IDV ETF

Returns Overview

1 Month
-7.09%
3 Months
-2.24%
6 Months
+5.15%
YTD
+3.99%
1 Year
+23.33%
3 Years (annualized)
+22.25%
5 Years (annualized)
+11.29%
10 Years (annualized)
+9.77%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IDV have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Dow Jones EPAC Select Dividend Index(^DJEPCSD)
This ETF (YTD)
+3.99%
Peer Avg (YTD)
+8.71%
vs Peers
-4.72%

IDV ETF Performance

IDV performance across multiple time periods: 1-month -7.09%, YTD 3.99%, 1-year 23.33%, 3-year 22.25%, 5-year 11.29%, 10-year 9.77%.

IDV returns trail the peer average of 8.71% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this ETF.

IDV performance comparison shows side-by-side returns with another fund. IDV alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-7.09%N/A
3 Months-2.24%N/A
6 Months+5.15%N/A
1 Year+23.33%N/A
3 Years+22.25%N/A
5 Years+11.29%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized