MMT vs WDIV

Comparison between MFS Multimarket Income Trust (MMT, ETF) and STATE STREET(R) SPDR(R) S&P(R) GLOBAL DIVIDEND ETF (WDIV, ETF).

5-Year PerformanceWDIV has outperformed MMT, delivering a return of +7.9% compared to +2.1%

MMT vs WDIV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MMT(ETF)	WDIV(ETF)
Net Assets	$271M	$271M
Expense Ratio	N/A	0.40%
Max Drawdown	47.46%	44.46%
Sharpe Ratio	0.41	1.61
5Y Beta	0.21	0.42
5Y Dividends CAGR	-2.76%	-0.60%

Net Assets

MMT

$271M

Winner

WDIV

$271M

Expense Ratio

MMT

N/A

WDIV

0.40%

Max Drawdown

MMT

47.46%

Winner

WDIV

44.46%

Sharpe Ratio

MMT

0.41

Winner

WDIV

1.61

5Y Beta

Winner

MMT

0.21

WDIV

0.42

5Y Dividends CAGR

MMT

-2.76%

Winner

WDIV

-0.60%

MMT vs WDIV - Historical Returns

Returns include dividend reinvestment.

Period	MMT	WDIV
1 month	+4.23%	+2.93%
3 months	+2.75%	+7.12%
6 months	+2.31%	+11.12%
1 year	+7.78%	+21.25%
5 years(CAGR)	+2.11%	+7.88%
10 years(CAGR)	+6.13%	+7.94%
Max(CAGR)	+7.29%	+7.08%

Winner

MMT

+4.23%

WDIV

+2.93%

MMT

+2.75%

Winner

WDIV

+7.12%

MMT

+2.31%

Winner

WDIV

+11.12%

MMT

+7.78%

Winner

WDIV

+21.25%

5Y(CAGR)

MMT

+2.11%

Winner

WDIV

+7.88%

10Y(CAGR)

MMT

+6.13%

Winner

WDIV

+7.94%

Max(CAGR)

Winner

MMT

+7.29%

WDIV

+7.08%

MMT vs WDIV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MMT	WDIV
2026	+2.89%	+9.17%
2025	+8.77%	+27.76%
2024	+11.92%	+8.02%
2023	+8.43%	+7.72%
2022	-23.19%	-7.95%
2021	+12.74%	+14.56%
2020	+7.95%	-10.27%
2019	+27.56%	+20.45%
2018	-8.90%	-8.95%
2017	+8.94%	+18.36%
2016	+21.48%	+14.90%
2015	-7.81%	-7.16%
2014	+6.24%	+6.35%
2013	-1.77%	+10.16%
2012	+14.21%	N/A
2011	+4.59%	N/A
2010	+15.86%	N/A
2009	+40.61%	N/A
2008	-10.52%	N/A
2007	+1.88%	N/A
2006	+7.10%	N/A
2005	+0.99%	N/A
2004	+6.72%	N/A
2003	+14.85%	N/A
2002	+5.64%	N/A
2001	+2.57%	N/A
2000	+22.97%	N/A
1999	-6.76%	N/A

MMT vs WDIV Drawdown Comparison

The maximum drawdown for MMT was -35.71%, occurring on Mar 18, 2020. Recovery took 154 trading sessions.

The maximum drawdown for WDIV was -42.31%, occurring on Mar 23, 2020. Recovery took 312 trading sessions.

The current MMT drawdown is -1.05%.

Rank	MMT	WDIV
#1	-35.71% Jan 23, 2020 - Sep 1, 2020	-42.31% Jan 17, 2020 - Apr 15, 2021
#2	-32.27% Dec 17, 2021 - Sep 3, 2025	-22.34% May 15, 2015 - Aug 15, 2016
#3	-31.74% May 9, 2008 - Apr 29, 2009	-22.15% Jan 14, 2022 - May 17, 2024
#4	-16.73% May 1, 2013 - Jun 1, 2015	-15.39% Jan 26, 2018 - Oct 21, 2019
#5	-14.72% Jul 17, 2001 - Apr 24, 2002	-9.27% Jul 1, 2014 - Feb 24, 2015
#6	-13.23% Jun 1, 2015 - May 25, 2016	-9.21% Sep 26, 2024 - Apr 22, 2025
#7	-11.47% Mar 17, 2004 - Sep 15, 2004	-8.81% Aug 18, 2016 - Jan 25, 2017
#8	-11.27% Jul 11, 2011 - Dec 5, 2011	-8.62% Jun 10, 2021 - Jan 14, 2022
#9	-10.50% Jan 2, 2018 - Jan 30, 2019	-8.61% Feb 20, 2026 - Jun 11, 2026
#10	-8.72% Jun 6, 2002 - Jan 9, 2003	-5.90% Oct 22, 2013 - Feb 24, 2014
#11	-8.52% May 3, 2010 - Jul 16, 2010	-5.90% May 30, 2013 - Jul 11, 2013
#12	-7.69% Sep 8, 2016 - Jan 10, 2017	-5.39% Feb 25, 2015 - Apr 16, 2015
#13	-7.68% Nov 2, 1999 - Feb 3, 2000	-4.23% Jul 31, 2024 - Aug 15, 2024
#14	-7.62% Aug 22, 2000 - Dec 18, 2000	-4.19% May 17, 2024 - Jul 12, 2024
#15	-7.62% Sep 27, 2005 - Oct 4, 2006	-3.83% Aug 8, 2013 - Sep 10, 2013

Correlation

Correlation between MMT and WDIV is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (1999 - 2026)

MMT vs WDIV dividend yield comparison.

Year	MMT	WDIV
2026	4.38%	0.53%
2025	8.65%	4.27%
2024	8.65%	4.63%
2023	8.65%	4.73%
2022	9.38%	5.12%
2021	7.86%	4.15%
2020	8.07%	5.55%
2019	8.16%	3.99%
2018	9.86%	4.42%
2017	8.82%	3.62%
2016	8.71%	4.32%
2015	9.05%	5.03%
2014	7.76%	4.74%
2013	8.89%	2.17%
2012	6.77%	0.00%
2011	7.91%	0.00%
2010	8.70%	0.00%
2009	7.35%	0.00%
2008	8.86%	0.00%
2007	6.45%	0.00%
2006	6.11%	0.00%
2005	6.45%	0.00%
2004	6.19%	0.00%
2003	6.33%	0.00%
2002	7.06%	0.00%
2001	8.76%	0.00%
2000	9.66%	0.00%
1999	1.82%	0.00%