HEWJ vs IQDG

Comparison between ISHARES CURRENCY HEDGED MSCI JAPAN ETF (HEWJ, ETF) and WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND (IQDG, ETF).

5-Year PerformanceHEWJ has outperformed IQDG, delivering a return of +20.7% compared to +3.5%

HEWJ vs IQDG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HEWJ(ETF)	IQDG(ETF)
Net Assets	$715M	$714M
Expense Ratio	0.49%	0.42%
Max Drawdown	37.42%	38.31%
Sharpe Ratio	2.00	0.47
5Y Beta	1.00	0.78
5Y Dividends CAGR	30.82%	4.12%

Net Assets

Winner

HEWJ

$715M

IQDG

$714M

Expense Ratio

HEWJ

0.49%

Winner

IQDG

0.42%

Max Drawdown

Winner

HEWJ

37.42%

IQDG

38.31%

Sharpe Ratio

Winner

HEWJ

2.00

IQDG

0.47

5Y Beta

HEWJ

1.00

Winner

IQDG

0.78

5Y Dividends CAGR

Winner

HEWJ

30.82%

IQDG

4.12%

HEWJ vs IQDG - Holdings Comparison

HEWJ and IQDG have 1 common holdings. Overlap is -312.72%

HEWJ's top 25 holdings weight is 100.01%. IQDG's top 25 holdings weight is 51.77%.

Rank	HEWJ	IQDG
#1	JPY/USD PURCHASED (n/a) - 313.84%	TOYOTA MOTOR CORP (n/a) - 4.64%
#2	ISHARES MSCI JAPAN ETF (EWJ) - 100.22%	LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 3.29%
#3	BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.07%	BP PLC (n/a) - 3.24%
#4	USD CASH (n/a) - 0.05%	n/a (n/a) - 3.22%
#5	CASH OFFSET (n/a) - -2.45%	BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 3.03%
#6	JPY/USD SOLD (n/a) - -312.72%	ASTRAZENECA PLC (AZN:XLON) - 2.62%
#7	N/A	DEUTSCHE TELEKOM AG (n/a) - 2.56%
#8	N/A	ING GROEP NV (n/a) - 2.51%
#9	N/A	NOVO NORDISK AS CLASS B (n/a) - 2.43%
#10	N/A	ASML HOLDING NV (n/a) - 2.39%
#11	N/A	L'OREAL SA (n/a) - 2.18%
#12	N/A	GSK PLC (n/a) - 1.97%
#13	N/A	VOLVO AB CLASS B (n/a) - 1.86%
#14	N/A	UBS GROUP AG REGISTERED SHARES (n/a) - 1.85%
#15	N/A	DEUTSCHE POST AG (n/a) - 1.71%
#16	N/A	LLOYDS BANKING GROUP PLC (n/a) - 1.64%
#17	N/A	TOKYO ELECTRON LTD (n/a) - 1.53%
#18	N/A	ABB LTD (n/a) - 1.44%
#19	N/A	SCHNEIDER ELECTRIC SE (n/a) - 1.39%
#20	N/A	AIR LIQUIDE SA (n/a) - 1.18%
#21	N/A	SAP SE (n/a) - 1.10%
#22	N/A	MURATA MANUFACTURING CO LTD (n/a) - 1.07%
#23	N/A	DAIMLER TRUCK HOLDING AG ORDINARY SHARES (n/a) - 1.06%
#24	N/A	IMPERIAL BRANDS PLC (n/a) - 0.93%
#25	N/A	SHIN-ETSU CHEMICAL CO LTD (n/a) - 0.93%
Total Holdings	6	265

HEWJ vs IQDG - Historical Returns

Returns include dividend reinvestment.

Period	HEWJ	IQDG
1 month	+3.49%	+0.64%
3 months	+8.27%	+1.54%
6 months	+18.09%	+4.44%
1 year	+49.43%	+10.44%
5 years(CAGR)	+20.66%	+3.51%
10 years(CAGR)	+15.90%	+7.34%
Max(CAGR)	+13.96%	+7.78%

Winner

HEWJ

+3.49%

IQDG

+0.64%

Winner

HEWJ

+8.27%

IQDG

+1.54%

Winner

HEWJ

+18.09%

IQDG

+4.44%

Winner

HEWJ

+49.43%

IQDG

+10.44%

5Y(CAGR)

Winner

HEWJ

+20.66%

IQDG

+3.51%

10Y(CAGR)

Winner

HEWJ

+15.90%

IQDG

+7.34%

Max(CAGR)

Winner

HEWJ

+13.96%

IQDG

+7.78%

HEWJ vs IQDG - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	HEWJ	IQDG
2026	+15.66%	+1.11%
2025	+30.04%	+24.27%
2024	+25.12%	-1.92%
2023	+35.83%	+19.90%
2022	-4.22%	-20.28%
2021	+14.41%	+10.95%
2020	+9.12%	+15.51%
2019	+20.80%	+30.60%
2018	-14.88%	-16.98%
2017	+19.55%	+30.63%
2016	+1.29%	-1.95%
2015	+8.29%	N/A
2014	+20.54%	N/A

HEWJ vs IQDG Drawdown Comparison

The maximum drawdown for HEWJ was -31.53%, occurring on Mar 16, 2020. Recovery took 192 trading sessions.

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

The current HEWJ drawdown is -3.50%. The current IQDG drawdown is -4.88%.

Rank	HEWJ	IQDG
#1	-31.53% Feb 6, 2020 - Nov 9, 2020	-35.00% Aug 13, 2021 - Jul 12, 2024
#2	-29.57% Aug 10, 2015 - Oct 10, 2017	-31.35% Jan 17, 2020 - Aug 17, 2020
#3	-21.57% Jan 23, 2018 - Feb 6, 2020	-24.70% Jan 26, 2018 - Dec 13, 2019
#4	-20.90% Jul 10, 2024 - Jun 27, 2025	-18.12% Sep 26, 2024 - Jun 2, 2025
#5	-16.03% Sep 13, 2021 - Nov 25, 2022	-12.35% Feb 25, 2026 - Mar 20, 2026
#6	-11.19% Sep 26, 2014 - Oct 31, 2014	-10.79% Apr 20, 2016 - Mar 15, 2017
#7	-10.37% Feb 25, 2026 - May 8, 2026	-7.70% Jul 12, 2024 - Aug 21, 2024
#8	-8.93% Jun 1, 2015 - Aug 10, 2015	-7.57% Oct 12, 2020 - Nov 9, 2020
#9	-8.77% Dec 5, 2014 - Feb 13, 2015	-6.62% Jul 23, 2025 - Sep 18, 2025
#10	-8.12% Nov 25, 2022 - Mar 3, 2023	-5.56% Oct 6, 2025 - Dec 10, 2025
#11	-7.89% Mar 6, 2014 - Jun 4, 2014	-5.52% Feb 16, 2021 - Apr 9, 2021
#12	-7.45% Sep 19, 2023 - Nov 17, 2023	-5.31% Aug 23, 2024 - Sep 26, 2024
#13	-7.23% Mar 8, 2023 - Apr 17, 2023	-4.50% Jan 26, 2021 - Feb 16, 2021
#14	-6.97% Apr 5, 2021 - Sep 2, 2021	-3.64% Sep 2, 2020 - Sep 16, 2020
#15	-5.17% Mar 21, 2024 - May 20, 2024	-3.42% Jun 14, 2021 - Jul 12, 2021

Correlation

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

0.89

-101

Dividend Comparison (2014 - 2026)

HEWJ vs IQDG dividend yield comparison.

Year	HEWJ	IQDG
2026	0.00%	0.09%
2025	5.10%	2.28%
2024	2.20%	2.60%
2023	2.02%	1.76%
2022	47.68%	4.18%
2021	2.03%	2.67%
2020	1.20%	1.65%
2019	2.78%	1.95%
2018	1.37%	1.96%
2017	1.21%	1.71%
2016	1.88%	1.35%
2015	3.25%	0.00%
2014	2.15%	0.00%