Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPDV (AAM S&P 500 High Dividend Value ETF) | 14.88% | 28.94% | 17.33% | 8.30% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/30/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPDV (AAM S&P 500 High Dividend Value ETF) | 11/30/2017 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.51 | 28.94 | 17.33 | 8.30 | NA | NA | NA | … | … | 14.88 | 10.90 | 14.40 | 5.48 | -2.28 | 29.50 | -6.07 | 20.46 | -6.58 | 2.59 |
| Sharpe Ratio | NA | 2.21 | 0.98 | 0.38 | NA | NA | NA | … | … | 3.15 | 0.45 | 0.84 | 0.12 | -0.18 | 1.80 | -0.15 | 1.45 | -0.53 | 3.33 |
| Standard Deviation(%) | NA | 12.17 | 14.84 | 16.31 | NA | NA | NA | … | … | 12.04 | 17.75 | 12.78 | 15.36 | 20.33 | 16.33 | 40.95 | 13.05 | 15.04 | 11.14 |
| Draw Down(%) | NA | 5.80 | 18.62 | 21.26 | NA | NA | NA | … | … | 5.80 | 17.32 | 8.40 | 15.85 | 21.26 | 9.57 | 43.82 | 9.01 | 18.50 | 1.28 |
| Yield(%) | 0.28 | 4.10 | 4.52 | 3.64 | 3.55 | 2.36 | 1.77 | … | … | 1.46 | 4.09 | 3.85 | 3.99 | 3.48 | 3.92 | 3.51 | 4.10 | 3.27 | 0.29 |
Data as of 06/04/2026, Common starting date is 11/30/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPDV (AAM S&P 500 High Dividend Value ETF) |
0.73%
Jan 2018 – Jan 2021 |
3.76%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPDV (AAM S&P 500 High Dividend Value ETF) |
20.11%
Mar 2020 – Mar 2023 |
16.66%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart