IHDG vs APUE
Comparison between WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND (IHDG, ETF) and ACTIVEPASSIVE U.S. EQUITY ETF (APUE, ETF).
IHDG vs APUE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IHDG
$2.10B
Winner
APUE
$2.20B
Expense Ratio
IHDG
0.58%
Winner
APUE
0.31%
Max Drawdown
IHDG
29.24%
Winner
APUE
19.07%
Sharpe Ratio
IHDG
0.96
Winner
APUE
2.06
5Y Beta
Winner
IHDG
0.78
APUE
0.95
P/E Ratio
IHDG
N/A
APUE
26.78
Forward P/E
IHDG
N/A
APUE
20.97
PEG Ratio
IHDG
N/A
APUE
0.49
5Y Dividends CAGR
IHDG
-0.07%
APUE
N/A
5Y EPS CAGR
IHDG
N/A
APUE
27.89%
Debt to Equity
IHDG
N/A
APUE
29.22%
P/S Ratio
IHDG
N/A
APUE
3.37
P/B Ratio
IHDG
N/A
APUE
5.17
IHDG vs APUE - Holdings Comparison
IHDG and APUE have 1 common holdings. Overlap is 0.00%
IHDG's top 25 holdings weight is 48.48%. APUE's top 25 holdings weight is 49.01%.
| Rank | IHDG | APUE |
|---|---|---|
| #1 | TOYOTA MOTOR CORP (n/a) - 4.93% | NVIDIA CORP (NVDA) - 7.32% |
| #2 | BP PLC (n/a) - 3.65% | APPLE INC (AAPL) - 5.88% |
| #3 | n/a (n/a) - 3.35% | MICROSOFT CORP (MSFT) - 4.75% |
| #4 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 3.30% | DIMENSIONAL US SMALL CAP ETF (DFAS) - 4.64% |
| #5 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 2.91% | AMAZON.COM INC (AMZN) - 3.70% |
| #6 | ASTRAZENECA PLC (AZN:XLON) - 2.70% | ALPHABET INC CLASS A (GOOGL) - 3.14% |
| #7 | DEUTSCHE TELEKOM AG (n/a) - 2.43% | BROADCOM INC (AVGO) - 2.82% |
| #8 | ING GROEP NV (n/a) - 2.34% | ALPHABET INC CLASS C (GOOG) - 2.50% |
| #9 | NOVO NORDISK AS CLASS B (n/a) - 2.27% | META PLATFORMS INC CLASS A (META) - 2.16% |
| #10 | L'OREAL SA (n/a) - 2.25% | TESLA INC (TSLA) - 1.58% |
| #11 | GSK PLC (n/a) - 2.13% | JPMORGAN CHASE & CO (JPM) - 1.31% |
| #12 | ASML HOLDING NV (n/a) - 2.11% | ELI LILLY AND CO (LLY) - 1.11% |
| #13 | VOLVO AB CLASS B (n/a) - 1.94% | EXXON MOBIL CORP (XOM) - 1.00% |
| #14 | LLOYDS BANKING GROUP PLC (n/a) - 1.65% | JOHNSON & JOHNSON (JNJ) - 0.94% |
| #15 | DEUTSCHE POST AG (n/a) - 1.64% | WALMART INC (WMT) - 0.92% |
| #16 | UBS GROUP AG REGISTERED SHARES (n/a) - 1.61% | MICRON TECHNOLOGY INC (MU) - 0.88% |
| #17 | SCHNEIDER ELECTRIC SE (n/a) - 1.43% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.83% |
| #18 | TOKYO ELECTRON LTD (n/a) - 1.39% | ADVANCED MICRO DEVICES INC (AMD) - 0.79% |
| #19 | ABB LTD (n/a) - 1.37% | VISA INC CLASS A (V) - 0.70% |
| #20 | AIR LIQUIDE SA (n/a) - 1.21% | CISCO SYSTEMS INC (CSCO) - 0.59% |
| #21 | THALES (n/a) - 0.40% | GILEAD SCIENCES INC (GILD) - 0.30% |
| #22 | RAIFFEISEN BANK INTERNATIONAL AG (n/a) - 0.38% | ANALOG DEVICES INC (ADI) - 0.29% |
| #23 | FUJIKURA LTD (n/a) - 0.37% | ABBOTT LABORATORIES (ABT) - 0.29% |
| #24 | n/a (n/a) - 0.37% | VERIZON COMMUNICATIONS INC (VZ) - 0.29% |
| #25 | NINTENDO CO LTD (n/a) - 0.35% | MEDTRONIC PLC (MDT) - 0.28% |
| Total Holdings | 231 | 404 |
IHDG vs APUE - Historical Returns
Returns include dividend reinvestment.
1M
IHDG
-0.43%
Winner
APUE
+8.60%
3M
IHDG
-1.56%
Winner
APUE
+5.83%
6M
IHDG
+7.83%
Winner
APUE
+11.20%
1Y
IHDG
+16.58%
Winner
APUE
+32.89%
5Y(CAGR)
IHDG
+7.46%
APUE
N/A
10Y(CAGR)
IHDG
+10.15%
APUE
N/A
Max(CAGR)
IHDG
+9.26%
Winner
APUE
+23.10%
IHDG vs APUE - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | IHDG | APUE |
|---|---|---|
| 2026 | +2.46% | +8.34% |
| 2025 | +13.42% | +17.72% |
| 2024 | +6.52% | +24.70% |
| 2023 | +17.52% | +18.42% |
| 2022 | -12.20% | N/A |
| 2021 | +18.41% | N/A |
| 2020 | +9.48% | N/A |
| 2019 | +33.13% | N/A |
| 2018 | -11.93% | N/A |
| 2017 | +21.15% | N/A |
| 2016 | +3.19% | N/A |
| 2015 | +11.69% | N/A |
| 2014 | +0.91% | N/A |
IHDG vs APUE Drawdown Comparison
The maximum drawdown for IHDG was -29.24%, occurring on Mar 16, 2020. Recovery took 166 trading sessions.
The maximum drawdown for APUE was -18.83%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The current IHDG drawdown is -2.88%.
| Rank | IHDG | APUE |
|---|---|---|
| #1 | -29.24% Feb 12, 2020 - Oct 8, 2020 | -18.83% Feb 19, 2025 - Jun 27, 2025 |
| #2 | -19.56% Jan 3, 2022 - Apr 27, 2023 | -10.08% Jul 31, 2023 - Dec 1, 2023 |
| #3 | -18.88% Feb 18, 2025 - Oct 2, 2025 | -8.98% Feb 9, 2026 - Apr 15, 2026 |
| #4 | -18.50% Aug 27, 2018 - Apr 18, 2019 | -8.50% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -14.86% Apr 27, 2015 - Feb 9, 2017 | -5.79% Mar 28, 2024 - May 15, 2024 |
| #6 | -10.49% Feb 25, 2026 - Mar 20, 2026 | -4.68% Oct 28, 2025 - Nov 28, 2025 |
| #7 | -9.98% Jun 9, 2014 - Nov 21, 2014 | -4.66% Dec 4, 2024 - Jan 23, 2025 |
| #8 | -9.32% Jul 12, 2024 - Feb 6, 2025 | -3.06% Oct 8, 2025 - Oct 24, 2025 |
| #9 | -9.07% Jan 23, 2018 - Jun 14, 2018 | -2.52% Dec 11, 2025 - Dec 23, 2025 |
| #10 | -7.90% Jul 31, 2023 - Nov 24, 2023 | -2.52% Jul 25, 2025 - Aug 12, 2025 |
| #11 | -7.33% Sep 7, 2021 - Dec 27, 2021 | -2.51% Oct 18, 2024 - Nov 6, 2024 |
| #12 | -7.12% Oct 12, 2020 - Nov 9, 2020 | -2.39% Jan 12, 2026 - Jan 27, 2026 |
| #13 | -6.54% Dec 5, 2014 - Jan 22, 2015 | -2.34% Jan 27, 2026 - Feb 9, 2026 |
| #14 | -5.68% Jul 29, 2019 - Sep 6, 2019 | -2.22% Dec 28, 2023 - Jan 19, 2024 |
| #15 | -5.27% Apr 29, 2019 - Jul 1, 2019 | -2.21% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between IHDG and APUE is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2014 - 2026)
IHDG vs APUE dividend yield comparison.
| Year | IHDG | APUE |
|---|---|---|
| 2026 | 0.08% | 0.00% |
| 2025 | 1.84% | 0.83% |
| 2024 | 2.42% | 0.79% |
| 2023 | 1.70% | 0.41% |
| 2022 | 13.79% | 0.00% |
| 2021 | 2.77% | 0.00% |
| 2020 | 1.94% | 0.00% |
| 2019 | 1.99% | 0.00% |
| 2018 | 0.22% | 0.00% |
| 2017 | 1.28% | 0.00% |
| 2016 | 1.91% | 0.00% |
| 2015 | 3.04% | 0.00% |
| 2014 | 3.86% | 0.00% |
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