WDIV ETF

$84.45

Returns Overview

1 Month
-3.14%
3 Months
+4.35%
6 Months
+6.16%
YTD
+5.65%
1 Year
+16.30%
3 Years (annualized)
+16.06%
5 Years (annualized)
+7.81%
10 Years (annualized)
+7.30%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would WDIV 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Global Dividend Aristocrats Index(^SPGDAUP:SP)
This ETF (YTD)
+5.65%
Peer Avg (YTD)
+9.13%
vs Peers
-3.48%

WDIV ETF Performance

WDIV performance across multiple time periods: 1-month -3.14%, YTD 5.65%, 1-year 16.30%, 3-year 16.06%, 5-year 7.81%, 10-year 7.30%.

WDIV returns trail the peer average of 9.13% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-3.14%N/A
3 Months+4.35%N/A
6 Months+6.16%N/A
1 Year+16.30%N/A
3 Years+16.06%N/A
5 Years+7.81%N/A

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