WDIV vs. INFL
Compare and contrast key facts about SPDR S&P Global Dividend ETF (WDIV) and Horizon Kinetics Inflation Beneficiaries ETF (INFL).
WDIV and INFL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. INFL is an actively managed fund by Horizon Kinetics LLC. It was launched on Jan 11, 2021.
Performance
WDIV vs. INFL - Performance Comparison
Loading graphics...
WDIV vs. INFL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
WDIV SPDR S&P Global Dividend ETF | 2.86% | 27.16% | 7.61% | 8.21% | -6.92% | 10.72% |
INFL Horizon Kinetics Inflation Beneficiaries ETF | 17.28% | 18.30% | 23.34% | 1.62% | 2.65% | 24.77% |
Returns By Period
In the year-to-date period, WDIV achieves a 2.86% return, which is significantly lower than INFL's 17.28% return.
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%
INFL
- 1D
- 2.12%
- 1M
- -4.31%
- YTD
- 17.28%
- 6M
- 16.92%
- 1Y
- 29.44%
- 3Y*
- 20.97%
- 5Y*
- 15.20%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WDIV vs. INFL - Expense Ratio Comparison
WDIV has a 0.40% expense ratio, which is lower than INFL's 0.85% expense ratio.
Return for Risk
WDIV vs. INFL — Risk / Return Rank
WDIV
INFL
WDIV vs. INFL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Global Dividend ETF (WDIV) and Horizon Kinetics Inflation Beneficiaries ETF (INFL). 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.
| WDIV | INFL | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.00 | 1.51 | +0.48 |
Sortino ratioReturn per unit of downside risk | 2.73 | 1.99 | +0.73 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.30 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.76 | 2.32 | +0.44 |
Martin ratioReturn relative to average drawdown | 10.57 | 9.88 | +0.69 |
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
| WDIV | INFL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.00 | 1.51 | +0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.86 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.94 | -0.50 |
Correlation
The correlation between WDIV and INFL is 0.71, 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
WDIV vs. INFL - Dividend Comparison
WDIV's dividend yield for the trailing twelve months is around 4.25%, more than INFL's 0.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
INFL Horizon Kinetics Inflation Beneficiaries ETF | 0.91% | 1.26% | 1.77% | 1.60% | 1.65% | 0.91% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WDIV vs. INFL - Drawdown Comparison
The maximum WDIV drawdown since its inception was -42.34%, which is greater than INFL's maximum drawdown of -21.30%. Use the drawdown chart below to compare losses from any high point for WDIV and INFL.
Loading graphics...
Drawdown Indicators
| WDIV | INFL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.34% | -21.30% | -21.04% |
Max Drawdown (1Y)Largest decline over 1 year | -8.61% | -12.89% | +4.28% |
Max Drawdown (5Y)Largest decline over 5 years | -22.12% | -21.30% | -0.82% |
Max Drawdown (10Y)Largest decline over 10 years | -42.34% | — | — |
Current DrawdownCurrent decline from peak | -6.13% | -5.46% | -0.67% |
Average DrawdownAverage peak-to-trough decline | -5.90% | -5.14% | -0.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.24% | 3.02% | -0.78% |
Volatility
WDIV vs. INFL - Volatility Comparison
The current volatility for SPDR S&P Global Dividend ETF (WDIV) is 4.74%, while Horizon Kinetics Inflation Beneficiaries ETF (INFL) has a volatility of 5.86%. This indicates that WDIV experiences smaller price fluctuations and is considered to be less risky than INFL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| WDIV | INFL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.74% | 5.86% | -1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 7.40% | 13.54% | -6.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.08% | 19.55% | -7.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.68% | 17.71% | -5.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.44% | 17.78% | -2.34% |