WDIV vs SPTB
Comparison between STATE STREET(R) SPDR(R) S&P(R) GLOBAL DIVIDEND ETF (WDIV, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO TREASURY ETF (SPTB, ETF).
WDIV vs SPTB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
WDIV
$271M
SPTB
$271M
Expense Ratio
WDIV
0.40%
Winner
SPTB
0.03%
Max Drawdown
WDIV
44.46%
Winner
SPTB
6.32%
Sharpe Ratio
Winner
WDIV
1.61
SPTB
-0.01
5Y Beta
WDIV
0.42
Winner
SPTB
-0.01
5Y Dividends CAGR
WDIV
-0.60%
SPTB
N/A
WDIV vs SPTB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
WDIV
+2.93%
SPTB
+1.01%
3M
Winner
WDIV
+7.12%
SPTB
-0.26%
6M
Winner
WDIV
+11.12%
SPTB
+0.42%
1Y
Winner
WDIV
+21.25%
SPTB
+3.93%
5Y(CAGR)
WDIV
+7.88%
SPTB
N/A
10Y(CAGR)
WDIV
+7.94%
SPTB
N/A
Max(CAGR)
Winner
WDIV
+7.08%
SPTB
+4.10%
WDIV vs SPTB - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | WDIV | SPTB |
|---|---|---|
| 2026 | +9.17% | +0.23% |
| 2025 | +27.76% | +6.10% |
| 2024 | +8.02% | +2.17% |
| 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 SPTB Drawdown Comparison
The maximum drawdown for WDIV was -42.31%, occurring on Mar 23, 2020. Recovery took 312 trading sessions.
The maximum drawdown for SPTB was -4.96%, occurring on Jan 14, 2025. Recovery took 138 trading sessions.
The current SPTB drawdown is -1.67%.
| Rank | WDIV | SPTB |
|---|---|---|
| #1 | -42.31% Jan 17, 2020 - Apr 15, 2021 | -4.96% Sep 16, 2024 - Apr 4, 2025 |
| #2 | -22.34% May 15, 2015 - Aug 15, 2016 | -2.90% Feb 27, 2026 - May 19, 2026 |
| #3 | -22.15% Jan 14, 2022 - May 17, 2024 | -2.66% Apr 4, 2025 - Aug 1, 2025 |
| #4 | -15.39% Jan 26, 2018 - Oct 21, 2019 | -1.33% Jun 14, 2024 - Jul 11, 2024 |
| #5 | -9.27% Jul 1, 2014 - Feb 24, 2015 | -1.20% Aug 5, 2024 - Aug 21, 2024 |
| #6 | -9.21% Sep 26, 2024 - Apr 22, 2025 | -1.01% Oct 22, 2025 - Nov 26, 2025 |
| #7 | -8.81% Aug 18, 2016 - Jan 25, 2017 | -0.98% May 21, 2024 - Jun 3, 2024 |
| #8 | -8.62% Jun 10, 2021 - Jan 14, 2022 | -0.92% Jun 6, 2024 - Jun 13, 2024 |
| #9 | -8.61% Feb 20, 2026 - Jun 11, 2026 | -0.90% Nov 26, 2025 - Feb 10, 2026 |
| #10 | -5.90% Oct 22, 2013 - Feb 24, 2014 | -0.67% Jul 17, 2024 - Jul 30, 2024 |
| #11 | -5.90% May 30, 2013 - Jul 11, 2013 | -0.66% Sep 16, 2025 - Oct 10, 2025 |
| #12 | -5.39% Feb 25, 2015 - Apr 16, 2015 | -0.57% Aug 21, 2024 - Sep 4, 2024 |
| #13 | -4.23% Jul 31, 2024 - Aug 15, 2024 | -0.56% Aug 5, 2025 - Aug 27, 2025 |
| #14 | -4.19% May 17, 2024 - Jul 12, 2024 | -0.27% Aug 28, 2025 - Sep 3, 2025 |
| #15 | -3.83% Aug 8, 2013 - Sep 10, 2013 | -0.22% Jul 12, 2024 - Jul 16, 2024 |
Correlation
Correlation between WDIV and SPTB is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2013 - 2026)
WDIV vs SPTB dividend yield comparison.
| Year | WDIV | SPTB |
|---|---|---|
| 2026 | 0.53% | 1.69% |
| 2025 | 4.27% | 4.23% |
| 2024 | 4.63% | 2.76% |
| 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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