Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
QDIV (Global X S&P 500 Quality Dividend ETF) 9.29% 14.47% 9.95% 6.54% NA NA NA
Data as of 06/09/2026, Common starting date is 07/17/2018
More Performance Analytics Comparison
Name Start Date End Date
QDIV (Global X S&P 500 Quality Dividend ETF) 07/17/2018 06/09/2026
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
Annualized Return (%) 0.88 14.47 9.95 6.54 NA NA NA 9.29 3.14 10.61 5.19 -0.50 28.99 0.01 28.69 -12.20
Sharpe Ratio NA 1.08 0.54 0.25 NA NA NA 1.67 0.02 0.68 0.12 -0.09 2.05 -0.01 1.88 -1.54
Standard Deviation(%) NA 11.82 13.07 15.29 NA NA NA 11.52 16.76 10.25 12.79 21.18 14.12 37.27 14.50 17.16
Draw Down(%) NA 7.97 16.81 18.53 NA NA NA 7.97 14.59 7.32 10.67 18.53 5.99 41.21 9.99 19.01
Yield(%) 0.25 3.29 3.42 3.17 2.87 1.91 1.43 1.32 3.14 3.07 3.33 2.89 3.11 2.94 3.18 1.12
Data as of 06/09/2026, Common starting date is 07/17/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QDIV (Global X S&P 500 Quality Dividend ETF) 3.19%
May 2022 – May 2025
6.52%
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
QDIV (Global X S&P 500 Quality Dividend ETF) 23.34%
Mar 2020 – Mar 2023
17.09%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return