IQDG vs CLOZ
Comparison between WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND (IQDG, ETF) and ELDRIDGE BBB-B CLO ETF (CLOZ, ETF).
IQDG vs CLOZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IQDG
$696M
CLOZ
$692M
Expense Ratio
Winner
IQDG
0.42%
CLOZ
0.50%
Max Drawdown
IQDG
38.31%
Winner
CLOZ
6.72%
Sharpe Ratio
Winner
IQDG
0.57
CLOZ
0.56
5Y Beta
IQDG
0.78
Winner
CLOZ
0.15
5Y Dividends CAGR
IQDG
12.79%
CLOZ
N/A
IQDG vs CLOZ - Historical Returns
Returns include dividend reinvestment.
1M
IQDG
-0.39%
Winner
CLOZ
+1.10%
3M
Winner
IQDG
+2.49%
CLOZ
+2.34%
6M
IQDG
-0.40%
Winner
CLOZ
+2.02%
1Y
Winner
IQDG
+8.04%
CLOZ
+5.87%
5Y(CAGR)
IQDG
+3.64%
CLOZ
N/A
10Y(CAGR)
IQDG
+7.86%
CLOZ
N/A
Max(CAGR)
IQDG
+7.86%
Winner
CLOZ
+10.24%
IQDG vs CLOZ - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | IQDG | CLOZ |
|---|---|---|
| 2026 | +2.81% | +3.13% |
| 2025 | +24.27% | +5.89% |
| 2024 | -1.92% | +11.34% |
| 2023 | +19.90% | +14.91% |
| 2022 | -20.28% | N/A |
| 2021 | +10.95% | N/A |
| 2020 | +15.51% | N/A |
| 2019 | +30.60% | N/A |
| 2018 | -16.98% | N/A |
| 2017 | +30.63% | N/A |
| 2016 | -1.95% | N/A |
IQDG vs CLOZ Drawdown Comparison
The maximum drawdown for IQDG was -35.00%, occurring on Sep 26, 2022. Recovery took 731 trading sessions.
The maximum drawdown for CLOZ was -5.32%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.
The current IQDG drawdown is -3.66%.
| Rank | IQDG | CLOZ |
|---|---|---|
| #1 | -35.00% Aug 13, 2021 - Jul 12, 2024 | -5.32% Feb 19, 2025 - May 14, 2025 |
| #2 | -31.35% Jan 17, 2020 - Aug 17, 2020 | -3.90% Feb 3, 2026 - Apr 28, 2026 |
| #3 | -24.70% Jan 26, 2018 - Dec 13, 2019 | -2.69% Feb 23, 2023 - Apr 10, 2023 |
| #4 | -18.12% Sep 26, 2024 - Jun 2, 2025 | -1.38% Jul 29, 2024 - Aug 22, 2024 |
| #5 | -12.35% Feb 25, 2026 - Jul 6, 2026 | -1.12% Oct 8, 2025 - Nov 26, 2025 |
| #6 | -10.79% Apr 20, 2016 - Mar 15, 2017 | -0.63% Jun 1, 2026 - Jun 26, 2026 |
| #7 | -7.70% Jul 12, 2024 - Aug 21, 2024 | -0.59% May 1, 2023 - May 26, 2023 |
| #8 | -7.57% Oct 12, 2020 - Nov 9, 2020 | -0.56% Dec 20, 2023 - Jan 2, 2024 |
| #9 | -6.62% Jul 23, 2025 - Sep 18, 2025 | -0.43% May 29, 2025 - Jun 18, 2025 |
| #10 | -5.56% Oct 6, 2025 - Dec 10, 2025 | -0.41% Jan 2, 2024 - Jan 10, 2024 |
| #11 | -5.52% Feb 16, 2021 - Apr 9, 2021 | -0.41% Jun 23, 2025 - Jul 3, 2025 |
| #12 | -5.31% Aug 23, 2024 - Sep 26, 2024 | -0.41% Sep 26, 2023 - Oct 17, 2023 |
| #13 | -4.50% Jan 26, 2021 - Feb 16, 2021 | -0.38% Sep 23, 2024 - Oct 16, 2024 |
| #14 | -3.66% Jul 6, 2026 - Jul 23, 2026 | -0.37% Sep 17, 2025 - Oct 3, 2025 |
| #15 | -3.64% Sep 2, 2020 - Sep 16, 2020 | -0.34% Oct 17, 2023 - Nov 9, 2023 |
Correlation
Correlation between IQDG and CLOZ is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2016 - 2026)
IQDG vs CLOZ dividend yield comparison.
| Year | IQDG | CLOZ |
|---|---|---|
| 2026 | 1.54% | 3.47% |
| 2025 | 2.28% | 7.63% |
| 2024 | 2.60% | 9.09% |
| 2023 | 1.76% | 8.81% |
| 2022 | 4.18% | 0.00% |
| 2021 | 2.67% | 0.00% |
| 2020 | 1.65% | 0.00% |
| 2019 | 1.95% | 0.00% |
| 2018 | 1.96% | 0.00% |
| 2017 | 1.71% | 0.00% |
| 2016 | 1.35% | 0.00% |
Select Stocks to Compare
Popular: IQDG vs SPYCLOZ vs SPY
More Comparisons
Compare with similar stocks