IDV ETF

$42.77

Returns Overview

1 Month
+6.74%
3 Months
+17.80%
6 Months
+25.45%
YTD
+12.10%
1 Year
+58.95%
3 Years
+24.47%
5 Years
+14.65%
10 Years
+11.52%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IDV have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

+6.74%

3 Months Performance

+17.80%

6 Months Performance

+25.45%

1 Year Performance

+58.95%

Benchmark & Peers

Benchmark
Dow Jones EPAC Select Dividend Index(^DJEPCSD)
This ETF (YTD)
+12.10%
Peer Avg (YTD)
+7.25%
vs Peers
+4.86%

IDV ETF Performance

IDV performance across multiple time periods: 1-month 6.74%, YTD 12.10%, 1-year 58.95%, 3-year 24.47%, 5-year 14.65%, 10-year 11.52%.

IDV returns outperform the peer average of 7.25% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this ETF.

IDV performance comparison shows side-by-side returns with another fund. IDV alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+6.74%N/A
3 Months+17.80%N/A
6 Months+25.45%N/A
1 Year+58.95%N/A
3 Years+24.47%N/A
5 Years+14.65%N/A

All returns shown are total returns, not annualized