IHDG vs DFSU
Comparison between WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND (IHDG, ETF) and DIMENSIONAL US SUSTAINABILITY CORE 1 ETF (DFSU, ETF).
IHDG vs DFSU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IHDG
$2.20B
DFSU
$2.20B
Expense Ratio
IHDG
0.58%
Winner
DFSU
0.15%
Max Drawdown
IHDG
29.24%
Winner
DFSU
20.33%
Sharpe Ratio
IHDG
1.05
Winner
DFSU
1.30
5Y Beta
Winner
IHDG
0.78
DFSU
0.99
P/E Ratio
IHDG
N/A
DFSU
24.59
Forward P/E
IHDG
N/A
DFSU
18.70
5Y Dividends CAGR
IHDG
-0.07%
DFSU
N/A
5Y EPS CAGR
IHDG
N/A
DFSU
25.32%
P/S Ratio
IHDG
N/A
DFSU
2.29
P/B Ratio
IHDG
N/A
DFSU
4.45
IHDG vs DFSU - Holdings Comparison
IHDG and DFSU have 1 common holdings. Overlap is 0.00%
IHDG's top 25 holdings weight is 49.36%. DFSU's top 25 holdings weight is 39.72%.
| Rank | IHDG | DFSU |
|---|---|---|
| #1 | TOYOTA MOTOR CORP (n/a) - 4.24% | NVIDIA CORP (NVDA) - 6.92% |
| #2 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 3.51% | APPLE INC (AAPL) - 6.25% |
| #3 | n/a (n/a) - 3.45% | META PLATFORMS INC CLASS A (META) - 2.88% |
| #4 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 3.17% | AMAZON.COM INC (AMZN) - 2.67% |
| #5 | BP PLC (n/a) - 3.02% | MICROSOFT CORP (MSFT) - 2.50% |
| #6 | ASML HOLDING NV (n/a) - 2.82% | ALPHABET INC CLASS A (GOOGL) - 2.48% |
| #7 | ING GROEP NV (n/a) - 2.54% | ALPHABET INC CLASS C (GOOG) - 2.16% |
| #8 | ASTRAZENECA PLC (AZN:XLON) - 2.48% | BROADCOM INC (AVGO) - 2.01% |
| #9 | NOVO NORDISK AS CLASS B (n/a) - 2.33% | JPMORGAN CHASE & CO (JPM) - 1.62% |
| #10 | DEUTSCHE TELEKOM AG (n/a) - 2.32% | ELI LILLY AND CO (LLY) - 1.45% |
| #11 | L'OREAL SA (n/a) - 2.18% | TESLA INC (TSLA) - 1.01% |
| #12 | TOKYO ELECTRON LTD (n/a) - 2.13% | JOHNSON & JOHNSON (JNJ) - 0.94% |
| #13 | GSK PLC (n/a) - 1.96% | VISA INC CLASS A (V) - 0.86% |
| #14 | UBS GROUP AG REGISTERED SHARES (n/a) - 1.84% | ABBVIE INC (ABBV) - 0.79% |
| #15 | VOLVO AB CLASS B (n/a) - 1.83% | MASTERCARD INC CLASS A (MA) - 0.74% |
| #16 | DEUTSCHE POST AG (n/a) - 1.72% | THE HOME DEPOT INC (HD) - 0.73% |
| #17 | LLOYDS BANKING GROUP PLC (n/a) - 1.70% | NETFLIX INC (NFLX) - 0.73% |
| #18 | ABB LTD (n/a) - 1.45% | WALMART INC (WMT) - 0.65% |
| #19 | SCHNEIDER ELECTRIC SE (n/a) - 1.44% | THE GOLDMAN SACHS GROUP INC (GS) - 0.55% |
| #20 | MURATA MANUFACTURING CO LTD (n/a) - 1.41% | COCA-COLA CO (KO) - 0.52% |
| #21 | KERING SA (n/a) - 0.37% | n/a (EXPD) - 0.30% |
| #22 | TECHTRONIC INDUSTRIES CO LTD (n/a) - 0.37% | AFLAC INC (AFL) - 0.24% |
| #23 | MIZRAHI TEFAHOT BANK LTD (n/a) - 0.37% | THE CIGNA GROUP (CI) - 0.24% |
| #24 | KEYENCE CORP (n/a) - 0.36% | APPLIED MATERIALS INC (AMAT) - 0.24% |
| #25 | FERROVIAL NV (n/a) - 0.35% | SLB LTD (SLB) - 0.24% |
| Total Holdings | 230 | 1845 |
IHDG vs DFSU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IHDG
+3.44%
DFSU
-0.47%
3M
IHDG
+10.35%
Winner
DFSU
+10.99%
6M
Winner
IHDG
+7.95%
DFSU
+4.68%
1Y
IHDG
+18.73%
Winner
DFSU
+21.22%
5Y(CAGR)
IHDG
+8.04%
DFSU
N/A
10Y(CAGR)
IHDG
+10.29%
DFSU
N/A
Max(CAGR)
IHDG
+9.50%
Winner
DFSU
+19.52%
IHDG vs DFSU - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | IHDG | DFSU |
|---|---|---|
| 2026 | +6.40% | +5.61% |
| 2025 | +13.42% | +15.92% |
| 2024 | +6.52% | +23.88% |
| 2023 | +17.52% | +26.67% |
| 2022 | -12.20% | +0.65% |
| 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 DFSU Drawdown Comparison
The maximum drawdown for IHDG was -29.24%, occurring on Mar 16, 2020. Recovery took 166 trading sessions.
The maximum drawdown for DFSU was -19.88%, occurring on Apr 8, 2025. Recovery took 141 trading sessions.
The current IHDG drawdown is -1.64%. The current DFSU drawdown is -2.10%.
| Rank | IHDG | DFSU |
|---|---|---|
| #1 | -29.24% Feb 12, 2020 - Oct 8, 2020 | -19.88% Dec 4, 2024 - Jul 1, 2025 |
| #2 | -19.56% Jan 3, 2022 - Apr 27, 2023 | -11.40% Jul 31, 2023 - Dec 8, 2023 |
| #3 | -18.88% Feb 18, 2025 - Oct 2, 2025 | -10.12% Jan 12, 2026 - Apr 17, 2026 |
| #4 | -18.50% Aug 27, 2018 - Apr 18, 2019 | -9.51% Feb 2, 2023 - Jun 8, 2023 |
| #5 | -14.86% Apr 27, 2015 - Feb 9, 2017 | -8.14% Jul 16, 2024 - Aug 23, 2024 |
| #6 | -10.49% Feb 25, 2026 - Jun 12, 2026 | -7.36% Dec 1, 2022 - Jan 26, 2023 |
| #7 | -9.98% Jun 9, 2014 - Nov 21, 2014 | -6.25% Mar 28, 2024 - May 15, 2024 |
| #8 | -9.32% Jul 12, 2024 - Feb 6, 2025 | -5.18% Oct 28, 2025 - Dec 3, 2025 |
| #9 | -9.07% Jan 23, 2018 - Jun 14, 2018 | -4.70% Aug 30, 2024 - Sep 19, 2024 |
| #10 | -7.90% Jul 31, 2023 - Nov 24, 2023 | -3.48% Jun 4, 2026 - Jun 10, 2026 |
| #11 | -7.33% Sep 7, 2021 - Dec 27, 2021 | -3.22% Oct 8, 2025 - Oct 24, 2025 |
| #12 | -7.12% Oct 12, 2020 - Nov 9, 2020 | -3.19% Nov 2, 2022 - Nov 10, 2022 |
| #13 | -6.54% Dec 5, 2014 - Jan 22, 2015 | -2.93% Jul 28, 2025 - Aug 12, 2025 |
| #14 | -5.68% Jul 29, 2019 - Sep 6, 2019 | -2.87% Oct 18, 2024 - Nov 6, 2024 |
| #15 | -5.27% Apr 29, 2019 - Jul 1, 2019 | -2.70% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between IHDG and DFSU is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2014 - 2026)
IHDG vs DFSU dividend yield comparison.
| Year | IHDG | DFSU |
|---|---|---|
| 2026 | 0.08% | 0.44% |
| 2025 | 1.84% | 0.85% |
| 2024 | 2.42% | 0.96% |
| 2023 | 1.70% | 1.03% |
| 2022 | 13.79% | 0.21% |
| 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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