AAAA vs WDIV
Comparison between AMPLIUS AGGRESSIVE ASSET ALLOCATION ETF (AAAA, ETF) and STATE STREET(R) SPDR(R) S&P(R) GLOBAL DIVIDEND ETF (WDIV, ETF).
AAAA vs WDIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AAAA
$278M
WDIV
$278M
Expense Ratio
AAAA
0.49%
Winner
WDIV
0.40%
Max Drawdown
Winner
AAAA
7.92%
WDIV
44.46%
Sharpe Ratio
AAAA
1.35
Winner
WDIV
1.67
5Y Beta
AAAA
0.90
Winner
WDIV
0.41
5Y Dividends CAGR
AAAA
N/A
WDIV
3.52%
AAAA vs WDIV - Holdings Comparison
AAAA and WDIV have 1 common holdings. Overlap is -0.10%
AAAA's top 25 holdings weight is 88.30%. WDIV's top 25 holdings weight is 36.15%.
| Rank | AAAA | WDIV |
|---|---|---|
| #1 | INVESCO QQQ TRUST (QQQ) - 10.96% | LENOVO GROUP LTD (n/a) - 2.81% |
| #2 | ISHARES S&P 100 ETF (OEF) - 10.38% | GS HOLDINGS CORP (n/a) - 1.91% |
| #3 | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 7.39% | LEGAL & GENERAL GROUP PLC (n/a) - 1.83% |
| #4 | ISHARES CORE MSCI EAFE ETF (IEFA) - 7.07% | HIGHWOODS PROPERTIES INC (HIW) - 1.59% |
| #5 | ISHARES 1-3 YEAR TREASURY BOND ETF (SHY) - 6.12% | TELEPERFORMANCE SE (n/a) - 1.57% |
| #6 | ISHARES® 0-3 MONTH TREASURY BOND ETF (SGOV) - 6.11% | VERIZON COMMUNICATIONS INC (VZ) - 1.51% |
| #7 | ISHARES 0-5 YEAR TIPS BOND ETF (STIP) - 6.04% | APA GROUP (n/a) - 1.47% |
| #8 | ISHARES CORE S&P SMALL-CAP ETF (IJR) - 5.67% | GETTY REALTY CORP (GTY) - 1.41% |
| #9 | ISHARES CORE S&P MID-CAP ETF (IJH) - 5.41% | ALTRIA GROUP INC (MO) - 1.41% |
| #10 | ISHARES GLOBAL 100 ETF (IOO) - 3.28% | NORTHWEST BANCSHARES INC (NWBI) - 1.40% |
| #11 | VANGUARD TOTAL WORLD STOCK ETF (VT) - 3.22% | DNB BANK ASA (n/a) - 1.35% |
| #12 | STATE STREET® SPDR® S&P 500® ETF (SPY) - 2.55% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 1.34% |
| #13 | STATE STREET®SPDR®DOWJONESINDSTRAVGETFTR (DIA) - 2.50% | PFIZER INC (PFE) - 1.34% |
| #14 | ISHARES MSCI ACWI ETF (ACWI) - 2.02% | TELUS CORP (n/a) - 1.33% |
| #15 | APPLE INC (AAPL) - 1.14% | SCHRODERS PLC (n/a) - 1.33% |
| #16 | PACER DEV MKTS INTL CSH COWS 100 ETF (ICOW) - 1.14% | PEMBINA PIPELINE CORP (n/a) - 1.30% |
| #17 | VANGUARD ULTRA-SHORT BOND ETF (VUSB) - 0.93% | FAR EAST HORIZON LTD (n/a) - 1.29% |
| #18 | ADVANCED MICRO DEVICES INC (AMD) - 0.92% | KEYERA CORP (n/a) - 1.27% |
| #19 | NVIDIA CORP (NVDA) - 0.92% | EDISON INTERNATIONAL (EIX) - 1.26% |
| #20 | MICRON TECHNOLOGY INC (MU) - 0.81% | ONEOK INC (OKE) - 1.26% |
| #21 | JHANCOCK MULTIFACTOR MID CAP ETF (JHMM) - 0.78% | BOSIDENG INTERNATIONAL HOLDINGS LTD (n/a) - 1.26% |
| #22 | ISHARES CORE MSCI TOTAL INTL STK ETF (IXUS) - 0.76% | LTC PROPERTIES INC (LTC) - 1.25% |
| #23 | ALPHABET INC CLASS A (GOOGL) - 0.76% | AMCOR PLC ORDINARY SHARES (AMCR) - 1.24% |
| #24 | MICROSOFT CORP (MSFT) - 0.72% | LONDONMETRIC PROPERTY PLC (n/a) - 1.22% |
| #25 | META PLATFORMS INC CLASS A (META) - 0.70% | RUSSEL METALS INC (n/a) - 1.20% |
| Total Holdings | 48 | 118 |
AAAA vs WDIV - Historical Returns
Returns include dividend reinvestment.
1M
AAAA
+2.50%
Winner
WDIV
+2.71%
3M
AAAA
+1.75%
Winner
WDIV
+6.70%
6M
Winner
AAAA
+9.59%
WDIV
+6.10%
1Y
AAAA
+20.00%
Winner
WDIV
+21.93%
5Y(CAGR)
AAAA
N/A
WDIV
+9.78%
10Y(CAGR)
AAAA
N/A
WDIV
+7.70%
Max(CAGR)
Winner
AAAA
+21.12%
WDIV
+7.40%
AAAA vs WDIV - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | AAAA | WDIV |
|---|---|---|
| 2026 | +12.12% | +15.01% |
| 2025 | +9.90% | +27.76% |
| 2024 | N/A | +8.02% |
| 2023 | N/A | +7.72% |
| 2022 | N/A | -7.95% |
| 2021 | N/A | +14.56% |
| 2020 | N/A | -10.27% |
| 2019 | N/A | +20.45% |
| 2018 | N/A | -8.95% |
| 2017 | N/A | +18.36% |
| 2016 | N/A | +14.90% |
| 2015 | N/A | -7.16% |
| 2014 | N/A | +6.35% |
| 2013 | N/A | +10.16% |
AAAA vs WDIV Drawdown Comparison
The maximum drawdown for AAAA was -7.83%, occurring on Mar 30, 2026. Recovery took 33 trading sessions.
The maximum drawdown for WDIV was -42.31%, occurring on Mar 23, 2020. Recovery took 312 trading sessions.
The current AAAA drawdown is -1.39%.
| Rank | AAAA | WDIV |
|---|---|---|
| #1 | -7.83% Feb 25, 2026 - Apr 14, 2026 | -42.31% Jan 17, 2020 - Apr 15, 2021 |
| #2 | -4.13% Jun 2, 2026 - Aug 4, 2026 | -22.34% May 15, 2015 - Aug 15, 2016 |
| #3 | -3.92% Oct 29, 2025 - Dec 5, 2025 | -22.15% Jan 14, 2022 - May 17, 2024 |
| #4 | -2.63% Oct 8, 2025 - Oct 24, 2025 | -15.39% Jan 26, 2018 - Oct 21, 2019 |
| #5 | -2.10% Dec 11, 2025 - Dec 23, 2025 | -9.27% Jul 1, 2014 - Feb 24, 2015 |
| #6 | -2.00% Jul 25, 2025 - Aug 8, 2025 | -9.21% Sep 26, 2024 - Apr 22, 2025 |
| #7 | -2.00% May 14, 2026 - May 26, 2026 | -8.81% Aug 18, 2016 - Jan 25, 2017 |
| #8 | -1.98% Jan 12, 2026 - Jan 26, 2026 | -8.62% Jun 10, 2021 - Jan 14, 2022 |
| #9 | -1.71% Jan 28, 2026 - Feb 9, 2026 | -8.61% Feb 20, 2026 - Jun 11, 2026 |
| #10 | -1.47% Feb 9, 2026 - Feb 25, 2026 | -5.90% Oct 22, 2013 - Feb 24, 2014 |
| #11 | -1.44% Aug 13, 2026 - Aug 20, 2026 | -5.90% May 30, 2013 - Jul 11, 2013 |
| #12 | -1.39% Aug 13, 2025 - Aug 27, 2025 | -5.39% Feb 25, 2015 - Apr 16, 2015 |
| #13 | -1.18% Aug 28, 2025 - Sep 4, 2025 | -4.23% Jul 31, 2024 - Aug 15, 2024 |
| #14 | -1.04% Sep 22, 2025 - Oct 1, 2025 | -4.19% May 17, 2024 - Jul 12, 2024 |
| #15 | -1.00% Apr 17, 2026 - Apr 24, 2026 | -3.83% Aug 8, 2013 - Sep 10, 2013 |
Correlation
Correlation between AAAA and WDIV is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2013 - 2026)
AAAA vs WDIV dividend yield comparison.
| Year | AAAA | WDIV |
|---|---|---|
| 2026 | 0.57% | 2.21% |
| 2025 | 0.79% | 4.27% |
| 2024 | 0.00% | 4.63% |
| 2023 | 0.00% | 4.73% |
| 2022 | 0.00% | 5.12% |
| 2021 | 0.00% | 4.15% |
| 2020 | 0.00% | 5.55% |
| 2019 | 0.00% | 3.99% |
| 2018 | 0.00% | 4.42% |
| 2017 | 0.00% | 3.62% |
| 2016 | 0.00% | 4.32% |
| 2015 | 0.00% | 5.03% |
| 2014 | 0.00% | 4.74% |
| 2013 | 0.00% | 2.17% |
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