SDIV vs SPY
Comparison between GLOBAL X SUPERDIVIDEND ETF (SDIV, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed SDIV, delivering a return of +13.2% compared to -2.7%
SDIV vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SDIV
$1.20B
Winner
SPY
$784B
Expense Ratio
SDIV
0.58%
Winner
SPY
0.09%
Max Drawdown
SDIV
76.97%
Winner
SPY
56.47%
Sharpe Ratio
SDIV
1.24
Winner
SPY
1.54
5Y Beta
Winner
SDIV
0.59
SPY
1.00
P/E Ratio
SDIV
N/A
SPY
27.62
Forward P/E
SDIV
N/A
SPY
21.11
5Y Dividends CAGR
SDIV
-4.62%
Winner
SPY
6.00%
5Y EPS CAGR
SDIV
N/A
SPY
25.30%
Debt to Equity
SDIV
N/A
SPY
31.11%
P/S Ratio
SDIV
N/A
SPY
3.49
P/B Ratio
SDIV
N/A
SPY
5.30
SDIV vs SPY - Holdings Comparison
SDIV and SPY have 1 common holdings. Overlap is 0.00%
SDIV's top 25 holdings weight is 27.43%. SPY's top 25 holdings weight is 51.24%.
| Rank | SDIV | SPY |
|---|---|---|
| #1 | THUNGELA RESOURCES LTD ORDINARY SHARES (n/a) - 1.33% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | ITHACA ENERGY PLC ORDINARY SHARE (n/a) - 1.27% | APPLE INC (AAPL) - 6.81% |
| #3 | NORDIC AMERICAN TANKERS LTD (NAT) - 1.24% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | HARBOUR ENERGY PLC (n/a) - 1.22% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | ODONTOPREV SA (n/a) - 1.20% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | AKER BP ASA (n/a) - 1.18% | BROADCOM INC (AVGO) - 2.77% |
| #7 | PT INDO TAMBANGRAYA MEGAH TBK (n/a) - 1.15% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | n/a (n/a) - 1.13% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | FLEX LNG LTD (BM) (FLNG) - 1.09% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | VAR ENERGI ASA (n/a) - 1.09% | TESLA INC (TSLA) - 1.76% |
| #11 | THE WESTERN UNION CO (WU) - 1.08% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | n/a (n/a) - 1.07% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | DNO ASA (n/a) - 1.07% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | EXXARO RESOURCES LTD (n/a) - 1.07% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | GREENCOAT RENEWABLES (n/a) - 1.07% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | INNOVATIVE INDUSTRIAL PROPERTIES INC (IIPR) - 1.05% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | ALEXANDER'S INC (ALX) - 1.05% | VISA INC CLASS A (V) - 0.87% |
| #18 | n/a (n/a) - 1.05% | INTEL CORP (INTC) - 0.85% |
| #19 | n/a (n/a) - 1.02% | WALMART INC (WMT) - 0.82% |
| #20 | n/a (ZIM) - 1.02% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | SFL CORP LTD (SFL) - 1.01% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | PT ALAMTRI RESOURCES INDONESIA TBK (n/a) - 1.00% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | VALE SA (n/a) - 0.99% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | ADAMAS TRUST INC (ADAM) - 0.99% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | PARK HOTELS & RESORTS INC (PK) - 0.99% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 137 | 505 |
SDIV vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
SDIV
-2.83%
Winner
SPY
-1.37%
3M
SDIV
+0.70%
Winner
SPY
+12.22%
6M
SDIV
+5.07%
Winner
SPY
+7.20%
1Y
SDIV
+20.32%
Winner
SPY
+23.58%
5Y(CAGR)
SDIV
-2.69%
Winner
SPY
+13.19%
10Y(CAGR)
SDIV
-3.93%
Winner
SPY
+15.12%
Max(CAGR)
SDIV
-2.95%
Winner
SPY
+8.44%
SDIV vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SDIV | SPY |
|---|---|---|
| 2026 | +3.98% | +7.95% |
| 2025 | +28.47% | +18.00% |
| 2024 | +2.11% | +25.59% |
| 2023 | +5.86% | +26.72% |
| 2022 | -32.12% | -18.64% |
| 2021 | -1.93% | +30.52% |
| 2020 | -25.64% | +17.28% |
| 2019 | +5.45% | +31.09% |
| 2018 | -20.03% | -5.24% |
| 2017 | +5.81% | +20.78% |
| 2016 | +9.45% | +13.59% |
| 2015 | -12.71% | +1.31% |
| 2014 | +1.74% | +14.56% |
| 2013 | +6.85% | +29.00% |
| 2012 | +8.24% | +14.17% |
| 2011 | -16.66% | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
SDIV vs SPY Drawdown Comparison
The maximum drawdown for SDIV was -64.77%, occurring on May 25, 2023. This drawdown has not yet recovered.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SDIV drawdown is -43.77%. The current SPY drawdown is -3.18%.
| Rank | SDIV | SPY |
|---|---|---|
| #1 | -64.77% Aug 29, 2014 - May 25, 2023 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -26.36% Jul 1, 2011 - Apr 29, 2013 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -14.74% May 8, 2013 - Oct 22, 2013 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -7.68% Oct 25, 2013 - Feb 27, 2014 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -4.06% Jul 23, 2014 - Aug 27, 2014 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -2.89% Jun 9, 2011 - Jun 30, 2011 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -2.30% Mar 6, 2014 - Mar 28, 2014 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -1.76% Jul 1, 2014 - Jul 23, 2014 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -1.61% Apr 9, 2014 - Apr 17, 2014 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -1.38% Apr 30, 2013 - May 8, 2013 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -1.20% Feb 28, 2014 - Mar 4, 2014 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -1.11% May 12, 2014 - May 23, 2014 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -0.88% Jun 20, 2014 - Jun 27, 2014 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -0.73% Apr 2, 2014 - Apr 9, 2014 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -0.70% Oct 22, 2013 - Oct 24, 2013 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SDIV and SPY is -0.76 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.76
-101
Dividend Comparison (1999 - 2026)
SDIV vs SPY dividend yield comparison.
| Year | SDIV | SPY |
|---|---|---|
| 2026 | 3.86% | 0.50% |
| 2025 | 9.59% | 1.07% |
| 2024 | 11.33% | 1.21% |
| 2023 | 11.73% | 1.40% |
| 2022 | 5.43% | 1.65% |
| 2021 | 2.98% | 1.20% |
| 2020 | 2.65% | 1.52% |
| 2019 | 2.91% | 1.75% |
| 2018 | 3.07% | 2.04% |
| 2017 | 2.22% | 1.80% |
| 2016 | 2.32% | 2.03% |
| 2015 | 2.44% | 2.06% |
| 2014 | 2.15% | 1.87% |
| 2013 | 2.30% | 1.81% |
| 2012 | 2.52% | 2.18% |
| 2011 | 1.59% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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