BHK vs IQDG

Comparison between BlackRock Core Bond Trust (BHK, ETF) and WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND (IQDG, ETF).

5-Year PerformanceIQDG has outperformed BHK, delivering a return of +4.1% compared to -2.9%

BHK vs IQDG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BHK(ETF)	IQDG(ETF)
Net Assets	$693M	$696M
Expense Ratio	N/A	0.42%
Max Drawdown	48.25%	38.31%
Sharpe Ratio	0.13	0.60
5Y Beta	0.24	0.78
5Y Dividends CAGR	2.71%	12.79%

Net Assets

BHK

$693M

Winner

IQDG

$696M

Expense Ratio

BHK

N/A

IQDG

0.42%

Max Drawdown

BHK

48.25%

Winner

IQDG

38.31%

Sharpe Ratio

BHK

0.13

Winner

IQDG

0.60

5Y Beta

Winner

BHK

0.24

IQDG

0.78

5Y Dividends CAGR

BHK

2.71%

Winner

IQDG

12.79%

BHK vs IQDG - Historical Returns

Returns include dividend reinvestment.

Period	BHK	IQDG
1 month	+1.50%	-0.64%
3 months	-0.23%	+3.08%
6 months	-1.02%	+2.12%
1 year	+5.30%	+12.48%
5 years(CAGR)	-2.92%	+4.08%
10 years(CAGR)	+2.89%	+8.00%
Max(CAGR)	+5.50%	+8.01%

Winner

BHK

+1.50%

IQDG

-0.64%

BHK

-0.23%

Winner

IQDG

+3.08%

BHK

-1.02%

Winner

IQDG

+2.12%

BHK

+5.30%

Winner

IQDG

+12.48%

5Y(CAGR)

BHK

-2.92%

Winner

IQDG

+4.08%

10Y(CAGR)

BHK

+2.89%

Winner

IQDG

+8.00%

Max(CAGR)

BHK

+5.50%

Winner

IQDG

+8.01%

BHK vs IQDG - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	BHK	IQDG
2026	-0.14%	+4.29%
2025	+2.66%	+24.27%
2024	+4.91%	-1.92%
2023	+11.99%	+19.90%
2022	-31.47%	-20.28%
2021	+7.18%	+10.95%
2020	+17.82%	+15.51%
2019	+25.33%	+30.60%
2018	-7.99%	-16.98%
2017	+14.21%	+30.63%
2016	+9.41%	-1.95%
2015	+2.05%	N/A
2014	+10.11%	N/A
2013	-9.96%	N/A
2012	+16.46%	N/A
2011	+14.68%	N/A
2010	+13.74%	N/A
2009	+14.45%	N/A
2008	-1.78%	N/A
2007	-1.82%	N/A
2006	+2.94%	N/A
2005	+5.03%	N/A
2004	+8.21%	N/A
2003	+8.94%	N/A
2002	-0.03%	N/A
2001	+0.00%	N/A

BHK vs IQDG Drawdown Comparison

The maximum drawdown for BHK was -39.55%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for IQDG was -35.00%, occurring on Sep 26, 2022. Recovery took 731 trading sessions.

The current BHK drawdown is -19.22%. The current IQDG drawdown is -2.28%.

Rank	BHK	IQDG
#1	-39.55% Sep 15, 2021 - Oct 20, 2022	-35.00% Aug 13, 2021 - Jul 12, 2024
#2	-30.64% May 27, 2008 - Jul 24, 2009	-31.35% Jan 17, 2020 - Aug 17, 2020
#3	-23.66% Feb 24, 2020 - Jun 10, 2020	-24.70% Jan 26, 2018 - Dec 13, 2019
#4	-19.40% Nov 12, 2012 - Jan 22, 2015	-18.12% Sep 26, 2024 - Jun 2, 2025
#5	-12.43% Jun 13, 2003 - Sep 20, 2004	-12.35% Feb 25, 2026 - Jul 6, 2026
#6	-12.08% Sep 28, 2010 - Sep 12, 2011	-10.79% Apr 20, 2016 - Mar 15, 2017
#7	-11.88% Dec 27, 2001 - Sep 18, 2002	-7.70% Jul 12, 2024 - Aug 21, 2024
#8	-10.94% Sep 12, 2005 - Oct 5, 2006	-7.57% Oct 12, 2020 - Nov 9, 2020
#9	-10.16% Aug 31, 2016 - May 18, 2017	-6.62% Jul 23, 2025 - Sep 18, 2025
#10	-9.78% Jan 2, 2018 - Mar 8, 2019	-5.56% Oct 6, 2025 - Dec 10, 2025
#11	-9.51% May 7, 2007 - Jan 24, 2008	-5.52% Feb 16, 2021 - Apr 9, 2021
#12	-9.08% Apr 24, 2015 - Mar 9, 2016	-5.31% Aug 23, 2024 - Sep 26, 2024
#13	-8.52% Jan 25, 2021 - Jun 15, 2021	-4.50% Jan 26, 2021 - Feb 16, 2021
#14	-8.50% Jan 24, 2008 - Apr 23, 2008	-3.64% Sep 2, 2020 - Sep 16, 2020
#15	-7.45% Oct 3, 2002 - Jan 17, 2003	-3.42% Jun 14, 2021 - Jul 12, 2021

Correlation

Correlation between BHK and IQDG is 0.70 which considered as a strong positive correlation - the stocks tend to move together.

0.70

-101

Dividend Comparison (2002 - 2026)

BHK vs IQDG dividend yield comparison.

Year	BHK	IQDG
2026	5.79%	1.51%
2025	9.25%	2.28%
2024	8.56%	2.60%
2023	8.21%	1.76%
2022	7.91%	4.18%
2021	6.36%	2.67%
2020	5.06%	1.65%
2019	5.32%	1.95%
2018	6.39%	1.96%
2017	5.56%	1.71%
2016	6.23%	1.35%
2015	7.03%	0.00%
2014	8.15%	0.00%
2013	6.94%	0.00%
2012	6.11%	0.00%
2011	5.95%	0.00%
2010	6.98%	0.00%
2009	8.16%	0.00%
2008	7.00%	0.00%
2007	6.75%	0.00%
2006	6.66%	0.00%
2005	11.28%	0.00%
2004	9.37%	0.00%
2003	9.51%	0.00%
2002	8.72%	0.00%