IQDG vs HEWJ

Comparison between WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND (IQDG, ETF) and ISHARES CURRENCY HEDGED MSCI JAPAN ETF (HEWJ, ETF).

5-Year PerformanceHEWJ has outperformed IQDG, delivering a return of +22.1% compared to +4.6%

IQDG vs HEWJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IQDG(ETF)	HEWJ(ETF)
Net Assets	$716M	$716M
Expense Ratio	0.42%	0.49%
Max Drawdown	38.31%	37.42%
Sharpe Ratio	0.86	1.55
5Y Beta	0.78	0.98
5Y Dividends CAGR	12.79%	33.42%

Net Assets

IQDG

$716M

HEWJ

$716M

Expense Ratio

Winner

IQDG

0.42%

HEWJ

0.49%

Max Drawdown

IQDG

38.31%

Winner

HEWJ

37.42%

Sharpe Ratio

IQDG

0.86

Winner

HEWJ

1.55

5Y Beta

Winner

IQDG

0.78

HEWJ

0.98

5Y Dividends CAGR

IQDG

12.79%

Winner

HEWJ

33.42%

IQDG vs HEWJ - Holdings Comparison

IQDG and HEWJ have 1 common holdings. Overlap is -317.07%

IQDG's top 25 holdings weight is 48.53%. HEWJ's top 25 holdings weight is 100.01%.

Rank	IQDG	HEWJ
#1	TOYOTA MOTOR CORP (n/a) - 4.34%	JPY/USD PURCHASED (n/a) - 321.92%
#2	n/a (n/a) - 3.51%	ISHARES MSCI JAPAN ETF (EWJ) - 102.28%
#3	BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 3.51%	BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.27%
#4	BP PLC (n/a) - 3.20%	USD CASH (n/a) - 0.00%
#5	LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 2.99%	CASH OFFSET (n/a) - -8.39%
#6	ING GROEP NV (n/a) - 2.68%	JPY/USD SOLD (n/a) - -317.07%
#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 HEWJ - Historical Returns

Returns include dividend reinvestment.

Period	IQDG	HEWJ
1 month	+5.02%	+1.08%
3 months	+6.59%	+4.59%
6 months	+2.81%	+8.18%
1 year	+17.21%	+38.93%
5 years(CAGR)	+4.63%	+22.13%
10 years(CAGR)	+8.16%	+16.73%
Max(CAGR)	+8.35%	+14.13%

Winner

IQDG

+5.02%

HEWJ

+1.08%

Winner

IQDG

+6.59%

HEWJ

+4.59%

IQDG

+2.81%

Winner

HEWJ

+8.18%

IQDG

+17.21%

Winner

HEWJ

+38.93%

5Y(CAGR)

IQDG

+4.63%

Winner

HEWJ

+22.13%

10Y(CAGR)

IQDG

+8.16%

Winner

HEWJ

+16.73%

Max(CAGR)

IQDG

+8.35%

Winner

HEWJ

+14.13%

IQDG vs HEWJ - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	IQDG	HEWJ
2026	+8.54%	+21.25%
2025	+24.27%	+30.04%
2024	-1.92%	+25.12%
2023	+19.90%	+35.83%
2022	-20.28%	-4.22%
2021	+10.95%	+14.41%
2020	+15.51%	+9.12%
2019	+30.60%	+20.80%
2018	-16.98%	-14.88%
2017	+30.63%	+19.55%
2016	-1.95%	+1.29%
2015	N/A	+8.29%
2014	N/A	+20.54%

IQDG vs HEWJ Drawdown Comparison

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

The maximum drawdown for HEWJ was -31.53%, occurring on Mar 16, 2020. Recovery took 192 trading sessions.

The current IQDG drawdown is -0.39%. The current HEWJ drawdown is -3.87%.

Rank	IQDG	HEWJ
#1	-35.00% Aug 13, 2021 - Jul 12, 2024	-31.53% Feb 6, 2020 - Nov 9, 2020
#2	-31.35% Jan 17, 2020 - Aug 17, 2020	-29.57% Aug 10, 2015 - Oct 10, 2017
#3	-24.70% Jan 26, 2018 - Dec 13, 2019	-21.57% Jan 23, 2018 - Feb 6, 2020
#4	-18.12% Sep 26, 2024 - Jun 2, 2025	-20.90% Jul 10, 2024 - Jun 27, 2025
#5	-12.35% Feb 25, 2026 - Jul 6, 2026	-16.03% Sep 13, 2021 - Nov 25, 2022
#6	-10.79% Apr 20, 2016 - Mar 15, 2017	-11.19% Sep 26, 2014 - Oct 31, 2014
#7	-7.70% Jul 12, 2024 - Aug 21, 2024	-10.37% Feb 25, 2026 - May 8, 2026
#8	-7.57% Oct 12, 2020 - Nov 9, 2020	-8.93% Jun 1, 2015 - Aug 10, 2015
#9	-6.62% Jul 23, 2025 - Sep 18, 2025	-8.77% Dec 5, 2014 - Feb 13, 2015
#10	-5.56% Oct 6, 2025 - Dec 10, 2025	-8.12% Nov 25, 2022 - Mar 3, 2023
#11	-5.52% Feb 16, 2021 - Apr 9, 2021	-7.89% Mar 6, 2014 - Jun 4, 2014
#12	-5.31% Aug 23, 2024 - Sep 26, 2024	-7.45% Sep 19, 2023 - Nov 17, 2023
#13	-4.50% Jan 26, 2021 - Feb 16, 2021	-7.23% Mar 8, 2023 - Apr 17, 2023
#14	-3.66% Jul 6, 2026 - Jul 30, 2026	-6.97% Apr 5, 2021 - Sep 2, 2021
#15	-3.64% Sep 2, 2020 - Sep 16, 2020	-6.88% Jun 22, 2026 - Aug 13, 2026

Correlation

Correlation between IQDG and HEWJ is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (2014 - 2026)

IQDG vs HEWJ dividend yield comparison.

Year	IQDG	HEWJ
2026	1.45%	0.54%
2025	2.28%	5.10%
2024	2.60%	2.20%
2023	1.76%	2.02%
2022	4.18%	47.68%
2021	2.67%	2.03%
2020	1.65%	1.20%
2019	1.95%	2.78%
2018	1.96%	1.37%
2017	1.71%	1.21%
2016	1.35%	1.88%
2015	0.00%	3.25%
2014	0.00%	2.15%