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IHDG vs HDEF

Comparison between WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND (IHDG, ETF) and XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF (HDEF, ETF).

5-Year PerformanceHDEF has outperformed IHDG, delivering a return of +11.9% compared to +7.8%

IHDG vs HDEF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IHDG
$2.20B
HDEF
$2.20B
Expense Ratio
IHDG
0.58%
Winner
HDEF
0.09%
Max Drawdown
Winner
IHDG
29.24%
HDEF
38.17%
Sharpe Ratio
IHDG
1.27
Winner
HDEF
1.45
5Y Beta
IHDG
0.77
Winner
HDEF
0.40
5Y Dividends CAGR
IHDG
8.97%
Winner
HDEF
12.60%

IHDG vs HDEF - Historical Returns

Returns include dividend reinvestment.

1M
IHDG
+0.41%
Winner
HDEF
+3.79%
3M
Winner
IHDG
+6.80%
HDEF
+4.09%
6M
Winner
IHDG
+6.41%
HDEF
+4.66%
1Y
Winner
IHDG
+23.18%
HDEF
+21.31%
5Y(CAGR)
IHDG
+7.78%
Winner
HDEF
+11.86%
10Y(CAGR)
Winner
IHDG
+10.56%
HDEF
+9.02%
Max(CAGR)
Winner
IHDG
+9.73%
HDEF
+8.06%

IHDG vs HDEF - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

YearIHDGHDEF
2026+10.47%+11.44%
2025+13.42%+33.36%
2024+6.52%+3.36%
2023+17.52%+17.51%
2022-12.20%-3.03%
2021+18.41%+6.01%
2020+9.48%-2.76%
2019+33.13%+25.44%
2018-11.93%-13.77%
2017+21.15%+9.90%
2016+3.19%+13.43%
2015+11.69%-4.66%
2014+0.91%N/A

IHDG vs HDEF Drawdown Comparison

The maximum drawdown for IHDG was -29.24%, occurring on Mar 16, 2020. Recovery took 166 trading sessions.

The maximum drawdown for HDEF was -36.42%, occurring on Mar 23, 2020. Recovery took 255 trading sessions.

The current HDEF drawdown is -1.13%.

RankIHDGHDEF
#1-29.24%
Feb 12, 2020 - Oct 8, 2020
-36.42%
Jan 2, 2020 - Jan 6, 2021
#2-19.56%
Jan 3, 2022 - Apr 27, 2023
-23.69%
Feb 9, 2022 - Apr 6, 2023
#3-18.88%
Feb 18, 2025 - Oct 2, 2025
-17.55%
Jan 22, 2018 - Oct 24, 2019
#4-18.50%
Aug 27, 2018 - Apr 18, 2019
-14.95%
Aug 18, 2015 - Aug 10, 2016
#5-14.86%
Apr 27, 2015 - Feb 9, 2017
-11.15%
Sep 26, 2024 - Mar 5, 2025
#6-10.49%
Feb 25, 2026 - Jun 12, 2026
-10.60%
Mar 18, 2025 - Apr 22, 2025
#7-9.98%
Jun 9, 2014 - Nov 21, 2014
-9.31%
Jun 15, 2021 - Jan 12, 2022
#8-9.32%
Jul 12, 2024 - Feb 6, 2025
-8.79%
Jul 26, 2023 - Dec 13, 2023
#9-9.07%
Jan 23, 2018 - Jun 14, 2018
-8.02%
Feb 27, 2026 - Jul 17, 2026
#10-7.90%
Jul 31, 2023 - Nov 24, 2023
-6.39%
May 8, 2023 - Jun 15, 2023
#11-7.33%
Sep 7, 2021 - Dec 27, 2021
-5.63%
Dec 9, 2016 - Jan 10, 2017
#12-7.12%
Oct 12, 2020 - Nov 9, 2020
-5.46%
Dec 27, 2023 - Mar 20, 2024
#13-6.54%
Dec 5, 2014 - Jan 22, 2015
-4.72%
Jan 8, 2021 - Mar 16, 2021
#14-5.68%
Jul 29, 2019 - Sep 6, 2019
-4.35%
Nov 2, 2017 - Jan 9, 2018
#15-5.27%
Apr 29, 2019 - Jul 1, 2019
-4.24%
May 17, 2024 - Jul 12, 2024

Correlation

Correlation between IHDG and HDEF is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2014 - 2026)

IHDG vs HDEF dividend yield comparison.

YearIHDGHDEF
20261.36%2.54%
20251.84%3.88%
20242.42%4.53%
20231.70%4.38%
202213.79%5.41%
20212.77%4.76%
20201.94%3.93%
20191.99%4.20%
20180.22%3.55%
20171.28%3.38%
20161.91%9.52%
20153.04%1.87%
20143.86%0.00%

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