DDIV vs WDTE
Comparison between FIRST TRUST DORSEY WRIGHT MOMENTUM & DIVIDEND ETF (DDIV, ETF) and DEFIANCE S&P 500 WEEKLY DISTRIBUTION ETF (WDTE, ETF).
DDIV vs WDTE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DDIV
$68M
WDTE
$67M
Expense Ratio
Winner
DDIV
0.60%
WDTE
1.03%
Max Drawdown
Winner
DDIV
47.56%
WDTE
53.76%
Sharpe Ratio
Winner
DDIV
1.37
WDTE
1.14
5Y Beta
DDIV
0.85
Winner
WDTE
0.66
P/E Ratio
DDIV
19.28
WDTE
N/A
Forward P/E
DDIV
14.13
WDTE
N/A
PEG Ratio
DDIV
0.30
WDTE
N/A
5Y Dividends CAGR
DDIV
2.58%
WDTE
N/A
5Y EPS CAGR
DDIV
9.65%
WDTE
N/A
Debt to Equity
DDIV
24.34%
WDTE
N/A
P/S Ratio
DDIV
1.90
WDTE
N/A
P/B Ratio
DDIV
2.40
WDTE
N/A
DDIV vs WDTE - Holdings Comparison
DDIV and WDTE have 0 common holdings. Overlap is 0.00%
DDIV's top 25 holdings weight is 71.20%. WDTE's top 25 holdings weight is 4.75%.
| Rank | DDIV | WDTE |
|---|---|---|
| #1 | AGNC INVESTMENT CORP (AGNC) - 5.63% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 4.75% |
| #2 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 4.65% | N/A |
| #3 | EDISON INTERNATIONAL (EIX) - 3.79% | N/A |
| #4 | U.S. BANCORP (USB) - 3.41% | N/A |
| #5 | INVESCO LTD (IVZ) - 3.37% | N/A |
| #6 | PHILIP MORRIS INTERNATIONAL INC (PM) - 3.37% | N/A |
| #7 | IRON MOUNTAIN INC (IRM) - 3.18% | N/A |
| #8 | ANTERO MIDSTREAM CORP (AM) - 3.08% | N/A |
| #9 | HF SINCLAIR CORP (DINO) - 3.01% | N/A |
| #10 | WATSCO INC ORDINARY SHARES (WSO) - 3.00% | N/A |
| #11 | KINDER MORGAN INC CLASS P (KMI) - 2.67% | N/A |
| #12 | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 2.54% | N/A |
| #13 | ARCHER-DANIELS-MIDLAND CO (ADM) - 2.49% | N/A |
| #14 | MERCK & CO INC (MRK) - 2.47% | N/A |
| #15 | OLD NATIONAL BANCORP (ONB) - 2.42% | N/A |
| #16 | HASBRO INC (HAS) - 2.33% | N/A |
| #17 | CHEVRON CORP (CVX) - 2.30% | N/A |
| #18 | PHILLIPS 66 (PSX) - 2.29% | N/A |
| #19 | AT&T INC (T) - 2.28% | N/A |
| #20 | MORGAN STANLEY (MS) - 2.21% | N/A |
| #21 | WILLIAMS COMPANIES INC (WMB) - 2.20% | N/A |
| #22 | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 2.20% | N/A |
| #23 | PACKAGING CORP OF AMERICA (PKG) - 2.17% | N/A |
| #24 | PERMIAN RESOURCES CORP CLASS A (PR) - 2.09% | N/A |
| #25 | VENTAS INC (VTR) - 2.05% | N/A |
| Total Holdings | 52 | 1 |
DDIV vs WDTE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DDIV
+6.10%
WDTE
+0.45%
3M
Winner
DDIV
+8.92%
WDTE
+5.58%
6M
Winner
DDIV
+11.52%
WDTE
+9.19%
1Y
Winner
DDIV
+25.65%
WDTE
+16.67%
5Y(CAGR)
DDIV
+12.07%
WDTE
N/A
10Y(CAGR)
DDIV
+10.14%
WDTE
N/A
Max(CAGR)
DDIV
+9.31%
Winner
WDTE
+14.04%
DDIV vs WDTE - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | DDIV | WDTE |
|---|---|---|
| 2026 | +13.44% | +9.70% |
| 2025 | +11.50% | +13.69% |
| 2024 | +27.42% | +10.62% |
| 2023 | +11.52% | +5.79% |
| 2022 | -12.49% | N/A |
| 2021 | +42.71% | N/A |
| 2020 | -3.46% | N/A |
| 2019 | +31.83% | N/A |
| 2018 | -15.93% | N/A |
| 2017 | +10.82% | N/A |
| 2016 | +16.35% | N/A |
| 2015 | -8.48% | N/A |
| 2014 | +9.81% | N/A |
DDIV vs WDTE Drawdown Comparison
The maximum drawdown for DDIV was -47.56%, occurring on Mar 23, 2020. Recovery took 247 trading sessions.
The maximum drawdown for WDTE was -15.76%, occurring on Apr 10, 2025. Recovery took 93 trading sessions.
The current WDTE drawdown is -1.25%.
| Rank | DDIV | WDTE |
|---|---|---|
| #1 | -47.56% Feb 20, 2020 - Feb 11, 2021 | -15.76% Feb 19, 2025 - Jul 3, 2025 |
| #2 | -22.88% Aug 21, 2018 - Jun 20, 2019 | -7.62% Feb 11, 2026 - Apr 14, 2026 |
| #3 | -21.11% Jan 13, 2022 - Mar 5, 2024 | -6.69% Jul 16, 2024 - Oct 11, 2024 |
| #4 | -18.96% Nov 26, 2024 - Sep 30, 2025 | -5.07% Dec 6, 2024 - Feb 18, 2025 |
| #5 | -17.47% Apr 23, 2015 - Jun 3, 2016 | -4.63% Jun 2, 2026 - Jun 10, 2026 |
| #6 | -11.31% Feb 9, 2026 - Apr 23, 2026 | -3.93% Oct 17, 2023 - Nov 14, 2023 |
| #7 | -11.13% Jun 8, 2021 - Oct 15, 2021 | -3.34% Apr 1, 2024 - May 15, 2024 |
| #8 | -7.88% Jul 22, 2016 - Dec 8, 2016 | -3.20% Nov 3, 2025 - Dec 5, 2025 |
| #9 | -7.81% Dec 18, 2017 - Aug 17, 2018 | -2.98% Oct 8, 2025 - Oct 27, 2025 |
| #10 | -7.69% Jul 31, 2024 - Aug 21, 2024 | -2.71% Sep 19, 2023 - Oct 17, 2023 |
| #11 | -6.54% Nov 15, 2021 - Dec 28, 2021 | -2.17% Feb 2, 2026 - Feb 11, 2026 |
| #12 | -6.33% Jul 1, 2014 - Nov 3, 2014 | -2.15% Dec 11, 2025 - Dec 23, 2025 |
| #13 | -6.01% Mar 28, 2024 - May 15, 2024 | -2.08% Jan 12, 2026 - Jan 28, 2026 |
| #14 | -5.70% Mar 15, 2021 - Apr 16, 2021 | -2.03% Oct 29, 2024 - Nov 7, 2024 |
| #15 | -4.67% May 7, 2021 - May 17, 2021 | -1.98% Apr 20, 2026 - Apr 30, 2026 |
Correlation
Correlation between DDIV and WDTE is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2018 - 2026)
DDIV vs WDTE dividend yield comparison.
| Year | DDIV | WDTE |
|---|---|---|
| 2026 | 0.59% | 16.62% |
| 2025 | 1.94% | 35.78% |
| 2024 | 2.22% | 51.80% |
| 2023 | 3.18% | 16.41% |
| 2022 | 3.60% | 0.00% |
| 2021 | 2.43% | 0.00% |
| 2020 | 2.63% | 0.00% |
| 2019 | 2.93% | 0.00% |
| 2018 | 3.27% | 0.00% |
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