IQDG vs BHK

Comparison between WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND (IQDG, ETF) and BlackRock Core Bond Trust (BHK, ETF).

5-Year PerformanceIQDG has outperformed BHK, delivering a return of +4.1% compared to -2.9%

IQDG vs BHK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IQDG(ETF)	BHK(ETF)
Net Assets	$696M	$693M
Expense Ratio	0.42%	N/A
Max Drawdown	38.31%	48.25%
Sharpe Ratio	0.60	0.13
5Y Beta	0.78	0.24
5Y Dividends CAGR	12.79%	2.71%

Net Assets

Winner

IQDG

$696M

BHK

$693M

Expense Ratio

IQDG

0.42%

BHK

N/A

Max Drawdown

Winner

IQDG

38.31%

BHK

48.25%

Sharpe Ratio

Winner

IQDG

0.60

BHK

0.13

5Y Beta

IQDG

0.78

Winner

BHK

0.24

5Y Dividends CAGR

Winner

IQDG

12.79%

BHK

2.71%

IQDG vs BHK - Historical Returns

Returns include dividend reinvestment.

Period	IQDG	BHK
1 month	-0.64%	+1.50%
3 months	+3.08%	-0.23%
6 months	+2.12%	-1.02%
1 year	+12.48%	+5.30%
5 years(CAGR)	+4.08%	-2.92%
10 years(CAGR)	+8.00%	+2.89%
Max(CAGR)	+8.01%	+5.50%

IQDG

-0.64%

Winner

BHK

+1.50%

Winner

IQDG

+3.08%

BHK

-0.23%

Winner

IQDG

+2.12%

BHK

-1.02%

Winner

IQDG

+12.48%

BHK

+5.30%

5Y(CAGR)

Winner

IQDG

+4.08%

BHK

-2.92%

10Y(CAGR)

Winner

IQDG

+8.00%

BHK

+2.89%

Max(CAGR)

Winner

IQDG

+8.01%

BHK

+5.50%

IQDG vs BHK - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	IQDG	BHK
2026	+4.29%	-0.14%
2025	+24.27%	+2.66%
2024	-1.92%	+4.91%
2023	+19.90%	+11.99%
2022	-20.28%	-31.47%
2021	+10.95%	+7.18%
2020	+15.51%	+17.82%
2019	+30.60%	+25.33%
2018	-16.98%	-7.99%
2017	+30.63%	+14.21%
2016	-1.95%	+9.41%
2015	N/A	+2.05%
2014	N/A	+10.11%
2013	N/A	-9.96%
2012	N/A	+16.46%
2011	N/A	+14.68%
2010	N/A	+13.74%
2009	N/A	+14.45%
2008	N/A	-1.78%
2007	N/A	-1.82%
2006	N/A	+2.94%
2005	N/A	+5.03%
2004	N/A	+8.21%
2003	N/A	+8.94%
2002	N/A	-0.03%
2001	N/A	+0.00%

IQDG vs BHK Drawdown Comparison

The maximum drawdown for IQDG was -35.00%, occurring on Sep 26, 2022. Recovery took 731 trading sessions.

The maximum drawdown for BHK was -39.55%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current IQDG drawdown is -2.28%. The current BHK drawdown is -19.22%.

Rank	IQDG	BHK
#1	-35.00% Aug 13, 2021 - Jul 12, 2024	-39.55% Sep 15, 2021 - Oct 20, 2022
#2	-31.35% Jan 17, 2020 - Aug 17, 2020	-30.64% May 27, 2008 - Jul 24, 2009
#3	-24.70% Jan 26, 2018 - Dec 13, 2019	-23.66% Feb 24, 2020 - Jun 10, 2020
#4	-18.12% Sep 26, 2024 - Jun 2, 2025	-19.40% Nov 12, 2012 - Jan 22, 2015
#5	-12.35% Feb 25, 2026 - Jul 6, 2026	-12.43% Jun 13, 2003 - Sep 20, 2004
#6	-10.79% Apr 20, 2016 - Mar 15, 2017	-12.08% Sep 28, 2010 - Sep 12, 2011
#7	-7.70% Jul 12, 2024 - Aug 21, 2024	-11.88% Dec 27, 2001 - Sep 18, 2002
#8	-7.57% Oct 12, 2020 - Nov 9, 2020	-10.94% Sep 12, 2005 - Oct 5, 2006
#9	-6.62% Jul 23, 2025 - Sep 18, 2025	-10.16% Aug 31, 2016 - May 18, 2017
#10	-5.56% Oct 6, 2025 - Dec 10, 2025	-9.78% Jan 2, 2018 - Mar 8, 2019
#11	-5.52% Feb 16, 2021 - Apr 9, 2021	-9.51% May 7, 2007 - Jan 24, 2008
#12	-5.31% Aug 23, 2024 - Sep 26, 2024	-9.08% Apr 24, 2015 - Mar 9, 2016
#13	-4.50% Jan 26, 2021 - Feb 16, 2021	-8.52% Jan 25, 2021 - Jun 15, 2021
#14	-3.64% Sep 2, 2020 - Sep 16, 2020	-8.50% Jan 24, 2008 - Apr 23, 2008
#15	-3.42% Jun 14, 2021 - Jul 12, 2021	-7.45% Oct 3, 2002 - Jan 17, 2003

Correlation

Correlation between IQDG and BHK is 0.70 which considered as a strong positive correlation - the stocks tend to move together.

0.70

-101

Dividend Comparison (2002 - 2026)

IQDG vs BHK dividend yield comparison.

Year	IQDG	BHK
2026	1.51%	5.79%
2025	2.28%	9.25%
2024	2.60%	8.56%
2023	1.76%	8.21%
2022	4.18%	7.91%
2021	2.67%	6.36%
2020	1.65%	5.06%
2019	1.95%	5.32%
2018	1.96%	6.39%
2017	1.71%	5.56%
2016	1.35%	6.23%
2015	0.00%	7.03%
2014	0.00%	8.15%
2013	0.00%	6.94%
2012	0.00%	6.11%
2011	0.00%	5.95%
2010	0.00%	6.98%
2009	0.00%	8.16%
2008	0.00%	7.00%
2007	0.00%	6.75%
2006	0.00%	6.66%
2005	0.00%	11.28%
2004	0.00%	9.37%
2003	0.00%	9.51%
2002	0.00%	8.72%