WDIV vs. IVV
Compare and contrast key facts about SPDR S&P Global Dividend ETF (WDIV) and iShares Core S&P 500 ETF (IVV).
WDIV and IVV 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. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000. Both WDIV and IVV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WDIV or IVV.
Key characteristics
| WDIV | IVV | |
|---|---|---|
| YTD Return | 11.79% | 19.04% |
| 1Y Return | 19.40% | 26.62% |
| 3Y Return (Ann) | 4.11% | 9.85% |
| 5Y Return (Ann) | 4.46% | 15.18% |
| 10Y Return (Ann) | 4.41% | 12.93% |
| Sharpe Ratio | 1.69 | 2.19 |
| Daily Std Dev | 12.50% | 12.70% |
| Max Drawdown | -42.35% | -55.25% |
| Current Drawdown | 0.00% | -0.51% |
Correlation
The correlation between WDIV and IVV is 0.74, 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.
Performance
WDIV vs. IVV - Performance Comparison
In the year-to-date period, WDIV achieves a 11.79% return, which is significantly lower than IVV's 19.04% return. Over the past 10 years, WDIV has underperformed IVV with an annualized return of 4.41%, while IVV has yielded a comparatively higher 12.93% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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WDIV vs. IVV - Expense Ratio Comparison
WDIV has a 0.40% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
WDIV vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Global Dividend ETF (WDIV) and iShares Core S&P 500 ETF (IVV). 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.
Dividends
WDIV vs. IVV - Dividend Comparison
WDIV's dividend yield for the trailing twelve months is around 4.49%, more than IVV's 1.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WDIV SPDR S&P Global Dividend ETF | 4.49% | 4.73% | 5.12% | 4.15% | 5.55% | 3.99% | 4.42% | 3.62% | 4.32% | 5.03% | 4.73% | 2.17% |
IVV iShares Core S&P 500 ETF | 1.27% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.20% | 1.75% | 2.01% | 2.26% | 1.82% | 1.80% |
Drawdowns
WDIV vs. IVV - Drawdown Comparison
The maximum WDIV drawdown since its inception was -42.35%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for WDIV and IVV. For additional features, visit the drawdowns tool.
Volatility
WDIV vs. IVV - Volatility Comparison
The current volatility for SPDR S&P Global Dividend ETF (WDIV) is 2.88%, while iShares Core S&P 500 ETF (IVV) has a volatility of 4.26%. This indicates that WDIV experiences smaller price fluctuations and is considered to be less risky than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.