HEDJ vs IYE
Comparison between WISDOMTREE EUROPE HEDGED EQUITY FUND (HEDJ, ETF) and ISHARES U.S. ENERGY ETF (IYE, ETF).
5-Year PerformanceIYE has outperformed HEDJ, delivering a return of +19.1% compared to +10.9%
HEDJ vs IYE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HEDJ
$1.70B
IYE
$1.70B
Expense Ratio
HEDJ
0.58%
Winner
IYE
0.38%
Max Drawdown
Winner
HEDJ
38.18%
IYE
78.21%
Sharpe Ratio
HEDJ
0.91
Winner
IYE
1.70
5Y Beta
HEDJ
0.78
Winner
IYE
0.59
P/E Ratio
HEDJ
N/A
IYE
20.91
Forward P/E
HEDJ
N/A
IYE
14.94
PEG Ratio
HEDJ
N/A
IYE
0.82
5Y Dividends CAGR
HEDJ
8.93%
Winner
IYE
11.55%
5Y EPS CAGR
HEDJ
N/A
IYE
22.38%
Debt to Equity
HEDJ
N/A
IYE
40.52%
P/S Ratio
HEDJ
N/A
IYE
1.73
P/B Ratio
HEDJ
N/A
IYE
2.57
HEDJ vs IYE - Holdings Comparison
HEDJ and IYE have 1 common holdings. Overlap is 0.00%
HEDJ's top 25 holdings weight is 63.57%. IYE's top 25 holdings weight is 94.36%.
| Rank | HEDJ | IYE |
|---|---|---|
| #1 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 5.93% | EXXON MOBIL CORP (XOM) - 22.44% |
| #2 | ASML HOLDING NV (n/a) - 5.55% | CHEVRON CORP (CVX) - 15.70% |
| #3 | BANCO SANTANDER SA (n/a) - 4.67% | CONOCOPHILLIPS (COP) - 6.63% |
| #4 | SIEMENS AG (n/a) - 4.07% | WILLIAMS COMPANIES INC (WMB) - 4.36% |
| #5 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 4.01% | SLB LTD (SLB) - 3.76% |
| #6 | SANOFI SA (n/a) - 3.99% | EOG RESOURCES INC (EOG) - 3.60% |
| #7 | DEUTSCHE TELEKOM AG (n/a) - 3.94% | VALERO ENERGY CORP (VLO) - 3.50% |
| #8 | L'OREAL SA (n/a) - 3.22% | MARATHON PETROLEUM CORP (MPC) - 3.22% |
| #9 | ANHEUSER-BUSCH INBEV SA/NV (n/a) - 2.50% | PHILLIPS 66 (PSX) - 3.08% |
| #10 | BASF SE (n/a) - 2.45% | KINDER MORGAN INC CLASS P (KMI) - 3.04% |
| #11 | BAYERISCHE MOTOREN WERKE AG (n/a) - 2.32% | BAKER HUGHES CO CLASS A (BKR) - 2.95% |
| #12 | SCHNEIDER ELECTRIC SE (n/a) - 1.91% | CHENIERE ENERGY INC (LNG) - 2.64% |
| #13 | TENARIS SA (n/a) - 1.78% | ONEOK INC (OKE) - 2.52% |
| #14 | DAIMLER TRUCK HOLDING AG ORDINARY SHARES (n/a) - 1.78% | TARGA RESOURCES CORP (TRGP) - 2.41% |
| #15 | n/a (n/a) - 1.77% | OCCIDENTAL PETROLEUM CORP (OXY) - 1.90% |
| #16 | SAP SE (n/a) - 1.77% | DIAMONDBACK ENERGY INC (FANG) - 1.73% |
| #17 | DANONE SA (n/a) - 1.54% | EQT CORP (EQT) - 1.65% |
| #18 | AIR LIQUIDE SA (n/a) - 1.54% | HALLIBURTON CO (HAL) - 1.47% |
| #19 | KONINKLIJKE AHOLD DELHAIZE NV (n/a) - 1.45% | TECHNIPFMC PLC (FTI) - 1.38% |
| #20 | KONE OYJ CLASS B (n/a) - 1.43% | DEVON ENERGY CORP (DVN) - 1.35% |
| #21 | HEINEKEN NV (n/a) - 1.31% | COTERRA ENERGY INC ORDINARY SHARES (CTRA) - 1.17% |
| #22 | FERROVIAL SE (n/a) - 1.27% | TEXAS PACIFIC LAND CORP (TPL) - 1.10% |
| #23 | MAPFRE SA (n/a) - 1.26% | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 1.05% |
| #24 | HANNOVER RUECK SE REGISTERED SHARES (n/a) - 1.06% | FIRST SOLAR INC (FSLR) - 0.96% |
| #25 | SAIPEM SPA (n/a) - 1.05% | OVINTIV INC (OVV) - 0.75% |
| Total Holdings | 133 | 41 |
HEDJ vs IYE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HEDJ
+1.22%
IYE
-4.01%
3M
HEDJ
+0.65%
Winner
IYE
+4.75%
6M
HEDJ
+7.98%
Winner
IYE
+25.73%
1Y
HEDJ
+17.27%
Winner
IYE
+39.95%
5Y(CAGR)
HEDJ
+10.95%
Winner
IYE
+19.13%
10Y(CAGR)
Winner
HEDJ
+10.76%
IYE
+8.79%
Max(CAGR)
Winner
HEDJ
+8.81%
IYE
+7.27%
HEDJ vs IYE - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | HEDJ | IYE |
|---|---|---|
| 2026 | +3.77% | +22.32% |
| 2025 | +23.50% | +6.06% |
| 2024 | +5.60% | +5.01% |
| 2023 | +23.15% | +1.78% |
| 2022 | -11.43% | +55.61% |
| 2021 | +22.25% | +53.06% |
| 2020 | -4.98% | -34.05% |
| 2019 | +27.10% | +7.69% |
| 2018 | -9.15% | -20.69% |
| 2017 | +12.11% | -3.06% |
| 2016 | +11.53% | +25.79% |
| 2015 | +5.16% | -22.56% |
| 2014 | +6.74% | -8.39% |
| 2013 | +19.10% | +22.67% |
| 2012 | +18.69% | +1.63% |
| 2011 | -10.30% | +2.91% |
| 2010 | +1.41% | +15.56% |
| 2009 | +0.00% | +13.70% |
| 2008 | N/A | -37.78% |
| 2007 | N/A | +41.04% |
| 2006 | N/A | +15.31% |
| 2005 | N/A | +39.26% |
| 2004 | N/A | +32.27% |
| 2003 | N/A | +24.20% |
| 2002 | N/A | -15.27% |
| 2001 | N/A | -11.91% |
| 2000 | N/A | +6.75% |
HEDJ vs IYE Drawdown Comparison
The maximum drawdown for HEDJ was -38.18%, occurring on Mar 16, 2020. Recovery took 270 trading sessions.
The maximum drawdown for IYE was -73.74%, occurring on Mar 18, 2020. Recovery took 1983 trading sessions.
The current HEDJ drawdown is -1.68%. The current IYE drawdown is -10.74%.
| Rank | HEDJ | IYE |
|---|---|---|
| #1 | -38.18% Feb 12, 2020 - Mar 10, 2021 | -73.74% Jun 23, 2014 - May 6, 2022 |
| #2 | -26.09% Apr 10, 2015 - Mar 9, 2017 | -55.81% May 20, 2008 - Sep 18, 2013 |
| #3 | -22.22% Jan 4, 2022 - Feb 15, 2023 | -39.58% May 18, 2001 - Jun 23, 2004 |
| #4 | -21.93% Feb 17, 2011 - Dec 6, 2012 | -25.60% Jun 7, 2022 - Oct 28, 2022 |
| #5 | -16.93% May 22, 2018 - Apr 5, 2019 | -20.37% Nov 22, 2024 - Jan 5, 2026 |
| #6 | -15.93% Mar 19, 2025 - May 16, 2025 | -18.82% Nov 15, 2022 - Mar 21, 2024 |
| #7 | -13.36% Apr 14, 2010 - Jan 12, 2011 | -16.18% Jan 3, 2008 - Apr 16, 2008 |
| #8 | -12.12% Apr 1, 2024 - Jan 30, 2025 | -15.79% Sep 29, 2005 - Jan 17, 2006 |
| #9 | -12.04% Jun 19, 2014 - Dec 3, 2014 | -15.40% May 10, 2006 - Nov 9, 2006 |
| #10 | -11.90% Feb 25, 2026 - Mar 20, 2026 | -14.87% Mar 4, 2005 - Jun 17, 2005 |
| #11 | -11.01% May 21, 2013 - Aug 13, 2013 | -14.10% Mar 9, 2001 - Apr 26, 2001 |
| #12 | -10.52% Jul 28, 2023 - Dec 5, 2023 | -12.60% Apr 5, 2024 - Nov 20, 2024 |
| #13 | -10.14% Jan 19, 2010 - Mar 29, 2010 | -12.57% Jul 19, 2007 - Sep 18, 2007 |
| #14 | -8.96% Jan 23, 2018 - May 16, 2018 | -12.38% Oct 12, 2000 - Mar 7, 2001 |
| #15 | -8.61% Jul 24, 2019 - Oct 23, 2019 | -12.31% Dec 14, 2006 - Apr 4, 2007 |
Correlation
Correlation between HEDJ and IYE is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
0.74
-101
Dividend Comparison (2000 - 2026)
HEDJ vs IYE dividend yield comparison.
| Year | HEDJ | IYE |
|---|---|---|
| 2026 | 0.00% | 0.52% |
| 2025 | 1.63% | 2.85% |
| 2024 | 3.28% | 2.75% |
| 2023 | 3.31% | 2.99% |
| 2022 | 2.83% | 3.37% |
| 2021 | 2.08% | 2.98% |
| 2020 | 2.65% | 4.75% |
| 2019 | 1.82% | 6.60% |
| 2018 | 2.73% | 3.16% |
| 2017 | 2.27% | 2.66% |
| 2016 | 2.74% | 2.11% |
| 2015 | 9.44% | 3.39% |
| 2014 | 5.83% | 2.05% |
| 2013 | 1.85% | 1.54% |
| 2012 | 2.27% | 1.67% |
| 2011 | 3.39% | 1.40% |
| 2010 | 3.53% | 1.28% |
| 2009 | 0.00% | 1.47% |
| 2008 | 0.00% | 1.54% |
| 2007 | 0.00% | 0.82% |
| 2006 | 0.00% | 1.05% |
| 2005 | 0.00% | 0.93% |
| 2004 | 0.00% | 1.18% |
| 2003 | 0.00% | 1.48% |
| 2002 | 0.00% | 1.75% |
| 2001 | 0.00% | 1.30% |
| 2000 | 0.00% | 0.48% |
Select Stocks to Compare
Popular: HEDJ vs SPYIYE vs SPY
More Comparisons
Compare with similar stocks