IHDG vs TSPA
Comparison between WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND (IHDG, ETF) and T. ROWE PRICE U.S. EQUITY RESEARCH ETF (TSPA, ETF).
5-Year PerformanceTSPA has outperformed IHDG, delivering a return of +14.3% compared to +7.5%
IHDG vs TSPA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IHDG
$2.10B
TSPA
$2.10B
Expense Ratio
IHDG
0.58%
Winner
TSPA
0.34%
Max Drawdown
IHDG
29.24%
Winner
TSPA
24.72%
Sharpe Ratio
IHDG
0.96
Winner
TSPA
2.00
5Y Beta
Winner
IHDG
0.78
TSPA
0.97
P/E Ratio
IHDG
N/A
TSPA
29.92
Forward P/E
IHDG
N/A
TSPA
22.50
PEG Ratio
IHDG
N/A
TSPA
0.59
5Y Dividends CAGR
IHDG
-0.07%
TSPA
N/A
5Y EPS CAGR
IHDG
N/A
TSPA
28.25%
Debt to Equity
IHDG
N/A
TSPA
44.08%
P/S Ratio
IHDG
N/A
TSPA
3.64
P/B Ratio
IHDG
N/A
TSPA
5.41
IHDG vs TSPA - Holdings Comparison
IHDG and TSPA have 1 common holdings. Overlap is 0.01%
IHDG's top 25 holdings weight is 48.48%. TSPA's top 25 holdings weight is 48.99%.
| Rank | IHDG | TSPA |
|---|---|---|
| #1 | TOYOTA MOTOR CORP (n/a) - 4.93% | NVIDIA CORP (NVDA) - 7.73% |
| #2 | BP PLC (n/a) - 3.65% | APPLE INC (AAPL) - 6.96% |
| #3 | n/a (n/a) - 3.35% | MICROSOFT CORP (MSFT) - 4.96% |
| #4 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 3.30% | AMAZON.COM INC (AMZN) - 3.77% |
| #5 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 2.91% | ALPHABET INC CLASS C (GOOG) - 3.17% |
| #6 | ASTRAZENECA PLC (AZN:XLON) - 2.70% | BROADCOM INC (AVGO) - 2.80% |
| #7 | DEUTSCHE TELEKOM AG (n/a) - 2.43% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #8 | ING GROEP NV (n/a) - 2.34% | ALPHABET INC CLASS A (GOOGL) - 2.36% |
| #9 | NOVO NORDISK AS CLASS B (n/a) - 2.27% | TESLA INC (TSLA) - 1.77% |
| #10 | L'OREAL SA (n/a) - 2.25% | ELI LILLY AND CO (LLY) - 1.38% |
| #11 | GSK PLC (n/a) - 2.13% | JPMORGAN CHASE & CO (JPM) - 1.35% |
| #12 | ASML HOLDING NV (n/a) - 2.11% | EXXON MOBIL CORP (XOM) - 1.12% |
| #13 | VOLVO AB CLASS B (n/a) - 1.94% | VISA INC CLASS A (V) - 1.05% |
| #14 | LLOYDS BANKING GROUP PLC (n/a) - 1.65% | T-MOBILE US INC (TMUS) - 1.03% |
| #15 | DEUTSCHE POST AG (n/a) - 1.64% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.01% |
| #16 | UBS GROUP AG REGISTERED SHARES (n/a) - 1.61% | WALMART INC (WMT) - 0.99% |
| #17 | SCHNEIDER ELECTRIC SE (n/a) - 1.43% | NETFLIX INC (NFLX) - 0.98% |
| #18 | TOKYO ELECTRON LTD (n/a) - 1.39% | JOHNSON & JOHNSON (JNJ) - 0.95% |
| #19 | ABB LTD (n/a) - 1.37% | CHEVRON CORP (CVX) - 0.82% |
| #20 | AIR LIQUIDE SA (n/a) - 1.21% | MASTERCARD INC CLASS A (MA) - 0.80% |
| #21 | THALES (n/a) - 0.40% | ABBOTT LABORATORIES (ABT) - 0.32% |
| #22 | RAIFFEISEN BANK INTERNATIONAL AG (n/a) - 0.38% | AMPHENOL CORP CLASS A (APH) - 0.32% |
| #23 | FUJIKURA LTD (n/a) - 0.37% | CSX CORP (CSX) - 0.32% |
| #24 | n/a (n/a) - 0.37% | NORTHROP GRUMMAN CORP (NOC) - 0.32% |
| #25 | NINTENDO CO LTD (n/a) - 0.35% | ALLSTATE CORP (ALL) - 0.31% |
| Total Holdings | 231 | 272 |
IHDG vs TSPA - Historical Returns
Returns include dividend reinvestment.
1M
IHDG
-0.43%
Winner
TSPA
+9.39%
3M
IHDG
-1.56%
Winner
TSPA
+6.99%
6M
IHDG
+7.83%
Winner
TSPA
+11.27%
1Y
IHDG
+16.58%
Winner
TSPA
+32.17%
5Y(CAGR)
IHDG
+7.46%
Winner
TSPA
+14.33%
10Y(CAGR)
IHDG
+10.15%
TSPA
N/A
Max(CAGR)
IHDG
+9.26%
Winner
TSPA
+14.33%
IHDG vs TSPA - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | IHDG | TSPA |
|---|---|---|
| 2026 | +2.46% | +8.86% |
| 2025 | +13.42% | +16.49% |
| 2024 | +6.52% | +27.28% |
| 2023 | +17.52% | +30.41% |
| 2022 | -12.20% | -19.11% |
| 2021 | +18.41% | +13.72% |
| 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 TSPA Drawdown Comparison
The maximum drawdown for IHDG was -29.24%, occurring on Mar 16, 2020. Recovery took 166 trading sessions.
The maximum drawdown for TSPA was -24.72%, occurring on Oct 12, 2022. Recovery took 478 trading sessions.
The current IHDG drawdown is -2.88%.
| Rank | IHDG | TSPA |
|---|---|---|
| #1 | -29.24% Feb 12, 2020 - Oct 8, 2020 | -24.72% Dec 29, 2021 - Nov 22, 2023 |
| #2 | -19.56% Jan 3, 2022 - Apr 27, 2023 | -19.04% Feb 19, 2025 - Jun 27, 2025 |
| #3 | -18.88% Feb 18, 2025 - Oct 2, 2025 | -9.24% Jan 29, 2026 - Apr 14, 2026 |
| #4 | -18.50% Aug 27, 2018 - Apr 18, 2019 | -8.90% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -14.86% Apr 27, 2015 - Feb 9, 2017 | -5.49% Mar 28, 2024 - May 14, 2024 |
| #6 | -10.49% Feb 25, 2026 - Mar 20, 2026 | -5.40% Oct 29, 2025 - Dec 11, 2025 |
| #7 | -9.98% Jun 9, 2014 - Nov 21, 2014 | -4.78% Aug 30, 2021 - Oct 19, 2021 |
| #8 | -9.32% Jul 12, 2024 - Feb 6, 2025 | -4.16% Nov 16, 2021 - Dec 23, 2021 |
| #9 | -9.07% Jan 23, 2018 - Jun 14, 2018 | -3.91% Dec 6, 2024 - Jan 22, 2025 |
| #10 | -7.90% Jul 31, 2023 - Nov 24, 2023 | -2.97% Oct 8, 2025 - Oct 24, 2025 |
| #11 | -7.33% Sep 7, 2021 - Dec 27, 2021 | -2.82% Jul 12, 2021 - Jul 23, 2021 |
| #12 | -7.12% Oct 12, 2020 - Nov 9, 2020 | -2.77% Dec 11, 2025 - Dec 23, 2025 |
| #13 | -6.54% Dec 5, 2014 - Jan 22, 2015 | -2.64% Oct 14, 2024 - Nov 6, 2024 |
| #14 | -5.68% Jul 29, 2019 - Sep 6, 2019 | -2.59% Jan 12, 2026 - Jan 27, 2026 |
| #15 | -5.27% Apr 29, 2019 - Jul 1, 2019 | -2.36% Nov 11, 2024 - Nov 26, 2024 |
Correlation
Correlation between IHDG and TSPA is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2014 - 2026)
IHDG vs TSPA dividend yield comparison.
| Year | IHDG | TSPA |
|---|---|---|
| 2026 | 0.08% | 0.00% |
| 2025 | 1.84% | 0.62% |
| 2024 | 2.42% | 0.50% |
| 2023 | 1.70% | 0.41% |
| 2022 | 13.79% | 1.16% |
| 2021 | 2.77% | 0.43% |
| 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% |
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