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 +13.3% compared to +7.5%
WDIV vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WDIV
$266M
Winner
SPY
$735B
Expense Ratio
WDIV
0.40%
Winner
SPY
0.09%
Max Drawdown
Winner
WDIV
44.46%
SPY
56.47%
Sharpe Ratio
WDIV
1.53
Winner
SPY
1.62
5Y Beta
Winner
WDIV
0.42
SPY
1.00
P/E Ratio
WDIV
N/A
SPY
28.99
Forward P/E
WDIV
N/A
SPY
22.37
5Y Dividends CAGR
WDIV
-0.60%
Winner
SPY
5.43%
5Y EPS CAGR
WDIV
N/A
SPY
26.05%
Debt to Equity
WDIV
N/A
SPY
32.40%
P/S Ratio
WDIV
N/A
SPY
3.74
P/B Ratio
WDIV
N/A
SPY
5.61
WDIV vs SPY - Holdings Comparison
WDIV and SPY have 8 common holdings. Overlap is 0.89%
WDIV's top 25 holdings weight is 35.70%. SPY's top 25 holdings weight is 52.37%.
| Rank | WDIV | SPY |
|---|---|---|
| #1 | LENOVO GROUP LTD (n/a) - 1.74% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | ALTRIA GROUP INC (MO) - 1.73% | APPLE INC (AAPL) - 7.02% |
| #3 | TELUS CORP (n/a) - 1.72% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | LEGAL & GENERAL GROUP PLC (n/a) - 1.69% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | VERIZON COMMUNICATIONS INC (VZ) - 1.66% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | GETTY REALTY CORP (GTY) - 1.59% | BROADCOM INC (AVGO) - 3.10% |
| #7 | APA GROUP (n/a) - 1.52% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | HIGHWOODS PROPERTIES INC (HIW) - 1.49% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | TELEPERFORMANCE SE (n/a) - 1.46% | TESLA INC (TSLA) - 1.89% |
| #10 | NORTHWEST BANCSHARES INC (NWBI) - 1.45% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | FAR EAST HORIZON LTD (n/a) - 1.39% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | PFIZER INC (PFE) - 1.37% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | ELISA OYJ CLASS A (n/a) - 1.37% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | EDISON INTERNATIONAL (EIX) - 1.37% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | LTC PROPERTIES INC (LTC) - 1.35% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | SCHRODERS PLC (n/a) - 1.34% | INTEL CORP (INTC) - 0.90% |
| #17 | PEMBINA PIPELINE CORP (n/a) - 1.33% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | ONEOK INC (OKE) - 1.33% | VISA INC CLASS A (V) - 0.85% |
| #19 | DNB BANK ASA (n/a) - 1.32% | WALMART INC (WMT) - 0.81% |
| #20 | CANADIAN NATURAL RESOURCES LTD (CNQ) - 1.31% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | n/a (HASI) - 1.28% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | KEYERA CORP (n/a) - 1.27% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | LONDONMETRIC PROPERTY PLC (n/a) - 1.23% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | UNIVERSAL CORP (UVV) - 1.22% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | GS HOLDINGS CORP (n/a) - 1.17% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 118 | 505 |
WDIV vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
WDIV
+0.09%
Winner
SPY
+1.90%
3M
WDIV
+2.43%
Winner
SPY
+8.55%
6M
Winner
WDIV
+9.57%
SPY
+8.18%
1Y
WDIV
+20.81%
Winner
SPY
+25.79%
5Y(CAGR)
WDIV
+7.46%
Winner
SPY
+13.32%
10Y(CAGR)
WDIV
+7.32%
Winner
SPY
+15.19%
Max(CAGR)
WDIV
+6.92%
Winner
SPY
+8.47%
WDIV vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | WDIV | SPY |
|---|---|---|
| 2026 | +6.86% | +8.26% |
| 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% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/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 -1.73%. The current SPY drawdown is -2.90%.
| Rank | WDIV | SPY |
|---|---|---|
| #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 - Mar 20, 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.
| Year | WDIV | SPY |
|---|---|---|
| 2026 | 0.55% | 0.24% |
| 2025 | 4.27% | 1.07% |
| 2024 | 4.63% | 1.21% |
| 2023 | 4.73% | 1.40% |
| 2022 | 5.12% | 1.65% |
| 2021 | 4.15% | 1.20% |
| 2020 | 5.55% | 1.52% |
| 2019 | 3.99% | 1.75% |
| 2018 | 4.42% | 2.04% |
| 2017 | 3.62% | 1.80% |
| 2016 | 4.32% | 2.03% |
| 2015 | 5.03% | 2.06% |
| 2014 | 4.74% | 1.87% |
| 2013 | 2.17% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
Select Stocks to Compare
Popular: WDIV vs SPY
More Comparisons
Compare with similar stocks
Compare WDIV with:
Compare SPY with:
Popular suggestions:
SPY vs VOO
SPDR S&P 500 ETF Trust vs VANGUARD 500 INDEX FUND ETF SHARES
SPY vs BRK-B
SPDR S&P 500 ETF Trust vs Berkshire Hathaway Inc - Class B
SPY vs SCHD
SPDR S&P 500 ETF Trust vs SCHWAB U.S. DIVIDEND EQUITY ETF
SPY vs GLD
SPDR S&P 500 ETF Trust vs SPDR Gold Shares ETF
SPY vs SPYG
SPDR S&P 500 ETF Trust vs STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF