LEAD vs WLDR
Comparison between SIREN DIVCON LEADERS DIVIDEND ETF (LEAD, ETF) and AFFINITY WORLD LEADERS EQUITY ETF (WLDR, ETF).
5-Year PerformanceWLDR has outperformed LEAD, delivering a return of +17.3% compared to +11.4%
LEAD vs WLDR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LEAD
$71M
Winner
WLDR
$71M
Expense Ratio
Winner
LEAD
0.43%
WLDR
0.67%
Max Drawdown
Winner
LEAD
32.19%
WLDR
47.10%
Sharpe Ratio
LEAD
1.13
Winner
WLDR
2.51
5Y Beta
LEAD
0.91
Winner
WLDR
0.86
P/E Ratio
LEAD
28.19
Winner
WLDR
18.96
Forward P/E
LEAD
23.34
Winner
WLDR
12.50
PEG Ratio
LEAD
0.90
Winner
WLDR
0.28
5Y Dividends CAGR
LEAD
10.80%
Winner
WLDR
50.00%
5Y EPS CAGR
Winner
LEAD
21.92%
WLDR
13.28%
Debt to Equity
LEAD
50.56%
Winner
WLDR
-0.16%
P/S Ratio
LEAD
3.58
Winner
WLDR
1.20
P/B Ratio
LEAD
7.15
Winner
WLDR
2.37
LEAD vs WLDR - Holdings Comparison
LEAD and WLDR have 3 common holdings. Overlap is 0.87%
LEAD's top 25 holdings weight is 61.52%. WLDR's top 25 holdings weight is 55.02%.
| Rank | LEAD | WLDR |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 5.92% | MICRON TECHNOLOGY INC (MU) - 6.30% |
| #2 | NVIDIA CORP (NVDA) - 4.70% | n/a (DELL) - 5.15% |
| #3 | QUANTA SERVICES INC (PWR) - 4.23% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 5.10% |
| #4 | KLA CORP (KLAC) - 3.95% | HP INC (HPQ) - 4.22% |
| #5 | COSTCO WHOLESALE CORP (COST) - 3.64% | JABIL INC (JBL) - 3.73% |
| #6 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.50% | VERIZON COMMUNICATIONS INC (VZ) - 2.67% |
| #7 | LAM RESEARCH CORP (LRCX) - 2.48% | AT&T INC (T) - 2.42% |
| #8 | VISA INC CLASS A (V) - 2.44% | OMNICOM GROUP INC (OMC) - 2.36% |
| #9 | GARMIN LTD (GRMN) - 2.43% | TARGET CORP (TGT) - 2.28% |
| #10 | MASTERCARD INC CLASS A (MA) - 2.36% | DOLLAR GENERAL CORP (DG) - 1.99% |
| #11 | W.W. GRAINGER INC (GWW) - 2.23% | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 1.92% |
| #12 | HUBBELL INC (HUBB) - 2.20% | EBAY INC (EBAY) - 1.81% |
| #13 | AMPHENOL CORP CLASS A (APH) - 2.10% | JOHNSON & JOHNSON (JNJ) - 1.46% |
| #14 | CUMMINS INC (CMI) - 2.10% | SS&C TECHNOLOGIES HOLDINGS INC (SSNC) - 1.46% |
| #15 | CINTAS CORP (CTAS) - 2.05% | n/a (CTSH) - 1.34% |
| #16 | MSCI INC (MSCI) - 1.88% | CITIGROUP INC (C) - 1.25% |
| #17 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.81% | STATE STREET CORP (STT) - 1.15% |
| #18 | n/a (EXPD) - 1.68% | NVENT ELECTRIC PLC (NVT) - 1.15% |
| #19 | VERISK ANALYTICS INC (VRSK) - 1.61% | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 1.11% |
| #20 | PULTEGROUP INC (PHM) - 1.59% | MKS INC (MKSI) - 1.09% |
| #21 | APPLIED MATERIALS INC (AMAT) - 1.57% | KEYCORP (KEY) - 1.03% |
| #22 | GLOBE LIFE INC (GL) - 1.57% | BRISTOL-MYERS SQUIBB CO (BMY) - 1.02% |
| #23 | ELI LILLY AND CO (LLY) - 1.53% | CITIZENS FINANCIAL GROUP INC (CFG) - 1.01% |
| #24 | EATON CORP PLC (ETN) - 1.49% | KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.00% |
| #25 | MICROSOFT CORP (MSFT) - 1.46% | PFIZER INC (PFE) - 1.00% |
| Total Holdings | 75 | 116 |
LEAD vs WLDR - Historical Returns
Returns include dividend reinvestment.
1M
LEAD
+0.31%
Winner
WLDR
+6.12%
3M
LEAD
+7.01%
Winner
WLDR
+16.38%
6M
LEAD
+10.36%
Winner
WLDR
+28.23%
1Y
LEAD
+22.15%
Winner
WLDR
+50.58%
5Y(CAGR)
LEAD
+11.39%
Winner
WLDR
+17.26%
10Y(CAGR)
Winner
LEAD
+14.29%
WLDR
+12.00%
Max(CAGR)
Winner
LEAD
+14.40%
WLDR
+12.00%
LEAD vs WLDR - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | LEAD | WLDR |
|---|---|---|
| 2026 | +10.77% | +23.45% |
| 2025 | +16.02% | +31.30% |
| 2024 | +11.75% | +23.05% |
| 2023 | +26.94% | +18.92% |
| 2022 | -17.72% | -10.58% |
| 2021 | +30.97% | +27.00% |
| 2020 | +22.36% | -2.46% |
| 2019 | +33.88% | +20.67% |
| 2018 | -6.70% | -20.27% |
| 2017 | +24.42% | N/A |
| 2016 | +10.40% | N/A |
LEAD vs WLDR Drawdown Comparison
The maximum drawdown for LEAD was -32.19%, occurring on Mar 23, 2020. Recovery took 75 trading sessions.
The maximum drawdown for WLDR was -44.70%, occurring on Mar 23, 2020. Recovery took 658 trading sessions.
The current LEAD drawdown is -3.36%. The current WLDR drawdown is -4.93%.
| Rank | LEAD | WLDR |
|---|---|---|
| #1 | -32.19% Feb 20, 2020 - Jun 8, 2020 | -44.70% Jul 27, 2018 - Mar 10, 2021 |
| #2 | -24.93% Dec 29, 2021 - Dec 12, 2023 | -23.78% Jan 12, 2022 - Jul 13, 2023 |
| #3 | -20.13% Sep 21, 2018 - Apr 4, 2019 | -20.30% Feb 19, 2025 - Jun 3, 2025 |
| #4 | -17.86% Nov 8, 2024 - Jun 26, 2025 | -12.01% Jan 26, 2018 - Jul 27, 2018 |
| #5 | -9.55% Jan 26, 2018 - Aug 27, 2018 | -10.36% Jul 18, 2023 - Dec 12, 2023 |
| #6 | -8.66% Apr 23, 2019 - Jul 3, 2019 | -8.86% Feb 25, 2026 - Apr 14, 2026 |
| #7 | -8.64% Feb 25, 2026 - Apr 13, 2026 | -8.32% Jul 16, 2024 - Aug 23, 2024 |
| #8 | -7.61% Apr 21, 2016 - Aug 12, 2016 | -7.24% Oct 1, 2025 - Dec 8, 2025 |
| #9 | -7.37% Mar 28, 2024 - Jul 16, 2024 | -6.92% Dec 6, 2024 - Feb 14, 2025 |
| #10 | -7.24% Jul 26, 2019 - Oct 24, 2019 | -6.65% Nov 12, 2021 - Dec 27, 2021 |
| #11 | -7.14% Sep 2, 2020 - Oct 12, 2020 | -6.00% Oct 16, 2024 - Nov 25, 2024 |
| #12 | -7.11% Oct 13, 2020 - Nov 5, 2020 | -4.97% Apr 5, 2024 - May 15, 2024 |
| #13 | -6.81% Feb 12, 2021 - Mar 26, 2021 | -4.97% Jun 8, 2021 - Jul 29, 2021 |
| #14 | -6.73% Aug 15, 2016 - Dec 8, 2016 | -4.93% Jun 1, 2026 - Jun 5, 2026 |
| #15 | -6.33% Jun 8, 2020 - Jul 15, 2020 | -4.76% Aug 16, 2021 - Nov 8, 2021 |
Correlation
Correlation between LEAD and WLDR is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2016 - 2026)
LEAD vs WLDR dividend yield comparison.
| Year | LEAD | WLDR |
|---|---|---|
| 2026 | 0.13% | 0.17% |
| 2025 | 0.70% | 9.01% |
| 2024 | 0.93% | 13.99% |
| 2023 | 1.13% | 2.28% |
| 2022 | 1.27% | 2.10% |
| 2021 | 1.78% | 7.55% |
| 2020 | 0.81% | 1.80% |
| 2019 | 1.32% | 2.48% |
| 2018 | 1.38% | 2.82% |
| 2017 | 0.97% | 0.00% |
| 2016 | 1.38% | 0.00% |
Select Stocks to Compare
Popular: LEAD vs SPYWLDR vs SPY
More Comparisons
Compare with similar stocks