FAN vs WDIV
Comparison between FIRST TRUST GLOBAL WIND ENERGY ETF (FAN, ETF) and STATE STREET(R) SPDR(R) S&P(R) GLOBAL DIVIDEND ETF (WDIV, ETF).
5-Year PerformanceWDIV has outperformed FAN, delivering a return of +9.8% compared to +3.1%
FAN vs WDIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FAN
$278M
WDIV
$278M
Expense Ratio
FAN
0.60%
Winner
WDIV
0.40%
Max Drawdown
FAN
80.62%
Winner
WDIV
44.46%
Sharpe Ratio
FAN
1.12
Winner
WDIV
1.67
5Y Beta
FAN
0.68
Winner
WDIV
0.41
5Y Dividends CAGR
FAN
1.30%
Winner
WDIV
3.52%
FAN vs WDIV - Holdings Comparison
FAN and WDIV have 1 common holdings. Overlap is 0.00%
FAN's top 25 holdings weight is 84.91%. WDIV's top 25 holdings weight is 36.15%.
| Rank | FAN | WDIV |
|---|---|---|
| #1 | VESTAS WIND SYSTEMS AS (n/a) - 10.80% | LENOVO GROUP LTD (n/a) - 2.81% |
| #2 | NORDEX SE AKT. NACH KAPITALHERABSETZUNG (n/a) - 7.62% | GS HOLDINGS CORP (n/a) - 1.91% |
| #3 | ORSTED AS (n/a) - 7.50% | LEGAL & GENERAL GROUP PLC (n/a) - 1.83% |
| #4 | EDP RENEWABLES SA (n/a) - 7.04% | HIGHWOODS PROPERTIES INC (HIW) - 1.59% |
| #5 | NORTHLAND POWER INC (NPIFF) - 5.91% | TELEPERFORMANCE SE (n/a) - 1.57% |
| #6 | ENLIGHT RENEWABLE ENERGY LTD (n/a) - 4.90% | VERIZON COMMUNICATIONS INC (VZ) - 1.51% |
| #7 | ARCOSA INC (ACA) - 2.87% | APA GROUP (n/a) - 1.47% |
| #8 | PRYSMIAN SPA (n/a) - 2.53% | GETTY REALTY CORP (GTY) - 1.41% |
| #9 | THE TIMKEN CO (TKR) - 2.46% | ALTRIA GROUP INC (MO) - 1.41% |
| #10 | GE VERNOVA INC (GEV) - 2.40% | NORTHWEST BANCSHARES INC (NWBI) - 1.40% |
| #11 | CHINA LONGYUAN POWER GROUP CORP LTD CLASS H (n/a) - 2.40% | DNB BANK ASA (n/a) - 1.35% |
| #12 | ENERGIX-RENEWABLE ENERGIES LTD (n/a) - 2.36% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 1.34% |
| #13 | ERG SPA (n/a) - 2.31% | PFIZER INC (PFE) - 1.34% |
| #14 | RWE AG CLASS A (n/a) - 2.20% | TELUS CORP (n/a) - 1.33% |
| #15 | IBERDROLA SA (n/a) - 2.10% | SCHRODERS PLC (n/a) - 1.33% |
| #16 | HITACHI LTD (n/a) - 2.09% | PEMBINA PIPELINE CORP (n/a) - 1.30% |
| #17 | ALLIANT ENERGY CORP (LNT) - 2.06% | FAR EAST HORIZON LTD (n/a) - 1.29% |
| #18 | SKF AB CLASS B (n/a) - 2.03% | KEYERA CORP (n/a) - 1.27% |
| #19 | TORAY INDUSTRIES INC (n/a) - 2.00% | EDISON INTERNATIONAL (EIX) - 1.26% |
| #20 | ENEL SPA (n/a) - 1.95% | ONEOK INC (OKE) - 1.26% |
| #21 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.94% | BOSIDENG INTERNATIONAL HOLDINGS LTD (n/a) - 1.26% |
| #22 | NEXTERA ENERGY INC (NEE) - 1.94% | LTC PROPERTIES INC (LTC) - 1.25% |
| #23 | ENGIE SA (n/a) - 1.86% | AMCOR PLC ORDINARY SHARES (AMCR) - 1.24% |
| #24 | CLEARWAY ENERGY INC CLASS C (CWEN) - 1.86% | LONDONMETRIC PROPERTY PLC (n/a) - 1.22% |
| #25 | ACCIONA SA (n/a) - 1.78% | RUSSEL METALS INC (n/a) - 1.20% |
| Total Holdings | 53 | 118 |
FAN vs WDIV - Historical Returns
Returns include dividend reinvestment.
1M
FAN
-1.18%
Winner
WDIV
+2.71%
3M
FAN
-8.92%
Winner
WDIV
+6.70%
6M
FAN
+0.52%
Winner
WDIV
+6.10%
1Y
Winner
FAN
+28.75%
WDIV
+21.93%
5Y(CAGR)
FAN
+3.07%
Winner
WDIV
+9.78%
10Y(CAGR)
Winner
FAN
+8.35%
WDIV
+7.70%
Max(CAGR)
FAN
+0.79%
Winner
WDIV
+7.40%
FAN vs WDIV - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | FAN | WDIV |
|---|---|---|
| 2026 | +12.26% | +15.01% |
| 2025 | +39.24% | +27.76% |
| 2024 | -7.56% | +8.02% |
| 2023 | -3.92% | +7.72% |
| 2022 | -14.43% | -7.95% |
| 2021 | -14.12% | +14.56% |
| 2020 | +61.13% | -10.27% |
| 2019 | +31.68% | +20.45% |
| 2018 | -12.10% | -8.95% |
| 2017 | +15.91% | +18.36% |
| 2016 | +10.50% | +14.90% |
| 2015 | +10.74% | -7.16% |
| 2014 | -7.62% | +6.35% |
| 2013 | +62.57% | +10.16% |
| 2012 | -13.58% | N/A |
| 2011 | -23.42% | N/A |
| 2010 | -32.37% | N/A |
| 2009 | +19.44% | N/A |
| 2008 | -56.68% | N/A |
FAN vs WDIV Drawdown Comparison
The maximum drawdown for FAN was -79.84%, occurring on Jul 24, 2012. Recovery took 3145 trading sessions.
The maximum drawdown for WDIV was -42.31%, occurring on Mar 23, 2020. Recovery took 312 trading sessions.
The current FAN drawdown is -12.43%.
| Rank | FAN | WDIV |
|---|---|---|
| #1 | -79.84% Jun 27, 2008 - Dec 23, 2020 | -42.31% Jan 17, 2020 - Apr 15, 2021 |
| #2 | -46.30% Jan 7, 2021 - Feb 25, 2026 | -22.34% May 15, 2015 - Aug 15, 2016 |
| #3 | -14.65% May 6, 2026 - Jul 29, 2026 | -22.15% Jan 14, 2022 - May 17, 2024 |
| #4 | -5.26% Mar 2, 2026 - Mar 31, 2026 | -15.39% Jan 26, 2018 - Oct 21, 2019 |
| #5 | -2.11% Apr 27, 2026 - Apr 30, 2026 | -9.27% Jul 1, 2014 - Feb 24, 2015 |
| #6 | -2.05% Apr 14, 2026 - Apr 23, 2026 | -9.21% Sep 26, 2024 - Apr 22, 2025 |
| #7 | -1.59% Apr 30, 2026 - May 5, 2026 | -8.81% Aug 18, 2016 - Jan 25, 2017 |
| #8 | -0.47% Apr 10, 2026 - Apr 14, 2026 | -8.62% Jun 10, 2021 - Jan 14, 2022 |
| #9 | -0.34% Dec 30, 2020 - Jan 4, 2021 | -8.61% Feb 20, 2026 - Jun 11, 2026 |
| #10 | N/A | -5.90% Oct 22, 2013 - Feb 24, 2014 |
| #11 | N/A | -5.90% May 30, 2013 - Jul 11, 2013 |
| #12 | N/A | -5.39% Feb 25, 2015 - Apr 16, 2015 |
| #13 | N/A | -4.23% Jul 31, 2024 - Aug 15, 2024 |
| #14 | N/A | -4.19% May 17, 2024 - Jul 12, 2024 |
| #15 | N/A | -3.83% Aug 8, 2013 - Sep 10, 2013 |
Correlation
Correlation between FAN and WDIV is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2008 - 2026)
FAN vs WDIV dividend yield comparison.
| Year | FAN | WDIV |
|---|---|---|
| 2026 | 0.37% | 2.21% |
| 2025 | 1.35% | 4.27% |
| 2024 | 1.52% | 4.63% |
| 2023 | 1.71% | 4.73% |
| 2022 | 1.50% | 5.12% |
| 2021 | 1.79% | 4.15% |
| 2020 | 0.84% | 5.55% |
| 2019 | 2.42% | 3.99% |
| 2018 | 2.67% | 4.42% |
| 2017 | 2.59% | 3.62% |
| 2016 | 6.04% | 4.32% |
| 2015 | 2.35% | 5.03% |
| 2014 | 2.61% | 4.74% |
| 2013 | 0.71% | 2.17% |
| 2012 | 1.63% | 0.00% |
| 2011 | 0.74% | 0.00% |
| 2010 | 0.90% | 0.00% |
| 2009 | 2.14% | 0.00% |
| 2008 | 0.32% | 0.00% |
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