IQDG vs UYG
Comparison between WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND (IQDG, ETF) and PROSHARES ULTRA FINANCIALS (UYG, ETF).
5-Year PerformanceUYG has outperformed IQDG, delivering a return of +9.2% compared to +3.5%
IQDG vs UYG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IQDG
$714M
UYG
$714M
Expense Ratio
IQDG
0.42%
UYG
N/A
Max Drawdown
Winner
IQDG
38.31%
UYG
97.97%
Sharpe Ratio
Winner
IQDG
0.47
UYG
0.05
5Y Beta
Winner
IQDG
0.78
UYG
1.59
P/E Ratio
IQDG
N/A
UYG
16.04
Forward P/E
IQDG
N/A
UYG
15.08
PEG Ratio
IQDG
N/A
UYG
0.53
5Y Dividends CAGR
IQDG
4.12%
Winner
UYG
104.43%
5Y EPS CAGR
IQDG
N/A
UYG
11.58%
Debt to Equity
IQDG
N/A
UYG
71.44%
P/S Ratio
IQDG
N/A
UYG
3.33
P/B Ratio
IQDG
N/A
UYG
2.21
IQDG vs UYG - Holdings Comparison
IQDG and UYG have 1 common holdings. Overlap is 0.01%
IQDG's top 25 holdings weight is 51.77%. UYG's top 25 holdings weight is 72.89%.
| Rank | IQDG | UYG |
|---|---|---|
| #1 | TOYOTA MOTOR CORP (n/a) - 4.64% | FINANCIAL SELECT SECTOR INDEX SWAP (n/a) - 15.14% |
| #2 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 3.29% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 7.44% |
| #3 | BP PLC (n/a) - 3.24% | JPMORGAN CHASE & CO (JPM) - 7.28% |
| #4 | n/a (n/a) - 3.22% | SP FINANCIAL SELECT SECTOR INDEX SWAP (n/a) - 5.07% |
| #5 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 3.03% | PROSHARES GENIUS MONEY MARKET ETF (IQMM) - 5.01% |
| #6 | ASTRAZENECA PLC (AZN:XLON) - 2.62% | VISA INC CLASS A (V) - 4.72% |
| #7 | DEUTSCHE TELEKOM AG (n/a) - 2.56% | MASTERCARD INC CLASS A (MA) - 3.53% |
| #8 | ING GROEP NV (n/a) - 2.51% | BANK OF AMERICA CORP (BAC) - 3.07% |
| #9 | NOVO NORDISK AS CLASS B (n/a) - 2.43% | THE GOLDMAN SACHS GROUP INC (GS) - 2.40% |
| #10 | ASML HOLDING NV (n/a) - 2.39% | WELLS FARGO & CO (WFC) - 2.16% |
| #11 | L'OREAL SA (n/a) - 2.18% | MORGAN STANLEY (MS) - 1.99% |
| #12 | GSK PLC (n/a) - 1.97% | CITIGROUP INC (C) - 1.95% |
| #13 | VOLVO AB CLASS B (n/a) - 1.86% | AMERICAN EXPRESS CO (AXP) - 1.48% |
| #14 | UBS GROUP AG REGISTERED SHARES (n/a) - 1.85% | CHARLES SCHWAB CORP (SCHW) - 1.35% |
| #15 | DEUTSCHE POST AG (n/a) - 1.71% | BLACKROCK INC (BLK) - 1.32% |
| #16 | LLOYDS BANKING GROUP PLC (n/a) - 1.64% | S&P GLOBAL INC (SPGI) - 1.13% |
| #17 | TOKYO ELECTRON LTD (n/a) - 1.53% | CAPITAL ONE FINANCIAL CORP (COF) - 1.03% |
| #18 | ABB LTD (n/a) - 1.44% | CHUBB LTD (CB) - 1.02% |
| #19 | SCHNEIDER ELECTRIC SE (n/a) - 1.39% | PROGRESSIVE CORP (PGR) - 1.01% |
| #20 | AIR LIQUIDE SA (n/a) - 1.18% | CME GROUP INC CLASS A (CME) - 0.90% |
| #21 | SAP SE (n/a) - 1.10% | BLACKSTONE INC (BX) - 0.80% |
| #22 | MURATA MANUFACTURING CO LTD (n/a) - 1.07% | BANK OF NEW YORK MELLON CORP (BK) - 0.79% |
| #23 | DAIMLER TRUCK HOLDING AG ORDINARY SHARES (n/a) - 1.06% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.78% |
| #24 | IMPERIAL BRANDS PLC (n/a) - 0.93% | INTERCONTINENTAL EXCHANGE INC (ICE) - 0.77% |
| #25 | SHIN-ETSU CHEMICAL CO LTD (n/a) - 0.93% | U.S. BANCORP (USB) - 0.75% |
| Total Holdings | 265 | 80 |
IQDG vs UYG - Historical Returns
Returns include dividend reinvestment.
1M
IQDG
+0.64%
Winner
UYG
+2.23%
3M
IQDG
+1.54%
Winner
UYG
+3.26%
6M
Winner
IQDG
+4.44%
UYG
-7.24%
1Y
Winner
IQDG
+10.44%
UYG
+1.55%
5Y(CAGR)
IQDG
+3.51%
Winner
UYG
+9.23%
10Y(CAGR)
IQDG
+7.34%
Winner
UYG
+16.31%
Max(CAGR)
Winner
IQDG
+7.78%
UYG
-0.16%
IQDG vs UYG - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | IQDG | UYG |
|---|---|---|
| 2026 | +1.11% | -11.55% |
| 2025 | +24.27% | +20.40% |
| 2024 | -1.92% | +54.90% |
| 2023 | +19.90% | +21.56% |
| 2022 | -20.28% | -33.20% |
| 2021 | +10.95% | +81.39% |
| 2020 | +15.51% | -21.03% |
| 2019 | +30.60% | +65.80% |
| 2018 | -16.98% | -22.31% |
| 2017 | +30.63% | +37.19% |
| 2016 | -1.95% | +36.51% |
| 2015 | N/A | -4.45% |
| 2014 | N/A | +28.88% |
| 2013 | N/A | +65.28% |
| 2012 | N/A | +47.82% |
| 2011 | N/A | -35.32% |
| 2010 | N/A | +13.99% |
| 2009 | N/A | -6.37% |
| 2008 | N/A | -84.55% |
| 2007 | N/A | -40.73% |
IQDG vs UYG Drawdown Comparison
The maximum drawdown for IQDG was -35.00%, occurring on Sep 26, 2022. Recovery took 731 trading sessions.
The maximum drawdown for UYG was -97.90%, occurring on Mar 6, 2009. Recovery took 4516 trading sessions.
The current IQDG drawdown is -4.88%. The current UYG drawdown is -16.10%.
| Rank | IQDG | UYG |
|---|---|---|
| #1 | -35.00% Aug 13, 2021 - Jul 12, 2024 | -97.90% Feb 20, 2007 - Jan 30, 2025 |
| #2 | -31.35% Jan 17, 2020 - Aug 17, 2020 | -30.35% Feb 18, 2025 - Jul 3, 2025 |
| #3 | -24.70% Jan 26, 2018 - Dec 13, 2019 | -28.91% Jan 6, 2026 - Mar 27, 2026 |
| #4 | -18.12% Sep 26, 2024 - Jun 2, 2025 | -11.82% Sep 29, 2025 - Dec 11, 2025 |
| #5 | -12.35% Feb 25, 2026 - Mar 20, 2026 | -7.58% Jul 25, 2025 - Aug 22, 2025 |
| #6 | -10.79% Apr 20, 2016 - Mar 15, 2017 | -6.00% Jul 3, 2025 - Jul 25, 2025 |
| #7 | -7.70% Jul 12, 2024 - Aug 21, 2024 | -3.72% Sep 4, 2025 - Sep 19, 2025 |
| #8 | -7.57% Oct 12, 2020 - Nov 9, 2020 | -3.28% Dec 24, 2025 - Jan 5, 2026 |
| #9 | -6.62% Jul 23, 2025 - Sep 18, 2025 | -3.19% Feb 8, 2007 - Feb 14, 2007 |
| #10 | -5.56% Oct 6, 2025 - Dec 10, 2025 | -3.15% Feb 6, 2025 - Feb 18, 2025 |
| #11 | -5.52% Feb 16, 2021 - Apr 9, 2021 | -2.39% Jan 30, 2025 - Feb 6, 2025 |
| #12 | -5.31% Aug 23, 2024 - Sep 26, 2024 | -2.09% Sep 19, 2025 - Sep 29, 2025 |
| #13 | -4.50% Jan 26, 2021 - Feb 16, 2021 | -1.92% Dec 15, 2025 - Dec 22, 2025 |
| #14 | -3.64% Sep 2, 2020 - Sep 16, 2020 | -1.86% Aug 29, 2025 - Sep 4, 2025 |
| #15 | -3.42% Jun 14, 2021 - Jul 12, 2021 | -1.10% Aug 22, 2025 - Aug 26, 2025 |
Correlation
Correlation between IQDG and UYG is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2007 - 2026)
IQDG vs UYG dividend yield comparison.
| Year | IQDG | UYG |
|---|---|---|
| 2026 | 0.09% | 0.25% |
| 2025 | 2.28% | 11.72% |
| 2024 | 2.60% | 0.51% |
| 2023 | 1.76% | 0.79% |
| 2022 | 4.18% | 0.77% |
| 2021 | 2.67% | 9.39% |
| 2020 | 1.65% | 0.66% |
| 2019 | 1.95% | 0.90% |
| 2018 | 1.96% | 1.28% |
| 2017 | 1.71% | 0.56% |
| 2016 | 1.35% | 0.76% |
| 2015 | 0.00% | 0.72% |
| 2014 | 0.00% | 0.57% |
| 2013 | 0.00% | 0.29% |
| 2012 | 0.00% | 0.86% |
| 2011 | 0.00% | 0.33% |
| 2010 | 0.00% | 0.12% |
| 2009 | 0.00% | 0.69% |
| 2008 | 0.00% | 5.45% |
| 2007 | 0.00% | 2.45% |
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