SPDV ETF

$38.73

Returns Overview

1 Month
-0.94%
3 Months
+6.22%
6 Months
+12.84%
YTD
+11.69%
1 Year
+29.04%
3 Years
+18.55%
5 Years
+8.87%

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

-0.94%

3 Months Performance

+6.22%

6 Months Performance

+12.84%

1 Year Performance

+29.04%

Benchmark & Peers

Benchmark
S&P 500 Dividend and Free Cash Flow Yield Index(^SPDV5UP:SP)
This ETF (YTD)
+11.69%
Peer Avg (YTD)
+7.14%
vs Peers
+4.56%

SPDV ETF Performance

SPDV performance across multiple time periods: 1-month -0.94%, YTD 11.69%, 1-year 29.04%, 3-year 18.55%, 5-year 8.87%.

SPDV returns outperform the peer average of 7.14% 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-0.94%May 26, 2026 to Jun 23, 2026
3 Months+6.22%Mar 23, 2026 to Jun 23, 2026
6 Months+12.84%Dec 23, 2025 to Jun 23, 2026
1 Year+29.04%N/A
3 Years+18.55%N/A
5 Years+8.87%N/A

All returns shown are total returns, not annualized