IQDG vs EES
Comparison between WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND (IQDG, ETF) and WISDOMTREE U.S. SMALLCAP FUND (EES, ETF).
5-Year PerformanceEES has outperformed IQDG, delivering a return of +8.5% compared to +4.6%
IQDG vs EES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IQDG
$716M
EES
$716M
Expense Ratio
IQDG
0.42%
Winner
EES
0.38%
Max Drawdown
Winner
IQDG
38.31%
EES
64.55%
Sharpe Ratio
IQDG
0.86
Winner
EES
1.37
5Y Beta
Winner
IQDG
0.78
EES
0.93
P/E Ratio
IQDG
N/A
EES
24.72
Forward P/E
IQDG
N/A
EES
11.94
5Y Dividends CAGR
IQDG
12.79%
Winner
EES
15.53%
5Y EPS CAGR
IQDG
N/A
EES
11.64%
Debt to Equity
IQDG
N/A
EES
197.91%
P/S Ratio
IQDG
N/A
EES
1.13
P/B Ratio
IQDG
N/A
EES
1.87
IQDG vs EES - Holdings Comparison
IQDG and EES have 1 common holdings. Overlap is 0.00%
IQDG's top 25 holdings weight is 48.53%. EES's top 25 holdings weight is 14.94%.
| Rank | IQDG | EES |
|---|---|---|
| #1 | TOYOTA MOTOR CORP (n/a) - 4.34% | n/a (VG) - 1.52% |
| #2 | n/a (n/a) - 3.51% | RINGCENTRAL INC CLASS A (RNG) - 0.85% |
| #3 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 3.51% | ORGANON & CO ORDINARY SHARES (OGN) - 0.84% |
| #4 | BP PLC (n/a) - 3.20% | MATSON INC (MATX) - 0.81% |
| #5 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 2.99% | CRESCENT ENERGY CO CLASS A (CRGY) - 0.75% |
| #6 | ING GROEP NV (n/a) - 2.68% | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.71% |
| #7 | ASML HOLDING NV (n/a) - 2.51% | VIRTU FINANCIAL INC CLASS A (VIRT) - 0.67% |
| #8 | DEUTSCHE TELEKOM AG (n/a) - 2.42% | BGC GROUP INC ORDINARY SHARES CLASS A (BGC) - 0.62% |
| #9 | NOVO NORDISK AS CLASS B (n/a) - 2.35% | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 0.57% |
| #10 | ASTRAZENECA PLC (AZN:XLON) - 2.20% | ENOVA INTERNATIONAL INC (ENVA) - 0.55% |
| #11 | L'OREAL SA (n/a) - 2.15% | HARLEY-DAVIDSON INC (HOG) - 0.55% |
| #12 | UBS GROUP AG REGISTERED SHARES (n/a) - 1.97% | UNITI GROUP INC (UNIT) - 0.52% |
| #13 | GSK PLC (n/a) - 1.88% | LEVI STRAUSS & CO CLASS A (LEVI) - 0.51% |
| #14 | VOLVO AB CLASS B (n/a) - 1.86% | NORTHERN OIL & GAS INC (NOG) - 0.51% |
| #15 | DEUTSCHE POST AG (n/a) - 1.78% | CABOT CORP (CBT) - 0.51% |
| #16 | LLOYDS BANKING GROUP PLC (n/a) - 1.71% | FIRST BANCORP (FBP) - 0.51% |
| #17 | TOKYO ELECTRON LTD (n/a) - 1.56% | PAR PACIFIC HOLDINGS INC (PARR) - 0.49% |
| #18 | SCHNEIDER ELECTRIC SE (n/a) - 1.45% | SAREPTA THERAPEUTICS INC (SRPT) - 0.45% |
| #19 | SAP SE (n/a) - 1.30% | VICTORIA'S SECRET & CO (VSXY) - 0.45% |
| #20 | ABB LTD (n/a) - 1.29% | ZIFF DAVIS INC (ZD) - 0.45% |
| #21 | TECHTRONIC INDUSTRIES CO LTD (n/a) - 0.39% | STRIDE INC (LRN) - 0.43% |
| #22 | SGS AG (n/a) - 0.39% | FIVE9 INC (FIVN) - 0.42% |
| #23 | SIKA AG (n/a) - 0.37% | THE CHEESECAKE FACTORY INC (CAKE) - 0.42% |
| #24 | HOCHTIEF AG (n/a) - 0.36% | n/a (HG) - 0.42% |
| #25 | KEYENCE CORP (n/a) - 0.36% | THE WESTERN UNION CO (WU) - 0.41% |
| Total Holdings | 239 | 838 |
IQDG vs EES - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IQDG
+5.02%
EES
+1.51%
3M
IQDG
+6.59%
Winner
EES
+7.76%
6M
IQDG
+2.81%
Winner
EES
+14.37%
1Y
IQDG
+17.21%
Winner
EES
+24.66%
5Y(CAGR)
IQDG
+4.63%
Winner
EES
+8.51%
10Y(CAGR)
IQDG
+8.16%
Winner
EES
+10.85%
Max(CAGR)
IQDG
+8.35%
Winner
EES
+8.90%
IQDG vs EES - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | IQDG | EES |
|---|---|---|
| 2026 | +8.54% | +20.98% |
| 2025 | +24.27% | +7.56% |
| 2024 | -1.92% | +10.65% |
| 2023 | +19.90% | +18.38% |
| 2022 | -20.28% | -17.08% |
| 2021 | +10.95% | +35.62% |
| 2020 | +15.51% | +3.35% |
| 2019 | +30.60% | +19.53% |
| 2018 | -16.98% | -10.99% |
| 2017 | +30.63% | +11.87% |
| 2016 | -1.95% | +32.94% |
| 2015 | N/A | -6.19% |
| 2014 | N/A | +3.60% |
| 2013 | N/A | +41.33% |
| 2012 | N/A | +13.08% |
| 2011 | N/A | -3.47% |
| 2010 | N/A | +23.75% |
| 2009 | N/A | +44.04% |
| 2008 | N/A | -30.66% |
| 2007 | N/A | -15.14% |
IQDG vs EES Drawdown Comparison
The maximum drawdown for IQDG was -35.00%, occurring on Sep 26, 2022. Recovery took 731 trading sessions.
The maximum drawdown for EES was -63.64%, occurring on Mar 9, 2009. Recovery took 864 trading sessions.
The current IQDG drawdown is -0.39%. The current EES drawdown is -2.33%.
| Rank | IQDG | EES |
|---|---|---|
| #1 | -35.00% Aug 13, 2021 - Jul 12, 2024 | -63.64% Jun 4, 2007 - Nov 4, 2010 |
| #2 | -31.35% Jan 17, 2020 - Aug 17, 2020 | -50.52% Aug 27, 2018 - Jan 6, 2021 |
| #3 | -24.70% Jan 26, 2018 - Dec 13, 2019 | -27.15% Nov 25, 2024 - Dec 10, 2025 |
| #4 | -18.12% Sep 26, 2024 - Jun 2, 2025 | -26.14% Jul 7, 2011 - Feb 1, 2012 |
| #5 | -12.35% Feb 25, 2026 - Jul 6, 2026 | -25.81% Nov 12, 2021 - Jul 16, 2024 |
| #6 | -10.79% Apr 20, 2016 - Mar 15, 2017 | -24.93% Jun 23, 2015 - Nov 10, 2016 |
| #7 | -7.70% Jul 12, 2024 - Aug 21, 2024 | -14.91% Mar 26, 2012 - Sep 13, 2012 |
| #8 | -7.57% Oct 12, 2020 - Nov 9, 2020 | -12.40% Jul 3, 2014 - Feb 19, 2015 |
| #9 | -6.62% Jul 23, 2025 - Sep 18, 2025 | -11.27% Sep 14, 2012 - Jan 2, 2013 |
| #10 | -5.56% Oct 6, 2025 - Dec 10, 2025 | -10.22% Jul 31, 2024 - Sep 19, 2024 |
| #11 | -5.52% Feb 16, 2021 - Apr 9, 2021 | -10.15% Jun 8, 2021 - Nov 1, 2021 |
| #12 | -5.31% Aug 23, 2024 - Sep 26, 2024 | -9.04% Apr 29, 2011 - Jul 7, 2011 |
| #13 | -4.50% Jan 26, 2021 - Feb 16, 2021 | -8.69% Jan 22, 2018 - May 17, 2018 |
| #14 | -3.66% Jul 6, 2026 - Jul 30, 2026 | -8.15% Mar 12, 2021 - May 7, 2021 |
| #15 | -3.64% Sep 2, 2020 - Sep 16, 2020 | -8.10% Dec 31, 2013 - Mar 4, 2014 |
Correlation
Correlation between IQDG and EES is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2007 - 2026)
IQDG vs EES dividend yield comparison.
| Year | IQDG | EES |
|---|---|---|
| 2026 | 1.45% | 0.53% |
| 2025 | 2.28% | 1.29% |
| 2024 | 2.60% | 1.37% |
| 2023 | 1.76% | 1.18% |
| 2022 | 4.18% | 1.12% |
| 2021 | 2.67% | 1.69% |
| 2020 | 1.65% | 1.29% |
| 2019 | 1.95% | 1.31% |
| 2018 | 1.96% | 1.81% |
| 2017 | 1.71% | 0.93% |
| 2016 | 1.35% | 1.02% |
| 2015 | 0.00% | 1.38% |
| 2014 | 0.00% | 0.99% |
| 2013 | 0.00% | 0.78% |
| 2012 | 0.00% | 2.08% |
| 2011 | 0.00% | 1.29% |
| 2010 | 0.00% | 1.08% |
| 2009 | 0.00% | 0.54% |
| 2008 | 0.00% | 2.17% |
| 2007 | 0.00% | 0.91% |
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