IDV ETF

IDV ETF
$44.73
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Returns Overview

1 Month
+6.90%
3 Months
+2.43%
6 Months
+9.07%
YTD
+15.83%
1 Year
+34.37%
3 Years (annualized)
+24.60%
5 Years (annualized)
+13.52%
10 Years (annualized)
+10.40%

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
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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)
+15.83%
Peer Avg (YTD)
+11.12%
vs Peers
+4.71%

IDV ETF Performance

IDV performance across multiple time periods: 1-month 6.90%, YTD 15.83%, 1-year 34.37%, 3-year 24.60%, 5-year 13.52%, 10-year 10.40%.

IDV returns outperform the peer average of 11.12% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+6.90%N/A
3 Months+2.43%N/A
6 Months+9.07%N/A
1 Year+34.37%N/A
3 Years+24.60%N/A
5 Years+13.52%N/A

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