IHDG vs DES
Comparison between WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND (IHDG, ETF) and WISDOMTREE U.S. SMALLCAP DIVIDEND FUND (DES, ETF).
5-Year PerformanceDES has outperformed IHDG, delivering a return of +8.3% compared to +7.8%
IHDG vs DES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IHDG
$2.20B
DES
$2.20B
Expense Ratio
IHDG
0.58%
Winner
DES
0.38%
Max Drawdown
Winner
IHDG
29.24%
DES
68.10%
Sharpe Ratio
IHDG
1.27
Winner
DES
1.60
5Y Beta
Winner
IHDG
0.77
DES
0.80
P/E Ratio
IHDG
N/A
DES
22.86
Forward P/E
IHDG
N/A
DES
13.96
5Y Dividends CAGR
Winner
IHDG
8.97%
DES
6.38%
5Y EPS CAGR
IHDG
N/A
DES
6.84%
P/S Ratio
IHDG
N/A
DES
1.09
P/B Ratio
IHDG
N/A
DES
1.84
IHDG vs DES - Holdings Comparison
IHDG and DES have 1 common holdings. Overlap is 0.00%
IHDG's top 25 holdings weight is 48.02%. DES's top 25 holdings weight is 19.65%.
| Rank | IHDG | DES |
|---|---|---|
| #1 | TOYOTA MOTOR CORP (n/a) - 4.32% | TFS FINANCIAL CORP (TFSL) - 1.22% |
| #2 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 3.29% | EPR PROPERTIES (EPR) - 1.10% |
| #3 | n/a (n/a) - 3.26% | KODIAK GAS SERVICES INC (KGS) - 1.05% |
| #4 | BP PLC (n/a) - 3.21% | SONOCO PRODUCTS CO (SON) - 0.97% |
| #5 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 3.18% | CAL-MAINE FOODS INC (CALM) - 0.96% |
| #6 | ASML HOLDING NV (n/a) - 2.66% | NORTHWESTERN ENERGY GROUP INC (NWE) - 0.90% |
| #7 | ING GROEP NV (n/a) - 2.63% | PBF ENERGY INC CLASS A (PBF) - 0.89% |
| #8 | NOVO NORDISK AS CLASS B (n/a) - 2.58% | ARCHROCK INC (AROC) - 0.83% |
| #9 | ASTRAZENECA PLC (AZN:XLON) - 2.31% | OUTFRONT MEDIA INC (OUT) - 0.83% |
| #10 | DEUTSCHE TELEKOM AG (n/a) - 2.29% | TRAVEL&LEISURE CO (TNL) - 0.83% |
| #11 | L'OREAL SA (n/a) - 2.12% | FIRST BANCORP (FBP) - 0.81% |
| #12 | UBS GROUP AG REGISTERED SHARES (n/a) - 1.93% | AVNET INC (AVT) - 0.78% |
| #13 | VOLVO AB CLASS B (n/a) - 1.91% | PATTERSON-UTI ENERGY INC (PTEN) - 0.78% |
| #14 | GSK PLC (n/a) - 1.88% | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.74% |
| #15 | TOKYO ELECTRON LTD (n/a) - 1.88% | n/a (HASI) - 0.69% |
| #16 | LLOYDS BANKING GROUP PLC (n/a) - 1.82% | AMERICOLD REALTY TRUST INC (COLD) - 0.67% |
| #17 | DEUTSCHE POST AG (n/a) - 1.82% | THE SCOTTS MIRACLE GRO CO CLASS A (SMG) - 0.67% |
| #18 | ABB LTD (n/a) - 1.34% | FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.66% |
| #19 | SCHNEIDER ELECTRIC SE (n/a) - 1.34% | PROVIDENT FINANCIAL SERVICES INC (PFS) - 0.65% |
| #20 | UNIVERSAL MUSIC GROUP NV (n/a) - 0.40% | n/a (CRC) - 0.63% |
| #21 | TECHTRONIC INDUSTRIES CO LTD (n/a) - 0.38% | BATH & BODY WORKS INC (BBWI) - 0.62% |
| #22 | HOCHTIEF AG (n/a) - 0.37% | AVISTA CORP (AVA) - 0.61% |
| #23 | THALES (n/a) - 0.37% | POLARIS INC (PII) - 0.61% |
| #24 | KONE OYJ CLASS B (n/a) - 0.37% | INTERPARFUMS INC (IPAR) - 0.58% |
| #25 | FERROVIAL NV (n/a) - 0.36% | n/a (MCHB) - 0.57% |
| Total Holdings | 246 | 517 |
IHDG vs DES - Historical Returns
Returns include dividend reinvestment.
1M
IHDG
+0.41%
Winner
DES
+2.10%
3M
Winner
IHDG
+6.80%
DES
+6.28%
6M
IHDG
+6.41%
Winner
DES
+10.14%
1Y
IHDG
+23.18%
Winner
DES
+32.23%
5Y(CAGR)
IHDG
+7.78%
Winner
DES
+8.28%
10Y(CAGR)
Winner
IHDG
+10.56%
DES
+8.15%
Max(CAGR)
Winner
IHDG
+9.73%
DES
+7.97%
IHDG vs DES - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IHDG | DES |
|---|---|---|
| 2026 | +10.47% | +23.41% |
| 2025 | +13.42% | +0.96% |
| 2024 | +6.52% | +9.71% |
| 2023 | +17.52% | +16.28% |
| 2022 | -12.20% | -11.65% |
| 2021 | +18.41% | +27.88% |
| 2020 | +9.48% | -3.69% |
| 2019 | +33.13% | +19.33% |
| 2018 | -11.93% | -13.42% |
| 2017 | +21.15% | +8.08% |
| 2016 | +3.19% | +33.60% |
| 2015 | +11.69% | -5.29% |
| 2014 | +0.91% | +8.94% |
| 2013 | N/A | +32.90% |
| 2012 | N/A | +16.16% |
| 2011 | N/A | -3.63% |
| 2010 | N/A | +24.59% |
| 2009 | N/A | +20.08% |
| 2008 | N/A | -27.07% |
| 2007 | N/A | -12.85% |
| 2006 | N/A | +16.40% |
IHDG vs DES Drawdown Comparison
The maximum drawdown for IHDG was -29.24%, occurring on Mar 16, 2020. Recovery took 166 trading sessions.
The maximum drawdown for DES was -65.45%, occurring on Mar 9, 2009. Recovery took 1178 trading sessions.
The current DES drawdown is -1.25%.
| Rank | IHDG | DES |
|---|---|---|
| #1 | -29.24% Feb 12, 2020 - Oct 8, 2020 | -65.45% Jun 4, 2007 - Feb 3, 2012 |
| #2 | -19.56% Jan 3, 2022 - Apr 27, 2023 | -45.63% Aug 21, 2018 - Jan 14, 2021 |
| #3 | -18.88% Feb 18, 2025 - Oct 2, 2025 | -25.16% Nov 25, 2024 - Feb 4, 2026 |
| #4 | -18.50% Aug 27, 2018 - Apr 18, 2019 | -21.70% Jan 4, 2022 - Dec 14, 2023 |
| #5 | -14.86% Apr 27, 2015 - Feb 9, 2017 | -19.34% Jun 23, 2015 - Apr 26, 2016 |
| #6 | -10.49% Feb 25, 2026 - Jun 12, 2026 | -9.64% Jan 23, 2018 - Jun 4, 2018 |
| #7 | -9.98% Jun 9, 2014 - Nov 21, 2014 | -9.47% Jul 1, 2014 - Nov 5, 2014 |
| #8 | -9.32% Jul 12, 2024 - Feb 6, 2025 | -9.36% Jun 8, 2021 - Nov 3, 2021 |
| #9 | -9.07% Jan 23, 2018 - Jun 14, 2018 | -9.15% Apr 2, 2012 - Jul 3, 2012 |
| #10 | -7.90% Jul 31, 2023 - Nov 24, 2023 | -9.09% Sep 14, 2012 - Dec 20, 2012 |
| #11 | -7.33% Sep 7, 2021 - Dec 27, 2021 | -8.96% Jul 31, 2024 - Oct 16, 2024 |
| #12 | -7.12% Oct 12, 2020 - Nov 9, 2020 | -8.17% Nov 15, 2021 - Jan 4, 2022 |
| #13 | -6.54% Dec 5, 2014 - Jan 22, 2015 | -7.64% Feb 20, 2026 - Apr 9, 2026 |
| #14 | -5.68% Jul 29, 2019 - Sep 6, 2019 | -7.50% Dec 27, 2023 - Mar 28, 2024 |
| #15 | -5.27% Apr 29, 2019 - Jul 1, 2019 | -7.44% Sep 7, 2016 - Nov 11, 2016 |
Correlation
Correlation between IHDG and DES is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2006 - 2026)
IHDG vs DES dividend yield comparison.
| Year | IHDG | DES |
|---|---|---|
| 2026 | 1.36% | 0.98% |
| 2025 | 1.84% | 2.85% |
| 2024 | 2.42% | 2.81% |
| 2023 | 1.70% | 2.65% |
| 2022 | 13.79% | 2.89% |
| 2021 | 2.77% | 2.31% |
| 2020 | 1.94% | 2.75% |
| 2019 | 1.99% | 2.68% |
| 2018 | 0.22% | 3.65% |
| 2017 | 1.28% | 2.89% |
| 2016 | 1.91% | 2.70% |
| 2015 | 3.04% | 3.09% |
| 2014 | 3.86% | 2.68% |
| 2013 | 0.00% | 2.45% |
| 2012 | 0.00% | 4.04% |
| 2011 | 0.00% | 3.38% |
| 2010 | 0.00% | 3.57% |
| 2009 | 0.00% | 3.60% |
| 2008 | 0.00% | 6.09% |
| 2007 | 0.00% | 3.78% |
| 2006 | 0.00% | 1.82% |
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