IQDG vs SMDV
Comparison between WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND (IQDG, ETF) and PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF (SMDV, ETF).
5-Year PerformanceSMDV has outperformed IQDG, delivering a return of +7.4% compared to +4.1%
IQDG vs SMDV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IQDG
$696M
SMDV
$695M
Expense Ratio
IQDG
0.42%
Winner
SMDV
0.40%
Max Drawdown
IQDG
38.31%
Winner
SMDV
34.45%
Sharpe Ratio
IQDG
0.60
Winner
SMDV
1.04
5Y Beta
IQDG
0.78
Winner
SMDV
0.66
P/E Ratio
IQDG
N/A
SMDV
30.37
Forward P/E
IQDG
N/A
SMDV
15.87
5Y Dividends CAGR
Winner
IQDG
12.79%
SMDV
7.93%
5Y EPS CAGR
IQDG
N/A
SMDV
5.62%
Debt to Equity
IQDG
N/A
SMDV
74.92%
P/S Ratio
IQDG
N/A
SMDV
1.55
P/B Ratio
IQDG
N/A
SMDV
1.76
IQDG vs SMDV - Holdings Comparison
IQDG and SMDV have 1 common holdings. Overlap is 0.00%
IQDG's top 25 holdings weight is 52.78%. SMDV's top 25 holdings weight is 26.52%.
| Rank | IQDG | SMDV |
|---|---|---|
| #1 | TOYOTA MOTOR CORP (n/a) - 4.20% | HNI CORP (HNI) - 1.18% |
| #2 | n/a (n/a) - 3.43% | ACUSHNET HOLDINGS CORP (GOLF) - 1.14% |
| #3 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 3.40% | MATERION CORP (MTRN) - 1.10% |
| #4 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 3.22% | STANDEX INTERNATIONAL CORP (SXI) - 1.10% |
| #5 | BP PLC (n/a) - 2.78% | JOHN WILEY & SONS INC CLASS A (WLY) - 1.09% |
| #6 | NOVO NORDISK AS CLASS B (n/a) - 2.71% | QUAKER HOUGHTON (KWR) - 1.08% |
| #7 | ASTRAZENECA PLC (AZN:XLON) - 2.67% | CARETRUST REIT INC (CTRE) - 1.07% |
| #8 | ASML HOLDING NV (n/a) - 2.65% | n/a (AGM) - 1.07% |
| #9 | ING GROEP NV (n/a) - 2.57% | BADGER METER INC (BMI) - 1.07% |
| #10 | L'OREAL SA (n/a) - 2.19% | WESBANCO INC (WSBC) - 1.06% |
| #11 | DEUTSCHE TELEKOM AG (n/a) - 2.14% | EMPLOYERS HOLDINGS INC (EIG) - 1.06% |
| #12 | TOKYO ELECTRON LTD (n/a) - 2.11% | ATLANTIC UNION BANKSHARES CORP (AUB) - 1.05% |
| #13 | GSK PLC (n/a) - 2.00% | APOGEE ENTERPRISES INC (APOG) - 1.05% |
| #14 | UBS GROUP AG REGISTERED SHARES (n/a) - 1.95% | AMERISAFE INC (AMSF) - 1.04% |
| #15 | VOLVO AB CLASS B (n/a) - 1.84% | CALIFORNIA WATER SERVICE GROUP (CWT) - 1.04% |
| #16 | DEUTSCHE POST AG (n/a) - 1.81% | PEOPLES BANCORP INC (MARIETTA OH) (PEBO) - 1.04% |
| #17 | LLOYDS BANKING GROUP PLC (n/a) - 1.80% | AMERICAN STATES WATER CO (AWR) - 1.04% |
| #18 | MURATA MANUFACTURING CO LTD (n/a) - 1.40% | H2O AMERICA (HTO) - 1.03% |
| #19 | ABB LTD (n/a) - 1.39% | FIRST MERCHANTS CORP (FRME) - 1.03% |
| #20 | SCHNEIDER ELECTRIC SE (n/a) - 1.36% | ENPRO INC (NPO) - 1.03% |
| #21 | AIR LIQUIDE SA (n/a) - 1.24% | ALAMO GROUP INC (ALG) - 1.03% |
| #22 | DAIMLER TRUCK HOLDING AG ORDINARY SHARES (n/a) - 1.06% | ASSOCIATED BANC-CORP (ASB) - 1.03% |
| #23 | ERSTE GROUP BANK AG. (n/a) - 1.01% | WD-40 CO (WDFC) - 1.03% |
| #24 | SAP SE (n/a) - 0.94% | MIDDLESEX WATER CO (MSEX) - 1.03% |
| #25 | SHIN-ETSU CHEMICAL CO LTD (n/a) - 0.91% | GORMAN-RUPP CO (GRC) - 1.03% |
| Total Holdings | 265 | 102 |
IQDG vs SMDV - Historical Returns
Returns include dividend reinvestment.
1M
IQDG
-0.64%
Winner
SMDV
+4.50%
3M
IQDG
+3.08%
Winner
SMDV
+7.90%
6M
IQDG
+2.12%
Winner
SMDV
+10.40%
1Y
IQDG
+12.48%
Winner
SMDV
+20.45%
5Y(CAGR)
IQDG
+4.08%
Winner
SMDV
+7.36%
10Y(CAGR)
Winner
IQDG
+8.00%
SMDV
+7.48%
Max(CAGR)
IQDG
+8.01%
Winner
SMDV
+8.37%
IQDG vs SMDV - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | IQDG | SMDV |
|---|---|---|
| 2026 | +4.29% | +18.46% |
| 2025 | +24.27% | +1.71% |
| 2024 | -1.92% | +7.13% |
| 2023 | +19.90% | +8.64% |
| 2022 | -20.28% | -6.23% |
| 2021 | +10.95% | +20.72% |
| 2020 | +15.51% | -4.26% |
| 2019 | +30.60% | +18.00% |
| 2018 | -16.98% | -0.91% |
| 2017 | +30.63% | +5.11% |
| 2016 | -1.95% | +38.82% |
| 2015 | N/A | +2.43% |
IQDG vs SMDV Drawdown Comparison
The maximum drawdown for IQDG was -35.00%, occurring on Sep 26, 2022. Recovery took 731 trading sessions.
The maximum drawdown for SMDV was -34.12%, occurring on Mar 23, 2020. Recovery took 251 trading sessions.
The current IQDG drawdown is -2.28%. The current SMDV drawdown is -1.85%.
| Rank | IQDG | SMDV |
|---|---|---|
| #1 | -35.00% Aug 13, 2021 - Jul 12, 2024 | -34.12% Jan 16, 2020 - Jan 14, 2021 |
| #2 | -31.35% Jan 17, 2020 - Aug 17, 2020 | -21.23% Nov 25, 2024 - Feb 6, 2026 |
| #3 | -24.70% Jan 26, 2018 - Dec 13, 2019 | -18.49% Feb 3, 2023 - Dec 19, 2023 |
| #4 | -18.12% Sep 26, 2024 - Jun 2, 2025 | -16.64% Jan 4, 2022 - Feb 2, 2023 |
| #5 | -12.35% Feb 25, 2026 - Jul 6, 2026 | -13.52% Sep 21, 2018 - Feb 19, 2019 |
| #6 | -10.79% Apr 20, 2016 - Mar 15, 2017 | -11.18% Mar 12, 2021 - Nov 5, 2021 |
| #7 | -7.70% Jul 12, 2024 - Aug 21, 2024 | -10.59% Nov 29, 2017 - Jun 15, 2018 |
| #8 | -7.57% Oct 12, 2020 - Nov 9, 2020 | -9.96% Dec 26, 2023 - Jul 15, 2024 |
| #9 | -6.62% Jul 23, 2025 - Sep 18, 2025 | -9.79% Feb 13, 2026 - Jun 9, 2026 |
| #10 | -5.56% Oct 6, 2025 - Dec 10, 2025 | -8.76% Nov 27, 2015 - Mar 3, 2016 |
| #11 | -5.52% Feb 16, 2021 - Apr 9, 2021 | -8.60% Jun 23, 2015 - Oct 28, 2015 |
| #12 | -5.31% Aug 23, 2024 - Sep 26, 2024 | -8.59% Jul 26, 2024 - Nov 6, 2024 |
| #13 | -4.50% Jan 26, 2021 - Feb 16, 2021 | -7.65% Nov 11, 2021 - Jan 4, 2022 |
| #14 | -3.64% Sep 2, 2020 - Sep 16, 2020 | -6.58% Jul 30, 2019 - Sep 11, 2019 |
| #15 | -3.42% Jun 14, 2021 - Jul 12, 2021 | -5.84% Apr 26, 2017 - Jun 13, 2017 |
Correlation
Correlation between IQDG and SMDV is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2015 - 2026)
IQDG vs SMDV dividend yield comparison.
| Year | IQDG | SMDV |
|---|---|---|
| 2026 | 1.51% | 1.00% |
| 2025 | 2.28% | 2.67% |
| 2024 | 2.60% | 2.68% |
| 2023 | 1.76% | 2.69% |
| 2022 | 4.18% | 2.51% |
| 2021 | 2.67% | 2.02% |
| 2020 | 1.65% | 2.13% |
| 2019 | 1.95% | 2.03% |
| 2018 | 1.96% | 1.97% |
| 2017 | 1.71% | 1.84% |
| 2016 | 1.35% | 1.35% |
| 2015 | 0.00% | 1.81% |
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