IHDG vs PFXF
Comparison between WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND (IHDG, ETF) and VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF).
5-Year PerformanceIHDG has outperformed PFXF, delivering a return of +7.5% compared to +4.1%
IHDG vs PFXF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IHDG vs PFXF - Historical Returns
Returns include dividend reinvestment.
IHDG vs PFXF - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | IHDG | PFXF |
|---|---|---|
| 2026 | +3.30% | +5.36% |
| 2025 | +13.42% | +8.88% |
| 2024 | +6.52% | +8.29% |
| 2023 | +17.52% | +10.52% |
| 2022 | -12.20% | -18.62% |
| 2021 | +18.41% | +12.47% |
| 2020 | +9.48% | +7.34% |
| 2019 | +33.13% | +19.71% |
| 2018 | -11.93% | -3.18% |
| 2017 | +21.15% | +7.69% |
| 2016 | +3.19% | +5.79% |
| 2015 | +11.69% | -2.03% |
| 2014 | +0.91% | +15.44% |
| 2013 | N/A | -2.29% |
| 2012 | N/A | +4.44% |
IHDG vs PFXF Drawdown Comparison
The maximum drawdown for IHDG was -29.24%, occurring on Mar 16, 2020. Recovery took 166 trading sessions.
The maximum drawdown for PFXF was -35.50%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.
The current IHDG drawdown is -2.09%. The current PFXF drawdown is -2.59%.
| Rank | IHDG | PFXF |
|---|---|---|
| #1 | -29.24% Feb 12, 2020 - Oct 8, 2020 | -35.50% Feb 5, 2020 - Nov 9, 2020 |
| #2 | -19.56% Jan 3, 2022 - Apr 27, 2023 | -21.80% Dec 31, 2021 - Sep 17, 2024 |
| #3 | -18.88% Feb 18, 2025 - Oct 2, 2025 | -11.89% Oct 16, 2024 - Jul 3, 2025 |
| #4 | -18.50% Aug 27, 2018 - Apr 18, 2019 | -10.73% Aug 29, 2018 - Feb 22, 2019 |
| #5 | -14.86% Apr 27, 2015 - Feb 9, 2017 | -9.71% May 21, 2013 - Feb 28, 2014 |
| #6 | -10.49% Feb 25, 2026 - Mar 20, 2026 | -8.39% Jul 29, 2016 - May 2, 2017 |
| #7 | -9.98% Jun 9, 2014 - Nov 21, 2014 | -8.08% May 18, 2015 - Mar 17, 2016 |
| #8 | -9.32% Jul 12, 2024 - Feb 6, 2025 | -5.83% Feb 25, 2026 - Apr 16, 2026 |
| #9 | -9.07% Jan 23, 2018 - Jun 14, 2018 | -5.05% Dec 11, 2017 - Jun 11, 2018 |
| #10 | -7.90% Jul 31, 2023 - Nov 24, 2023 | -4.93% Oct 27, 2025 - Dec 18, 2025 |
| #11 | -7.33% Sep 7, 2021 - Dec 27, 2021 | -3.70% Oct 18, 2012 - Dec 31, 2012 |
| #12 | -7.12% Oct 12, 2020 - Nov 9, 2020 | -3.44% May 11, 2026 - May 29, 2026 |
| #13 | -6.54% Dec 5, 2014 - Jan 22, 2015 | -3.04% Jan 20, 2021 - Mar 12, 2021 |
| #14 | -5.68% Jul 29, 2019 - Sep 6, 2019 | -3.03% Nov 5, 2021 - Dec 17, 2021 |
| #15 | -5.27% Apr 29, 2019 - Jul 1, 2019 | -2.72% Jul 28, 2014 - Aug 20, 2014 |
Correlation
Correlation between IHDG and PFXF is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2012 - 2026)
IHDG vs PFXF dividend yield comparison.
| Year | IHDG | PFXF |
|---|---|---|
| 2026 | 0.08% | 2.07% |
| 2025 | 1.84% | 6.72% |
| 2024 | 2.42% | 7.82% |
| 2023 | 1.70% | 7.88% |
| 2022 | 13.79% | 6.74% |
| 2021 | 2.77% | 4.66% |
| 2020 | 1.94% | 5.19% |
| 2019 | 1.99% | 5.35% |
| 2018 | 0.22% | 6.56% |
| 2017 | 1.28% | 5.93% |
| 2016 | 1.91% | 5.81% |
| 2015 | 3.04% | 5.99% |
| 2014 | 3.86% | 5.91% |
| 2013 | 0.00% | 6.51% |
| 2012 | 0.00% | 2.56% |
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