IHDG vs USCL
Comparison between WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND (IHDG, ETF) and ISHARES CLIMATE CONSCIOUS & TRANSITION MSCI USA ETF (USCL, ETF).
IHDG vs USCL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IHDG
$2.10B
USCL
$2.10B
Expense Ratio
IHDG
0.58%
Winner
USCL
0.08%
Max Drawdown
IHDG
29.24%
Winner
USCL
19.23%
Sharpe Ratio
IHDG
0.96
Winner
USCL
1.55
5Y Beta
Winner
IHDG
0.78
USCL
0.95
P/E Ratio
IHDG
N/A
USCL
27.44
Forward P/E
IHDG
N/A
USCL
21.99
5Y Dividends CAGR
IHDG
-0.07%
USCL
N/A
5Y EPS CAGR
IHDG
N/A
USCL
24.48%
Debt to Equity
IHDG
N/A
USCL
16.27%
P/S Ratio
IHDG
N/A
USCL
4.17
P/B Ratio
IHDG
N/A
USCL
5.23
IHDG vs USCL - Holdings Comparison
IHDG and USCL have 1 common holdings. Overlap is 0.00%
IHDG's top 25 holdings weight is 48.48%. USCL's top 25 holdings weight is 54.95%.
| Rank | IHDG | USCL |
|---|---|---|
| #1 | TOYOTA MOTOR CORP (n/a) - 4.93% | NVIDIA CORP (NVDA) - 6.39% |
| #2 | BP PLC (n/a) - 3.65% | BROADCOM INC (AVGO) - 5.84% |
| #3 | n/a (n/a) - 3.35% | AMAZON.COM INC (AMZN) - 5.00% |
| #4 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 3.30% | MICROSOFT CORP (MSFT) - 4.75% |
| #5 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 2.91% | META PLATFORMS INC CLASS A (META) - 3.74% |
| #6 | ASTRAZENECA PLC (AZN:XLON) - 2.70% | ALPHABET INC CLASS A (GOOGL) - 3.09% |
| #7 | DEUTSCHE TELEKOM AG (n/a) - 2.43% | TESLA INC (TSLA) - 2.71% |
| #8 | ING GROEP NV (n/a) - 2.34% | ALPHABET INC CLASS C (GOOG) - 2.57% |
| #9 | NOVO NORDISK AS CLASS B (n/a) - 2.27% | JPMORGAN CHASE & CO (JPM) - 2.15% |
| #10 | L'OREAL SA (n/a) - 2.25% | ELI LILLY AND CO (LLY) - 1.77% |
| #11 | GSK PLC (n/a) - 2.13% | ADVANCED MICRO DEVICES INC (AMD) - 1.69% |
| #12 | ASML HOLDING NV (n/a) - 2.11% | EXXON MOBIL CORP (XOM) - 1.58% |
| #13 | VOLVO AB CLASS B (n/a) - 1.94% | WALMART INC (WMT) - 1.42% |
| #14 | LLOYDS BANKING GROUP PLC (n/a) - 1.65% | JOHNSON & JOHNSON (JNJ) - 1.37% |
| #15 | DEUTSCHE POST AG (n/a) - 1.64% | VISA INC CLASS A (V) - 1.32% |
| #16 | UBS GROUP AG REGISTERED SHARES (n/a) - 1.61% | MASTERCARD INC CLASS A (MA) - 1.08% |
| #17 | SCHNEIDER ELECTRIC SE (n/a) - 1.43% | CISCO SYSTEMS INC (CSCO) - 1.08% |
| #18 | TOKYO ELECTRON LTD (n/a) - 1.39% | n/a (PLTR) - 1.01% |
| #19 | ABB LTD (n/a) - 1.37% | CATERPILLAR INC (CAT) - 0.98% |
| #20 | AIR LIQUIDE SA (n/a) - 1.21% | NETFLIX INC (NFLX) - 0.98% |
| #21 | THALES (n/a) - 0.40% | ORACLE CORP (ORCL) - 0.92% |
| #22 | RAIFFEISEN BANK INTERNATIONAL AG (n/a) - 0.38% | BANK OF AMERICA CORP (BAC) - 0.91% |
| #23 | FUJIKURA LTD (n/a) - 0.37% | ABBVIE INC (ABBV) - 0.88% |
| #24 | n/a (n/a) - 0.37% | PROCTER & GAMBLE CO (PG) - 0.88% |
| #25 | NINTENDO CO LTD (n/a) - 0.35% | THE HOME DEPOT INC (HD) - 0.84% |
| Total Holdings | 231 | 273 |
IHDG vs USCL - Historical Returns
Returns include dividend reinvestment.
1M
IHDG
-0.43%
Winner
USCL
+8.10%
3M
IHDG
-1.56%
Winner
USCL
+5.02%
6M
Winner
IHDG
+7.83%
USCL
+6.19%
1Y
IHDG
+16.58%
Winner
USCL
+24.18%
5Y(CAGR)
IHDG
+7.46%
USCL
N/A
10Y(CAGR)
IHDG
+10.15%
USCL
N/A
Max(CAGR)
IHDG
+9.26%
Winner
USCL
+20.22%
IHDG vs USCL - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | IHDG | USCL |
|---|---|---|
| 2026 | +2.46% | +4.82% |
| 2025 | +13.42% | +14.58% |
| 2024 | +6.52% | +27.52% |
| 2023 | +17.52% | +12.72% |
| 2022 | -12.20% | N/A |
| 2021 | +18.41% | N/A |
| 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 USCL Drawdown Comparison
The maximum drawdown for IHDG was -29.24%, occurring on Mar 16, 2020. Recovery took 166 trading sessions.
The maximum drawdown for USCL was -18.99%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The current IHDG drawdown is -2.88%.
| Rank | IHDG | USCL |
|---|---|---|
| #1 | -29.24% Feb 12, 2020 - Oct 8, 2020 | -18.99% Feb 19, 2025 - Jun 30, 2025 |
| #2 | -19.56% Jan 3, 2022 - Apr 27, 2023 | -10.24% Jan 12, 2026 - Apr 17, 2026 |
| #3 | -18.88% Feb 18, 2025 - Oct 2, 2025 | -10.00% Jul 31, 2023 - Nov 30, 2023 |
| #4 | -18.50% Aug 27, 2018 - Apr 18, 2019 | -8.58% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -14.86% Apr 27, 2015 - Feb 9, 2017 | -5.61% Oct 28, 2025 - Dec 24, 2025 |
| #6 | -10.49% Feb 25, 2026 - Mar 20, 2026 | -5.42% Mar 28, 2024 - May 15, 2024 |
| #7 | -9.98% Jun 9, 2014 - Nov 21, 2014 | -4.69% Dec 11, 2024 - Jan 30, 2025 |
| #8 | -9.32% Jul 12, 2024 - Feb 6, 2025 | -2.57% Oct 8, 2025 - Oct 24, 2025 |
| #9 | -9.07% Jan 23, 2018 - Jun 14, 2018 | -2.45% Jun 15, 2023 - Jun 30, 2023 |
| #10 | -7.90% Jul 31, 2023 - Nov 24, 2023 | -2.44% Jul 25, 2025 - Aug 13, 2025 |
| #11 | -7.33% Sep 7, 2021 - Dec 27, 2021 | -2.39% Oct 18, 2024 - Nov 6, 2024 |
| #12 | -7.12% Oct 12, 2020 - Nov 9, 2020 | -2.19% Nov 11, 2024 - Nov 26, 2024 |
| #13 | -6.54% Dec 5, 2014 - Jan 22, 2015 | -1.82% Jan 29, 2024 - Feb 2, 2024 |
| #14 | -5.68% Jul 29, 2019 - Sep 6, 2019 | -1.81% Dec 28, 2023 - Jan 10, 2024 |
| #15 | -5.27% Apr 29, 2019 - Jul 1, 2019 | -1.68% Sep 22, 2025 - Oct 6, 2025 |
Correlation
Correlation between IHDG and USCL is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2014 - 2026)
IHDG vs USCL dividend yield comparison.
| Year | IHDG | USCL |
|---|---|---|
| 2026 | 0.08% | 0.28% |
| 2025 | 1.84% | 1.10% |
| 2024 | 2.42% | 1.18% |
| 2023 | 1.70% | 0.85% |
| 2022 | 13.79% | 0.00% |
| 2021 | 2.77% | 0.00% |
| 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% |
Select Stocks to Compare
Popular: IHDG vs SPYUSCL vs SPY
More Comparisons
Compare with similar stocks