IHDG vs HTRB

Comparison between WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND (IHDG, ETF) and HARTFORD TOTAL RETURN BOND ETF (HTRB, ETF).

5-Year PerformanceIHDG has outperformed HTRB, delivering a return of +8.0% compared to +0.4%

IHDG vs HTRB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IHDG(ETF)	HTRB(ETF)
Net Assets	$2.20B	$2.20B
Expense Ratio	0.58%	0.29%
Max Drawdown	29.24%	26.85%
Sharpe Ratio	1.05	0.35
5Y Beta	0.78	0.04
5Y Dividends CAGR	-0.07%	-3.29%

Net Assets

IHDG

$2.20B

HTRB

$2.20B

Expense Ratio

IHDG

0.58%

Winner

HTRB

0.29%

Max Drawdown

IHDG

29.24%

Winner

HTRB

26.85%

Sharpe Ratio

Winner

IHDG

1.05

HTRB

0.35

5Y Beta

IHDG

0.78

Winner

HTRB

0.04

5Y Dividends CAGR

Winner

IHDG

-0.07%

HTRB

-3.29%

IHDG vs HTRB - Historical Returns

Returns include dividend reinvestment.

Period	IHDG	HTRB
1 month	+3.44%	+0.79%
3 months	+10.35%	+1.02%
6 months	+7.95%	+0.69%
1 year	+18.73%	+4.83%
5 years(CAGR)	+8.04%	+0.36%
10 years(CAGR)	+10.29%	+2.21%
Max(CAGR)	+9.50%	+2.21%

Winner

IHDG

+3.44%

HTRB

+0.79%

Winner

IHDG

+10.35%

HTRB

+1.02%

Winner

IHDG

+7.95%

HTRB

+0.69%

Winner

IHDG

+18.73%

HTRB

+4.83%

5Y(CAGR)

Winner

IHDG

+8.04%

HTRB

+0.36%

10Y(CAGR)

Winner

IHDG

+10.29%

HTRB

+2.21%

Max(CAGR)

Winner

IHDG

+9.50%

HTRB

+2.21%

IHDG vs HTRB - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	IHDG	HTRB
2026	+6.40%	+0.61%
2025	+13.42%	+7.27%
2024	+6.52%	+2.79%
2023	+17.52%	+6.64%
2022	-12.20%	-14.11%
2021	+18.41%	-1.01%
2020	+9.48%	+8.64%
2019	+33.13%	+10.21%
2018	-11.93%	-0.88%
2017	+21.15%	+1.02%
2016	+3.19%	N/A
2015	+11.69%	N/A
2014	+0.91%	N/A

IHDG vs HTRB Drawdown Comparison

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

The maximum drawdown for HTRB was -19.48%, occurring on Oct 21, 2022. Recovery took 1035 trading sessions.

The current IHDG drawdown is -1.64%. The current HTRB drawdown is -1.29%.

Rank	IHDG	HTRB
#1	-29.24% Feb 12, 2020 - Oct 8, 2020	-19.48% Sep 14, 2021 - Oct 28, 2025
#2	-19.56% Jan 3, 2022 - Apr 27, 2023	-10.48% Mar 6, 2020 - Jun 8, 2020
#3	-18.88% Feb 18, 2025 - Oct 2, 2025	-3.76% Jan 4, 2021 - Aug 2, 2021
#4	-18.50% Aug 27, 2018 - Apr 18, 2019	-2.82% Feb 27, 2026 - May 19, 2026
#5	-14.86% Apr 27, 2015 - Feb 9, 2017	-2.58% Dec 29, 2017 - Jan 30, 2019
#6	-10.49% Feb 25, 2026 - Jun 12, 2026	-1.80% Aug 27, 2019 - Oct 4, 2019
#7	-9.98% Jun 9, 2014 - Nov 21, 2014	-1.58% Jul 3, 2019 - Aug 1, 2019
#8	-9.32% Jul 12, 2024 - Feb 6, 2025	-1.13% Oct 28, 2025 - Feb 5, 2026
#9	-9.07% Jan 23, 2018 - Jun 14, 2018	-1.13% Oct 4, 2019 - Nov 27, 2019
#10	-7.90% Jul 31, 2023 - Nov 24, 2023	-1.10% Aug 10, 2020 - Nov 17, 2020
#11	-7.33% Sep 7, 2021 - Dec 27, 2021	-0.99% Aug 4, 2021 - Sep 14, 2021
#12	-7.12% Oct 12, 2020 - Nov 9, 2020	-0.80% Mar 27, 2019 - Apr 25, 2019
#13	-6.54% Dec 5, 2014 - Jan 22, 2015	-0.65% Feb 28, 2020 - Mar 3, 2020
#14	-5.68% Jul 29, 2019 - Sep 6, 2019	-0.61% Jun 8, 2020 - Jul 6, 2020
#15	-5.27% Apr 29, 2019 - Jul 1, 2019	-0.61% Nov 3, 2017 - Dec 27, 2017

Correlation

Correlation between IHDG and HTRB is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.58

-101

Dividend Comparison (2014 - 2026)

IHDG vs HTRB dividend yield comparison.

Year	IHDG	HTRB
2026	0.08%	1.71%
2025	1.84%	4.66%
2024	2.42%	4.45%
2023	1.70%	3.87%
2022	13.79%	3.08%
2021	2.77%	4.22%
2020	1.94%	4.79%
2019	1.99%	6.30%
2018	0.22%	2.37%
2017	1.28%	0.96%
2016	1.91%	0.00%
2015	3.04%	0.00%
2014	3.86%	0.00%