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IQDG vs SPY

Comparison between WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND (IQDG, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed IQDG, delivering a return of +13.0% compared to +4.1%

IQDG vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IQDG
$696M
Winner
SPY
$781B
Expense Ratio
IQDG
0.42%
Winner
SPY
0.09%
Max Drawdown
Winner
IQDG
38.31%
SPY
56.47%
Sharpe Ratio
IQDG
0.60
Winner
SPY
1.25
5Y Beta
Winner
IQDG
0.78
SPY
1.00
P/E Ratio
IQDG
N/A
SPY
28.78
Forward P/E
IQDG
N/A
SPY
21.23
5Y Dividends CAGR
Winner
IQDG
12.79%
SPY
6.00%
5Y EPS CAGR
IQDG
N/A
SPY
25.62%
Debt to Equity
IQDG
N/A
SPY
31.92%
P/S Ratio
IQDG
N/A
SPY
3.76
P/B Ratio
IQDG
N/A
SPY
5.64

IQDG vs SPY - Holdings Comparison

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

IQDG's top 25 holdings weight is 52.78%. SPY's top 25 holdings weight is 51.74%.

RankIQDGSPY
#1
TOYOTA MOTOR CORP (n/a) - 4.20%
NVIDIA CORP (NVDA) - 7.89%
#2
n/a (n/a) - 3.43%
APPLE INC (AAPL) - 7.37%
#3
LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 3.40%
MICROSOFT CORP (MSFT) - 4.50%
#4
BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 3.22%
AMAZON.COM INC (AMZN) - 3.82%
#5
BP PLC (n/a) - 2.78%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
NOVO NORDISK AS CLASS B (n/a) - 2.71%
BROADCOM INC (AVGO) - 2.86%
#7
ASTRAZENECA PLC (AZN:XLON) - 2.67%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
ASML HOLDING NV (n/a) - 2.65%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
ING GROEP NV (n/a) - 2.57%
TESLA INC (TSLA) - 1.70%
#10
L'OREAL SA (n/a) - 2.19%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
DEUTSCHE TELEKOM AG (n/a) - 2.14%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
TOKYO ELECTRON LTD (n/a) - 2.11%
ELI LILLY AND CO (LLY) - 1.40%
#13
GSK PLC (n/a) - 2.00%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
UBS GROUP AG REGISTERED SHARES (n/a) - 1.95%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
VOLVO AB CLASS B (n/a) - 1.84%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
DEUTSCHE POST AG (n/a) - 1.81%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
LLOYDS BANKING GROUP PLC (n/a) - 1.80%
VISA INC CLASS A (V) - 0.90%
#18
MURATA MANUFACTURING CO LTD (n/a) - 1.40%
WALMART INC (WMT) - 0.76%
#19
ABB LTD (n/a) - 1.39%
INTEL CORP (INTC) - 0.75%
#20
SCHNEIDER ELECTRIC SE (n/a) - 1.36%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
AIR LIQUIDE SA (n/a) - 1.24%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
DAIMLER TRUCK HOLDING AG ORDINARY SHARES (n/a) - 1.06%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
ERSTE GROUP BANK AG. (n/a) - 1.01%
ABBVIE INC (ABBV) - 0.66%
#24
SAP SE (n/a) - 0.94%
CATERPILLAR INC (CAT) - 0.65%
#25
SHIN-ETSU CHEMICAL CO LTD (n/a) - 0.91%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings265505

IQDG vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
IQDG
-0.64%
Winner
SPY
+0.52%
3M
IQDG
+3.08%
Winner
SPY
+6.55%
6M
IQDG
+2.12%
Winner
SPY
+9.76%
1Y
IQDG
+12.48%
Winner
SPY
+20.32%
5Y(CAGR)
IQDG
+4.08%
Winner
SPY
+13.01%
10Y(CAGR)
IQDG
+8.00%
Winner
SPY
+15.06%
Max(CAGR)
IQDG
+8.01%
Winner
SPY
+8.50%

IQDG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIQDGSPY
2026+4.29%+10.11%
2025+24.27%+18.00%
2024-1.92%+25.59%
2023+19.90%+26.72%
2022-20.28%-18.64%
2021+10.95%+30.52%
2020+15.51%+17.28%
2019+30.60%+31.09%
2018-16.98%-5.24%
2017+30.63%+20.78%
2016-1.95%+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

IQDG vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current IQDG drawdown is -2.28%. The current SPY drawdown is -1.24%.

RankIQDGSPY
#1-35.00%
Aug 13, 2021 - Jul 12, 2024		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-31.35%
Jan 17, 2020 - Aug 17, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-24.70%
Jan 26, 2018 - Dec 13, 2019		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-18.12%
Sep 26, 2024 - Jun 2, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-12.35%
Feb 25, 2026 - Jul 6, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-10.79%
Apr 20, 2016 - Mar 15, 2017		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-7.70%
Jul 12, 2024 - Aug 21, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-7.57%
Oct 12, 2020 - Nov 9, 2020		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-6.62%
Jul 23, 2025 - Sep 18, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.56%
Oct 6, 2025 - Dec 10, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.52%
Feb 16, 2021 - Apr 9, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.31%
Aug 23, 2024 - Sep 26, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.50%
Jan 26, 2021 - Feb 16, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.64%
Sep 2, 2020 - Sep 16, 2020		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.42%
Jun 14, 2021 - Jul 12, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IQDG and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (1999 - 2026)

IQDG vs SPY dividend yield comparison.

YearIQDGSPY
20261.51%0.49%
20252.28%1.07%
20242.60%1.21%
20231.76%1.40%
20224.18%1.65%
20212.67%1.20%
20201.65%1.52%
20191.95%1.75%
20181.96%2.04%
20171.71%1.80%
20161.35%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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