Dividend EFTs: Compare Returns of S&P 500 to WisdomTree U.S. Total Dividend Fund (DTD)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
Compare Returns for S&P 500 and DTD | ||
---|---|---|
S&P 500 | DTD | |
Start Date | Jan-01-2015 | Feb-27-2015 |
Start Price | $2,736.83 | $29.21 |
End Date | Jan-01-2025 | Feb-07-2025 |
End Price | $5,868.55 | $78.36 |
Number Monthly Prices | 121 | 121 |
Min Date | Feb-01-2016 | Sep-30-2015 |
Min Price | $2,532.94 | $26.61 |
Max Date | Dec-01-2024 | Nov-29-2024 |
Max Price | $6,010.09 | $80.27 |
Total Return | 114.43% | 168.28% |
Annualized Return | 7.86% | 10.28% |
Current Value of $1,000 Purchase | $2,144 | $2,683 |
Number Returns | 7,260 | 7,260 |
Average Return | 32.11% | 45.24% |
Minimum Return | -25.54% | -25.27% |
Maximum Return | 137.28% | 201.68% |
Number Profitable Returns | 6,544 | 6,854 |
Percent Profitable Returns | 90.14% | 94.41% |
Number Unprofitable Returns | 716 | 406 |
Percent Unprofitable Returns | 9.86% | 5.59% |
Profitable to Unprofitable Returns Ratio | 9.14 | 16.88 |
DTD Performance Table and Chart
DTD Dividend Chart
DTD Dollar-cost Average
DTD Trendline Chart
DTD Moving Average Chart
DTD Stock Return Map - See Patterns of Gains and Losses
DTD Stock Returns/Purchase Dates