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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
$19M
Winner
SPY
$781B
Expense Ratio
DIVD
0.49%
Winner
SPY
0.09%
Max Drawdown
Winner
DIVD
14.08%
SPY
56.47%
Sharpe Ratio
Winner
DIVD
1.74
SPY
1.25
5Y Beta
Winner
DIVD
0.55
SPY
1.00
P/E Ratio
Winner
DIVD
21.87
SPY
28.78
Forward P/E
Winner
DIVD
13.66
SPY
21.23
PEG Ratio
DIVD
0.50
SPY
N/A
5Y Dividends CAGR
DIVD
N/A
SPY
6.00%
5Y EPS CAGR
DIVD
4.96%
Winner
SPY
25.62%
Debt to Equity
DIVD
36.99%
Winner
SPY
31.92%
P/S Ratio
Winner
DIVD
0.14
SPY
3.76
P/B Ratio
Winner
DIVD
2.42
SPY
5.64

DIVD vs SPY - Holdings Comparison

DIVD and SPY have 38 common holdings. Overlap is 10.73%

DIVD's top 25 holdings weight is 52.71%. SPY's top 25 holdings weight is 51.74%.

RankDIVDSPY
#1
NXP SEMICONDUCTORS NV (NXPI) - 2.59%
NVIDIA CORP (NVDA) - 7.89%
#2
ROYAL BANK OF CANADA (n/a) - 2.52%
APPLE INC (AAPL) - 7.37%
#3
DEUTSCHE POST AG ADR (DHLGY) - 2.46%
MICROSOFT CORP (MSFT) - 4.50%
#4
BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 2.44%
AMAZON.COM INC (AMZN) - 3.82%
#5
BNP PARIBAS ADR (BNPQY) - 2.27%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
n/a (MURGY) - 2.27%
BROADCOM INC (AVGO) - 2.86%
#7
PUBLICIS GROUPE SA ADR (PUBGY) - 2.25%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
AMBEV SA ADR (ABEV) - 2.24%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
AXA SA ADR (AXAHY) - 2.20%
TESLA INC (TSLA) - 1.70%
#10
SIEMENS AG ADR (SIEGY) - 2.20%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
RECKITT BENCKISER GROUP PLC ADR (RBGLY) - 2.17%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
NOVARTIS AG ADR (NVS) - 2.17%
ELI LILLY AND CO (LLY) - 1.40%
#13
NESTLE SA ADR (NSRGY) - 2.12%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 2.09%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
ROCHE HOLDING AG ADR (RHHBY) - 2.05%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
GSK PLC ADR (GSK) - 1.96%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
SANOFI SA ADR (SNY) - 1.96%
VISA INC CLASS A (V) - 0.90%
#18
TOYOTA MOTOR CORP ADR (TM) - 1.91%
WALMART INC (WMT) - 0.76%
#19
VINCI SA ADR (VCISY) - 1.89%
INTEL CORP (INTC) - 0.75%
#20
BP PLC ADR (BP) - 1.85%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
BAE SYSTEMS PLC ADR (BAESY) - 1.85%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
TOTALENERGIES SE (TTE) - 1.85%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
CAPGEMINI SE ADR (CGEMY) - 1.84%
ABBVIE INC (ABBV) - 0.66%
#24
ASTRAZENECA PLC (AZN) - 1.84%
CATERPILLAR INC (CAT) - 0.65%
#25
LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 1.72%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings66505

DIVD vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DIVD
+3.58%
SPY
+0.52%
3M
DIVD
+4.52%
Winner
SPY
+6.55%
6M
Winner
DIVD
+11.33%
SPY
+9.76%
1Y
Winner
DIVD
+25.81%
SPY
+20.32%
5Y(CAGR)
DIVD
N/A
SPY
+13.01%
10Y(CAGR)
DIVD
N/A
SPY
+15.06%
Max(CAGR)
Winner
DIVD
+20.24%
SPY
+8.50%

DIVD vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearDIVDSPY
2026+14.04%+10.11%
2025+26.64%+18.00%
2024+2.44%+25.59%
2023+13.62%+26.72%
2022+18.37%-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/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 -0.26%. The current SPY drawdown is -1.24%.

RankDIVDSPY
#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.

YearDIVDSPY
20261.53%0.49%
20252.86%1.07%
20243.39%1.21%
20232.96%1.40%
20220.60%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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