AAM S&P 500 HIGH DIVIDEND VALUE ETF

Symbol: SPDV

Exchange: NYSE ARCA

Sector: Consumer_Cyclical

Category: Mid-Cap Value

Inception Date: 28/11/2017

Latest Date: 02/04/2026

Current Price: $37.20

Expense Ratio: 0.29%

Assets Under Management
$88.1M
0.50% daily change

Period Performance

Adjusted cumulative ETF performance normalized to the first available adjusted price of the selected period.

Adjusted Return
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Performance Metrics

Return

-3.03%

Volatility

10.75%

Sharpe Ratio

-3.002

VaR 95%

-1.21%

CVaR 95%: -1.26%
Max Drawdown: -4.31%
Sortino Ratio: -5.417
Calmar Ratio: -6.64
Return

6.69%

Volatility

13.23%

Sharpe Ratio

2.001

VaR 95%

-1.29%

CVaR 95%: -1.41%
Max Drawdown: -6.05%
Sortino Ratio: 3.658
Calmar Ratio: 4.97
Return

8.41%

Volatility

13.20%

Sharpe Ratio

1.064

VaR 95%

-1.28%

CVaR 95%: -1.63%
Max Drawdown: -6.05%
Sortino Ratio: 1.763
Calmar Ratio: 2.92
Return

17.82%

Volatility

17.63%

Sharpe Ratio

0.809

VaR 95%

-1.34%

CVaR 95%: -2.51%
Max Drawdown: -8.89%
Sortino Ratio: 1.036
Calmar Ratio: 2.01
Return

28.94%

Volatility

15.54%

Sharpe Ratio

0.642

VaR 95%

-1.22%

CVaR 95%: -2.12%
Max Drawdown: -18.62%
Sortino Ratio: 0.889
Calmar Ratio: 0.73
Return

47.77%

Volatility

15.05%

Sharpe Ratio

0.687

VaR 95%

-1.27%

CVaR 95%: -1.96%
Max Drawdown: -18.62%
Sortino Ratio: 1.020
Calmar Ratio: 0.75

Daily Returns for Period 12M

Daily simple returns calculated over the official metric window from the same adjusted price series used in the chart: 02/04/2025 - 02/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.072%

Best Day

7.142%

09/04/2025
Worst Day

-5.512%

03/04/2025
Days with Data

251

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
02/04/2026 $37.01 $37.20 $36.91 $37.20 4,800
01/04/2026 $37.22 $37.24 $36.95 $37.02 8,500
31/03/2026 $37.22 $37.23 $36.98 $37.23 3,500
30/03/2026 $37.42 $37.52 $36.97 $37.04 2,100
27/03/2026 $37.21 $37.28 $37.08 $37.14 3,200
26/03/2026 $37.30 $37.60 $37.27 $37.29 12,600
25/03/2026 $37.21 $37.30 $37.06 $37.23 12,800
24/03/2026 $36.50 $37.19 $36.50 $37.05 39,800
23/03/2026 $36.61 $36.95 $36.45 $36.66 6,000
20/03/2026 $36.83 $36.83 $36.29 $36.37 6,200