IQDG vs HEGD

Comparison between WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND (IQDG, ETF) and SWAN HEDGED EQUITY US LARGE CAP ETF (HEGD, ETF).

5-Year PerformanceHEGD has outperformed IQDG, delivering a return of +8.1% compared to +4.6%

IQDG vs HEGD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IQDG(ETF)	HEGD(ETF)
Net Assets	$716M	$717M
Expense Ratio	0.42%	0.87%
Max Drawdown	38.31%	14.56%
Sharpe Ratio	0.86	1.15
5Y Beta	0.78	0.45
5Y Dividends CAGR	12.79%	N/A

Net Assets

IQDG

$716M

Winner

HEGD

$717M

Expense Ratio

Winner

IQDG

0.42%

HEGD

0.87%

Max Drawdown

IQDG

38.31%

Winner

HEGD

14.56%

Sharpe Ratio

IQDG

0.86

Winner

HEGD

1.15

5Y Beta

IQDG

0.78

Winner

HEGD

0.45

5Y Dividends CAGR

IQDG

12.79%

HEGD

N/A

IQDG vs HEGD - Holdings Comparison

IQDG and HEGD have 1 common holdings. Overlap is 0.00%

IQDG's top 25 holdings weight is 48.53%. HEGD's top 25 holdings weight is 114.83%.

Rank	IQDG	HEGD
#1	TOYOTA MOTOR CORP (n/a) - 4.34%	SPDR® S&P 500® ETF (SPY) - 91.90%
#2	n/a (n/a) - 3.51%	OPTION ON S&P 500 PR (n/a) - 18.75%
#3	BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 3.51%	PUT ON S&P 500 DEC25 (n/a) - 3.54%
#4	BP PLC (n/a) - 3.20%	OTHER ASSETS AND LIABILITIES (n/a) - 0.38%
#5	LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 2.99%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.26%
#6	ING GROEP NV (n/a) - 2.68%	US DOLLARS (n/a) - 0.00%
#7	ASML HOLDING NV (n/a) - 2.51%	N/A
#8	DEUTSCHE TELEKOM AG (n/a) - 2.42%	N/A
#9	NOVO NORDISK AS CLASS B (n/a) - 2.35%	N/A
#10	ASTRAZENECA PLC (AZN:XLON) - 2.20%	N/A
#11	L'OREAL SA (n/a) - 2.15%	N/A
#12	UBS GROUP AG REGISTERED SHARES (n/a) - 1.97%	N/A
#13	GSK PLC (n/a) - 1.88%	N/A
#14	VOLVO AB CLASS B (n/a) - 1.86%	N/A
#15	DEUTSCHE POST AG (n/a) - 1.78%	N/A
#16	LLOYDS BANKING GROUP PLC (n/a) - 1.71%	N/A
#17	TOKYO ELECTRON LTD (n/a) - 1.56%	N/A
#18	SCHNEIDER ELECTRIC SE (n/a) - 1.45%	N/A
#19	SAP SE (n/a) - 1.30%	N/A
#20	ABB LTD (n/a) - 1.29%	N/A
#21	TECHTRONIC INDUSTRIES CO LTD (n/a) - 0.39%	N/A
#22	SGS AG (n/a) - 0.39%	N/A
#23	SIKA AG (n/a) - 0.37%	N/A
#24	HOCHTIEF AG (n/a) - 0.36%	N/A
#25	KEYENCE CORP (n/a) - 0.36%	N/A
Total Holdings	239	6

IQDG vs HEGD - Historical Returns

Returns include dividend reinvestment.

Period	IQDG	HEGD
1 month	+5.02%	+1.97%
3 months	+6.59%	+1.05%
6 months	+2.81%	+6.10%
1 year	+17.21%	+12.45%
5 years(CAGR)	+4.63%	+8.11%
10 years(CAGR)	+8.16%	N/A
Max(CAGR)	+8.35%	+9.48%

Winner

IQDG

+5.02%

HEGD

+1.97%

Winner

IQDG

+6.59%

HEGD

+1.05%

IQDG

+2.81%

Winner

HEGD

+6.10%

Winner

IQDG

+17.21%

HEGD

+12.45%

5Y(CAGR)

IQDG

+4.63%

Winner

HEGD

+8.11%

10Y(CAGR)

IQDG

+8.16%

HEGD

N/A

Max(CAGR)

IQDG

+8.35%

Winner

HEGD

+9.48%

IQDG vs HEGD - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	IQDG	HEGD
2026	+8.54%	+6.47%
2025	+24.27%	+12.82%
2024	-1.92%	+15.60%
2023	+19.90%	+14.46%
2022	-20.28%	-11.12%
2021	+10.95%	+18.11%
2020	+15.51%	+0.99%
2019	+30.60%	N/A
2018	-16.98%	N/A
2017	+30.63%	N/A
2016	-1.95%	N/A

IQDG vs HEGD Drawdown Comparison

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

The maximum drawdown for HEGD was -14.56%, occurring on Oct 12, 2022. Recovery took 495 trading sessions.

The current IQDG drawdown is -0.39%. The current HEGD drawdown is -1.64%.

Rank	IQDG	HEGD
#1	-35.00% Aug 13, 2021 - Jul 12, 2024	-14.56% Dec 29, 2021 - Dec 18, 2023
#2	-31.35% Jan 17, 2020 - Aug 17, 2020	-8.14% Feb 19, 2025 - Jun 24, 2025
#3	-24.70% Jan 26, 2018 - Dec 13, 2019	-4.58% Jul 10, 2024 - Aug 21, 2024
#4	-18.12% Sep 26, 2024 - Jun 2, 2025	-4.39% Jan 27, 2026 - Apr 15, 2026
#5	-12.35% Feb 25, 2026 - Jul 6, 2026	-3.57% Mar 28, 2024 - May 15, 2024
#6	-10.79% Apr 20, 2016 - Mar 15, 2017	-3.54% Sep 2, 2021 - Oct 26, 2021
#7	-7.70% Jul 12, 2024 - Aug 21, 2024	-3.38% Jun 2, 2026 - Aug 4, 2026
#8	-7.57% Oct 12, 2020 - Nov 9, 2020	-3.28% Feb 17, 2021 - Apr 5, 2021
#9	-6.62% Jul 23, 2025 - Sep 18, 2025	-2.84% Dec 6, 2024 - Jan 23, 2025
#10	-5.56% Oct 6, 2025 - Dec 10, 2025	-2.80% Nov 24, 2021 - Dec 23, 2021
#11	-5.52% Feb 16, 2021 - Apr 9, 2021	-2.79% Aug 30, 2024 - Sep 12, 2024
#12	-5.31% Aug 23, 2024 - Sep 26, 2024	-2.62% Oct 29, 2025 - Dec 11, 2025
#13	-4.50% Jan 26, 2021 - Feb 16, 2021	-2.50% May 7, 2021 - Jun 24, 2021
#14	-3.66% Jul 6, 2026 - Jul 30, 2026	-2.34% Oct 14, 2024 - Nov 6, 2024
#15	-3.64% Sep 2, 2020 - Sep 16, 2020	-2.05% Dec 11, 2025 - Jan 9, 2026

Correlation

Correlation between IQDG and HEGD is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2016 - 2026)

IQDG vs HEGD dividend yield comparison.

Year	IQDG	HEGD
2026	1.45%	0.00%
2025	2.28%	0.36%
2024	2.60%	0.43%
2023	1.76%	0.39%
2022	4.18%	0.87%
2021	2.67%	0.31%
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%