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WDIV vs SDY

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

WDIV

State Street SPDR S&P Global Dividend ETF

State Street Investment Management

Annual cost

0.40%

Fund size

$266M

SDY

State Street SPDR S&P Dividend ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$22.0B

Key differences

  • SDY costs 0.05% less per year.
  • SDY 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.
  • SDY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WDIVSDY
Annual cost (TER)0.40%0.35%
Fund size (AUM)$266M$22.0B
Since20132005
Dividend yield4.07%2.46%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.8%+14.8%
CAGR 3Y+16.6%+10.1%
CAGR 5Y+8.0%+6.2%
Sharpe 3Y1.060.56
Volatility 1Y10.17%10.48%
Max drawdown-42.34%-36.70%

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

Similar to WDIV and SDY