SDIV vs FNDB
Comparison between GLOBAL X SUPERDIVIDEND ETF (SDIV, ETF) and SCHWAB FUNDAMENTAL U.S. BROAD MARKET INDEX ETF (FNDB, ETF).
5-Year PerformanceFNDB has outperformed SDIV, delivering a return of +12.2% compared to -0.8%
SDIV vs FNDB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SDIV
$1.30B
FNDB
$1.30B
Expense Ratio
SDIV
0.58%
Winner
FNDB
0.25%
Max Drawdown
SDIV
76.97%
Winner
FNDB
38.17%
Sharpe Ratio
SDIV
1.53
Winner
FNDB
2.24
5Y Beta
Winner
SDIV
0.59
FNDB
0.78
P/E Ratio
SDIV
N/A
FNDB
25.02
Forward P/E
SDIV
N/A
FNDB
15.46
5Y Dividends CAGR
SDIV
-4.62%
Winner
FNDB
6.87%
5Y EPS CAGR
SDIV
N/A
FNDB
12.71%
Debt to Equity
SDIV
N/A
FNDB
39.04%
P/S Ratio
SDIV
N/A
FNDB
1.37
P/B Ratio
SDIV
N/A
FNDB
2.78
SDIV vs FNDB - Holdings Comparison
SDIV and FNDB have 28 common holdings. Overlap is 0.20%
SDIV's top 25 holdings weight is 27.43%. FNDB's top 25 holdings weight is 31.95%.
| Rank | SDIV | FNDB |
|---|---|---|
| #1 | THUNGELA RESOURCES LTD ORDINARY SHARES (n/a) - 1.33% | APPLE INC (AAPL) - 3.84% |
| #2 | ITHACA ENERGY PLC ORDINARY SHARE (n/a) - 1.27% | EXXON MOBIL CORP (XOM) - 2.67% |
| #3 | NORDIC AMERICAN TANKERS LTD (NAT) - 1.24% | MICROSOFT CORP (MSFT) - 1.98% |
| #4 | HARBOUR ENERGY PLC (n/a) - 1.22% | ALPHABET INC CLASS A (GOOGL) - 1.87% |
| #5 | ODONTOPREV SA (n/a) - 1.20% | CHEVRON CORP (CVX) - 1.73% |
| #6 | AKER BP ASA (n/a) - 1.18% | ALPHABET INC CLASS C (GOOG) - 1.49% |
| #7 | PT INDO TAMBANGRAYA MEGAH TBK (n/a) - 1.15% | AMAZON.COM INC (AMZN) - 1.46% |
| #8 | n/a (n/a) - 1.13% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.46% |
| #9 | FLEX LNG LTD (BM) (FLNG) - 1.09% | JPMORGAN CHASE & CO (JPM) - 1.39% |
| #10 | VAR ENERGI ASA (n/a) - 1.09% | META PLATFORMS INC CLASS A (META) - 1.20% |
| #11 | THE WESTERN UNION CO (WU) - 1.08% | WALMART INC (WMT) - 1.10% |
| #12 | n/a (n/a) - 1.07% | VERIZON COMMUNICATIONS INC (VZ) - 1.08% |
| #13 | DNO ASA (n/a) - 1.07% | JOHNSON & JOHNSON (JNJ) - 1.04% |
| #14 | EXXARO RESOURCES LTD (n/a) - 1.07% | INTEL CORP (INTC) - 1.01% |
| #15 | GREENCOAT RENEWABLES (n/a) - 1.07% | UNITEDHEALTH GROUP INC (UNH) - 1.01% |
| #16 | INNOVATIVE INDUSTRIAL PROPERTIES INC (IIPR) - 1.05% | AT&T INC (T) - 0.97% |
| #17 | ALEXANDER'S INC (ALX) - 1.05% | BANK OF AMERICA CORP (BAC) - 0.83% |
| #18 | n/a (n/a) - 1.05% | CITIGROUP INC (C) - 0.79% |
| #19 | n/a (n/a) - 1.02% | CONOCOPHILLIPS (COP) - 0.77% |
| #20 | n/a (ZIM) - 1.02% | CVS HEALTH CORP (CVS) - 0.74% |
| #21 | SFL CORP LTD (SFL) - 1.01% | PFIZER INC (PFE) - 0.73% |
| #22 | PT ALAMTRI RESOURCES INDONESIA TBK (n/a) - 1.00% | VALERO ENERGY CORP (VLO) - 0.71% |
| #23 | VALE SA (n/a) - 0.99% | WELLS FARGO & CO (WFC) - 0.71% |
| #24 | ADAMAS TRUST INC (ADAM) - 0.99% | COMCAST CORP CLASS A (CMCSA) - 0.69% |
| #25 | PARK HOTELS & RESORTS INC (PK) - 0.99% | MERCK & CO INC (MRK) - 0.68% |
| Total Holdings | 137 | 1639 |
SDIV vs FNDB - Historical Returns
Returns include dividend reinvestment.
1M
SDIV
-5.18%
Winner
FNDB
+1.69%
3M
SDIV
-1.93%
Winner
FNDB
+7.97%
6M
SDIV
+6.85%
Winner
FNDB
+13.62%
1Y
SDIV
+24.36%
Winner
FNDB
+31.82%
5Y(CAGR)
SDIV
-0.83%
Winner
FNDB
+12.19%
10Y(CAGR)
SDIV
-0.12%
Winner
FNDB
+13.85%
Max(CAGR)
SDIV
+1.09%
Winner
FNDB
+12.92%
SDIV vs FNDB - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | SDIV | FNDB |
|---|---|---|
| 2026 | +5.14% | +12.52% |
| 2025 | +28.47% | +16.53% |
| 2024 | +2.11% | +16.33% |
| 2023 | +5.86% | +18.60% |
| 2022 | -26.97% | -8.14% |
| 2021 | +3.60% | +33.35% |
| 2020 | -21.28% | +8.70% |
| 2019 | +11.85% | +28.05% |
| 2018 | -15.74% | -8.85% |
| 2017 | +10.64% | +15.90% |
| 2016 | +14.76% | +18.38% |
| 2015 | -8.75% | -2.93% |
| 2014 | +5.95% | +12.96% |
| 2013 | +12.01% | +11.99% |
| 2012 | +13.94% | N/A |
| 2011 | -14.02% | N/A |
SDIV vs FNDB Drawdown Comparison
The maximum drawdown for SDIV was -56.92%, occurring on Mar 23, 2020. This drawdown has not yet recovered.
The maximum drawdown for FNDB was -38.17%, occurring on Mar 23, 2020. Recovery took 192 trading sessions.
The current SDIV drawdown is -17.79%. The current FNDB drawdown is -1.61%.
| Rank | SDIV | FNDB |
|---|---|---|
| #1 | -56.92% Jan 26, 2018 - Mar 23, 2020 | -38.17% Feb 12, 2020 - Nov 13, 2020 |
| #2 | -27.21% Aug 29, 2014 - Jun 13, 2017 | -20.05% Sep 21, 2018 - Jul 3, 2019 |
| #3 | -25.26% Jul 1, 2011 - Jan 2, 2013 | -19.28% Jan 12, 2022 - Jul 13, 2023 |
| #4 | -14.38% May 8, 2013 - Oct 16, 2013 | -16.83% Nov 29, 2024 - Jul 3, 2025 |
| #5 | -6.44% Oct 25, 2013 - Feb 14, 2014 | -14.83% May 21, 2015 - Apr 27, 2016 |
| #6 | -5.41% Oct 13, 2017 - Jan 5, 2018 | -10.42% Jul 31, 2023 - Dec 8, 2023 |
| #7 | -3.91% Aug 1, 2014 - Aug 27, 2014 | -10.39% Jan 26, 2018 - Aug 21, 2018 |
| #8 | -2.89% Jun 9, 2011 - Jun 30, 2011 | -7.80% Sep 18, 2014 - Nov 6, 2014 |
| #9 | -2.83% Feb 19, 2013 - Mar 14, 2013 | -6.96% Jul 24, 2019 - Sep 11, 2019 |
| #10 | -2.82% Apr 11, 2013 - Apr 25, 2013 | -6.51% Dec 31, 2013 - Mar 4, 2014 |
| #11 | -2.65% Aug 1, 2017 - Sep 7, 2017 | -6.47% Jul 16, 2024 - Aug 23, 2024 |
| #12 | -2.30% Mar 6, 2014 - Mar 28, 2014 | -6.29% Feb 11, 2026 - Apr 16, 2026 |
| #13 | -2.18% Jul 23, 2014 - Aug 1, 2014 | -5.83% Jun 8, 2021 - Aug 11, 2021 |
| #14 | -1.76% Jul 1, 2014 - Jul 23, 2014 | -5.73% Nov 8, 2021 - Dec 27, 2021 |
| #15 | -1.65% Jun 28, 2017 - Jul 14, 2017 | -5.46% Jun 8, 2016 - Jul 8, 2016 |
Correlation
Correlation between SDIV and FNDB is -0.45 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
-0.45
-101
Dividend Comparison (2011 - 2026)
SDIV vs FNDB dividend yield comparison.
| Year | SDIV | FNDB |
|---|---|---|
| 2026 | 3.82% | 0.35% |
| 2025 | 9.59% | 1.62% |
| 2024 | 11.33% | 1.74% |
| 2023 | 11.73% | 1.80% |
| 2022 | 14.17% | 1.98% |
| 2021 | 8.95% | 1.63% |
| 2020 | 7.96% | 2.15% |
| 2019 | 8.73% | 2.23% |
| 2018 | 9.22% | 2.41% |
| 2017 | 6.66% | 1.91% |
| 2016 | 6.95% | 2.06% |
| 2015 | 7.33% | 2.26% |
| 2014 | 6.45% | 1.65% |
| 2013 | 6.89% | 0.61% |
| 2012 | 7.57% | 0.00% |
| 2011 | 4.78% | 0.00% |
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