WDIV vs XTWY

Comparison between STATE STREET(R) SPDR(R) S&P(R) GLOBAL DIVIDEND ETF (WDIV, ETF) and BONDBLOXX BLOOMBERG TWENTY YEAR TARGET DURATION US TREASURY ETF (XTWY, ETF).

WDIV vs XTWY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WDIV(ETF)	XTWY(ETF)
Net Assets	$262M	$262M
Expense Ratio	0.40%	0.13%
Max Drawdown	44.46%	29.60%
Sharpe Ratio	1.61	-0.08
5Y Beta	0.42	0.06
5Y Dividends CAGR	3.52%	N/A

Net Assets

Winner

WDIV

$262M

XTWY

$262M

Expense Ratio

WDIV

0.40%

Winner

XTWY

0.13%

Max Drawdown

WDIV

44.46%

Winner

XTWY

29.60%

Sharpe Ratio

Winner

WDIV

1.61

XTWY

-0.08

5Y Beta

WDIV

0.42

Winner

XTWY

0.06

5Y Dividends CAGR

WDIV

3.52%

XTWY

N/A

WDIV vs XTWY - Historical Returns

Returns include dividend reinvestment.

Period	WDIV	XTWY
1 month	+3.73%	-3.22%
3 months	+5.95%	-2.73%
6 months	+9.18%	-2.51%
1 year	+21.18%	+1.12%
5 years(CAGR)	+9.17%	N/A
10 years(CAGR)	+7.52%	N/A
Max(CAGR)	+7.16%	-4.18%

Winner

WDIV

+3.73%

XTWY

-3.22%

Winner

WDIV

+5.95%

XTWY

-2.73%

Winner

WDIV

+9.18%

XTWY

-2.51%

Winner

WDIV

+21.18%

XTWY

+1.12%

5Y(CAGR)

WDIV

+9.17%

XTWY

N/A

10Y(CAGR)

WDIV

+7.52%

XTWY

N/A

Max(CAGR)

Winner

WDIV

+7.16%

XTWY

-4.18%

WDIV vs XTWY - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	WDIV	XTWY
2026	+11.00%	-2.26%
2025	+27.76%	+2.58%
2024	+8.02%	-9.47%
2023	+7.72%	+0.81%
2022	-7.95%	-8.03%
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 XTWY Drawdown Comparison

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

The maximum drawdown for XTWY was -25.91%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current WDIV drawdown is -0.44%. The current XTWY drawdown is -16.98%.

Rank	WDIV	XTWY
#1	-42.31% Jan 17, 2020 - Apr 15, 2021	-25.91% Dec 7, 2022 - Oct 19, 2023
#2	-22.34% May 15, 2015 - Aug 15, 2016	-16.28% Sep 15, 2022 - Dec 7, 2022
#3	-22.15% Jan 14, 2022 - May 17, 2024	N/A
#4	-15.39% Jan 26, 2018 - Oct 21, 2019	N/A
#5	-9.27% Jul 1, 2014 - Feb 24, 2015	N/A
#6	-9.21% Sep 26, 2024 - Apr 22, 2025	N/A
#7	-8.81% Aug 18, 2016 - Jan 25, 2017	N/A
#8	-8.62% Jun 10, 2021 - Jan 14, 2022	N/A
#9	-8.61% Feb 20, 2026 - Jun 11, 2026	N/A
#10	-5.90% Oct 22, 2013 - Feb 24, 2014	N/A
#11	-5.90% May 30, 2013 - Jul 11, 2013	N/A
#12	-5.39% Feb 25, 2015 - Apr 16, 2015	N/A
#13	-4.23% Jul 31, 2024 - Aug 15, 2024	N/A
#14	-4.19% May 17, 2024 - Jul 12, 2024	N/A
#15	-3.83% Aug 8, 2013 - Sep 10, 2013	N/A

Correlation

Correlation between WDIV and XTWY is -0.31 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.31

-101

Dividend Comparison (2013 - 2026)

WDIV vs XTWY dividend yield comparison.

Year	WDIV	XTWY
2026	2.29%	2.49%
2025	4.27%	4.56%
2024	4.63%	4.65%
2023	4.73%	3.86%
2022	5.12%	1.08%
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%