WDIV - ETF AI Analysis
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SPDR S&P Global Dividend ETF (WDIV)
Rating:59Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the last few months, indicating solid recent momentum.
Global Geographic Diversification
Holdings spread across the U.S., Europe, and Asia help reduce the impact of problems in any single country or region.
Dividend-Focused Holdings With Solid Results
Many of the top dividend-paying holdings, such as Lenovo Group and several real estate and utility names, have delivered strong year-to-date performance that supports the fund’s returns.
Negative Factors
Moderate Expense Ratio
The fund’s fee is not extremely high but is above what some low-cost index ETFs charge, slightly reducing net returns over time.
Sector Concentration in Financials and Real Estate
A relatively large weight in financial and real estate stocks means the ETF can be more sensitive to interest rate changes and property market cycles.
Limited Technology Exposure
With only a small allocation to technology, the fund may not fully benefit when tech stocks are leading the market.
WDIV vs. SPDR S&P 500 ETF (SPY)
AUM281.99M
RegionGlobal
Expense Ratio0.40%
Beta0.42
IssuerState Street
Inception DateMay 29, 2013
Dividend Yield4.17%
Asset ClassEquity
Index TrackedS&P Global Dividend Aristocrats Index sp_43
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume5,098
30 Day Avg. Volume7,603
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
91.28Price Target Upside― Downside
Rating ConsensusHold
Number of Analyst Covering88
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
WDIV Summary
WDIV is the SPDR S&P Global Dividend ETF, built to follow the S&P Global Dividend Aristocrats Index, a group of companies around the world known for steady, reliable dividend payments. It holds dividend-focused stocks from many countries, including the U.S., UK, Japan, and more, across sectors like financials, real estate, and utilities. Well-known names in the fund include Verizon and Altria Group. Investors might consider WDIV for global diversification and regular income from dividends. A key risk is that stock prices and dividend payments can still go up and down with the overall market.
How much will it cost me?The SPDR S&P Global Dividend ETF (WDIV) has an expense ratio of 0.40%, which means you’ll pay $4 per year for every $1,000 invested. This is slightly higher than average because it is a passively managed ETF that focuses on a specialized niche of global dividend-paying stocks, requiring more targeted selection and management. It’s designed for income-focused investors seeking exposure to high-dividend global companies.
What would affect this ETF?The SPDR S&P Global Dividend ETF (WDIV) could benefit from stable or improving global economic conditions, as well as increased investor demand for high-dividend-paying stocks, particularly in sectors like Financials and Utilities, which make up a significant portion of its holdings. However, rising interest rates or regulatory changes in key markets could negatively impact dividend-paying companies, especially in interest-sensitive sectors like Real Estate and Utilities, potentially affecting the ETF's performance.
WDIV Top 10 Holdings
WDIV’s story is less about flashy growth names and more about steady global income engines. Lenovo has been a quiet leader, rising on optimism around AI and device demand, while GS Holdings and Teleperformance add some extra lift with improving sentiment. On the defensive side, Verizon and APA Group are holding their ground, acting like ballast for the portfolio. Offsetting that strength, Highwoods Properties and Altria have been lagging, reminding investors that real estate and tobacco can still wobble. Overall, the fund is globally diversified, with no single sector or country calling all the shots.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Lenovo Group | 3.32% | $9.45M | HK$466.17B | 201.95% | 70 Outperform | |
| GS Holdings Corp. | 1.91% | $5.44M | ₩10.69T | 145.77% | ― | |
| Legal & General | 1.89% | $5.37M | £15.87B | 24.52% | 61 Neutral | |
| APA Group | 1.67% | $4.76M | AU$14.57B | 37.04% | 63 Neutral | |
| Highwoods Properties | 1.62% | $4.61M | $3.36B | -2.57% | 65 Neutral | |
| Teleperformance | 1.59% | $4.53M | €4.17B | 11.54% | 72 Outperform | |
| Altria Group | 1.54% | $4.39M | $116.08B | 7.43% | 64 Neutral | |
| Verizon | 1.53% | $4.37M | $199.80B | 10.47% | 81 Outperform | |
| Northwest Bancshares | 1.46% | $4.15M | $2.26B | 23.59% | 69 Neutral | |
| ― | 1.44% | $4.09M | ― | ― | ― |
WDIV Technical Analysis
Neutral
―
Price Trends
83.34
Negative
81.30
Positive
78.50
Positive
Market Momentum
-0.14
Positive
38.20
Neutral
10.48
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For WDIV, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 83.75, equal to the 50-day MA of 83.34, and equal to the 200-day MA of 78.50, indicating a neutral trend. The MACD of -0.14 indicates Positive momentum. The RSI at 38.20 is Neutral, neither overbought nor oversold. The STOCH value of 10.48 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for WDIV.
WDIV Peer Comparison
Comparison Results
Performance Comparison
WDIV
SPDR S&P Global Dividend ETF
82.36
13.20
19.09%
DEW
WisdomTree Global High Dividend Fund
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―
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DIVD
Altrius Global Dividend ETF Altrius Global Divid ETF
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DVGR
DAC 3D Dividend Growth ETF
―
―
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ZINC
Zacks Income ETF
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―
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GENW
Genter Capital International Dividend ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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