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
SNPD (Xtrackers S&P ESG Dividend Aristocrats ETF) 9.00% 15.59% 9.29% NA NA NA NA
Data as of 06/05/2026, Common starting date is 11/09/2022
More Performance Analytics Comparison
Name Start Date End Date
SNPD (Xtrackers S&P ESG Dividend Aristocrats ETF) 11/09/2022 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022
Annualized Return (%) 0.38 15.59 9.29 NA NA NA NA 9.00 6.67 5.41 2.66 3.49
Sharpe Ratio NA 1.17 0.47 NA NA NA NA 1.67 0.25 0.16 -0.08 1.43
Standard Deviation(%) NA 11.06 12.71 NA NA NA NA 11.80 15.10 11.01 13.02 17.45
Draw Down(%) NA 8.68 15.81 NA NA NA NA 8.68 12.99 7.70 14.05 4.10
Yield(%) 0.00 3.34 3.13 2.06 1.03 0.69 0.51 0.62 3.22 2.85 2.62 0.59
Data as of 06/05/2026, Common starting date is 11/09/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SNPD (Xtrackers S&P ESG Dividend Aristocrats ETF) 4.90%
Dec 2022 – Dec 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SNPD (Xtrackers S&P ESG Dividend Aristocrats ETF) 10.18%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return