USDV Performance & Benchmarks - 1.4% in 12m
The Total Return for 3m is 3.1%, for 6m -7.5% and YTD -6.2%. Compare with Peer-Group: US Equity Income
Performance Rating
28.86%
#14 in Peer-Group
Rel. Strength
37.47%
#4810 in Stock-Universe
Total Return 12m
1.40%
#15 in Peer-Group
Total Return 5y
41.77%
#15 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | CHF |
|---|---|
| 52 Week High | 69.17 CHF |
| 52 Week Low | 55.41 CHF |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 55.51 |
| Buy/Sell Signal +-5 | 1.41 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: USDV (1.4%) vs SPY (23.5%)
5y Drawdown (Underwater) Chart
Top Performer in US Equity Income
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| USDV | -0.5% | 0.62% | 3.09% |
| FUSA | -0.17% | 2.72% | 8.24% |
| FUSD | -0.14% | 2.68% | 8.15% |
| JEQP | 0.07% | 3.05% | 6.47% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| USDV | -7.52% | 1.4% | 41.8% |
| FUSA | -4.21% | 10.2% | 94.9% |
| FUSD | -4.33% | 9.40% | 112% |
| QYLE | -17.0% | 9.17% | 45.0% |
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| FUSD XETRA Fidelity SICAV - Fidelity |
2.68% | 9.4% | 112% | - | - | - | - | - |
| FUSA XETRA Fidelity US Quality Income |
2.72% | 10.2% | 94.9% | - | - | - | - | - |
| SPYD XETRA SPDR S&P US Dividend |
1.12% | 1.01% | 66.7% | - | - | - | - | - |
| QYLE XETRA Global X NASDAQ 100 Covered |
0.86% | 9.17% | 45% | - | - | - | - | - |
| JEQP XETRA JPM Nasdaq Equity Premium |
3.05% | -5.42% | -5.42% | - | - | - | - | - |
Performance Comparison: USDV vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for USDV
| Total Return (including Dividends) | USDV | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 0.62% | 1.69% | 1.69% |
| 3 Months | 3.09% | 12.34% | 12.34% |
| 12 Months | 1.40% | 23.51% | 23.51% |
| 5 Years | 41.77% | 102.76% | 102.76% |
| Trend Stabilty (consistency of price movement) | USDV | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 76.5% | 68.6% | 68.6% |
| 3 Months | 23.7% | 96.5% | 96.5% |
| 12 Months | -47.8% | 50.2% | 50.2% |
| 5 Years | 58.1% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 24 %th | -1.05% | -1.05% |
| 3 Month | 71 %th | -8.23% | -8.23% |
| 12 Month | 29 %th | -17.90% | -17.90% |
| 5 Years | 10 %th | -30.08% | -30.08% |
FAQs
Does SPDR S&P US Dividend (USDV) outperform the market?
No,
over the last 12 months USDV made 1.40%, while its related Sector, the SPDR SP500 Trust (SPY) made 23.51%.
Over the last 3 months USDV made 3.09%, while SPY made 12.34%.
Performance Comparison USDV vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
USDV vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.4% | -1.1% | -13% | -22% |
| US NASDAQ 100 | QQQ | 0.2% | -1.6% | -15.4% | -29% |
| German DAX 40 | DAX | 0.4% | 1.9% | -17.5% | -35% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.9% | -2.7% | -16% | -21% |
| Hongkong Hang Seng | HSI | 1.5% | -3.6% | -35.8% | -40% |
| India NIFTY 50 | INDA | 0.9% | 5.8% | -9.6% | 5% |
| Brasil Bovespa | EWZ | -2.1% | 6.5% | -15.3% | -5% |
USDV vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.6% | -0.5% | -12.6% | -31% |
| Consumer Discretionary | XLY | 2.8% | 0.5% | -2.3% | -27% |
| Consumer Staples | XLP | -0.4% | 2.5% | -11.2% | -5% |
| Energy | XLE | 2.6% | 1.5% | -3.9% | -1% |
| Financial | XLF | 1.7% | 2.1% | -9.7% | -28% |
| Health Care | XLV | 1.2% | 1.6% | 1.2% | 9% |
| Industrial | XLI | 1.7% | -0.9% | -18.5% | -26% |
| Materials | XLB | 3% | 3.5% | -7.1% | -0% |
| Real Estate | XLRE | 0.5% | 0.2% | -9.8% | -4% |
| Technology | XLK | 0.2% | -2.3% | -21.5% | -32% |
| Utilities | XLU | -4.9% | -5.9% | -21.6% | -23% |
| Aerospace & Defense | XAR | 1% | -2.8% | -31.9% | -54% |
| Biotech | XBI | -0.8% | -3.3% | -1.3% | 8% |
| Homebuilder | XHB | 0.3% | -3.9% | -7.3% | 3% |
| Retail | XRT | 2.1% | 1.2% | -7.7% | -10% |
USDV vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 0.9% | 1.10% | -5.71% | -3% |
| Natural Gas | UNG | 4.7% | 14.9% | 16.6% | 1% |
| Gold | GLD | -2.3% | -0.5% | -26% | -38% |
| Silver | SLV | 1.4% | -1% | -23.8% | -35% |
| Copper | CPER | 19.8% | 11.6% | -8.4% | -9% |
USDV vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -3.4% | -2% | -9.3% | 8% |
| iShares High Yield Corp. Bond | HYG | -0.8% | -0.1% | -11.4% | -9% |