SPDV ETF

$39.09

Returns Overview

1 Month
+4.67%
3 Months
+3.22%
6 Months
+17.24%
YTD
+12.71%
1 Year
+18.74%
3 Years
+14.02%
5 Years
+11.06%

Risk Metrics (1-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

+4.67%

3 Months Performance

+3.22%

6 Months Performance

+17.24%

1 Year Performance

+18.74%

Benchmark & Peers

Benchmark
S&P 500 Dividend and Free Cash Flow Yield Index(^SPDV5UP:SP)
This ETF (YTD)
+12.71%
Peer Avg (YTD)
+5.12%
vs Peers
+7.60%

SPDV ETF Performance

SPDV performance across multiple time periods: 1-month 4.67%, YTD 12.71%, 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+4.67%Apr 22, 2026 to May 22, 2026
3 Months+3.22%Feb 23, 2026 to May 22, 2026
6 Months+17.24%Nov 24, 2025 to May 22, 2026
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