GINX vs. WDIV
Compare and contrast key facts about SGI Enhanced Global Income ETF (GINX) and SPDR S&P Global Dividend ETF (WDIV).
GINX and WDIV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. GINX is an actively managed fund by Summit Global Investments. It was launched on Feb 28, 2024. WDIV is a passively managed fund by State Street that tracks the performance of the S&P Global Dividend Aristocrats Index sp_43. It was launched on May 29, 2013.
Performance
GINX vs. WDIV - Performance Comparison
Loading graphics...
GINX vs. WDIV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
GINX SGI Enhanced Global Income ETF | 4.85% | 25.06% | 5.69% |
WDIV SPDR S&P Global Dividend ETF | 2.86% | 27.16% | 10.55% |
Returns By Period
In the year-to-date period, GINX achieves a 4.85% return, which is significantly higher than WDIV's 2.86% return.
GINX
- 1D
- 2.14%
- 1M
- -5.62%
- YTD
- 4.85%
- 6M
- 12.41%
- 1Y
- 23.43%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WDIV
- 1D
- 2.17%
- 1M
- -5.79%
- YTD
- 2.86%
- 6M
- 7.85%
- 1Y
- 24.00%
- 3Y*
- 14.62%
- 5Y*
- 7.92%
- 10Y*
- 7.29%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
GINX vs. WDIV - Expense Ratio Comparison
GINX has a 0.98% expense ratio, which is higher than WDIV's 0.40% expense ratio.
Return for Risk
GINX vs. WDIV — Risk / Return Rank
GINX
WDIV
GINX vs. WDIV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SGI Enhanced Global Income ETF (GINX) 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.
| GINX | WDIV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.56 | 2.00 | -0.44 |
Sortino ratioReturn per unit of downside risk | 2.15 | 2.73 | -0.57 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.39 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.01 | 2.76 | -0.75 |
Martin ratioReturn relative to average drawdown | 8.88 | 10.57 | -1.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| GINX | WDIV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.56 | 2.00 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.63 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.47 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.23 | 0.44 | +0.79 |
Correlation
The correlation between GINX and WDIV is 0.75, 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
GINX vs. WDIV - Dividend Comparison
GINX's dividend yield for the trailing twelve months is around 2.32%, less than WDIV's 4.25% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GINX SGI Enhanced Global Income ETF | 2.32% | 2.81% | 2.97% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WDIV SPDR S&P Global Dividend ETF | 4.25% | 4.27% | 4.63% | 4.73% | 5.12% | 4.15% | 5.55% | 3.99% | 4.42% | 3.62% | 4.32% | 5.03% |
Drawdowns
GINX vs. WDIV - Drawdown Comparison
The maximum GINX drawdown since its inception was -12.53%, smaller than the maximum WDIV drawdown of -42.34%. Use the drawdown chart below to compare losses from any high point for GINX and WDIV.
Loading graphics...
Drawdown Indicators
| GINX | WDIV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.53% | -42.34% | +29.81% |
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 DrawdownCurrent decline from peak | -6.01% | -6.13% | +0.12% |
Average DrawdownAverage peak-to-trough decline | -1.79% | -5.90% | +4.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | 2.24% | +0.39% |
Volatility
GINX vs. WDIV - Volatility Comparison
SGI Enhanced Global Income ETF (GINX) has a higher volatility of 5.34% compared to SPDR S&P Global Dividend ETF (WDIV) at 4.74%. This indicates that GINX'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.
Loading graphics...
Volatility by Period
| GINX | WDIV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 4.74% | +0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 8.74% | 7.40% | +1.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.13% | 12.08% | +3.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.92% | 12.68% | +1.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.92% | 15.44% | -1.52% |