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WDIV vs SPY

Comparison between STATE STREET(R) SPDR(R) S&P(R) GLOBAL DIVIDEND ETF (WDIV, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed WDIV, delivering a return of +13.0% compared to +9.2%

WDIV vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
WDIV
$262M
Winner
SPY
$781B
Expense Ratio
WDIV
0.40%
Winner
SPY
0.09%
Max Drawdown
Winner
WDIV
44.46%
SPY
56.47%
Sharpe Ratio
Winner
WDIV
1.61
SPY
1.25
5Y Beta
Winner
WDIV
0.42
SPY
1.00
P/E Ratio
WDIV
N/A
SPY
28.78
Forward P/E
WDIV
N/A
SPY
21.23
5Y Dividends CAGR
WDIV
3.52%
Winner
SPY
6.00%
5Y EPS CAGR
WDIV
N/A
SPY
25.62%
Debt to Equity
WDIV
N/A
SPY
31.92%
P/S Ratio
WDIV
N/A
SPY
3.76
P/B Ratio
WDIV
N/A
SPY
5.64

WDIV vs SPY - Holdings Comparison

WDIV and SPY have 7 common holdings. Overlap is 0.84%

WDIV's top 25 holdings weight is 35.80%. SPY's top 25 holdings weight is 51.74%.

RankWDIVSPY
#1
LENOVO GROUP LTD (n/a) - 2.24%
NVIDIA CORP (NVDA) - 7.89%
#2
LEGAL & GENERAL GROUP PLC (n/a) - 1.78%
APPLE INC (AAPL) - 7.37%
#3
ALTRIA GROUP INC (MO) - 1.74%
MICROSOFT CORP (MSFT) - 4.50%
#4
HIGHWOODS PROPERTIES INC (HIW) - 1.73%
AMAZON.COM INC (AMZN) - 3.82%
#5
GETTY REALTY CORP (GTY) - 1.60%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
NORTHWEST BANCSHARES INC (NWBI) - 1.57%
BROADCOM INC (AVGO) - 2.86%
#7
APA GROUP (n/a) - 1.49%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
VERIZON COMMUNICATIONS INC (VZ) - 1.47%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
TELUS CORP (n/a) - 1.46%
TESLA INC (TSLA) - 1.70%
#10
n/a (n/a) - 1.45%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
EDISON INTERNATIONAL (EIX) - 1.45%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
SCHRODERS PLC (n/a) - 1.36%
ELI LILLY AND CO (LLY) - 1.40%
#13
LTC PROPERTIES INC (LTC) - 1.35%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
PEMBINA PIPELINE CORP (n/a) - 1.29%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
PFIZER INC (PFE) - 1.29%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
ONEOK INC (OKE) - 1.29%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
ENERGIZER HOLDINGS INC (ENR) - 1.29%
VISA INC CLASS A (V) - 0.90%
#18
AMCOR PLC ORDINARY SHARES (AMCR) - 1.28%
WALMART INC (WMT) - 0.76%
#19
PEOPLES BANCORP INC (MARIETTA OH) (PEBO) - 1.28%
INTEL CORP (INTC) - 0.75%
#20
DNB BANK ASA (n/a) - 1.27%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
KEYERA CORP (n/a) - 1.25%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
LONDONMETRIC PROPERTY PLC (n/a) - 1.23%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
n/a (HASI) - 1.22%
ABBVIE INC (ABBV) - 0.66%
#24
ELISA OYJ CLASS A (n/a) - 1.22%
CATERPILLAR INC (CAT) - 0.65%
#25
BOSIDENG INTERNATIONAL HOLDINGS LTD (n/a) - 1.20%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings118505

WDIV vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
WDIV
+3.73%
SPY
+0.52%
3M
WDIV
+5.95%
Winner
SPY
+6.55%
6M
WDIV
+9.18%
Winner
SPY
+9.76%
1Y
Winner
WDIV
+21.18%
SPY
+20.32%
5Y(CAGR)
WDIV
+9.17%
Winner
SPY
+13.01%
10Y(CAGR)
WDIV
+7.52%
Winner
SPY
+15.06%
Max(CAGR)
WDIV
+7.16%
Winner
SPY
+8.50%

WDIV vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWDIVSPY
2026+11.00%+10.11%
2025+27.76%+18.00%
2024+8.02%+25.59%
2023+7.72%+26.72%
2022-7.95%-18.64%
2021+14.56%+30.52%
2020-10.27%+17.28%
2019+20.45%+31.09%
2018-8.95%-5.24%
2017+18.36%+20.78%
2016+14.90%+13.59%
2015-7.16%+1.31%
2014+6.35%+14.56%
2013+10.16%+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

WDIV vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current WDIV drawdown is -0.44%. The current SPY drawdown is -1.24%.

RankWDIVSPY
#1-42.31%
Jan 17, 2020 - Apr 15, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-22.34%
May 15, 2015 - Aug 15, 2016		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-22.15%
Jan 14, 2022 - May 17, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-15.39%
Jan 26, 2018 - Oct 21, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-9.27%
Jul 1, 2014 - Feb 24, 2015		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-9.21%
Sep 26, 2024 - Apr 22, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-8.81%
Aug 18, 2016 - Jan 25, 2017		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-8.62%
Jun 10, 2021 - Jan 14, 2022		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-8.61%
Feb 20, 2026 - Jun 11, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.90%
Oct 22, 2013 - Feb 24, 2014		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.90%
May 30, 2013 - Jul 11, 2013		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.39%
Feb 25, 2015 - Apr 16, 2015		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.23%
Jul 31, 2024 - Aug 15, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.19%
May 17, 2024 - Jul 12, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.83%
Aug 8, 2013 - Sep 10, 2013		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between WDIV and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (1999 - 2026)

WDIV vs SPY dividend yield comparison.

YearWDIVSPY
20262.29%0.49%
20254.27%1.07%
20244.63%1.21%
20234.73%1.40%
20225.12%1.65%
20214.15%1.20%
20205.55%1.52%
20193.99%1.75%
20184.42%2.04%
20173.62%1.80%
20164.32%2.03%
20155.03%2.06%
20144.74%1.87%
20132.17%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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