IHDG vs TAGG

Comparison between WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND (IHDG, ETF) and T. ROWE PRICE QM U.S. BOND ETF (TAGG, ETF).

5-Year PerformanceIHDG has outperformed TAGG, delivering a return of +7.8% compared to +0.2%

IHDG vs TAGG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IHDG(ETF)	TAGG(ETF)
Net Assets	$2.20B	$2.30B
Expense Ratio	0.58%	0.08%
Max Drawdown	29.24%	21.31%
Sharpe Ratio	1.27	-0.37
5Y Beta	0.77	0.03
5Y Dividends CAGR	8.97%	N/A

Net Assets

IHDG

$2.20B

Winner

TAGG

$2.30B

Expense Ratio

IHDG

0.58%

Winner

TAGG

0.08%

Max Drawdown

IHDG

29.24%

Winner

TAGG

21.31%

Sharpe Ratio

Winner

IHDG

1.27

TAGG

-0.37

5Y Beta

IHDG

0.77

Winner

TAGG

0.03

5Y Dividends CAGR

IHDG

8.97%

TAGG

N/A

IHDG vs TAGG - Historical Returns

Returns include dividend reinvestment.

Period	IHDG	TAGG
1 month	+0.41%	-0.87%
3 months	+6.80%	-0.66%
6 months	+6.41%	-0.72%
1 year	+23.18%	+2.40%
5 years(CAGR)	+7.78%	+0.17%
10 years(CAGR)	+10.56%	N/A
Max(CAGR)	+9.73%	+0.17%

Winner

IHDG

+0.41%

TAGG

-0.87%

Winner

IHDG

+6.80%

TAGG

-0.66%

Winner

IHDG

+6.41%

TAGG

-0.72%

Winner

IHDG

+23.18%

TAGG

+2.40%

5Y(CAGR)

Winner

IHDG

+7.78%

TAGG

+0.17%

10Y(CAGR)

IHDG

+10.56%

TAGG

N/A

Max(CAGR)

Winner

IHDG

+9.73%

TAGG

+0.17%

IHDG vs TAGG - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	IHDG	TAGG
2026	+10.47%	-0.11%
2025	+13.42%	+7.35%
2024	+6.52%	+2.10%
2023	+17.52%	+5.30%
2022	-12.20%	-12.04%
2021	+18.41%	+0.01%
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 TAGG Drawdown Comparison

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

The maximum drawdown for TAGG was -17.27%, occurring on Oct 20, 2022. Recovery took 987 trading sessions.

The current TAGG drawdown is -2.29%.

Rank	IHDG	TAGG
#1	-29.24% Feb 12, 2020 - Oct 8, 2020	-17.27% Nov 9, 2021 - Oct 16, 2025
#2	-19.56% Jan 3, 2022 - Apr 27, 2023	-3.19% Feb 27, 2026 - May 19, 2026
#3	-18.88% Feb 18, 2025 - Oct 2, 2025	-1.08% Oct 27, 2025 - Nov 26, 2025
#4	-18.50% Aug 27, 2018 - Apr 18, 2019	-1.01% Oct 1, 2021 - Nov 5, 2021
#5	-14.86% Apr 27, 2015 - Feb 9, 2017	-0.88% Nov 26, 2025 - Jan 14, 2026
#6	-10.49% Feb 25, 2026 - Jun 12, 2026	-0.62% Jan 14, 2026 - Feb 5, 2026
#7	-9.98% Jun 9, 2014 - Nov 21, 2014	-0.21% Nov 5, 2021 - Nov 9, 2021
#8	-9.32% Jul 12, 2024 - Feb 6, 2025	-0.19% Oct 22, 2025 - Oct 27, 2025
#9	-9.07% Jan 23, 2018 - Jun 14, 2018	-0.17% Feb 10, 2026 - Feb 12, 2026
#10	-7.90% Jul 31, 2023 - Nov 24, 2023	-0.15% Feb 17, 2026 - Feb 23, 2026
#11	-7.33% Sep 7, 2021 - Dec 27, 2021	-0.14% Feb 6, 2026 - Feb 10, 2026
#12	-7.12% Oct 12, 2020 - Nov 9, 2020	-0.07% Feb 23, 2026 - Feb 26, 2026
#13	-6.54% Dec 5, 2014 - Jan 22, 2015	-0.07% Oct 16, 2025 - Oct 20, 2025
#14	-5.68% Jul 29, 2019 - Sep 6, 2019	N/A
#15	-5.27% Apr 29, 2019 - Jul 1, 2019	N/A

Correlation

Correlation between IHDG and TAGG is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68

-101

Dividend Comparison (2014 - 2026)

IHDG vs TAGG dividend yield comparison.

Year	IHDG	TAGG
2026	1.36%	2.59%
2025	1.84%	4.36%
2024	2.42%	4.36%
2023	1.70%	3.48%
2022	13.79%	3.67%
2021	2.77%	0.33%
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%