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WDIV vs IDV

State Street SPDR S&P Global Dividend ETF vs iShares International Select Dividend ETF

WDIV

State Street SPDR S&P Global Dividend ETF

State Street Investment Management

Annual cost

0.40%

Fund size

$266M

IDV

iShares International Select Dividend ETF

iShares

Annual cost

0.50%

Fund size

$8.5B

Key differences

  • WDIV costs 0.10% less per year.
  • IDV is significantly larger than WDIV — larger funds tend to be more liquid and less likely to close.
  • WDIV covers north america markets; IDV covers global ex us.
  • Over the last 3 years, IDV has delivered higher annualized returns.
  • IDV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WDIVIDV
Annual cost (TER)0.40%0.50%
Fund size (AUM)$266M$8.5B
Since20132007
Dividend yield4.07%4.43%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+24.8%+40.6%
CAGR 3Y+16.6%+25.2%
CAGR 5Y+8.0%+12.6%
Sharpe 3Y1.061.42
Volatility 1Y10.17%12.78%
Max drawdown-42.34%-42.50%

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

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