Sound Equity Income ETF (DIVY) Performance
DIVY total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +21.0% since Dec 31, 2025
- 1 year
- +24.7% total return
- 5 years
- +8.7% a year
- Since first price
- +12.1% a year since 2020
DIVY trailing returns vs SPY, QQQ, AGG
| Period | DIVY total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +5.0% | +4.7% | −1.0% | −5.0% | +0.9% |
| 3 months | +6.2% | +5.4% | +3.2% | +1.9% | −0.4% |
| 6 months | +13.0% | +11.2% | +7.8% | +8.4% | −1.5% |
| YTD | +21.0% | +18.3% | +12.3% | +15.1% | −1.0% |
| 1 year | +24.7% | +20.9% | +14.4% | +15.9% | −1.1% |
| 3 years | +47.0%+13.7%/yr | +30.2% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +51.4%+8.7%/yr | +23.6% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionDec 31, 2020 | +94.5%+12.1%/yr | +54.8% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: DIVY vs SPY
From Dec 31, 2020: DIVY grew to $19,453, SPY to $21,945.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
DIVY returns by calendar year
5 of 5 full years positive. Best 2021 (+33.7%), worst 2024 (+2.9%). 2026 is year to date.
DIVY annual returns table
| Year | DIVY | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +21.0% | −9.1% | +12.3% | +15.1% | −1.0% |
| 2025 | +7.5% | −16.9% | +17.7% | +20.8% | +7.2% |
| 2024 | +2.9% | −7.3% | +24.9% | +25.6% | +1.3% |
| 2023 | +5.1% | −13.2% | +26.2% | +54.9% | +5.7% |
| 2022 | +3.4% | −16.3% | −18.2% | −32.6% | −13.0% |
| 2021 | +33.7% | −10.2% | +28.7% | +27.4% | −1.8% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
DIVY largest drawdowns
Now 1.2% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Nov 29, 2024 | −18.2% | Apr 8, 2025 | Jul 23, 2025 | 4 months | 8 months |
| Jun 7, 2022 | −16.3% | Sep 30, 2022 | Jan 11, 2023 | 4 months | 7 months |
| Jan 26, 2023 | −13.2% | Oct 27, 2023 | Jan 30, 2024 | 9 months | 1.0 years |
| May 17, 2021 | −10.2% | Jul 19, 2021 | Dec 27, 2021 | 2 months | 7 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
DIVY risk statistics
| Statistic | 3 years | 5 years | Since 2020 |
|---|---|---|---|
| Annualized return | +9.7% | +7.7% | +10.9% |
| Volatility (annualized) | 12.8% | 15.0% | 15.2% |
| Sharpe ratio | 0.44 | 0.33 | 0.55 |
| Sortino ratio | 0.64 | 0.49 | 0.87 |
| Best month | +6.3% | +9.7% | +10.5% |
| Worst month | −6.6% | −8.4% | −8.4% |
| Best 12 months | +23.5% | +23.5% | +33.7% |
| Worst 12 months | −1.8% | −8.8% | −8.8% |
| Positive months | 64% | 58% | 59% |
| Beta vs S&P 500 | 0.58 | 0.67 | — |
| Correlation with S&P 500 | 0.56 | 0.70 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
DIVY rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 59 | −8.8% | +6.2% | +33.7% | 83% |
| 3-year (a year) | 35 | +0.9% | +6.6% | +14.0% | 100% |
| 5-year (a year) | 11 | +6.2% | +8.4% | +10.7% | 100% |
Every holding period starting at a month-end since 2020. Returns for 3 years and longer are annualized.
DIVY performance overview
Sound Equity Income ETF (DIVY) returned +24.7% over the past year and +8.7% a year over five years, with distributions reinvested. Since its first recorded price in 2020 it has returned +12.1% a year, turning $10,000 into about $19,453. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −18.2%, from Nov 29, 2024 to Apr 8, 2025, and it took 3 months to get back to the old high. DIVY finished 5 of its 5 full calendar years with a gain; the best year was 2021 (+33.7%) and the worst 2024 (+2.9%). Volatility has been 15.2% a year.
Related: DIVY chart, DIVY dividends. See the DIVY overview for the latest quote and fund facts.
DIVY performance FAQ
What is the DIVY return over the past year?
DIVY returned +24.7% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 20.9%.
What is the average annual return of DIVY?
DIVY has returned +8.7% a year over 5 years, +12.1% a year since December 31, 2020 (total return, distributions reinvested).
How much would $10,000 invested in DIVY be worth?
$10,000 invested in DIVY at its first recorded close on December 31, 2020 would be worth about $19,453 on October 23, 2026 with distributions reinvested.
What was the worst year for DIVY?
The worst calendar year was 2024, with a total return of +2.9%. The best was 2021 at +33.7%.
What is the biggest drawdown of DIVY?
The largest peak-to-trough decline was −18.2% between November 29, 2024 and April 8, 2025. It recovered to the old high on July 23, 2025, 3 months after the bottom.
How volatile is DIVY?
Over the past 3 years DIVY had an annualized volatility of 12.8% and a Sharpe ratio of 0.44 (excess return over 1–3 month T-bills per unit of risk).