% | Jan 29, 2018 | 229 | Dec 24, 2018 | 207 | Oct 21, 2019 | 436 |
| -9.27% | Jul 2, 2014 | 74 | Oct 15, 2014 | 89 | Feb 24, 2015 | 163 |
Volatility
Volatility Chart
The current SPDR S&P Global Dividend ETF volatility is 3.04%, 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.