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WDIV vs SABA

Comparison between STATE STREET(R) SPDR(R) S&P(R) GLOBAL DIVIDEND ETF (WDIV, ETF) and Saba Capital Income & Opportunities Fund II (SABA, ETF).

5-Year PerformanceWDIV has outperformed SABA, delivering a return of +7.5% compared to +3.3%

WDIV vs SABA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
WDIV
$266M
Winner
SABA
$266M
Expense Ratio
WDIV
0.40%
SABA
N/A
Max Drawdown
Winner
WDIV
44.46%
SABA
67.26%
Sharpe Ratio
Winner
WDIV
1.53
SABA
0.23
5Y Beta
WDIV
0.42
Winner
SABA
0.40
5Y Dividends CAGR
WDIV
-0.60%
Winner
SABA
14.46%

WDIV vs SABA - Historical Returns

Returns include dividend reinvestment.

1M
Winner
WDIV
+0.09%
SABA
-1.33%
3M
WDIV
+2.43%
Winner
SABA
+4.09%
6M
Winner
WDIV
+9.57%
SABA
+0.22%
1Y
Winner
WDIV
+20.81%
SABA
+4.36%
5Y(CAGR)
Winner
WDIV
+7.46%
SABA
+3.31%
10Y(CAGR)
Winner
WDIV
+7.32%
SABA
+2.81%
Max(CAGR)
WDIV
+6.92%
Winner
SABA
+6.98%

WDIV vs SABA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWDIVSABA
2026+6.86%+4.05%
2025+27.76%-0.36%
2024+8.02%+30.60%
2023+7.72%-2.49%
2022-7.95%-10.03%
2021+14.56%+0.85%
2020-10.27%-6.97%
2019+20.45%+7.83%
2018-8.95%-1.09%
2017+18.36%+4.29%
2016+14.90%+7.19%
2015-7.16%-8.97%
2014+6.35%-1.42%
2013+10.16%-10.00%
2012N/A+8.19%
2011N/A-1.92%
2010N/A+28.24%
2009N/A+28.22%
2008N/A+5.53%
2007N/A+1.68%
2006N/A+27.46%
2005N/A-10.92%
2004N/A+15.00%
2003N/A+32.39%
2002N/A+30.60%
2001N/A+9.30%
2000N/A+14.21%
1999N/A-6.31%

WDIV vs SABA Drawdown Comparison

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

The maximum drawdown for SABA was -32.40%, occurring on Mar 18, 2020. Recovery took 2975 trading sessions.

The current WDIV drawdown is -1.73%. The current SABA drawdown is -4.38%.

RankWDIVSABA
#1-42.31%
Jan 17, 2020 - Apr 15, 2021
-32.40%
Feb 1, 2013 - Nov 26, 2024
#2-22.34%
May 15, 2015 - Aug 15, 2016
-27.20%
Mar 13, 2008 - May 8, 2009
#3-22.15%
Jan 14, 2022 - May 17, 2024
-22.25%
Dec 29, 2003 - Oct 22, 2004
#4-15.39%
Jan 26, 2018 - Oct 21, 2019
-18.81%
Aug 30, 2011 - Jan 8, 2013
#5-9.27%
Jul 1, 2014 - Feb 24, 2015
-18.65%
Mar 8, 2005 - May 2, 2006
#6-9.21%
Sep 26, 2024 - Apr 22, 2025
-14.99%
Jan 30, 2025 - Jun 16, 2025
#7-8.81%
Aug 18, 2016 - Jan 25, 2017
-13.59%
Jul 25, 2007 - Sep 28, 2007
#8-8.62%
Jun 10, 2021 - Jan 14, 2022
-12.36%
Jun 28, 2002 - Dec 13, 2002
#9-8.61%
Feb 20, 2026 - Mar 20, 2026
-11.95%
Apr 20, 2010 - Jul 30, 2010
#10-5.90%
Oct 22, 2013 - Feb 24, 2014
-10.96%
Nov 2, 1999 - Jun 26, 2000
#11-5.90%
May 30, 2013 - Jul 11, 2013
-10.59%
Nov 8, 2007 - Jan 10, 2008
#12-5.39%
Feb 25, 2015 - Apr 16, 2015
-10.47%
Aug 13, 2025 - Feb 6, 2026
#13-4.23%
Jul 31, 2024 - Aug 15, 2024
-10.17%
May 27, 2003 - Oct 2, 2003
#14-4.19%
May 17, 2024 - Jul 12, 2024
-9.64%
Oct 19, 2009 - Nov 20, 2009
#15-3.83%
Aug 8, 2013 - Sep 10, 2013
-9.53%
Aug 3, 2011 - Aug 30, 2011

Correlation

Correlation between WDIV and SABA is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73
-101

Dividend Comparison (1999 - 2026)

WDIV vs SABA dividend yield comparison.

YearWDIVSABA
20260.55%3.48%
20254.27%9.65%
20244.63%8.32%
20234.73%11.43%
20225.12%9.14%
20214.15%7.19%
20205.55%4.00%
20193.99%6.68%
20184.42%5.81%
20173.62%4.44%
20164.32%4.63%
20155.03%4.72%
20144.74%9.27%
20132.17%8.43%
20120.00%7.98%
20110.00%12.28%
20100.00%12.58%
20090.00%5.31%
20080.00%17.28%
20070.00%12.69%
20060.00%9.37%
20050.00%9.87%
20040.00%6.30%
20030.00%5.71%
20020.00%7.66%
20010.00%9.26%
20000.00%8.89%
19990.00%1.70%

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