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SPYD vs WDIV

State Street SPDR Portfolio S&P 500 High Dividend ETF vs State Street SPDR S&P Global Dividend ETF

SPYD

State Street SPDR Portfolio S&P 500 High Dividend ETF

State Street Investment Management

Annual cost

0.07%

Fund size

$7.4B

WDIV

State Street SPDR S&P Global Dividend ETF

State Street Investment Management

Annual cost

0.40%

Fund size

$266M

Key differences

  • SPYD costs 0.33% less per year.
  • SPYD is significantly larger than WDIV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, WDIV has delivered higher annualized returns.

Side-by-side comparison

SPYDWDIV
Annual cost (TER)0.07%0.40%
Fund size (AUM)$7.4B$266M
Since20152013
Dividend yield4.23%4.07%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+18.8%+24.8%
CAGR 3Y+14.8%+16.6%
CAGR 5Y+6.9%+8.0%
Sharpe 3Y0.781.06
Volatility 1Y11.72%10.17%
Max drawdown-46.42%-42.34%

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

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