IQDG vs BBSC
Comparison between WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND (IQDG, ETF) and JPMORGAN BETABUILDERS U.S. SMALL CAP EQUITY ETF (BBSC, ETF).
5-Year PerformanceBBSC has outperformed IQDG, delivering a return of +7.0% compared to +4.0%
IQDG vs BBSC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IQDG
$733M
BBSC
$733M
Expense Ratio
IQDG
0.42%
Winner
BBSC
0.09%
Max Drawdown
IQDG
38.31%
Winner
BBSC
32.05%
Sharpe Ratio
IQDG
0.55
Winner
BBSC
1.53
5Y Beta
Winner
IQDG
0.79
BBSC
1.13
P/E Ratio
IQDG
N/A
BBSC
353.74
Forward P/E
IQDG
N/A
BBSC
16.28
5Y Dividends CAGR
IQDG
4.12%
Winner
BBSC
50.64%
5Y EPS CAGR
IQDG
N/A
BBSC
12.01%
Debt to Equity
IQDG
N/A
BBSC
2.51%
P/S Ratio
IQDG
N/A
BBSC
1.52
P/B Ratio
IQDG
N/A
BBSC
2.51
IQDG vs BBSC - Holdings Comparison
IQDG and BBSC have 1 common holdings. Overlap is -0.07%
IQDG's top 25 holdings weight is 51.77%. BBSC's top 25 holdings weight is 23.63%.
| Rank | IQDG | BBSC |
|---|---|---|
| #1 | TOYOTA MOTOR CORP (n/a) - 4.64% | TTM TECHNOLOGIES INC (TTMI) - 1.74% |
| #2 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 3.29% | SEMTECH CORP (SMTC) - 1.58% |
| #3 | BP PLC (n/a) - 3.24% | SITIME CORP ORDINARY SHARES (SITM) - 1.54% |
| #4 | n/a (n/a) - 3.22% | PLANET LABS PBC CLASS A (PL) - 1.32% |
| #5 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 3.03% | DIGITALOCEAN HOLDINGS INC (DOCN) - 1.32% |
| #6 | ASTRAZENECA PLC (AZN:XLON) - 2.62% | APPLIED OPTOELECTRONICS INC (AAOI) - 1.30% |
| #7 | DEUTSCHE TELEKOM AG (n/a) - 2.56% | VIAVI SOLUTIONS INC (VIAV) - 1.12% |
| #8 | ING GROEP NV (n/a) - 2.51% | MOOG INC CLASS A (MOG-A) - 1.08% |
| #9 | NOVO NORDISK AS CLASS B (n/a) - 2.43% | FORMFACTOR INC (FORM) - 1.00% |
| #10 | ASML HOLDING NV (n/a) - 2.39% | TERAWULF INC (WULF) - 0.98% |
| #11 | L'OREAL SA (n/a) - 2.18% | RIOT PLATFORMS INC (RIOT) - 0.96% |
| #12 | GSK PLC (n/a) - 1.97% | JPMORGAN US GOVERNMENT MMKT IM (MGMXX) - 0.92% |
| #13 | VOLVO AB CLASS B (n/a) - 1.86% | ARGAN INC (AGX) - 0.88% |
| #14 | UBS GROUP AG REGISTERED SHARES (n/a) - 1.85% | ARROWHEAD PHARMACEUTICALS INC (ARWR) - 0.88% |
| #15 | DEUTSCHE POST AG (n/a) - 1.71% | JFROG LTD ORDINARY SHARES (FROG) - 0.88% |
| #16 | LLOYDS BANKING GROUP PLC (n/a) - 1.64% | CIPHER DIGITAL INC (CIFR) - 0.86% |
| #17 | TOKYO ELECTRON LTD (n/a) - 1.53% | n/a (CORZ) - 0.86% |
| #18 | ABB LTD (n/a) - 1.44% | POWELL INDUSTRIES INC (POWL) - 0.86% |
| #19 | SCHNEIDER ELECTRIC SE (n/a) - 1.39% | CARETRUST REIT INC (CTRE) - 0.84% |
| #20 | AIR LIQUIDE SA (n/a) - 1.18% | EVERUS CONSTRUCTION GROUP INC (ECG) - 0.78% |
| #21 | SAP SE (n/a) - 1.10% | KRYSTAL BIOTECH INC (KRYS) - 0.39% |
| #22 | MURATA MANUFACTURING CO LTD (n/a) - 1.07% | VICOR CORP (VICR) - 0.39% |
| #23 | DAIMLER TRUCK HOLDING AG ORDINARY SHARES (n/a) - 1.06% | n/a (AHR) - 0.39% |
| #24 | IMPERIAL BRANDS PLC (n/a) - 0.93% | VIASAT INC (VSAT) - 0.38% |
| #25 | SHIN-ETSU CHEMICAL CO LTD (n/a) - 0.93% | URANIUM ENERGY CORP (UEC) - 0.38% |
| Total Holdings | 265 | 670 |
IQDG vs BBSC - Historical Returns
Returns include dividend reinvestment.
1M
IQDG
+5.14%
Winner
BBSC
+6.68%
3M
IQDG
+7.31%
Winner
BBSC
+18.59%
6M
IQDG
+6.63%
Winner
BBSC
+17.33%
1Y
IQDG
+14.01%
Winner
BBSC
+39.52%
5Y(CAGR)
IQDG
+4.02%
Winner
BBSC
+6.99%
10Y(CAGR)
IQDG
+8.30%
BBSC
N/A
Max(CAGR)
IQDG
+8.14%
Winner
BBSC
+11.63%
IQDG vs BBSC - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | IQDG | BBSC |
|---|---|---|
| 2026 | +4.75% | +18.46% |
| 2025 | +24.27% | +10.26% |
| 2024 | -1.92% | +13.41% |
| 2023 | +19.90% | +20.66% |
| 2022 | -20.28% | -20.61% |
| 2021 | +10.95% | +16.94% |
| 2020 | +15.51% | +11.94% |
| 2019 | +30.60% | N/A |
| 2018 | -16.98% | N/A |
| 2017 | +30.63% | N/A |
| 2016 | -1.95% | N/A |
IQDG vs BBSC Drawdown Comparison
The maximum drawdown for IQDG was -35.00%, occurring on Sep 26, 2022. Recovery took 731 trading sessions.
The maximum drawdown for BBSC was -30.97%, occurring on Jun 16, 2022. Recovery took 738 trading sessions.
The current IQDG drawdown is -1.45%.
| Rank | IQDG | BBSC |
|---|---|---|
| #1 | -35.00% Aug 13, 2021 - Jul 12, 2024 | -30.97% Nov 8, 2021 - Oct 16, 2024 |
| #2 | -31.35% Jan 17, 2020 - Aug 17, 2020 | -29.32% Nov 25, 2024 - Sep 18, 2025 |
| #3 | -24.70% Jan 26, 2018 - Dec 13, 2019 | -9.54% Jan 22, 2026 - Apr 14, 2026 |
| #4 | -18.12% Sep 26, 2024 - Jun 2, 2025 | -9.52% Oct 27, 2025 - Dec 10, 2025 |
| #5 | -12.35% Feb 25, 2026 - Mar 20, 2026 | -9.14% Mar 15, 2021 - Jun 8, 2021 |
| #6 | -10.79% Apr 20, 2016 - Mar 15, 2017 | -8.90% Jun 25, 2021 - Oct 25, 2021 |
| #7 | -7.70% Jul 12, 2024 - Aug 21, 2024 | -6.90% Feb 9, 2021 - Mar 11, 2021 |
| #8 | -7.57% Oct 12, 2020 - Nov 9, 2020 | -5.31% Nov 11, 2024 - Nov 25, 2024 |
| #9 | -6.62% Jul 23, 2025 - Sep 18, 2025 | -4.36% Dec 11, 2025 - Jan 8, 2026 |
| #10 | -5.56% Oct 6, 2025 - Dec 10, 2025 | -4.26% May 6, 2026 - May 26, 2026 |
| #11 | -5.52% Feb 16, 2021 - Apr 9, 2021 | -4.15% Jun 8, 2021 - Jun 25, 2021 |
| #12 | -5.31% Aug 23, 2024 - Sep 26, 2024 | -3.93% Oct 6, 2025 - Oct 14, 2025 |
| #13 | -4.50% Jan 26, 2021 - Feb 16, 2021 | -3.54% Oct 16, 2024 - Nov 6, 2024 |
| #14 | -3.64% Sep 2, 2020 - Sep 16, 2020 | -3.32% Jan 22, 2021 - Feb 3, 2021 |
| #15 | -3.42% Jun 14, 2021 - Jul 12, 2021 | -2.81% Dec 23, 2020 - Jan 6, 2021 |
Correlation
Correlation between IQDG and BBSC is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2016 - 2026)
IQDG vs BBSC dividend yield comparison.
| Year | IQDG | BBSC |
|---|---|---|
| 2026 | 0.09% | 0.19% |
| 2025 | 2.28% | 1.13% |
| 2024 | 2.60% | 1.29% |
| 2023 | 1.76% | 1.58% |
| 2022 | 4.18% | 1.37% |
| 2021 | 2.67% | 1.06% |
| 2020 | 1.65% | 0.18% |
| 2019 | 1.95% | 0.00% |
| 2018 | 1.96% | 0.00% |
| 2017 | 1.71% | 0.00% |
| 2016 | 1.35% | 0.00% |
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