IQDG vs SMIN

Comparison between WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND (IQDG, ETF) and ISHARES MSCI INDIA SMALL-CAP ETF (SMIN, ETF).

5-Year PerformanceSMIN has outperformed IQDG, delivering a return of +6.5% compared to +4.1%

IQDG vs SMIN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IQDG(ETF)	SMIN(ETF)
Net Assets	$696M	$697M
Expense Ratio	0.42%	0.74%
Max Drawdown	38.31%	61.74%
Sharpe Ratio	0.60	-0.54
5Y Beta	0.78	0.54
5Y Dividends CAGR	12.79%	50.29%

Net Assets

IQDG

$696M

Winner

SMIN

$697M

Expense Ratio

Winner

IQDG

0.42%

SMIN

0.74%

Max Drawdown

Winner

IQDG

38.31%

SMIN

61.74%

Sharpe Ratio

Winner

IQDG

0.60

SMIN

-0.54

5Y Beta

IQDG

0.78

Winner

SMIN

0.54

5Y Dividends CAGR

IQDG

12.79%

Winner

SMIN

50.29%

IQDG vs SMIN - Historical Returns

Returns include dividend reinvestment.

Period	IQDG	SMIN
1 month	-0.64%	-1.88%
3 months	+3.08%	+4.92%
6 months	+2.12%	+6.83%
1 year	+12.48%	-8.20%
5 years(CAGR)	+4.08%	+6.54%
10 years(CAGR)	+8.00%	+9.36%
Max(CAGR)	+8.01%	+8.77%

Winner

IQDG

-0.64%

SMIN

-1.88%

IQDG

+3.08%

Winner

SMIN

+4.92%

IQDG

+2.12%

Winner

SMIN

+6.83%

Winner

IQDG

+12.48%

SMIN

-8.20%

5Y(CAGR)

IQDG

+4.08%

Winner

SMIN

+6.54%

10Y(CAGR)

IQDG

+8.00%

Winner

SMIN

+9.36%

Max(CAGR)

IQDG

+8.01%

Winner

SMIN

+8.77%

IQDG vs SMIN - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	IQDG	SMIN
2026	+4.29%	-0.77%
2025	+24.27%	-7.27%
2024	-1.92%	+16.26%
2023	+19.90%	+34.13%
2022	-20.28%	-15.79%
2021	+10.95%	+42.02%
2020	+15.51%	+16.25%
2019	+30.60%	-5.00%
2018	-16.98%	-26.02%
2017	+30.63%	+59.40%
2016	-1.95%	+0.34%
2015	N/A	-1.49%
2014	N/A	+57.98%
2013	N/A	-15.72%
2012	N/A	+1.32%

IQDG vs SMIN Drawdown Comparison

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

The maximum drawdown for SMIN was -60.49%, occurring on Mar 23, 2020. Recovery took 848 trading sessions.

The current IQDG drawdown is -2.28%. The current SMIN drawdown is -13.05%.

Rank	IQDG	SMIN
#1	-35.00% Aug 13, 2021 - Jul 12, 2024	-60.49% Jan 12, 2018 - May 27, 2021
#2	-31.35% Jan 17, 2020 - Aug 17, 2020	-44.17% Feb 21, 2012 - May 16, 2014
#3	-24.70% Jan 26, 2018 - Dec 13, 2019	-30.86% Apr 10, 2015 - Sep 22, 2016
#4	-18.12% Sep 26, 2024 - Jun 2, 2025	-27.54% Sep 23, 2024 - Mar 30, 2026
#5	-12.35% Feb 25, 2026 - Jul 6, 2026	-24.80% Jan 12, 2022 - Aug 31, 2023
#6	-10.79% Apr 20, 2016 - Mar 15, 2017	-16.80% Oct 24, 2016 - Feb 8, 2017
#7	-7.70% Jul 12, 2024 - Aug 21, 2024	-11.50% Dec 3, 2014 - Jan 16, 2015
#8	-7.57% Oct 12, 2020 - Nov 9, 2020	-10.57% Feb 7, 2024 - Apr 23, 2024
#9	-6.62% Jul 23, 2025 - Sep 18, 2025	-10.37% Oct 18, 2021 - Jan 11, 2022
#10	-5.56% Oct 6, 2025 - Dec 10, 2025	-10.06% Jul 8, 2014 - Sep 5, 2014
#11	-5.52% Feb 16, 2021 - Apr 9, 2021	-9.99% Sep 11, 2014 - Nov 6, 2014
#12	-5.31% Aug 23, 2024 - Sep 26, 2024	-8.88% May 16, 2017 - Jul 14, 2017
#13	-4.50% Jan 26, 2021 - Feb 16, 2021	-8.70% Aug 7, 2017 - Sep 6, 2017
#14	-3.64% Sep 2, 2020 - Sep 16, 2020	-8.59% Sep 19, 2017 - Oct 24, 2017
#15	-3.42% Jun 14, 2021 - Jul 12, 2021	-7.05% Jun 9, 2014 - Jul 2, 2014

Correlation

Correlation between IQDG and SMIN is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2012 - 2026)

IQDG vs SMIN dividend yield comparison.

Year	IQDG	SMIN
2026	1.51%	0.00%
2025	2.28%	2.01%
2024	2.60%	6.84%
2023	1.76%	0.41%
2022	4.18%	0.01%
2021	2.67%	1.27%
2020	1.65%	1.06%
2019	1.95%	1.75%
2018	1.96%	1.68%
2017	1.71%	0.89%
2016	1.35%	2.30%
2015	0.00%	0.93%
2014	0.00%	0.34%
2013	0.00%	0.75%
2012	0.00%	1.08%