SPDV ETF

$37.29
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Returns Overview

1 Month
+4.96%
3 Months
+11.48%
6 Months
+12.50%
YTD
+9.41%
1 Year
+18.74%
3 Years
+14.02%
5 Years
+11.06%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SPDV 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

+4.96%

3 Months Performance

+11.48%

6 Months Performance

+12.50%

1 Year Performance

+18.74%

Benchmark & Peers

Benchmark
S&P 500 Dividend and Free Cash Flow Yield Index(^SPDV5UP:SP)
This ETF (YTD)
+9.41%
Peer Avg (YTD)
+5.12%
vs Peers
+4.30%

SPDV ETF Performance

SPDV performance across multiple time periods: 1-month 4.96%, YTD 9.41%, 1-year 18.74%, 3-year 14.02%, 5-year 11.06%.

SPDV returns outperform the peer average of 5.12% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+4.96%N/A
3 Months+11.48%N/A
6 Months+12.50%N/A
1 Year+18.74%N/A
3 Years+14.02%N/A
5 Years+11.06%N/A

All returns shown are total returns, not annualized