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 +13.3% compared to +7.5%
IHDG vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IHDG
$2.10B
Winner
SPY
$652B
Expense Ratio
IHDG
0.58%
Winner
SPY
0.09%
Max Drawdown
Winner
IHDG
29.24%
SPY
56.47%
Sharpe Ratio
IHDG
0.96
Winner
SPY
2.07
5Y Beta
Winner
IHDG
0.78
SPY
1.00
P/E Ratio
IHDG
N/A
SPY
28.24
Forward P/E
IHDG
N/A
SPY
21.85
5Y Dividends CAGR
IHDG
-0.07%
Winner
SPY
5.43%
5Y EPS CAGR
IHDG
N/A
SPY
25.79%
Debt to Equity
IHDG
N/A
SPY
22.35%
P/S Ratio
IHDG
N/A
SPY
3.55
P/B Ratio
IHDG
N/A
SPY
5.29
IHDG vs SPY - Holdings Comparison
IHDG and SPY have 1 common holdings. Overlap is 0.00%
IHDG's top 25 holdings weight is 48.48%. SPY's top 25 holdings weight is 51.32%.
| Rank | IHDG | SPY |
|---|---|---|
| #1 | TOYOTA MOTOR CORP (n/a) - 4.93% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | BP PLC (n/a) - 3.65% | APPLE INC (AAPL) - 6.48% |
| #3 | n/a (n/a) - 3.35% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 3.30% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 2.91% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | ASTRAZENECA PLC (AZN:XLON) - 2.70% | BROADCOM INC (AVGO) - 3.09% |
| #7 | DEUTSCHE TELEKOM AG (n/a) - 2.43% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | ING GROEP NV (n/a) - 2.34% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | NOVO NORDISK AS CLASS B (n/a) - 2.27% | TESLA INC (TSLA) - 1.73% |
| #10 | L'OREAL SA (n/a) - 2.25% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | GSK PLC (n/a) - 2.13% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | ASML HOLDING NV (n/a) - 2.11% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | VOLVO AB CLASS B (n/a) - 1.94% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | LLOYDS BANKING GROUP PLC (n/a) - 1.65% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | DEUTSCHE POST AG (n/a) - 1.64% | WALMART INC (WMT) - 0.91% |
| #16 | UBS GROUP AG REGISTERED SHARES (n/a) - 1.61% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | SCHNEIDER ELECTRIC SE (n/a) - 1.43% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | TOKYO ELECTRON LTD (n/a) - 1.39% | VISA INC CLASS A (V) - 0.85% |
| #19 | ABB LTD (n/a) - 1.37% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | AIR LIQUIDE SA (n/a) - 1.21% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | THALES (n/a) - 0.40% | INTEL CORP (INTC) - 0.65% |
| #22 | RAIFFEISEN BANK INTERNATIONAL AG (n/a) - 0.38% | NETFLIX INC (NFLX) - 0.64% |
| #23 | FUJIKURA LTD (n/a) - 0.37% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | n/a (n/a) - 0.37% | CHEVRON CORP (CVX) - 0.58% |
| #25 | NINTENDO CO LTD (n/a) - 0.35% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 231 | 505 |
IHDG vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
IHDG
-0.43%
Winner
SPY
+9.11%
3M
IHDG
-1.56%
Winner
SPY
+6.59%
6M
IHDG
+7.83%
Winner
SPY
+10.56%
1Y
IHDG
+16.58%
Winner
SPY
+32.04%
5Y(CAGR)
IHDG
+7.46%
Winner
SPY
+13.35%
10Y(CAGR)
IHDG
+10.15%
Winner
SPY
+15.49%
Max(CAGR)
Winner
IHDG
+9.26%
SPY
+8.50%
IHDG vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IHDG | SPY |
|---|---|---|
| 2026 | +2.46% | +8.27% |
| 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% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/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 IHDG drawdown is -2.88%.
| Rank | IHDG | SPY |
|---|---|---|
| #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 - Mar 20, 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.
| Year | IHDG | SPY |
|---|---|---|
| 2026 | 0.08% | 0.24% |
| 2025 | 1.84% | 1.07% |
| 2024 | 2.42% | 1.21% |
| 2023 | 1.70% | 1.40% |
| 2022 | 13.79% | 1.65% |
| 2021 | 2.77% | 1.20% |
| 2020 | 1.94% | 1.52% |
| 2019 | 1.99% | 1.75% |
| 2018 | 0.22% | 2.04% |
| 2017 | 1.28% | 1.80% |
| 2016 | 1.91% | 2.03% |
| 2015 | 3.04% | 2.06% |
| 2014 | 3.86% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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