WDIV vs IBTP
Comparison between STATE STREET(R) SPDR(R) S&P(R) GLOBAL DIVIDEND ETF (WDIV, ETF) and ISHARES IBONDS DEC 2034 TERM TREASURY ETF (IBTP, ETF).
WDIV vs IBTP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WDIV
$266M
Winner
IBTP
$267M
Expense Ratio
WDIV
0.40%
Winner
IBTP
0.07%
Max Drawdown
WDIV
44.46%
Winner
IBTP
8.50%
Sharpe Ratio
Winner
WDIV
1.53
IBTP
-0.08
5Y Beta
WDIV
0.42
Winner
IBTP
0.00
5Y Dividends CAGR
WDIV
-0.60%
IBTP
N/A
WDIV vs IBTP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
WDIV
+0.09%
IBTP
-0.61%
3M
Winner
WDIV
+2.43%
IBTP
-2.00%
6M
Winner
WDIV
+9.57%
IBTP
-0.97%
1Y
Winner
WDIV
+20.81%
IBTP
+3.40%
5Y(CAGR)
WDIV
+7.46%
IBTP
N/A
10Y(CAGR)
WDIV
+7.32%
IBTP
N/A
Max(CAGR)
Winner
WDIV
+6.92%
IBTP
+3.74%
WDIV vs IBTP - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | WDIV | IBTP |
|---|---|---|
| 2026 | +6.86% | -0.93% |
| 2025 | +27.76% | +8.08% |
| 2024 | +8.02% | +0.42% |
| 2023 | +7.72% | N/A |
| 2022 | -7.95% | N/A |
| 2021 | +14.56% | N/A |
| 2020 | -10.27% | N/A |
| 2019 | +20.45% | N/A |
| 2018 | -8.95% | N/A |
| 2017 | +18.36% | N/A |
| 2016 | +14.90% | N/A |
| 2015 | -7.16% | N/A |
| 2014 | +6.35% | N/A |
| 2013 | +10.16% | N/A |
WDIV vs IBTP Drawdown Comparison
The maximum drawdown for WDIV was -42.31%, occurring on Mar 23, 2020. Recovery took 312 trading sessions.
The maximum drawdown for IBTP was -7.40%, occurring on Jan 14, 2025. Recovery took 242 trading sessions.
The current WDIV drawdown is -1.73%. The current IBTP drawdown is -3.16%.
| Rank | WDIV | IBTP |
|---|---|---|
| #1 | -42.31% Jan 17, 2020 - Apr 15, 2021 | -7.40% Sep 16, 2024 - Sep 4, 2025 |
| #2 | -22.34% May 15, 2015 - Aug 15, 2016 | -3.98% Feb 27, 2026 - May 19, 2026 |
| #3 | -22.15% Jan 14, 2022 - May 17, 2024 | -1.93% Jun 14, 2024 - Jul 11, 2024 |
| #4 | -15.39% Jan 26, 2018 - Oct 21, 2019 | -1.67% Aug 5, 2024 - Sep 4, 2024 |
| #5 | -9.27% Jul 1, 2014 - Feb 24, 2015 | -1.49% Nov 26, 2025 - Feb 12, 2026 |
| #6 | -9.21% Sep 26, 2024 - Apr 22, 2025 | -1.31% Oct 22, 2025 - Nov 25, 2025 |
| #7 | -8.81% Aug 18, 2016 - Jan 25, 2017 | -1.09% Sep 11, 2025 - Oct 14, 2025 |
| #8 | -8.62% Jun 10, 2021 - Jan 14, 2022 | -1.03% Jul 17, 2024 - Jul 30, 2024 |
| #9 | -8.61% Feb 20, 2026 - Mar 20, 2026 | -0.33% Jul 12, 2024 - Jul 16, 2024 |
| #10 | -5.90% Oct 22, 2013 - Feb 24, 2014 | -0.25% Sep 10, 2024 - Sep 16, 2024 |
| #11 | -5.90% May 30, 2013 - Jul 11, 2013 | -0.23% Feb 13, 2026 - Feb 23, 2026 |
| #12 | -5.39% Feb 25, 2015 - Apr 16, 2015 | -0.21% Oct 16, 2025 - Oct 21, 2025 |
| #13 | -4.23% Jul 31, 2024 - Aug 15, 2024 | -0.13% Sep 8, 2025 - Sep 10, 2025 |
| #14 | -4.19% May 17, 2024 - Jul 12, 2024 | -0.11% Feb 23, 2026 - Feb 26, 2026 |
| #15 | -3.83% Aug 8, 2013 - Sep 10, 2013 | -0.08% Oct 14, 2025 - Oct 16, 2025 |
Correlation
Correlation between WDIV and IBTP is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2013 - 2026)
WDIV vs IBTP dividend yield comparison.
| Year | WDIV | IBTP |
|---|---|---|
| 2026 | 0.55% | 1.65% |
| 2025 | 4.27% | 3.92% |
| 2024 | 4.63% | 1.78% |
| 2023 | 4.73% | 0.00% |
| 2022 | 5.12% | 0.00% |
| 2021 | 4.15% | 0.00% |
| 2020 | 5.55% | 0.00% |
| 2019 | 3.99% | 0.00% |
| 2018 | 4.42% | 0.00% |
| 2017 | 3.62% | 0.00% |
| 2016 | 4.32% | 0.00% |
| 2015 | 5.03% | 0.00% |
| 2014 | 4.74% | 0.00% |
| 2013 | 2.17% | 0.00% |
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