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DIVD vs WDIV

Altrius Global Dividend ETF vs State Street SPDR S&P Global Dividend ETF

DIVD

Altrius Global Dividend ETF

Altrius Capital Management,Inc.

Annual cost

0.49%

Fund size

$17M

WDIV

State Street SPDR S&P Global Dividend ETF

State Street Investment Management

Annual cost

0.40%

Fund size

$266M

Key differences

  • WDIV costs 0.09% less per year.
  • WDIV is significantly larger than DIVD — larger funds tend to be more liquid and less likely to close.
  • DIVD follows a active selection strategy; WDIV uses index tracking.
  • Over the last 3 years, DIVD has delivered higher annualized returns.
  • WDIV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DIVDWDIV
Annual cost (TER)0.49%0.40%
Fund size (AUM)$17M$266M
Since20222013
Dividend yield2.70%4.07%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+27.6%+24.8%
CAGR 3Y+17.7%+16.6%
CAGR 5YN/A+8.0%
Sharpe 3Y1.081.06
Volatility 1Y11.41%10.17%
Max drawdown-13.88%-42.34%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to DIVD and WDIV