IHDG vs SCHY

Comparison between WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND (IHDG, ETF) and SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF (SCHY, ETF).

5-Year PerformanceSCHY has outperformed IHDG, delivering a return of +7.8% compared to +7.5%

IHDG vs SCHY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IHDG(ETF)	SCHY(ETF)
Net Assets	$2.20B	$2.20B
Expense Ratio	0.58%	0.08%
Max Drawdown	29.24%	25.42%
Sharpe Ratio	0.79	1.38
5Y Beta	0.78	0.40
5Y Dividends CAGR	-0.07%	N/A

Net Assets

IHDG

$2.20B

SCHY

$2.20B

Expense Ratio

IHDG

0.58%

Winner

SCHY

0.08%

Max Drawdown

IHDG

29.24%

Winner

SCHY

25.42%

Sharpe Ratio

IHDG

0.79

Winner

SCHY

1.38

5Y Beta

IHDG

0.78

Winner

SCHY

0.40

5Y Dividends CAGR

IHDG

-0.07%

SCHY

N/A

IHDG vs SCHY - Historical Returns

Returns include dividend reinvestment.

Period	IHDG	SCHY
1 month	+2.36%	-0.93%
3 months	+3.07%	+0.46%
6 months	+6.21%	+9.85%
1 year	+14.52%	+20.98%
5 years(CAGR)	+7.51%	+7.84%
10 years(CAGR)	+9.93%	N/A
Max(CAGR)	+9.27%	+8.59%

Winner

IHDG

+2.36%

SCHY

-0.93%

Winner

IHDG

+3.07%

SCHY

+0.46%

IHDG

+6.21%

Winner

SCHY

+9.85%

IHDG

+14.52%

Winner

SCHY

+20.98%

5Y(CAGR)

IHDG

+7.51%

Winner

SCHY

+7.84%

10Y(CAGR)

IHDG

+9.93%

SCHY

N/A

Max(CAGR)

Winner

IHDG

+9.27%

SCHY

+8.59%

IHDG vs SCHY - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	IHDG	SCHY
2026	+3.30%	+6.58%
2025	+13.42%	+33.82%
2024	+6.52%	-1.25%
2023	+17.52%	+13.76%
2022	-12.20%	-9.80%
2021	+18.41%	+4.08%
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 SCHY Drawdown Comparison

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

The maximum drawdown for SCHY was -24.03%, occurring on Sep 27, 2022. Recovery took 471 trading sessions.

The current IHDG drawdown is -2.09%. The current SCHY drawdown is -5.64%.

Rank	IHDG	SCHY
#1	-29.24% Feb 12, 2020 - Oct 8, 2020	-24.03% Feb 9, 2022 - Dec 26, 2023
#2	-19.56% Jan 3, 2022 - Apr 27, 2023	-12.16% Sep 26, 2024 - Apr 22, 2025
#3	-18.88% Feb 18, 2025 - Oct 2, 2025	-9.11% Feb 27, 2026 - Mar 20, 2026
#4	-18.50% Aug 27, 2018 - Apr 18, 2019	-7.47% Jun 14, 2021 - Jan 12, 2022
#5	-14.86% Apr 27, 2015 - Feb 9, 2017	-5.26% Jan 12, 2024 - May 13, 2024
#6	-10.49% Feb 25, 2026 - Mar 20, 2026	-4.53% May 17, 2024 - Jul 12, 2024
#7	-9.98% Jun 9, 2014 - Nov 21, 2014	-3.52% Jul 31, 2024 - Aug 15, 2024
#8	-9.32% Jul 12, 2024 - Feb 6, 2025	-3.48% Jul 23, 2025 - Aug 12, 2025
#9	-9.07% Jan 23, 2018 - Jun 14, 2018	-2.90% Nov 12, 2025 - Nov 26, 2025
#10	-7.90% Jul 31, 2023 - Nov 24, 2023	-2.86% Jan 14, 2022 - Feb 9, 2022
#11	-7.33% Sep 7, 2021 - Dec 27, 2021	-2.80% Aug 22, 2025 - Oct 17, 2025
#12	-7.12% Oct 12, 2020 - Nov 9, 2020	-2.73% Jun 12, 2025 - Jul 2, 2025
#13	-6.54% Dec 5, 2014 - Jan 22, 2015	-2.33% May 10, 2021 - May 17, 2021
#14	-5.68% Jul 29, 2019 - Sep 6, 2019	-1.95% May 6, 2025 - May 19, 2025
#15	-5.27% Apr 29, 2019 - Jul 1, 2019	-1.89% Oct 28, 2025 - Nov 10, 2025

Correlation

Correlation between IHDG and SCHY is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (2014 - 2026)

IHDG vs SCHY dividend yield comparison.

Year	IHDG	SCHY
2026	0.08%	0.57%
2025	1.84%	3.55%
2024	2.42%	4.64%
2023	1.70%	3.97%
2022	13.79%	3.67%
2021	2.77%	1.73%
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%