Performance analysis of SPDV (AAM S&P 500 HIGH DIVIDEND VALUE ETF)
Annual Return
Over the past 3 years, SPDV has had an average annual return of +17.04%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, SPDV has had an average annual return of +8.27%, underperforming the benchmark SPY, which returned +14% annual.
Since Nov 29, 2017, SPDV has had an average annual return of +9.27%, underperforming the benchmark SPY, which returned +15.07% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +14.62% | +10.91% | +14.39% | +5.46% | -2.28% | +29.55% | -6.08% | +20.46% | -6.58% | +3.65% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.55% | +5.42% | -2.66% | +3.20% | +2.79% | -0.24% | +14.62% | ||||||
| 2025 | +3.70% | -0.28% | -2.31% | -5.90% | +3.85% | +3.12% | +0.79% | +6.44% | +0.74% | -1.56% | +1.90% | +0.49% | +10.91% |
| 2024 | -0.90% | +1.71% | +6.67% | -5.22% | +2.56% | -0.54% | +6.41% | +2.73% | +2.96% | -0.95% | +6.10% | -6.95% | +14.39% |
| 2023 | +5.10% | -4.23% | -2.92% | -0.76% | -4.36% | +7.34% | +3.61% | -2.99% | -3.70% | -4.84% | +7.18% | +7.30% | +5.46% |
| 2022 | +1.51% | -0.02% | +1.90% | -2.98% | +4.39% | -10.41% | +3.63% | -2.91% | -10.68% | +12.29% | +7.24% | -3.77% | -2.28% |
| 2021 | +2.13% | +9.31% | +6.23% | +4.06% | +3.69% | -2.37% | -1.46% | +2.02% | -2.12% | +1.04% | -2.87% | +7.38% | +29.55% |
| 2020 | -4.54% | -10.18% | -21.79% | +11.61% | +2.19% | +1.42% | +2.14% | +4.09% | -2.11% | -1.42% | +14.80% | +2.79% | -6.08% |
| 2019 | +7.95% | +1.56% | +0.51% | +2.51% | -8.07% | +7.87% | +0.41% | -4.67% | +6.46% | +0.81% | +3.27% | +1.38% | +20.46% |
| 2018 | +5.62% | -3.60% | -1.93% | +1.50% | +1.03% | +1.12% | +2.84% | +1.46% | -0.75% | -5.61% | +2.72% | -10.13% | -6.58% |
| 2017 | +1.03% | +2.59% | +3.65% |
Drawdown analysis of SPDV (AAM S&P 500 HIGH DIVIDEND VALUE ETF)
The maximum drawdown for the SPDV was -43.83%, occurring on Mar 23, 2020. Recovery took 222 trading sessions.
The current SPDV drawdown is -0.24%.
Since Nov 29, 2017 SPDV has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.83% | Jan 17, 2020 | 44 | Mar 23, 2020 | 222 | Feb 8, 2021 | 266 |
| -21.32% | Apr 20, 2022 | 113 | Sep 30, 2022 | 361 | Mar 11, 2024 | 474 |
| -18.63% | Nov 29, 2024 | 87 | Apr 8, 2025 | 94 | Aug 22, 2025 | 181 |
| -18.50% | Sep 21, 2018 | 64 | Dec 24, 2018 | 213 | Oct 29, 2019 | 277 |
| -9.85% | Jan 26, 2018 | 10 | Feb 9, 2018 | 131 | Aug 17, 2018 | 141 |
| -9.60% | Jun 8, 2021 | 28 | Jul 19, 2021 | 118 | Jan 4, 2022 | 146 |
| -6.37% | Mar 28, 2024 | 12 | Apr 16, 2024 | 62 | Jul 16, 2024 | 74 |
| -5.99% | Jul 30, 2024 | 4 | Aug 5, 2024 | 14 | Aug 23, 2024 | 18 |
| -5.80% | Feb 11, 2026 | 26 | Mar 20, 2026 | 44 | May 22, 2026 | 70 |
| -5.24% | Oct 3, 2025 | 34 | Nov 20, 2025 | 13 | Dec 10, 2025 | 47 |
| -5.14% | Jan 14, 2022 | 27 | Feb 24, 2022 | 23 | Mar 29, 2022 | 50 |
| -4.91% | Mar 15, 2021 | 7 | Mar 24, 2021 | 19 | Apr 21, 2021 | 26 |
| -3.56% | May 10, 2021 | 2 | May 12, 2021 | 3 | May 17, 2021 | 5 |
| -3.45% | Oct 16, 2024 | 12 | Nov 1, 2024 | 4 | Nov 7, 2024 | 16 |
| -3.42% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -2.93% | Feb 24, 2021 | 2 | Feb 26, 2021 | 3 | Mar 3, 2021 | 5 |
| -2.64% | Mar 29, 2022 | 5 | Apr 5, 2022 | 9 | Apr 19, 2022 | 14 |
| -2.53% | May 17, 2021 | 6 | May 25, 2021 | 6 | Jun 3, 2021 | 12 |
| -2.14% | Nov 18, 2019 | 10 | Dec 3, 2019 | 11 | Dec 18, 2019 | 21 |
| -1.91% | Jan 15, 2026 | 2 | Jan 20, 2026 | 2 | Jan 22, 2026 | 4 |
| -1.90% | Jul 17, 2024 | 5 | Jul 24, 2024 | 2 | Jul 26, 2024 | 7 |
| -1.61% | Dec 20, 2019 | 10 | Jan 7, 2020 | 7 | Jan 16, 2020 | 17 |
| -1.60% | Dec 11, 2025 | 5 | Dec 18, 2025 | 10 | Jan 5, 2026 | 15 |
| -1.58% | Oct 29, 2019 | 2 | Oct 31, 2019 | 1 | Nov 1, 2019 | 3 |
| -1.56% | Sep 11, 2025 | 10 | Sep 25, 2025 | 4 | Oct 1, 2025 | 14 |