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AZTD vs. WDIV
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AZTD vs. WDIV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Aztlan Global Stock Selection Dm SMID ETF (AZTD) and SPDR S&P Global Dividend ETF (WDIV). The values are adjusted to include any dividend payments, if applicable.

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AZTD vs. WDIV - Yearly Performance Comparison


2026 (YTD)2025202420232022
AZTD
Aztlan Global Stock Selection Dm SMID ETF
3.25%25.46%6.87%10.34%-1.54%
WDIV
SPDR S&P Global Dividend ETF
3.18%27.16%7.61%8.21%-3.86%

Returns By Period

The year-to-date returns for both stocks are quite close, with AZTD having a 3.25% return and WDIV slightly lower at 3.18%.


AZTD

1D
2.24%
1M
-5.39%
YTD
3.25%
6M
4.96%
1Y
28.45%
3Y*
13.63%
5Y*
10Y*

WDIV

1D
0.31%
1M
-4.49%
YTD
3.18%
6M
7.66%
1Y
23.85%
3Y*
14.74%
5Y*
7.98%
10Y*
7.33%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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AZTD vs. WDIV - Expense Ratio Comparison

AZTD has a 0.75% expense ratio, which is higher than WDIV's 0.40% expense ratio.


Return for Risk

AZTD vs. WDIV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AZTD
AZTD Risk / Return Rank: 7474
Overall Rank
AZTD Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
AZTD Sortino Ratio Rank: 7676
Sortino Ratio Rank
AZTD Omega Ratio Rank: 6969
Omega Ratio Rank
AZTD Calmar Ratio Rank: 8080
Calmar Ratio Rank
AZTD Martin Ratio Rank: 7272
Martin Ratio Rank

WDIV
WDIV Risk / Return Rank: 8989
Overall Rank
WDIV Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
WDIV Sortino Ratio Rank: 9191
Sortino Ratio Rank
WDIV Omega Ratio Rank: 9090
Omega Ratio Rank
WDIV Calmar Ratio Rank: 8787
Calmar Ratio Rank
WDIV Martin Ratio Rank: 8686
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.

AZTD vs. WDIV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aztlan Global Stock Selection Dm SMID ETF (AZTD) and SPDR S&P Global Dividend ETF (WDIV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


AZTDWDIVDifference

Sharpe ratio

Return per unit of total volatility

1.38

1.98

-0.60

Sortino ratio

Return per unit of downside risk

2.04

2.71

-0.67

Omega ratio

Gain probability vs. loss probability

1.27

1.39

-0.12

Calmar ratio

Return relative to maximum drawdown

2.51

2.83

-0.32

Martin ratio

Return relative to average drawdown

8.49

10.72

-2.23

AZTD vs. WDIV - Sharpe Ratio Comparison

The current AZTD Sharpe Ratio is 1.38, which is lower than the WDIV Sharpe Ratio of 1.98. The chart below compares the historical Sharpe Ratios of AZTD and WDIV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AZTDWDIVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.38

1.98

-0.60

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.63

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.48

Sharpe Ratio (All Time)

Calculated using the full available price history

0.65

0.44

+0.20

Correlation

The correlation between AZTD and WDIV is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

AZTD vs. WDIV - Dividend Comparison

AZTD's dividend yield for the trailing twelve months is around 1.02%, less than WDIV's 4.24% yield.


TTM20252024202320222021202020192018201720162015
AZTD
Aztlan Global Stock Selection Dm SMID ETF
1.02%1.05%1.87%0.12%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
WDIV
SPDR S&P Global Dividend ETF
4.24%4.27%4.63%4.73%5.12%4.15%5.55%3.99%4.42%3.62%4.32%5.03%

Drawdowns

AZTD vs. WDIV - Drawdown Comparison

The maximum AZTD drawdown since its inception was -16.75%, smaller than the maximum WDIV drawdown of -42.34%. Use the drawdown chart below to compare losses from any high point for AZTD and WDIV.


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Drawdown Indicators


AZTDWDIVDifference

Max Drawdown

Largest peak-to-trough decline

-16.75%

-42.34%

+25.59%

Max Drawdown (1Y)

Largest decline over 1 year

-11.63%

-8.61%

-3.02%

Max Drawdown (5Y)

Largest decline over 5 years

-22.12%

Max Drawdown (10Y)

Largest decline over 10 years

-42.34%

Current Drawdown

Current decline from peak

-6.28%

-5.84%

-0.44%

Average Drawdown

Average peak-to-trough decline

-3.95%

-5.90%

+1.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.44%

2.27%

+1.17%

Volatility

AZTD vs. WDIV - Volatility Comparison

Aztlan Global Stock Selection Dm SMID ETF (AZTD) has a higher volatility of 7.57% compared to SPDR S&P Global Dividend ETF (WDIV) at 4.49%. This indicates that AZTD's price experiences larger fluctuations and is considered to be riskier than WDIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AZTDWDIVDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.57%

4.49%

+3.08%

Volatility (6M)

Calculated over the trailing 6-month period

13.27%

7.39%

+5.88%

Volatility (1Y)

Calculated over the trailing 1-year period

20.67%

12.08%

+8.59%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.55%

12.68%

+5.87%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.55%

15.43%

+3.12%