IDHQ vs EZM
Comparison between INVESCO S&P INTERNATIONAL DEVELOPED QUALITY ETF (IDHQ, ETF) and WISDOMTREE U.S. MIDCAP FUND (EZM, ETF).
5-Year PerformanceIDHQ has outperformed EZM, delivering a return of +10.6% compared to +9.4%
IDHQ vs EZM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IDHQ
$939M
EZM
$939M
Expense Ratio
Winner
IDHQ
0.29%
EZM
0.38%
Max Drawdown
IDHQ
74.48%
Winner
EZM
60.61%
Sharpe Ratio
Winner
IDHQ
1.62
EZM
1.11
5Y Beta
Winner
IDHQ
0.80
EZM
0.92
P/E Ratio
IDHQ
N/A
EZM
19.34
Forward P/E
IDHQ
N/A
EZM
14.31
5Y Dividends CAGR
IDHQ
10.26%
Winner
EZM
13.51%
5Y EPS CAGR
IDHQ
N/A
EZM
14.47%
Debt to Equity
IDHQ
N/A
EZM
23.19%
P/S Ratio
IDHQ
N/A
EZM
1.37
P/B Ratio
IDHQ
N/A
EZM
2.39
IDHQ vs EZM - Holdings Comparison
IDHQ and EZM have 1 common holdings. Overlap is -0.12%
IDHQ's top 25 holdings weight is 56.44%. EZM's top 25 holdings weight is 14.99%.
| Rank | IDHQ | EZM |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 4.90% | VIATRIS INC (VTRS) - 1.39% |
| #2 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 4.86% | CF INDUSTRIES HOLDINGS INC (CF) - 0.88% |
| #3 | NOVARTIS AG REGISTERED SHARES (n/a) - 4.62% | APA CORP (APA) - 0.84% |
| #4 | NESTLE SA (n/a) - 3.70% | OVINTIV INC (OVV) - 0.78% |
| #5 | ROLLS-ROYCE HOLDINGS PLC (n/a) - 2.74% | RENAISSANCERE HOLDINGS LTD (RNR) - 0.74% |
| #6 | ABB LTD (n/a) - 2.62% | TD SYNNEX CORP (SNX) - 0.72% |
| #7 | SAFRAN SA (n/a) - 2.42% | BORGWARNER INC (BWA) - 0.68% |
| #8 | NOVO NORDISK AS CLASS B (n/a) - 2.39% | THE AES CORP (AES) - 0.66% |
| #9 | ALLIANZ SE (n/a) - 2.31% | JACKSON FINANCIAL INC (JXN) - 0.65% |
| #10 | TOKYO ELECTRON LTD (n/a) - 2.22% | FRANKLIN RESOURCES INC (BEN) - 0.61% |
| #11 | SAP SE (n/a) - 2.20% | GLOBE LIFE INC (GL) - 0.61% |
| #12 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 2.14% | ENTEGRIS INC (ENTG) - 0.57% |
| #13 | ADVANTEST CORP (n/a) - 2.04% | LINCOLN NATIONAL CORP (LNC) - 0.57% |
| #14 | UNILEVER PLC (n/a) - 2.01% | SIRIUS XM HOLDINGS INC (SIRI) - 0.57% |
| #15 | SONY GROUP CORP (n/a) - 1.80% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.53% |
| #16 | TOTALENERGIES SE (TTE) - 1.74% | PENSKE AUTOMOTIVE GROUP INC (PAG) - 0.53% |
| #17 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 1.65% | PERMIAN RESOURCES CORP CLASS A (PR) - 0.51% |
| #18 | RECRUIT HOLDINGS CO LTD (n/a) - 1.59% | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.49% |
| #19 | ZURICH INSURANCE GROUP AG (n/a) - 1.54% | DAVITA INC (DVA) - 0.49% |
| #20 | GSK PLC (n/a) - 1.26% | ALCOA CORP (AA) - 0.48% |
| #21 | L'OREAL SA (n/a) - 1.21% | REGAL REXNORD CORP (RRX) - 0.34% |
| #22 | AGNICO EAGLE MINES LTD (AEM) - 1.19% | SONOCO PRODUCTS CO (SON) - 0.34% |
| #23 | TOKIO MARINE HOLDINGS INC (n/a) - 1.15% | RYDER SYSTEM INC (R) - 0.34% |
| #24 | HONG KONG EXCHANGES AND CLEARING LTD (n/a) - 1.10% | ARAMARK (ARMK) - 0.34% |
| #25 | BARRICK MINING CORP (n/a) - 1.04% | MGM RESORTS INTERNATIONAL (MGM) - 0.33% |
| Total Holdings | 215 | 469 |
IDHQ vs EZM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IDHQ
+6.77%
EZM
+1.45%
3M
Winner
IDHQ
+14.62%
EZM
+6.83%
6M
Winner
IDHQ
+19.42%
EZM
+7.64%
1Y
Winner
IDHQ
+43.09%
EZM
+20.98%
5Y(CAGR)
Winner
IDHQ
+10.56%
EZM
+9.42%
10Y(CAGR)
Winner
IDHQ
+11.14%
EZM
+10.73%
Max(CAGR)
IDHQ
+5.52%
Winner
EZM
+9.65%
IDHQ vs EZM - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | IDHQ | EZM |
|---|---|---|
| 2026 | +30.62% | +14.51% |
| 2025 | +27.58% | +9.06% |
| 2024 | +2.53% | +10.82% |
| 2023 | +18.87% | +20.20% |
| 2022 | -20.24% | -12.73% |
| 2021 | +10.42% | +33.04% |
| 2020 | +14.52% | +5.41% |
| 2019 | +29.03% | +23.94% |
| 2018 | -13.22% | -13.00% |
| 2017 | +28.56% | +16.60% |
| 2016 | +0.03% | +21.22% |
| 2015 | +8.51% | -4.54% |
| 2014 | -0.87% | +9.77% |
| 2013 | +13.37% | +36.84% |
| 2012 | +17.69% | +16.52% |
| 2011 | -16.78% | +0.01% |
| 2010 | +10.45% | +24.31% |
| 2009 | +40.16% | +46.06% |
| 2008 | -50.73% | -34.76% |
| 2007 | -4.34% | -6.95% |
IDHQ vs EZM Drawdown Comparison
The maximum drawdown for IDHQ was -73.84%, occurring on Mar 9, 2009. Recovery took 2543 trading sessions.
The maximum drawdown for EZM was -59.57%, occurring on Mar 6, 2009. Recovery took 864 trading sessions.
The current EZM drawdown is -1.49%.
| Rank | IDHQ | EZM |
|---|---|---|
| #1 | -73.84% Dec 6, 2007 - Jan 12, 2018 | -59.57% Jun 4, 2007 - Nov 4, 2010 |
| #2 | -33.55% Sep 3, 2021 - Mar 7, 2024 | -47.26% Jan 16, 2020 - Nov 24, 2020 |
| #3 | -30.51% Jan 17, 2020 - Aug 17, 2020 | -25.67% Jul 7, 2011 - Feb 3, 2012 |
| #4 | -19.91% Jan 26, 2018 - Oct 28, 2019 | -23.53% Nov 25, 2024 - Dec 5, 2025 |
| #5 | -15.71% Jul 12, 2007 - Oct 11, 2007 | -23.14% Aug 29, 2018 - Nov 27, 2019 |
| #6 | -14.07% Sep 26, 2024 - May 15, 2025 | -22.42% Jan 4, 2022 - Dec 14, 2023 |
| #7 | -13.70% Oct 31, 2007 - Dec 6, 2007 | -21.08% Jun 23, 2015 - Aug 23, 2016 |
| #8 | -13.46% Feb 25, 2026 - May 6, 2026 | -14.98% Mar 19, 2012 - Sep 14, 2012 |
| #9 | -7.37% Jan 25, 2021 - Apr 15, 2021 | -11.29% Jul 3, 2014 - Nov 24, 2014 |
| #10 | -7.11% Jul 12, 2024 - Aug 21, 2024 | -9.53% Jan 26, 2018 - Jul 19, 2018 |
| #11 | -7.09% Oct 12, 2020 - Nov 5, 2020 | -8.78% Jul 31, 2024 - Sep 30, 2024 |
| #12 | -5.70% May 28, 2026 - Jun 11, 2026 | -8.70% Feb 10, 2026 - Apr 17, 2026 |
| #13 | -5.40% Mar 7, 2024 - May 14, 2024 | -8.33% May 7, 2021 - Oct 14, 2021 |
| #14 | -5.00% Jul 23, 2025 - Sep 8, 2025 | -7.83% Apr 29, 2011 - Jul 7, 2011 |
| #15 | -4.98% Nov 12, 2025 - Dec 10, 2025 | -7.73% Nov 16, 2021 - Jan 4, 2022 |
Correlation
Correlation between IDHQ and EZM is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2007 - 2026)
IDHQ vs EZM dividend yield comparison.
| Year | IDHQ | EZM |
|---|---|---|
| 2026 | 1.15% | 0.55% |
| 2025 | 2.46% | 1.39% |
| 2024 | 2.41% | 1.22% |
| 2023 | 2.52% | 1.25% |
| 2022 | 3.33% | 1.57% |
| 2021 | 2.10% | 1.08% |
| 2020 | 1.60% | 1.67% |
| 2019 | 2.10% | 1.34% |
| 2018 | 2.67% | 1.57% |
| 2017 | 1.68% | 1.14% |
| 2016 | 2.36% | 1.55% |
| 2015 | 1.71% | 1.30% |
| 2014 | 1.75% | 1.16% |
| 2013 | 1.70% | 0.99% |
| 2012 | 1.92% | 1.73% |
| 2011 | 0.89% | 0.99% |
| 2010 | 3.23% | 1.40% |
| 2009 | 2.21% | 1.04% |
| 2008 | 3.71% | 2.30% |
| 2007 | 0.53% | 0.93% |
Select Stocks to Compare
Popular: IDHQ vs SPYEZM vs SPY
More Comparisons
Compare with similar stocks