HEDJ vs IEV
Comparison between WISDOMTREE EUROPE HEDGED EQUITY FUND (HEDJ, ETF) and ISHARES EUROPE ETF (IEV, ETF).
5-Year PerformanceHEDJ has outperformed IEV, delivering a return of +13.0% compared to +9.1%
HEDJ vs IEV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HEDJ
$1.80B
IEV
$1.80B
Expense Ratio
Winner
HEDJ
0.58%
IEV
0.60%
Max Drawdown
Winner
HEDJ
38.18%
IEV
65.62%
Sharpe Ratio
Winner
HEDJ
1.08
IEV
1.00
5Y Beta
HEDJ
0.78
Winner
IEV
0.69
5Y Dividends CAGR
HEDJ
8.93%
Winner
IEV
12.97%
HEDJ vs IEV - Holdings Comparison
HEDJ and IEV have 3 common holdings. Overlap is -1.56%
HEDJ's top 25 holdings weight is 62.64%. IEV's top 25 holdings weight is 38.22%.
| Rank | HEDJ | IEV |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 6.58% | ASML HOLDING NV (n/a) - 5.26% |
| #2 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 5.89% | HSBC HOLDINGS PLC (n/a) - 2.33% |
| #3 | BANCO SANTANDER SA (n/a) - 4.80% | NOVARTIS AG REGISTERED SHARES (n/a) - 2.05% |
| #4 | SIEMENS AG (n/a) - 4.29% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 2.05% |
| #5 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 3.99% | ASTRAZENECA PLC (AZN:XLON) - 1.97% |
| #6 | DEUTSCHE TELEKOM AG (n/a) - 3.98% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.86% |
| #7 | SANOFI SA (n/a) - 3.53% | NESTLE SA (n/a) - 1.81% |
| #8 | L'OREAL SA (n/a) - 3.10% | SIEMENS AG (n/a) - 1.65% |
| #9 | ANHEUSER-BUSCH INBEV SA/NV (n/a) - 2.61% | SHELL PLC (n/a) - 1.63% |
| #10 | BASF SE (n/a) - 2.22% | BANCO SANTANDER SA (n/a) - 1.43% |
| #11 | BAYERISCHE MOTOREN WERKE AG (n/a) - 2.05% | SCHNEIDER ELECTRIC SE (n/a) - 1.25% |
| #12 | SCHNEIDER ELECTRIC SE (n/a) - 1.98% | ALLIANZ SE (n/a) - 1.24% |
| #13 | SAP SE (n/a) - 1.83% | TOTALENERGIES SE (TTE) - 1.20% |
| #14 | n/a (n/a) - 1.73% | ABB LTD (n/a) - 1.18% |
| #15 | TENARIS SA (n/a) - 1.72% | SAP SE (n/a) - 1.18% |
| #16 | DAIMLER TRUCK HOLDING AG ORDINARY SHARES (n/a) - 1.71% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.11% |
| #17 | AIR LIQUIDE SA (n/a) - 1.43% | UBS GROUP AG REGISTERED SHARES (n/a) - 1.08% |
| #18 | DANONE SA (n/a) - 1.33% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 1.06% |
| #19 | HEINEKEN NV (n/a) - 1.24% | IBERDROLA SA (n/a) - 1.05% |
| #20 | KONE OYJ CLASS B (n/a) - 1.22% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.01% |
| #21 | KONINKLIJKE AHOLD DELHAIZE NV (n/a) - 1.17% | UNICREDIT SPA (n/a) - 1.01% |
| #22 | FERROVIAL NV (n/a) - 1.16% | NOVO NORDISK AS CLASS B (n/a) - 1.00% |
| #23 | MAPFRE SA (n/a) - 1.09% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 0.96% |
| #24 | AEGON LTD (n/a) - 1.00% | AIRBUS SE (n/a) - 0.95% |
| #25 | INFINEON TECHNOLOGIES AG (n/a) - 0.99% | SAFRAN SA (n/a) - 0.90% |
| Total Holdings | 132 | 371 |
HEDJ vs IEV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HEDJ
+2.23%
IEV
-0.01%
3M
Winner
HEDJ
+11.78%
IEV
+8.88%
6M
Winner
HEDJ
+8.83%
IEV
+5.91%
1Y
Winner
HEDJ
+20.84%
IEV
+19.17%
5Y(CAGR)
Winner
HEDJ
+13.03%
IEV
+9.09%
10Y(CAGR)
Winner
HEDJ
+12.64%
IEV
+8.88%
Max(CAGR)
Winner
HEDJ
+11.98%
IEV
+5.91%
HEDJ vs IEV - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | HEDJ | IEV |
|---|---|---|
| 2026 | +7.00% | +4.72% |
| 2025 | +23.50% | +36.12% |
| 2024 | +5.60% | +2.56% |
| 2023 | +26.80% | +18.41% |
| 2022 | -8.86% | -14.96% |
| 2021 | +24.87% | +15.51% |
| 2020 | -2.25% | +3.25% |
| 2019 | +29.53% | +24.69% |
| 2018 | -6.98% | -15.23% |
| 2017 | +14.60% | +24.57% |
| 2016 | +14.87% | +1.27% |
| 2015 | +14.37% | -2.80% |
| 2014 | +12.71% | -5.14% |
| 2013 | +21.63% | +22.35% |
| 2012 | +21.71% | +16.87% |
| 2011 | -7.46% | -12.08% |
| 2010 | +5.16% | +0.98% |
| 2009 | +0.00% | +27.65% |
| 2008 | N/A | -41.73% |
| 2007 | N/A | +14.20% |
| 2006 | N/A | +30.79% |
| 2005 | N/A | +12.39% |
| 2004 | N/A | +20.13% |
| 2003 | N/A | +36.70% |
| 2002 | N/A | -16.93% |
| 2001 | N/A | -20.26% |
| 2000 | N/A | +0.57% |
HEDJ vs IEV Drawdown Comparison
The maximum drawdown for HEDJ was -38.18%, occurring on Mar 16, 2020. Recovery took 229 trading sessions.
The maximum drawdown for IEV was -61.31%, occurring on Mar 9, 2009. Recovery took 1562 trading sessions.
The current HEDJ drawdown is -1.38%. The current IEV drawdown is -2.21%.
| Rank | HEDJ | IEV |
|---|---|---|
| #1 | -38.18% Feb 12, 2020 - Jan 8, 2021 | -61.31% Oct 31, 2007 - Jan 15, 2014 |
| #2 | -20.19% Jan 4, 2022 - Feb 1, 2023 | -46.21% Jan 3, 2001 - Nov 5, 2004 |
| #3 | -20.17% Jul 7, 2011 - Aug 21, 2012 | -36.61% Jan 26, 2018 - Dec 1, 2020 |
| #4 | -19.86% Apr 10, 2015 - Oct 20, 2016 | -30.55% Nov 3, 2021 - Dec 14, 2023 |
| #5 | -16.87% Jul 25, 2018 - Apr 5, 2019 | -26.01% Jul 3, 2014 - Jul 20, 2017 |
| #6 | -15.93% Mar 19, 2025 - May 16, 2025 | -14.63% Mar 18, 2025 - May 2, 2025 |
| #7 | -13.28% Apr 14, 2010 - Oct 13, 2010 | -13.60% May 9, 2006 - Sep 27, 2006 |
| #8 | -12.12% Apr 1, 2024 - Jan 30, 2025 | -12.52% Jul 12, 2007 - Oct 11, 2007 |
| #9 | -11.90% Feb 25, 2026 - May 26, 2026 | -12.36% Sep 1, 2000 - Jan 3, 2001 |
| #10 | -11.58% Sep 5, 2014 - Nov 28, 2014 | -12.31% Feb 25, 2026 - Mar 20, 2026 |
| #11 | -10.52% Jul 28, 2023 - Dec 5, 2023 | -11.13% Sep 27, 2024 - Feb 25, 2025 |
| #12 | -10.14% Jan 19, 2010 - Mar 29, 2010 | -8.51% Feb 26, 2007 - Apr 3, 2007 |
| #13 | -9.63% May 21, 2013 - Aug 1, 2013 | -7.28% Mar 4, 2005 - Aug 3, 2005 |
| #14 | -9.53% Feb 17, 2011 - Jul 7, 2011 | -7.02% Jan 22, 2014 - Feb 14, 2014 |
| #15 | -8.84% Jan 23, 2018 - May 10, 2018 | -6.90% Sep 9, 2005 - Dec 6, 2005 |
Correlation
Correlation between HEDJ and IEV is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2000 - 2026)
HEDJ vs IEV dividend yield comparison.
| Year | HEDJ | IEV |
|---|---|---|
| 2026 | 0.00% | 1.79% |
| 2025 | 1.63% | 2.73% |
| 2024 | 3.28% | 3.10% |
| 2023 | 6.13% | 2.77% |
| 2022 | 5.66% | 3.06% |
| 2021 | 4.16% | 2.81% |
| 2020 | 5.30% | 1.76% |
| 2019 | 3.63% | 3.06% |
| 2018 | 5.46% | 3.44% |
| 2017 | 4.54% | 2.39% |
| 2016 | 5.47% | 3.08% |
| 2015 | 18.87% | 2.81% |
| 2014 | 11.65% | 3.79% |
| 2013 | 3.70% | 2.33% |
| 2012 | 4.53% | 3.03% |
| 2011 | 6.79% | 3.60% |
| 2010 | 7.06% | 2.49% |
| 2009 | 0.00% | 2.56% |
| 2008 | 0.00% | 9.62% |
| 2007 | 0.00% | 5.48% |
| 2006 | 0.00% | 3.97% |
| 2005 | 0.00% | 4.65% |
| 2004 | 0.00% | 3.58% |
| 2003 | 0.00% | 3.46% |
| 2002 | 0.00% | 4.47% |
| 2001 | 0.00% | 3.15% |
| 2000 | 0.00% | 0.48% |
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