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WDIV - ETF AI Analysis
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SPDR S&P Global Dividend ETF (WDIV)
Rating:60Neutral
Price Target:―
Positive Factors
Strong Dividend Focus
The ETF targets global companies with reliable dividend payouts, providing steady income for investors.
Global Diversification
Exposure to multiple countries, including the U.S., Canada, and Japan, helps reduce reliance on any single economy.
Healthy Year-to-Date Performance
The fund has shown strong year-to-date returns, indicating solid recent performance.
Negative Factors
High Sector Concentration
The ETF is heavily weighted toward financials and utilities, which could limit diversification across industries.
Mixed Top Holdings Performance
Some top holdings, like Sino Land Co and Telus, have shown weak year-to-date performance, potentially dragging down overall returns.
Moderate Expense Ratio
The fund’s expense ratio is higher than some low-cost ETFs, which could slightly reduce net returns over time.
WDIV vs. SPDR S&P 500 ETF (SPY)
AUM241.50M
RegionGlobal
Expense Ratio0.40%
Beta0.39
IssuerSPDR
Inception DateMay 29, 2013
Dividend Yield4.27%
Asset ClassEquity
Index TrackedS&P Global Dividend Aristocrats Index sp_43
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume18,218
30 Day Avg. Volume11,411
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
81.22Price Target Upside― Downside
Rating ConsensusHold
Number of Analyst Covering87
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
WDIV Summary
The SPDR S&P Global Dividend ETF (WDIV) is an investment fund that focuses on companies worldwide that consistently pay high dividends. It follows the S&P Global Dividend Aristocrats Index, which includes top-performing firms known for maintaining or increasing their dividend payouts over time. Some well-known companies in this ETF include CVS Health and Altria Group. This ETF is ideal for investors seeking steady income and global diversification, as it includes companies from various countries and industries. However, new investors should be aware that the ETF’s performance can fluctuate with the global stock market, and dividend payments are not guaranteed.
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
The SPDR S&P Global Dividend ETF (WDIV) leans heavily on dividend-paying stalwarts across sectors like financials, utilities, and real estate, with a global reach. Rising names like Bouygues and Far East Horizon are boosting the fund’s performance, thanks to strong cash flow and bullish momentum. Meanwhile, lagging stocks like Altria and CVS Health are holding it back, as they grapple with profitability challenges and bearish trends. With a focus on steady income from diverse industries, the fund offers resilience but could benefit from stronger contributions from its weaker holdings.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| APA Group | 2.04% | $4.91M | AU$12.20B | 32.35% | 63 Neutral | |
| Bouygues | 1.91% | $4.59M | €17.03B | 57.31% | 76 Outperform | |
| Henderson Land Development Co | 1.76% | $4.23M | $18.19B | 22.13% | 70 Outperform | |
| Sino Land Co | 1.76% | $4.23M | $12.59B | 32.35% | 67 Neutral | |
| Far East Horizon Limited | 1.75% | $4.21M | HK$38.28B | 49.18% | 66 Neutral | |
| ― | 1.62% | $3.89M | ― | ― | ― | |
| Enel S.p.A. | 1.60% | $3.84M | €88.39B | 28.78% | 67 Neutral | |
| Altria Group | 1.56% | $3.76M | $98.39B | 9.87% | 64 Neutral | |
| CVS Health | 1.52% | $3.66M | $99.47B | 76.36% | 64 Neutral | |
| Japan Retail Investment | 1.46% | $3.50M | ¥879.68B | 43.87% | 73 Outperform |
WDIV Technical Analysis
Positive
―
Price Trends
73.34
Positive
72.39
Positive
69.08
Positive
Market Momentum
0.51
Negative
69.35
Neutral
43.38
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For WDIV, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 74.33, equal to the 50-day MA of 73.34, and equal to the 200-day MA of 69.08, indicating a bullish trend. The MACD of 0.51 indicates Negative momentum. The RSI at 69.35 is Neutral, neither overbought nor oversold. The STOCH value of 43.38 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for WDIV.
WDIV Peer Comparison
Comparison Results
Performance Comparison
WDIV
SPDR S&P Global Dividend ETF
75.47
15.77
26.42%
RDIV
Invesco S&P Ultra Dividend Revenue ETF
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FDD
First Trust Stoxx European Select Dividend Index Fund
―
―
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DEW
WisdomTree Global High Dividend Fund
―
―
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DIVD
Altrius Global Dividend ETF Altrius Global Divid ETF
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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.
Disclaimer
This 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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