HEGD vs IQDG

Comparison between SWAN HEDGED EQUITY US LARGE CAP ETF (HEGD, ETF) and WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND (IQDG, ETF).

5-Year PerformanceHEGD has outperformed IQDG, delivering a return of +8.1% compared to +4.6%

HEGD vs IQDG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HEGD(ETF)	IQDG(ETF)
Net Assets	$717M	$716M
Expense Ratio	0.87%	0.42%
Max Drawdown	14.56%	38.31%
Sharpe Ratio	1.15	0.86
5Y Beta	0.45	0.78
5Y Dividends CAGR	N/A	12.79%

Net Assets

Winner

HEGD

$717M

IQDG

$716M

Expense Ratio

HEGD

0.87%

Winner

IQDG

0.42%

Max Drawdown

Winner

HEGD

14.56%

IQDG

38.31%

Sharpe Ratio

Winner

HEGD

1.15

IQDG

0.86

5Y Beta

Winner

HEGD

0.45

IQDG

0.78

5Y Dividends CAGR

HEGD

N/A

IQDG

12.79%

HEGD vs IQDG - Holdings Comparison

HEGD and IQDG have 1 common holdings. Overlap is 0.00%

HEGD's top 25 holdings weight is 114.83%. IQDG's top 25 holdings weight is 48.53%.

Rank	HEGD	IQDG
#1	SPDR® S&P 500® ETF (SPY) - 91.90%	TOYOTA MOTOR CORP (n/a) - 4.34%
#2	OPTION ON S&P 500 PR (n/a) - 18.75%	n/a (n/a) - 3.51%
#3	PUT ON S&P 500 DEC25 (n/a) - 3.54%	BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 3.51%
#4	OTHER ASSETS AND LIABILITIES (n/a) - 0.38%	BP PLC (n/a) - 3.20%
#5	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.26%	LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 2.99%
#6	US DOLLARS (n/a) - 0.00%	ING GROEP NV (n/a) - 2.68%
#7	N/A	ASML HOLDING NV (n/a) - 2.51%
#8	N/A	DEUTSCHE TELEKOM AG (n/a) - 2.42%
#9	N/A	NOVO NORDISK AS CLASS B (n/a) - 2.35%
#10	N/A	ASTRAZENECA PLC (AZN:XLON) - 2.20%
#11	N/A	L'OREAL SA (n/a) - 2.15%
#12	N/A	UBS GROUP AG REGISTERED SHARES (n/a) - 1.97%
#13	N/A	GSK PLC (n/a) - 1.88%
#14	N/A	VOLVO AB CLASS B (n/a) - 1.86%
#15	N/A	DEUTSCHE POST AG (n/a) - 1.78%
#16	N/A	LLOYDS BANKING GROUP PLC (n/a) - 1.71%
#17	N/A	TOKYO ELECTRON LTD (n/a) - 1.56%
#18	N/A	SCHNEIDER ELECTRIC SE (n/a) - 1.45%
#19	N/A	SAP SE (n/a) - 1.30%
#20	N/A	ABB LTD (n/a) - 1.29%
#21	N/A	TECHTRONIC INDUSTRIES CO LTD (n/a) - 0.39%
#22	N/A	SGS AG (n/a) - 0.39%
#23	N/A	SIKA AG (n/a) - 0.37%
#24	N/A	HOCHTIEF AG (n/a) - 0.36%
#25	N/A	KEYENCE CORP (n/a) - 0.36%
Total Holdings	6	239

HEGD vs IQDG - Historical Returns

Returns include dividend reinvestment.

Period	HEGD	IQDG
1 month	+1.97%	+5.02%
3 months	+1.05%	+6.59%
6 months	+6.10%	+2.81%
1 year	+12.45%	+17.21%
5 years(CAGR)	+8.11%	+4.63%
10 years(CAGR)	N/A	+8.16%
Max(CAGR)	+9.48%	+8.35%

HEGD

+1.97%

Winner

IQDG

+5.02%

HEGD

+1.05%

Winner

IQDG

+6.59%

Winner

HEGD

+6.10%

IQDG

+2.81%

HEGD

+12.45%

Winner

IQDG

+17.21%

5Y(CAGR)

Winner

HEGD

+8.11%

IQDG

+4.63%

10Y(CAGR)

HEGD

N/A

IQDG

+8.16%

Max(CAGR)

Winner

HEGD

+9.48%

IQDG

+8.35%

HEGD vs IQDG - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	HEGD	IQDG
2026	+6.47%	+8.54%
2025	+12.82%	+24.27%
2024	+15.60%	-1.92%
2023	+14.46%	+19.90%
2022	-11.12%	-20.28%
2021	+18.11%	+10.95%
2020	+0.99%	+15.51%
2019	N/A	+30.60%
2018	N/A	-16.98%
2017	N/A	+30.63%
2016	N/A	-1.95%

HEGD vs IQDG Drawdown Comparison

The maximum drawdown for HEGD was -14.56%, occurring on Oct 12, 2022. Recovery took 495 trading sessions.

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

The current HEGD drawdown is -1.64%. The current IQDG drawdown is -0.39%.

Rank	HEGD	IQDG
#1	-14.56% Dec 29, 2021 - Dec 18, 2023	-35.00% Aug 13, 2021 - Jul 12, 2024
#2	-8.14% Feb 19, 2025 - Jun 24, 2025	-31.35% Jan 17, 2020 - Aug 17, 2020
#3	-4.58% Jul 10, 2024 - Aug 21, 2024	-24.70% Jan 26, 2018 - Dec 13, 2019
#4	-4.39% Jan 27, 2026 - Apr 15, 2026	-18.12% Sep 26, 2024 - Jun 2, 2025
#5	-3.57% Mar 28, 2024 - May 15, 2024	-12.35% Feb 25, 2026 - Jul 6, 2026
#6	-3.54% Sep 2, 2021 - Oct 26, 2021	-10.79% Apr 20, 2016 - Mar 15, 2017
#7	-3.38% Jun 2, 2026 - Aug 4, 2026	-7.70% Jul 12, 2024 - Aug 21, 2024
#8	-3.28% Feb 17, 2021 - Apr 5, 2021	-7.57% Oct 12, 2020 - Nov 9, 2020
#9	-2.84% Dec 6, 2024 - Jan 23, 2025	-6.62% Jul 23, 2025 - Sep 18, 2025
#10	-2.80% Nov 24, 2021 - Dec 23, 2021	-5.56% Oct 6, 2025 - Dec 10, 2025
#11	-2.79% Aug 30, 2024 - Sep 12, 2024	-5.52% Feb 16, 2021 - Apr 9, 2021
#12	-2.62% Oct 29, 2025 - Dec 11, 2025	-5.31% Aug 23, 2024 - Sep 26, 2024
#13	-2.50% May 7, 2021 - Jun 24, 2021	-4.50% Jan 26, 2021 - Feb 16, 2021
#14	-2.34% Oct 14, 2024 - Nov 6, 2024	-3.66% Jul 6, 2026 - Jul 30, 2026
#15	-2.05% Dec 11, 2025 - Jan 9, 2026	-3.64% Sep 2, 2020 - Sep 16, 2020

Correlation

Correlation between HEGD and IQDG is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2016 - 2026)

HEGD vs IQDG dividend yield comparison.

Year	HEGD	IQDG
2026	0.00%	1.45%
2025	0.36%	2.28%
2024	0.43%	2.60%
2023	0.39%	1.76%
2022	0.87%	4.18%
2021	0.31%	2.67%
2020	0.00%	1.65%
2019	0.00%	1.95%
2018	0.00%	1.96%
2017	0.00%	1.71%
2016	0.00%	1.35%