StockComparison Logo
vs

IHDG vs SPY

Comparison between WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND (IHDG, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed IHDG, delivering a return of +13.2% compared to +7.8%

IHDG vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IHDG
$2.20B
Winner
SPY
$781B
Expense Ratio
IHDG
0.58%
Winner
SPY
0.09%
Max Drawdown
Winner
IHDG
29.24%
SPY
56.47%
Sharpe Ratio
IHDG
1.27
Winner
SPY
1.43
5Y Beta
Winner
IHDG
0.77
SPY
1.00
P/E Ratio
IHDG
N/A
SPY
26.48
Forward P/E
IHDG
N/A
SPY
20.89
PEG Ratio
IHDG
N/A
SPY
0.30
5Y Dividends CAGR
Winner
IHDG
8.97%
SPY
6.00%
5Y EPS CAGR
IHDG
N/A
SPY
26.40%
Debt to Equity
IHDG
N/A
SPY
48.17%
P/S Ratio
IHDG
N/A
SPY
3.72
P/B Ratio
IHDG
N/A
SPY
5.55

IHDG vs SPY - Holdings Comparison

IHDG and SPY have 1 common holdings. Overlap is 0.00%

IHDG's top 25 holdings weight is 48.02%. SPY's top 25 holdings weight is 51.49%.

RankIHDGSPY
#1
TOYOTA MOTOR CORP (n/a) - 4.32%
NVIDIA CORP (NVDA) - 7.76%
#2
BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 3.29%
APPLE INC (AAPL) - 7.44%
#3
n/a (n/a) - 3.26%
MICROSOFT CORP (MSFT) - 4.56%
#4
BP PLC (n/a) - 3.21%
AMAZON.COM INC (AMZN) - 3.74%
#5
LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 3.18%
ALPHABET INC CLASS A (GOOGL) - 3.14%
#6
ASML HOLDING NV (n/a) - 2.66%
BROADCOM INC (AVGO) - 2.83%
#7
ING GROEP NV (n/a) - 2.63%
ALPHABET INC CLASS C (GOOG) - 2.53%
#8
NOVO NORDISK AS CLASS B (n/a) - 2.58%
META PLATFORMS INC CLASS A (META) - 2.18%
#9
ASTRAZENECA PLC (AZN:XLON) - 2.31%
MICRON TECHNOLOGY INC (MU) - 1.69%
#10
DEUTSCHE TELEKOM AG (n/a) - 2.29%
TESLA INC (TSLA) - 1.65%
#11
L'OREAL SA (n/a) - 2.12%
ELI LILLY AND CO (LLY) - 1.44%
#12
UBS GROUP AG REGISTERED SHARES (n/a) - 1.93%
JPMORGAN CHASE & CO (JPM) - 1.43%
#13
VOLVO AB CLASS B (n/a) - 1.91%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39%
#14
GSK PLC (n/a) - 1.88%
ADVANCED MICRO DEVICES INC (AMD) - 1.37%
#15
TOKYO ELECTRON LTD (n/a) - 1.88%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.97%
#16
LLOYDS BANKING GROUP PLC (n/a) - 1.82%
JOHNSON & JOHNSON (JNJ) - 0.93%
#17
DEUTSCHE POST AG (n/a) - 1.82%
VISA INC CLASS A (V) - 0.91%
#18
ABB LTD (n/a) - 1.34%
INTEL CORP (INTC) - 0.77%
#19
SCHNEIDER ELECTRIC SE (n/a) - 1.34%
WALMART INC (WMT) - 0.75%
#20
UNIVERSAL MUSIC GROUP NV (n/a) - 0.40%
ABBVIE INC (ABBV) - 0.70%
#21
TECHTRONIC INDUSTRIES CO LTD (n/a) - 0.38%
APPLIED MATERIALS INC (AMAT) - 0.69%
#22
HOCHTIEF AG (n/a) - 0.37%
CISCO SYSTEMS INC (CSCO) - 0.68%
#23
THALES (n/a) - 0.37%
MASTERCARD INC CLASS A (MA) - 0.67%
#24
KONE OYJ CLASS B (n/a) - 0.37%
COSTCO WHOLESALE CORP (COST) - 0.64%
#25
FERROVIAL NV (n/a) - 0.36%
CATERPILLAR INC (CAT) - 0.63%
Total Holdings246505

IHDG vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
IHDG
+0.41%
Winner
SPY
+2.30%
3M
Winner
IHDG
+6.80%
SPY
+5.00%
6M
IHDG
+6.41%
Winner
SPY
+11.88%
1Y
Winner
IHDG
+23.18%
SPY
+22.80%
5Y(CAGR)
IHDG
+7.78%
Winner
SPY
+13.20%
10Y(CAGR)
IHDG
+10.56%
Winner
SPY
+15.26%
Max(CAGR)
Winner
IHDG
+9.73%
SPY
+8.59%

IHDG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIHDGSPY
2026+10.47%+13.10%
2025+13.42%+18.00%
2024+6.52%+25.59%
2023+17.52%+26.72%
2022-12.20%-18.64%
2021+18.41%+30.52%
2020+9.48%+17.28%
2019+33.13%+31.09%
2018-11.93%-5.24%
2017+21.15%+20.78%
2016+3.19%+13.59%
2015+11.69%+1.31%
2014+0.91%+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

IHDG vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SPY drawdown is -0.36%.

RankIHDGSPY
#1-29.24%
Feb 12, 2020 - Oct 8, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-19.56%
Jan 3, 2022 - Apr 27, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-18.88%
Feb 18, 2025 - Oct 2, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-18.50%
Aug 27, 2018 - Apr 18, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-14.86%
Apr 27, 2015 - Feb 9, 2017		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-10.49%
Feb 25, 2026 - Jun 12, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-9.98%
Jun 9, 2014 - Nov 21, 2014		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-9.32%
Jul 12, 2024 - Feb 6, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.07%
Jan 23, 2018 - Jun 14, 2018		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-7.90%
Jul 31, 2023 - Nov 24, 2023		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-7.33%
Sep 7, 2021 - Dec 27, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.12%
Oct 12, 2020 - Nov 9, 2020		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.54%
Dec 5, 2014 - Jan 22, 2015		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-5.68%
Jul 29, 2019 - Sep 6, 2019		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-5.27%
Apr 29, 2019 - Jul 1, 2019		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IHDG and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (1999 - 2026)

IHDG vs SPY dividend yield comparison.

YearIHDGSPY
20261.36%0.48%
20251.84%1.07%
20242.42%1.21%
20231.70%1.40%
202213.79%1.65%
20212.77%1.20%
20201.94%1.52%
20191.99%1.75%
20180.22%2.04%
20171.28%1.80%
20161.91%2.03%
20153.04%2.06%
20143.86%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

Select Stocks to Compare

Popular: IHDG vs SPY

More Comparisons

Compare with similar stocks