DIVD vs SPY
Comparison between ALTRIUS GLOBAL DIVIDEND ETF (DIVD, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
DIVD vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DIVD
$18M
Winner
SPY
$735B
Expense Ratio
DIVD
0.49%
Winner
SPY
0.09%
Max Drawdown
Winner
DIVD
14.08%
SPY
56.47%
Sharpe Ratio
Winner
DIVD
1.69
SPY
1.62
5Y Beta
Winner
DIVD
0.57
SPY
1.00
P/E Ratio
Winner
DIVD
22.71
SPY
28.99
Forward P/E
Winner
DIVD
13.31
SPY
22.37
PEG Ratio
DIVD
0.50
SPY
N/A
5Y Dividends CAGR
DIVD
N/A
SPY
5.43%
5Y EPS CAGR
DIVD
4.30%
Winner
SPY
26.05%
Debt to Equity
DIVD
38.56%
Winner
SPY
32.40%
P/S Ratio
Winner
DIVD
0.15
SPY
3.74
P/B Ratio
Winner
DIVD
2.49
SPY
5.61
DIVD vs SPY - Holdings Comparison
DIVD and SPY have 38 common holdings. Overlap is 10.59%
DIVD's top 25 holdings weight is 54.02%. SPY's top 25 holdings weight is 52.37%.
| Rank | DIVD | SPY |
|---|---|---|
| #1 | NXP SEMICONDUCTORS NV (NXPI) - 3.04% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | AMBEV SA ADR (ABEV) - 2.37% | APPLE INC (AAPL) - 7.02% |
| #3 | BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 2.34% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | SIEMENS AG ADR (SIEGY) - 2.27% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | ROYAL BANK OF CANADA (n/a) - 2.25% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 2.22% | BROADCOM INC (AVGO) - 3.10% |
| #7 | DEUTSCHE POST AG ADR (DHLGY) - 2.20% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | CAPGEMINI SE ADR (CGEMY) - 2.18% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | NOVARTIS AG ADR (NVS) - 2.18% | TESLA INC (TSLA) - 1.89% |
| #10 | PUBLICIS GROUPE SA ADR (PUBGY) - 2.17% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | ROCHE HOLDING AG ADR (RHHBY) - 2.16% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | n/a (MURGY) - 2.13% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | ASTRAZENECA PLC (AZN) - 2.10% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | BNP PARIBAS ADR (BNPQY) - 2.10% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | NESTLE SA ADR (NSRGY) - 2.08% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | TOTALENERGIES SE (TTE:XPAR) - 2.07% | INTEL CORP (INTC) - 0.90% |
| #17 | TOYOTA MOTOR CORP ADR (TM) - 2.07% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | RECKITT BENCKISER GROUP PLC ADR (RBGLY) - 2.06% | VISA INC CLASS A (V) - 0.85% |
| #19 | AXA SA ADR (AXAHY) - 2.05% | WALMART INC (WMT) - 0.81% |
| #20 | LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 2.03% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | BAE SYSTEMS PLC ADR (BAESY) - 2.03% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | VINCI SA ADR (VCISY) - 2.02% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | SANOFI SA ADR (SNY) - 2.01% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | GSK PLC ADR (GSK) - 1.98% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | BP PLC ADR (BP) - 1.91% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 66 | 505 |
DIVD vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
DIVD
+0.14%
Winner
SPY
+1.90%
3M
DIVD
+4.52%
Winner
SPY
+8.55%
6M
Winner
DIVD
+13.62%
SPY
+8.18%
1Y
DIVD
+24.88%
Winner
SPY
+25.79%
5Y(CAGR)
DIVD
N/A
SPY
+13.32%
10Y(CAGR)
DIVD
N/A
SPY
+15.19%
Max(CAGR)
Winner
DIVD
+20.00%
SPY
+8.47%
DIVD vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | DIVD | SPY |
|---|---|---|
| 2026 | +10.59% | +8.26% |
| 2025 | +26.64% | +18.00% |
| 2024 | +2.44% | +25.59% |
| 2023 | +13.62% | +26.72% |
| 2022 | +18.37% | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +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% |
DIVD vs SPY Drawdown Comparison
The maximum drawdown for DIVD was -13.88%, occurring on Apr 8, 2025. Recovery took 60 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current DIVD drawdown is -0.80%. The current SPY drawdown is -2.90%.
| Rank | DIVD | SPY |
|---|---|---|
| #1 | -13.88% Mar 7, 2025 - Jun 3, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -10.58% Jul 31, 2023 - Dec 13, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -8.72% Sep 27, 2024 - Feb 18, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -8.66% Feb 1, 2023 - Apr 17, 2023 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -7.47% Apr 18, 2023 - Jul 18, 2023 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -6.70% Feb 11, 2026 - Apr 17, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -4.86% Mar 28, 2024 - May 15, 2024 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -4.53% Jul 23, 2025 - Aug 19, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -4.50% May 15, 2024 - Aug 16, 2024 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -4.38% Oct 4, 2022 - Oct 21, 2022 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -4.02% Dec 2, 2022 - Jan 6, 2023 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -3.33% Nov 12, 2025 - Nov 26, 2025 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -3.20% Oct 3, 2025 - Nov 11, 2025 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -3.08% Jan 8, 2024 - Feb 22, 2024 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.80% Aug 30, 2024 - Sep 19, 2024 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between DIVD and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (1999 - 2026)
DIVD vs SPY dividend yield comparison.
| Year | DIVD | SPY |
|---|---|---|
| 2026 | 1.38% | 0.24% |
| 2025 | 2.86% | 1.07% |
| 2024 | 3.39% | 1.21% |
| 2023 | 2.96% | 1.40% |
| 2022 | 0.60% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 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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