DTD vs SPGM
Comparison between WISDOMTREE U.S. TOTAL DIVIDEND FUND (DTD, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF (SPGM, ETF).
5-Year PerformanceDTD has outperformed SPGM, delivering a return of +11.7% compared to +10.9%
DTD vs SPGM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DTD
$1.60B
SPGM
$1.60B
Expense Ratio
DTD
0.28%
Winner
SPGM
0.09%
Max Drawdown
DTD
60.19%
Winner
SPGM
33.97%
Sharpe Ratio
Winner
DTD
1.79
SPGM
1.66
5Y Beta
Winner
DTD
0.67
SPGM
0.90
P/E Ratio
Winner
DTD
22.20
SPGM
27.64
Forward P/E
Winner
DTD
17.47
SPGM
20.31
5Y Dividends CAGR
DTD
5.15%
Winner
SPGM
13.19%
5Y EPS CAGR
DTD
17.17%
Winner
SPGM
23.98%
P/S Ratio
DTD
2.48
Winner
SPGM
0.31
P/B Ratio
Winner
DTD
3.55
SPGM
4.80
DTD vs SPGM - Holdings Comparison
DTD and SPGM have 235 common holdings. Overlap is 42.67%
DTD's top 25 holdings weight is 39.00%. SPGM's top 25 holdings weight is 29.28%.
| Rank | DTD | SPGM |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 3.64% | NVIDIA CORP (NVDA) - 4.15% |
| #2 | APPLE INC (AAPL) - 2.94% | APPLE INC (AAPL) - 3.64% |
| #3 | JPMORGAN CHASE & CO (JPM) - 2.85% | MICROSOFT CORP (MSFT) - 2.61% |
| #4 | MICROSOFT CORP (MSFT) - 2.75% | AMAZON.COM INC (AMZN) - 1.85% |
| #5 | BROADCOM INC (AVGO) - 2.16% | ALPHABET INC CLASS A (GOOGL) - 1.53% |
| #6 | EXXON MOBIL CORP (XOM) - 2.01% | ALPHABET INC CLASS C (GOOG) - 1.52% |
| #7 | CHEVRON CORP (CVX) - 1.67% | BROADCOM INC (AVGO) - 1.40% |
| #8 | JOHNSON & JOHNSON (JNJ) - 1.64% | n/a (TSM) - 1.38% |
| #9 | ALPHABET INC CLASS A (GOOGL) - 1.46% | META PLATFORMS INC CLASS A (META) - 1.29% |
| #10 | ALPHABET INC CLASS C (GOOG) - 1.35% | TESLA INC (TSLA) - 1.06% |
| #11 | ABBVIE INC (ABBV) - 1.32% | JPMORGAN CHASE & CO (JPM) - 0.90% |
| #12 | MORGAN STANLEY (MS) - 1.29% | EXXON MOBIL CORP (XOM) - 0.80% |
| #13 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.28% | ELI LILLY AND CO (LLY) - 0.70% |
| #14 | COCA-COLA CO (KO) - 1.17% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 0.66% |
| #15 | MERCK & CO INC (MRK) - 1.16% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.63% |
| #16 | CISCO SYSTEMS INC (CSCO) - 1.15% | VISA INC CLASS A (V) - 0.58% |
| #17 | PROCTER & GAMBLE CO (PG) - 1.13% | ASML HOLDING NV (n/a) - 0.56% |
| #18 | VERIZON COMMUNICATIONS INC (VZ) - 1.11% | CHEVRON CORP (CVX) - 0.53% |
| #19 | TEXAS INSTRUMENTS INC (TXN) - 1.07% | COSTCO WHOLESALE CORP (COST) - 0.52% |
| #20 | UNITEDHEALTH GROUP INC (UNH) - 1.04% | WALMART INC (WMT) - 0.51% |
| #21 | ELI LILLY AND CO (LLY) - 1.02% | JOHNSON & JOHNSON (JNJ) - 0.51% |
| #22 | THE GOLDMAN SACHS GROUP INC (GS) - 1.00% | CHUBB LTD (CB) - 0.50% |
| #23 | BANK OF AMERICA CORP (BAC) - 0.94% | TENCENT HOLDINGS LTD (n/a) - 0.50% |
| #24 | THE HOME DEPOT INC (HD) - 0.93% | NESTLE SA (n/a) - 0.50% |
| #25 | AT&T INC (T) - 0.92% | CATERPILLAR INC (CAT) - 0.45% |
| Total Holdings | 747 | 2333 |
DTD vs SPGM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DTD
+1.82%
SPGM
+1.35%
3M
DTD
+4.68%
Winner
SPGM
+7.82%
6M
DTD
+9.84%
Winner
SPGM
+10.30%
1Y
DTD
+22.24%
Winner
SPGM
+28.47%
5Y(CAGR)
Winner
DTD
+11.67%
SPGM
+10.91%
10Y(CAGR)
DTD
+12.10%
Winner
SPGM
+12.62%
Max(CAGR)
DTD
+9.64%
Winner
SPGM
+11.24%
DTD vs SPGM - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DTD | SPGM |
|---|---|---|
| 2026 | +8.98% | +9.17% |
| 2025 | +14.42% | +23.70% |
| 2024 | +18.30% | +17.65% |
| 2023 | +11.07% | +21.33% |
| 2022 | -4.21% | -17.95% |
| 2021 | +27.75% | +20.77% |
| 2020 | +2.16% | +14.24% |
| 2019 | +28.19% | +26.23% |
| 2018 | -6.73% | -10.47% |
| 2017 | +16.55% | +22.11% |
| 2016 | +18.19% | +10.39% |
| 2015 | -1.38% | -2.10% |
| 2014 | +15.16% | +11.58% |
| 2013 | +24.96% | +20.65% |
| 2012 | +11.95% | +1.33% |
| 2011 | +7.63% | N/A |
| 2010 | +14.84% | N/A |
| 2009 | +16.64% | N/A |
| 2008 | -33.95% | N/A |
| 2007 | +1.13% | N/A |
| 2006 | +15.50% | N/A |
DTD vs SPGM Drawdown Comparison
The maximum drawdown for DTD was -58.17%, occurring on Mar 9, 2009. Recovery took 1210 trading sessions.
The maximum drawdown for SPGM was -33.97%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current DTD drawdown is -1.03%. The current SPGM drawdown is -3.37%.
| Rank | DTD | SPGM |
|---|---|---|
| #1 | -58.17% Oct 9, 2007 - Jul 27, 2012 | -33.97% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -37.28% Feb 12, 2020 - Dec 17, 2020 | -25.92% Jan 4, 2022 - Jan 25, 2024 |
| #3 | -17.57% Sep 21, 2018 - Apr 4, 2019 | -21.99% Jun 18, 2015 - Jan 24, 2017 |
| #4 | -16.15% Apr 20, 2022 - Jul 19, 2023 | -19.40% Jan 26, 2018 - Oct 24, 2019 |
| #5 | -14.41% Nov 29, 2024 - Jun 30, 2025 | -16.90% Feb 18, 2025 - Jun 2, 2025 |
| #6 | -12.64% May 18, 2015 - Mar 29, 2016 | -13.83% Jul 10, 2014 - Dec 3, 2014 |
| #7 | -10.39% Jan 26, 2018 - Aug 27, 2018 | -11.87% Mar 19, 2012 - Sep 13, 2012 |
| #8 | -9.84% Jul 26, 2023 - Dec 13, 2023 | -9.50% Feb 25, 2026 - Apr 15, 2026 |
| #9 | -9.31% Jul 13, 2007 - Oct 5, 2007 | -8.97% Dec 16, 2013 - May 27, 2014 |
| #10 | -7.09% Oct 18, 2012 - Jan 2, 2013 | -8.55% Jul 16, 2024 - Aug 30, 2024 |
| #11 | -6.35% May 3, 2019 - Jun 20, 2019 | -8.37% May 21, 2013 - Aug 8, 2013 |
| #12 | -6.31% Jan 4, 2022 - Mar 29, 2022 | -7.49% Sep 2, 2020 - Nov 9, 2020 |
| #13 | -6.30% Sep 19, 2014 - Oct 31, 2014 | -6.08% Sep 17, 2012 - Dec 18, 2012 |
| #14 | -6.30% Feb 11, 2026 - Apr 17, 2026 | -5.52% Sep 3, 2021 - Oct 25, 2021 |
| #15 | -5.97% May 21, 2013 - Jul 11, 2013 | -5.28% Nov 8, 2021 - Jan 4, 2022 |
Correlation
Correlation between DTD and SPGM is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2006 - 2026)
DTD vs SPGM dividend yield comparison.
| Year | DTD | SPGM |
|---|---|---|
| 2026 | 0.67% | 0.80% |
| 2025 | 1.99% | 1.89% |
| 2024 | 2.07% | 1.98% |
| 2023 | 2.43% | 2.09% |
| 2022 | 2.62% | 2.37% |
| 2021 | 2.04% | 1.94% |
| 2020 | 2.73% | 1.45% |
| 2019 | 2.50% | 2.46% |
| 2018 | 2.93% | 1.89% |
| 2017 | 2.36% | 2.29% |
| 2016 | 2.66% | 1.87% |
| 2015 | 2.81% | 3.70% |
| 2014 | 2.42% | 2.18% |
| 2013 | 2.38% | 1.75% |
| 2012 | 3.07% | 2.26% |
| 2011 | 2.81% | 0.00% |
| 2010 | 2.87% | 0.00% |
| 2009 | 2.76% | 0.00% |
| 2008 | 4.60% | 0.00% |
| 2007 | 2.77% | 0.00% |
| 2006 | 1.04% | 0.00% |
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