HEDJ vs IYJ
Comparison between WISDOMTREE EUROPE HEDGED EQUITY FUND (HEDJ, ETF) and ISHARES U.S. INDUSTRIALS ETF (IYJ, ETF).
5-Year PerformanceHEDJ has outperformed IYJ, delivering a return of +13.0% compared to +8.9%
HEDJ vs IYJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HEDJ
$1.80B
IYJ
$1.80B
Expense Ratio
HEDJ
0.58%
Winner
IYJ
0.38%
Max Drawdown
Winner
HEDJ
38.18%
IYJ
62.80%
Sharpe Ratio
Winner
HEDJ
1.08
IYJ
0.90
5Y Beta
Winner
HEDJ
0.78
IYJ
0.92
P/E Ratio
HEDJ
N/A
IYJ
31.22
Forward P/E
HEDJ
N/A
IYJ
23.17
5Y Dividends CAGR
Winner
HEDJ
8.93%
IYJ
5.34%
5Y EPS CAGR
HEDJ
N/A
IYJ
11.95%
Debt to Equity
HEDJ
N/A
IYJ
64.79%
P/S Ratio
HEDJ
N/A
IYJ
3.10
P/B Ratio
HEDJ
N/A
IYJ
6.02
HEDJ vs IYJ - Holdings Comparison
HEDJ and IYJ have 1 common holdings. Overlap is -0.08%
HEDJ's top 25 holdings weight is 62.64%. IYJ's top 25 holdings weight is 56.75%.
| Rank | HEDJ | IYJ |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 6.58% | VISA INC CLASS A (V) - 6.90% |
| #2 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 5.89% | CATERPILLAR INC (CAT) - 5.49% |
| #3 | BANCO SANTANDER SA (n/a) - 4.80% | MASTERCARD INC CLASS A (MA) - 4.92% |
| #4 | SIEMENS AG (n/a) - 4.29% | GE AEROSPACE (GE) - 4.61% |
| #5 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 3.99% | GE VERNOVA INC (GEV) - 3.51% |
| #6 | DEUTSCHE TELEKOM AG (n/a) - 3.98% | RTX CORP (RTX) - 3.20% |
| #7 | SANOFI SA (n/a) - 3.53% | AMERICAN EXPRESS CO (AXP) - 2.28% |
| #8 | L'OREAL SA (n/a) - 3.10% | BOEING CO (BA) - 2.11% |
| #9 | ANHEUSER-BUSCH INBEV SA/NV (n/a) - 2.61% | EATON CORP PLC (ETN) - 1.99% |
| #10 | BASF SE (n/a) - 2.22% | UNION PACIFIC CORP (UNP) - 1.91% |
| #11 | BAYERISCHE MOTOREN WERKE AG (n/a) - 2.05% | HONEYWELL INTERNATIONAL INC (HON) - 1.80% |
| #12 | SCHNEIDER ELECTRIC SE (n/a) - 1.98% | DEERE & CO (DE) - 1.78% |
| #13 | SAP SE (n/a) - 1.83% | CAPITAL ONE FINANCIAL CORP (COF) - 1.53% |
| #14 | n/a (n/a) - 1.73% | PARKER HANNIFIN CORP (PH) - 1.48% |
| #15 | TENARIS SA (n/a) - 1.72% | HOWMET AEROSPACE INC (HWM) - 1.41% |
| #16 | DAIMLER TRUCK HOLDING AG ORDINARY SHARES (n/a) - 1.71% | LOCKHEED MARTIN CORP (LMT) - 1.36% |
| #17 | AIR LIQUIDE SA (n/a) - 1.43% | QUANTA SERVICES INC (PWR) - 1.31% |
| #18 | DANONE SA (n/a) - 1.33% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.31% |
| #19 | HEINEKEN NV (n/a) - 1.24% | CUMMINS INC (CMI) - 1.23% |
| #20 | KONE OYJ CLASS B (n/a) - 1.22% | ACCENTURE PLC CLASS A (ACN) - 1.19% |
| #21 | KONINKLIJKE AHOLD DELHAIZE NV (n/a) - 1.17% | GENERAL DYNAMICS CORP (GD) - 1.14% |
| #22 | FERROVIAL NV (n/a) - 1.16% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.09% |
| #23 | MAPFRE SA (n/a) - 1.09% | n/a (JCI) - 1.09% |
| #24 | AEGON LTD (n/a) - 1.00% | CSX CORP (CSX) - 1.06% |
| #25 | INFINEON TECHNOLOGIES AG (n/a) - 0.99% | 3M CO (MMM) - 1.05% |
| Total Holdings | 132 | 200 |
HEDJ vs IYJ - Historical Returns
Returns include dividend reinvestment.
1M
HEDJ
+2.23%
Winner
IYJ
+3.88%
3M
Winner
HEDJ
+11.78%
IYJ
+8.91%
6M
Winner
HEDJ
+8.83%
IYJ
+7.82%
1Y
Winner
HEDJ
+20.84%
IYJ
+16.26%
5Y(CAGR)
Winner
HEDJ
+13.03%
IYJ
+8.91%
10Y(CAGR)
HEDJ
+12.64%
Winner
IYJ
+13.00%
Max(CAGR)
Winner
HEDJ
+11.98%
IYJ
+8.01%
HEDJ vs IYJ - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | HEDJ | IYJ |
|---|---|---|
| 2026 | +7.00% | +8.25% |
| 2025 | +23.50% | +12.53% |
| 2024 | +5.60% | +18.77% |
| 2023 | +26.80% | +19.58% |
| 2022 | -8.86% | -13.50% |
| 2021 | +24.87% | +19.46% |
| 2020 | -2.25% | +15.88% |
| 2019 | +29.53% | +31.97% |
| 2018 | -6.98% | -12.24% |
| 2017 | +14.60% | +23.04% |
| 2016 | +14.87% | +20.78% |
| 2015 | +14.37% | -1.81% |
| 2014 | +12.71% | +8.23% |
| 2013 | +21.63% | +36.67% |
| 2012 | +21.71% | +15.31% |
| 2011 | -7.46% | -2.11% |
| 2010 | +5.16% | +23.31% |
| 2009 | +0.00% | +21.43% |
| 2008 | N/A | -38.70% |
| 2007 | N/A | +12.74% |
| 2006 | N/A | +12.27% |
| 2005 | N/A | +5.23% |
| 2004 | N/A | +16.58% |
| 2003 | N/A | +28.35% |
| 2002 | N/A | -24.94% |
| 2001 | N/A | -4.82% |
| 2000 | N/A | -6.56% |
HEDJ vs IYJ Drawdown Comparison
The maximum drawdown for HEDJ was -38.18%, occurring on Mar 16, 2020. Recovery took 229 trading sessions.
The maximum drawdown for IYJ was -61.97%, occurring on Mar 9, 2009. Recovery took 1117 trading sessions.
The current HEDJ drawdown is -1.38%. The current IYJ drawdown is -0.46%.
| Rank | HEDJ | IYJ |
|---|---|---|
| #1 | -38.18% Feb 12, 2020 - Jan 8, 2021 | -61.97% Oct 9, 2007 - Mar 15, 2012 |
| #2 | -20.19% Jan 4, 2022 - Feb 1, 2023 | -49.53% Sep 1, 2000 - Feb 27, 2006 |
| #3 | -20.17% Jul 7, 2011 - Aug 21, 2012 | -40.20% Feb 12, 2020 - Sep 2, 2020 |
| #4 | -19.86% Apr 10, 2015 - Oct 20, 2016 | -26.24% Sep 2, 2021 - Dec 14, 2023 |
| #5 | -16.87% Jul 25, 2018 - Apr 5, 2019 | -24.00% Sep 21, 2018 - Apr 18, 2019 |
| #6 | -15.93% Mar 19, 2025 - May 16, 2025 | -19.67% Nov 29, 2024 - Jul 1, 2025 |
| #7 | -13.28% Apr 14, 2010 - Oct 13, 2010 | -15.27% Mar 2, 2015 - Apr 19, 2016 |
| #8 | -12.12% Apr 1, 2024 - Jan 30, 2025 | -13.21% May 9, 2006 - Dec 27, 2006 |
| #9 | -11.90% Feb 25, 2026 - May 26, 2026 | -11.97% Mar 19, 2012 - Sep 13, 2012 |
| #10 | -11.58% Sep 5, 2014 - Nov 28, 2014 | -11.39% Mar 2, 2026 - Jun 16, 2026 |
| #11 | -10.52% Jul 28, 2023 - Dec 5, 2023 | -11.05% Jan 26, 2018 - Sep 14, 2018 |
| #12 | -10.14% Jan 19, 2010 - Mar 29, 2010 | -10.45% Jun 9, 2014 - Nov 6, 2014 |
| #13 | -9.63% May 21, 2013 - Aug 1, 2013 | -10.40% Jul 19, 2007 - Oct 9, 2007 |
| #14 | -9.53% Feb 17, 2011 - Jul 7, 2011 | -8.24% Jul 20, 2000 - Aug 21, 2000 |
| #15 | -8.84% Jan 23, 2018 - May 10, 2018 | -7.39% Oct 16, 2020 - Nov 6, 2020 |
Correlation
Correlation between HEDJ and IYJ is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2000 - 2026)
HEDJ vs IYJ dividend yield comparison.
| Year | HEDJ | IYJ |
|---|---|---|
| 2026 | 0.00% | 0.30% |
| 2025 | 1.63% | 0.83% |
| 2024 | 3.28% | 0.88% |
| 2023 | 6.13% | 1.05% |
| 2022 | 5.66% | 1.05% |
| 2021 | 4.16% | 0.76% |
| 2020 | 5.30% | 1.01% |
| 2019 | 3.63% | 1.32% |
| 2018 | 5.46% | 1.43% |
| 2017 | 4.54% | 1.29% |
| 2016 | 5.47% | 1.38% |
| 2015 | 18.87% | 1.53% |
| 2014 | 11.65% | 1.46% |
| 2013 | 3.70% | 1.14% |
| 2012 | 4.53% | 1.66% |
| 2011 | 6.79% | 1.55% |
| 2010 | 7.06% | 1.55% |
| 2009 | 0.00% | 1.72% |
| 2008 | 0.00% | 2.31% |
| 2007 | 0.00% | 1.20% |
| 2006 | 0.00% | 1.07% |
| 2005 | 0.00% | 1.10% |
| 2004 | 0.00% | 0.82% |
| 2003 | 0.00% | 0.80% |
| 2002 | 0.00% | 0.96% |
| 2001 | 0.00% | 0.59% |
| 2000 | 0.00% | 0.50% |
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