DIV vs SPY
Comparison between GLOBAL X SUPERDIVIDEND U.S. ETF (DIV, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed DIV, delivering a return of +13.3% compared to +5.2%
DIV vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DIV
$750M
Winner
SPY
$735B
Expense Ratio
DIV
0.45%
Winner
SPY
0.09%
Max Drawdown
DIV
62.52%
Winner
SPY
56.47%
Sharpe Ratio
DIV
1.17
Winner
SPY
1.62
5Y Beta
Winner
DIV
0.42
SPY
1.00
P/E Ratio
Winner
DIV
19.17
SPY
28.99
Forward P/E
Winner
DIV
11.51
SPY
22.37
5Y Dividends CAGR
DIV
1.79%
Winner
SPY
5.43%
5Y EPS CAGR
DIV
7.00%
Winner
SPY
26.05%
Debt to Equity
DIV
N/A
SPY
32.40%
P/S Ratio
Winner
DIV
0.95
SPY
3.74
P/B Ratio
Winner
DIV
1.82
SPY
5.61
DIV vs SPY - Holdings Comparison
DIV and SPY have 9 common holdings. Overlap is 1.26%
DIV's top 25 holdings weight is 54.86%. SPY's top 25 holdings weight is 52.37%.
| Rank | DIV | SPY |
|---|---|---|
| #1 | TSAKOS ENERGY NAVIGATION LTD (TEN) - 2.95% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | CBL & ASSOCIATES PROPERTIES INC NEW (CBL) - 2.56% | APPLE INC (AAPL) - 7.02% |
| #3 | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 2.52% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | FLEX LNG LTD (FLNG) - 2.37% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | SFL CORP LTD (SFL) - 2.33% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | CVR PARTNERS LP (UAN) - 2.33% | BROADCOM INC (AVGO) - 3.10% |
| #7 | PLAINS ALL AMERICAN PIPELINE LP (PAA) - 2.32% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | USA COMPRESSION PARTNERS LP (USAC) - 2.26% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | ALEXANDER'S INC (ALX) - 2.22% | TESLA INC (TSLA) - 1.89% |
| #10 | HESS MIDSTREAM LP CLASS A (HESM) - 2.17% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | ALTRIA GROUP INC (MO) - 2.17% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | WESTLAKE CHEMICAL PARTNERS LP (WLKP) - 2.16% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | TFS FINANCIAL CORP (TFSL) - 2.10% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | WESTERN MIDSTREAM PARTNERS LP (WES) - 2.09% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | NORTHWESTERN ENERGY GROUP INC (NWE) - 2.09% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | GLOBAL PARTNERS LP (GLP) - 2.06% | INTEL CORP (INTC) - 0.90% |
| #17 | DOMINION ENERGY INC (D) - 2.05% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | UNIVERSAL CORP (UVV) - 2.04% | VISA INC CLASS A (V) - 0.85% |
| #19 | GAMING AND LEISURE PROPERTIES INC (GLPI) - 2.04% | WALMART INC (WMT) - 0.81% |
| #20 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 2.03% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | EASTERLY GOVERNMENT PROPERTIES INC (DEA) - 2.02% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | THE KRAFT HEINZ CO (KHC) - 2.02% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | NORTHWEST NATURAL HOLDING CO (NWN) - 2.00% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | MPLX LP PARTNERSHIP UNITS (MPLX) - 1.98% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | VERIZON COMMUNICATIONS INC (VZ) - 1.98% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 51 | 505 |
DIV vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
DIV
-1.21%
Winner
SPY
+1.90%
3M
DIV
-0.26%
Winner
SPY
+8.55%
6M
Winner
DIV
+11.89%
SPY
+8.18%
1Y
DIV
+16.52%
Winner
SPY
+25.79%
5Y(CAGR)
DIV
+5.22%
Winner
SPY
+13.32%
10Y(CAGR)
DIV
+4.00%
Winner
SPY
+15.19%
Max(CAGR)
DIV
+4.64%
Winner
SPY
+8.47%
DIV vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | DIV | SPY |
|---|---|---|
| 2026 | +11.80% | +8.26% |
| 2025 | +2.71% | +18.00% |
| 2024 | +10.65% | +25.59% |
| 2023 | -1.55% | +26.72% |
| 2022 | -4.37% | -18.64% |
| 2021 | +30.61% | +30.52% |
| 2020 | -22.58% | +17.28% |
| 2019 | +14.20% | +31.09% |
| 2018 | -6.54% | -5.24% |
| 2017 | +8.79% | +20.78% |
| 2016 | +11.03% | +13.59% |
| 2015 | -11.29% | +1.31% |
| 2014 | +18.61% | +14.56% |
| 2013 | +8.50% | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
DIV vs SPY Drawdown Comparison
The maximum drawdown for DIV was -52.76%, occurring on Mar 23, 2020. Recovery took 495 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current DIV drawdown is -2.32%. The current SPY drawdown is -2.90%.
| Rank | DIV | SPY |
|---|---|---|
| #1 | -52.76% Jan 16, 2020 - Jan 3, 2022 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -21.26% Nov 26, 2014 - Jan 25, 2017 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -21.12% Apr 20, 2022 - Sep 13, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -13.53% Sep 21, 2018 - Sep 11, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -12.32% Feb 25, 2025 - Jan 14, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -7.77% May 17, 2013 - Oct 23, 2013 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -7.52% Dec 18, 2017 - Jun 20, 2018 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -7.42% Nov 29, 2024 - Feb 20, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -6.43% Jan 14, 2022 - Mar 29, 2022 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -5.23% Sep 5, 2014 - Oct 28, 2014 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -4.97% Mar 2, 2026 - Apr 30, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -3.40% Sep 11, 2019 - Oct 21, 2019 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -3.22% Jan 25, 2017 - Apr 11, 2017 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -3.20% Nov 22, 2013 - Dec 23, 2013 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -3.19% May 22, 2026 - Jun 3, 2026 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between DIV and SPY is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (1999 - 2026)
DIV vs SPY dividend yield comparison.
| Year | DIV | SPY |
|---|---|---|
| 2026 | 2.78% | 0.24% |
| 2025 | 7.30% | 1.07% |
| 2024 | 5.74% | 1.21% |
| 2023 | 7.13% | 1.40% |
| 2022 | 6.62% | 1.65% |
| 2021 | 5.24% | 1.20% |
| 2020 | 8.01% | 1.52% |
| 2019 | 7.65% | 1.75% |
| 2018 | 7.08% | 2.04% |
| 2017 | 5.92% | 1.80% |
| 2016 | 6.78% | 2.03% |
| 2015 | 8.44% | 2.06% |
| 2014 | 5.32% | 1.87% |
| 2013 | 5.38% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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