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XTWY vs WDIV

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

XTWY vs WDIV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XTWY
$262M
Winner
WDIV
$262M
Expense Ratio
Winner
XTWY
0.13%
WDIV
0.40%
Max Drawdown
Winner
XTWY
29.60%
WDIV
44.46%
Sharpe Ratio
XTWY
-0.22
Winner
WDIV
1.62
5Y Beta
Winner
XTWY
0.06
WDIV
0.42
5Y Dividends CAGR
XTWY
N/A
WDIV
3.52%

XTWY vs WDIV - Historical Returns

Returns include dividend reinvestment.

1M
XTWY
-4.08%
Winner
WDIV
+3.56%
3M
XTWY
-3.58%
Winner
WDIV
+5.25%
6M
XTWY
-4.17%
Winner
WDIV
+8.27%
1Y
XTWY
+0.38%
Winner
WDIV
+18.52%
5Y(CAGR)
XTWY
N/A
WDIV
+9.13%
10Y(CAGR)
XTWY
N/A
WDIV
+7.47%
Max(CAGR)
XTWY
-4.37%
Winner
WDIV
+7.15%

XTWY vs WDIV - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

YearXTWYWDIV
2026-3.02%+10.86%
2025+2.58%+27.76%
2024-9.47%+8.02%
2023+0.81%+7.72%
2022-8.03%-7.95%
2021N/A+14.56%
2020N/A-10.27%
2019N/A+20.45%
2018N/A-8.95%
2017N/A+18.36%
2016N/A+14.90%
2015N/A-7.16%
2014N/A+6.35%
2013N/A+10.16%

XTWY vs WDIV Drawdown Comparison

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

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

The current XTWY drawdown is -17.62%. The current WDIV drawdown is -0.65%.

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

Correlation

Correlation between XTWY and WDIV 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)

XTWY vs WDIV dividend yield comparison.

YearXTWYWDIV
20262.51%2.29%
20254.56%4.27%
20244.65%4.63%
20233.86%4.73%
20221.08%5.12%
20210.00%4.15%
20200.00%5.55%
20190.00%3.99%
20180.00%4.42%
20170.00%3.62%
20160.00%4.32%
20150.00%5.03%
20140.00%4.74%
20130.00%2.17%

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