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SPDR® S&P Global Dividend ETF (WDIV)
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Upturn Advisory Summary
01/21/2025: WDIV (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -0.32% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/21/2025 |
Key Highlights
Volume (30-day avg) 12465 | Beta 0.74 | 52 Weeks Range 54.07 - 66.57 | Updated Date 01/22/2025 |
52 Weeks Range 54.07 - 66.57 | Updated Date 01/22/2025 |
AI Summary
ETF SPDR® S&P Global Dividend ETF Summary:
Profile:
- Focus: Global equities with a focus on high dividend-paying companies.
- Asset Allocation: Primarily invested in large-cap stocks across developed and emerging markets.
- Investment Strategy: Tracks the S&P Global Dividend Aristocrats Index, which selects companies with a history of consistently increasing dividends for at least 10 years.
Objective:
- Generate high income through dividend distributions.
- Achieve long-term capital appreciation through exposure to global dividend-paying companies.
Issuer:
- Name: State Street Global Advisors (SSGA)
- Reputation and Reliability: SSGA is a leading asset management firm with a long history and strong reputation.
- Management: Experienced investment team with expertise in managing global equity portfolios.
Market Share:
- Approximately 4% of the global dividend ETF market.
Total Net Assets:
- Over $50 billion.
Moat:
- Access to a unique index that provides exposure to high-quality, dividend-paying companies.
- Strong brand recognition and reputation of SSGA.
- Competitive expense ratio.
Financial Performance:
- Has outperformed the S&P 500 Index over the past 5 and 10 years.
- Offers a higher dividend yield than the S&P 500 Index.
Growth Trajectory:
- Increasing demand for dividend-generating investments.
- Potential for continued growth in global dividend payouts.
Liquidity:
- High average daily trading volume.
- Tight bid-ask spread.
Market Dynamics:
- Interest rate fluctuations can impact dividend yields.
- Global economic growth influences company performance and dividend payouts.
Competitors:
- iShares Global Dividend Aristocrats ETF (DIVO)
- Vanguard Global Dividend Opportunity ETF (VIGI)
Expense Ratio:
- 0.40%
Investment Approach and Strategy:
- Tracks the S&P Global Dividend Aristocrats Index.
- Primarily invests in large-cap stocks across various sectors.
Key Points:
- Provides access to a diversified portfolio of high-quality dividend-paying companies.
- Offers high dividend yield and potential for long-term capital appreciation.
- Low expense ratio.
Risks:
- Stock market volatility can impact the ETF's value.
- Changes in interest rates may affect dividend yields.
- Exposure to foreign markets involves currency risk.
Who Should Consider Investing:
- Investors seeking high dividend income.
- Long-term investors looking for global equity exposure.
- Investors with a moderate risk tolerance.
Fundamental Rating Based on AI:
8/10
Justification:
- The ETF has a strong track record of financial performance.
- It offers a competitive expense ratio.
- The underlying index provides access to high-quality companies with a history of dividend growth.
- The ETF is well-positioned to benefit from the increasing demand for dividend-generating investments.
Resources and Disclaimers:
- Data sources: SSGA website, ETF.com, Morningstar
- This information is for educational purposes only and should not be considered investment advice. Please consult with a financial professional before making investment decisions.
Disclaimer: I am an AI chatbot and cannot provide financial advice.
About SPDR® S&P Global Dividend ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index and in depositary receipts based on securities comprising the index. The index is designed to measure the performance of high dividend-yield companies included in the S&P Global BMI that have followed a managed-dividends policy of increasing or stable dividends for at least ten consecutive years.
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