Dividend EFTs Performance Guide: Compare Returns of S&P 500 and 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 | Oct-01-2014 | Oct-31-2014 |
| Start Price | $2,543.70 | $28.18 |
| End Date | Oct-01-2024 | Oct-15-2024 |
| End Price | $5,708.75 | $77.70 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Sep-30-2015 |
| Min Price | $2,503.97 | $26.78 |
| Max Date | Oct-01-2024 | Oct-15-2024 |
| Max Price | $5,708.75 | $77.70 |
| Total Return | 124.43% | 175.77% |
| Annualized Return | 8.35% | 10.58% |
| Current Value of $1,000 Purchase | $2,244 | $2,758 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 31.14% | 43.71% |
| Minimum Return | -25.54% | -25.27% |
| Maximum Return | 127.99% | 190.18% |
| Number Profitable Returns | 6,521 | 6,835 |
| Percent Profitable Returns | 89.82% | 94.15% |
| Number Unprofitable Returns | 739 | 425 |
| Percent Unprofitable Returns | 10.18% | 5.85% |
| Profitable to Unprofitable Returns Ratio | 8.82 | 16.08 |
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