WDIVState Street SPDR S&P Global Dividend ETF

Grow my money Get income#634 of 1640 for Get income

Seeks to provide investment results that correspond generally to the total return of an index that tracks high dividend yield stocks.

State Street Investment Management · Since 2013 (12 years)

Annual Cost

0.40%

#1874 out of 5,332 ETFs

Fund Size

$246M

#1958 out of 5,332 ETFs

Dividend Yield

4.30%

Track Record

12 years

#1089 out of 5,332 ETFs

Performance

1 Year

+26.5%

3 Years

+16.3%

5 Years

+8.6%

What's inside

Asset class

equity

Region

north america

Strategy

index tracking

Cap

multi cap

Factor

dividend

Asset allocation

Stocks

99.5%

Cash

0.5%

Sector breakdown

Financial Services

22.5%

Utilities

13.4%

Real Estate

12.5%

Industrials

11.2%

Communication

10.1%

Energy

7.1%

Consumer Defensive

7.0%

Healthcare

4.7%

Other

11.6%

Top holdings

TELUS CorpT.TO1.7%

Verizon Communications IncVZ1.7%

Altria Group IncMO1.6%

Getty Realty CorpGTY1.5%

Legal & General Group PLCLGEN.L1.5%

Pfizer IncPFE1.5%

APA GroupAPA.AX1.4%

Sinbon Electronics Co Ltd3023.TW1.4%

Edison InternationalEIX1.4%

Elisa Oyj Class AELISA.HE1.4%

Risk profile

Volatility (1Y)

9.9%

Moderate

Max drawdown

-42.3%

Worst peak-to-trough loss

Sharpe (3Y)

1.04

Excellent risk-adjusted returns

Sortino (3Y)

1.51

Good downside protection

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