WDIV vs RSPF
Comparison between STATE STREET(R) SPDR(R) S&P(R) GLOBAL DIVIDEND ETF (WDIV, ETF) and INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF (RSPF, ETF).
5-Year PerformanceWDIV has outperformed RSPF, delivering a return of +7.9% compared to +7.0%
WDIV vs RSPF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WDIV
$271M
Winner
RSPF
$271M
Expense Ratio
WDIV
0.40%
RSPF
0.40%
Max Drawdown
Winner
WDIV
44.46%
RSPF
82.15%
Sharpe Ratio
Winner
WDIV
1.61
RSPF
0.33
5Y Beta
Winner
WDIV
0.42
RSPF
0.82
P/E Ratio
WDIV
N/A
RSPF
15.67
Forward P/E
WDIV
N/A
RSPF
12.77
PEG Ratio
WDIV
N/A
RSPF
0.31
5Y Dividends CAGR
WDIV
-0.60%
Winner
RSPF
3.63%
5Y EPS CAGR
WDIV
N/A
RSPF
12.18%
Debt to Equity
WDIV
N/A
RSPF
51.96%
P/S Ratio
WDIV
N/A
RSPF
2.40
P/B Ratio
WDIV
N/A
RSPF
2.04
WDIV vs RSPF - Holdings Comparison
WDIV and RSPF have 1 common holdings. Overlap is -0.02%
WDIV's top 25 holdings weight is 35.70%. RSPF's top 25 holdings weight is 36.49%.
| Rank | WDIV | RSPF |
|---|---|---|
| #1 | LENOVO GROUP LTD (n/a) - 1.74% | FRANKLIN RESOURCES INC (BEN) - 1.58% |
| #2 | ALTRIA GROUP INC (MO) - 1.73% | STATE STREET CORP (STT) - 1.57% |
| #3 | TELUS CORP (n/a) - 1.72% | MORGAN STANLEY (MS) - 1.56% |
| #4 | LEGAL & GENERAL GROUP PLC (n/a) - 1.69% | CBOE GLOBAL MARKETS INC (CBOE) - 1.55% |
| #5 | VERIZON COMMUNICATIONS INC (VZ) - 1.66% | APOLLO GLOBAL MANAGEMENT INC (APO) - 1.53% |
| #6 | GETTY REALTY CORP (GTY) - 1.59% | n/a (ARES) - 1.51% |
| #7 | APA GROUP (n/a) - 1.52% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.51% |
| #8 | HIGHWOODS PROPERTIES INC (HIW) - 1.49% | BANK OF NEW YORK MELLON CORP (BNY) - 1.50% |
| #9 | TELEPERFORMANCE SE (n/a) - 1.46% | THE GOLDMAN SACHS GROUP INC (GS) - 1.50% |
| #10 | NORTHWEST BANCSHARES INC (NWBI) - 1.45% | NORTHERN TRUST CORP (NTRS) - 1.50% |
| #11 | FAR EAST HORIZON LTD (n/a) - 1.39% | PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.48% |
| #12 | PFIZER INC (PFE) - 1.37% | METLIFE INC (MET) - 1.48% |
| #13 | ELISA OYJ CLASS A (n/a) - 1.37% | ASSURANT INC (AIZ) - 1.47% |
| #14 | EDISON INTERNATIONAL (EIX) - 1.37% | T. ROWE PRICE GROUP INC (TROW) - 1.45% |
| #15 | LTC PROPERTIES INC (LTC) - 1.35% | CITIGROUP INC (C) - 1.45% |
| #16 | SCHRODERS PLC (n/a) - 1.34% | INVESCO LTD (IVZ) - 1.44% |
| #17 | PEMBINA PIPELINE CORP (n/a) - 1.33% | BLACKROCK INC (BLK) - 1.41% |
| #18 | ONEOK INC (OKE) - 1.33% | FACTSET RESEARCH SYSTEMS INC (FDS) - 1.40% |
| #19 | DNB BANK ASA (n/a) - 1.32% | FIFTH THIRD BANCORP (FITB) - 1.38% |
| #20 | CANADIAN NATURAL RESOURCES LTD (CNQ) - 1.31% | GLOBE LIFE INC (GL) - 1.38% |
| #21 | n/a (HASI) - 1.28% | KEYCORP (KEY) - 1.38% |
| #22 | KEYERA CORP (n/a) - 1.27% | SYNCHRONY FINANCIAL (SYF) - 1.37% |
| #23 | LONDONMETRIC PROPERTY PLC (n/a) - 1.23% | BLACKSTONE INC (BX) - 1.37% |
| #24 | UNIVERSAL CORP (UVV) - 1.22% | EVEREST GROUP LTD (EG) - 1.36% |
| #25 | GS HOLDINGS CORP (n/a) - 1.17% | KKR & CO INC ORDINARY SHARES (KKR) - 1.36% |
| Total Holdings | 118 | 78 |
WDIV vs RSPF - Historical Returns
Returns include dividend reinvestment.
1M
WDIV
+2.93%
Winner
RSPF
+4.02%
3M
WDIV
+7.12%
Winner
RSPF
+9.55%
6M
Winner
WDIV
+11.12%
RSPF
-0.74%
1Y
Winner
WDIV
+21.25%
RSPF
+8.41%
5Y(CAGR)
Winner
WDIV
+7.88%
RSPF
+6.95%
10Y(CAGR)
WDIV
+7.94%
Winner
RSPF
+12.27%
Max(CAGR)
Winner
WDIV
+7.08%
RSPF
+6.34%
WDIV vs RSPF - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | WDIV | RSPF |
|---|---|---|
| 2026 | +9.17% | -0.32% |
| 2025 | +27.76% | +10.41% |
| 2024 | +8.02% | +25.39% |
| 2023 | +7.72% | +6.24% |
| 2022 | -7.95% | -11.20% |
| 2021 | +14.56% | +38.40% |
| 2020 | -10.27% | +4.58% |
| 2019 | +20.45% | +30.81% |
| 2018 | -8.95% | -15.36% |
| 2017 | +18.36% | +20.68% |
| 2016 | +14.90% | +25.56% |
| 2015 | -7.16% | -1.46% |
| 2014 | +6.35% | +15.81% |
| 2013 | +10.16% | +35.04% |
| 2012 | N/A | +21.23% |
| 2011 | N/A | -13.52% |
| 2010 | N/A | +20.57% |
| 2009 | N/A | +33.02% |
| 2008 | N/A | -54.32% |
| 2007 | N/A | -17.89% |
| 2006 | N/A | +4.17% |
WDIV vs RSPF Drawdown Comparison
The maximum drawdown for WDIV was -42.31%, occurring on Mar 23, 2020. Recovery took 312 trading sessions.
The maximum drawdown for RSPF was -81.34%, occurring on Mar 6, 2009. Recovery took 1962 trading sessions.
The current RSPF drawdown is -3.27%.
| Rank | WDIV | RSPF |
|---|---|---|
| #1 | -42.31% Jan 17, 2020 - Apr 15, 2021 | -81.34% Jun 4, 2007 - Mar 20, 2015 |
| #2 | -22.34% May 15, 2015 - Aug 15, 2016 | -44.77% Feb 20, 2020 - Dec 4, 2020 |
| #3 | -22.15% Jan 14, 2022 - May 17, 2024 | -27.69% Jan 12, 2022 - Jul 16, 2024 |
| #4 | -15.39% Jan 26, 2018 - Oct 21, 2019 | -26.24% Jan 26, 2018 - Nov 7, 2019 |
| #5 | -9.27% Jul 1, 2014 - Feb 24, 2015 | -20.27% Jul 22, 2015 - Aug 5, 2016 |
| #6 | -9.21% Sep 26, 2024 - Apr 22, 2025 | -18.27% Nov 29, 2024 - Jul 3, 2025 |
| #7 | -8.81% Aug 18, 2016 - Jan 25, 2017 | -14.13% Jan 6, 2026 - Mar 27, 2026 |
| #8 | -8.62% Jun 10, 2021 - Jan 14, 2022 | -8.83% Jun 4, 2021 - Aug 11, 2021 |
| #9 | -8.61% Feb 20, 2026 - Jun 11, 2026 | -8.32% Feb 20, 2007 - Jun 4, 2007 |
| #10 | -5.90% Oct 22, 2013 - Feb 24, 2014 | -7.91% Oct 22, 2021 - Jan 6, 2022 |
| #11 | -5.90% May 30, 2013 - Jul 11, 2013 | -7.60% Mar 1, 2017 - Jun 19, 2017 |
| #12 | -5.39% Feb 25, 2015 - Apr 16, 2015 | -7.51% Jan 14, 2021 - Feb 12, 2021 |
| #13 | -4.23% Jul 31, 2024 - Aug 15, 2024 | -7.02% Jul 30, 2024 - Aug 19, 2024 |
| #14 | -4.19% May 17, 2024 - Jul 12, 2024 | -6.86% Aug 4, 2017 - Sep 26, 2017 |
| #15 | -3.83% Aug 8, 2013 - Sep 10, 2013 | -6.49% Sep 4, 2025 - Dec 11, 2025 |
Correlation
Correlation between WDIV and RSPF is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2006 - 2026)
WDIV vs RSPF dividend yield comparison.
| Year | WDIV | RSPF |
|---|---|---|
| 2026 | 0.53% | 0.49% |
| 2025 | 4.27% | 1.55% |
| 2024 | 4.63% | 1.65% |
| 2023 | 4.73% | 2.16% |
| 2022 | 5.12% | 1.95% |
| 2021 | 4.15% | 1.56% |
| 2020 | 5.55% | 2.24% |
| 2019 | 3.99% | 1.85% |
| 2018 | 4.42% | 2.51% |
| 2017 | 3.62% | 1.28% |
| 2016 | 4.32% | 37.55% |
| 2015 | 5.03% | 2.17% |
| 2014 | 4.74% | 1.61% |
| 2013 | 2.17% | 1.56% |
| 2012 | 0.00% | 2.50% |
| 2011 | 0.00% | 2.75% |
| 2010 | 0.00% | 1.12% |
| 2009 | 0.00% | 1.24% |
| 2008 | 0.00% | 4.53% |
| 2007 | 0.00% | 2.02% |
| 2006 | 0.00% | 0.48% |
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