IWL vs IHDG
Comparison between ISHARES RUSSELL TOP 200 ETF (IWL, ETF) and WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND (IHDG, ETF).
5-Year PerformanceIWL has outperformed IHDG, delivering a return of +14.0% compared to +7.5%
IWL vs IHDG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWL
$2.10B
Winner
IHDG
$2.20B
Expense Ratio
Winner
IWL
0.15%
IHDG
0.58%
Max Drawdown
IWL
32.71%
Winner
IHDG
29.24%
Sharpe Ratio
Winner
IWL
1.58
IHDG
0.79
5Y Beta
IWL
0.99
Winner
IHDG
0.78
P/E Ratio
IWL
29.01
IHDG
N/A
Forward P/E
IWL
22.61
IHDG
N/A
PEG Ratio
IWL
0.56
IHDG
N/A
5Y Dividends CAGR
Winner
IWL
10.01%
IHDG
-0.07%
5Y EPS CAGR
IWL
27.76%
IHDG
N/A
Debt to Equity
IWL
19.35%
IHDG
N/A
P/S Ratio
IWL
4.45
IHDG
N/A
P/B Ratio
IWL
6.17
IHDG
N/A
IWL vs IHDG - Holdings Comparison
IWL and IHDG have 1 common holdings. Overlap is 0.00%
IWL's top 25 holdings weight is 60.79%. IHDG's top 25 holdings weight is 49.32%.
| Rank | IWL | IHDG |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 9.25% | TOYOTA MOTOR CORP (n/a) - 4.77% |
| #2 | APPLE INC (AAPL) - 8.16% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 3.36% |
| #3 | MICROSOFT CORP (MSFT) - 5.70% | BP PLC (n/a) - 3.31% |
| #4 | AMAZON.COM INC (AMZN) - 4.69% | n/a (n/a) - 3.27% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 4.08% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 3.05% |
| #6 | BROADCOM INC (AVGO) - 3.51% | ASTRAZENECA PLC (AZN:XLON) - 2.68% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.29% | DEUTSCHE TELEKOM AG (n/a) - 2.61% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.44% | ING GROEP NV (n/a) - 2.58% |
| #9 | TESLA INC (TSLA) - 2.21% | ASML HOLDING NV (n/a) - 2.47% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.65% | NOVO NORDISK AS CLASS B (n/a) - 2.42% |
| #11 | ELI LILLY AND CO (LLY) - 1.57% | L'OREAL SA (n/a) - 2.19% |
| #12 | MICRON TECHNOLOGY INC (MU) - 1.54% | GSK PLC (n/a) - 2.00% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.53% | VOLVO AB CLASS B (n/a) - 1.92% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.38% | UBS GROUP AG REGISTERED SHARES (n/a) - 1.81% |
| #15 | EXXON MOBIL CORP (XOM) - 1.20% | DEUTSCHE POST AG (n/a) - 1.69% |
| #16 | JOHNSON & JOHNSON (JNJ) - 1.03% | LLOYDS BANKING GROUP PLC (n/a) - 1.69% |
| #17 | VISA INC CLASS A (V) - 1.02% | TOKYO ELECTRON LTD (n/a) - 1.59% |
| #18 | INTEL CORP (INTC) - 0.97% | ABB LTD (n/a) - 1.52% |
| #19 | WALMART INC (WMT) - 0.96% | SCHNEIDER ELECTRIC SE (n/a) - 1.43% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.88% | SAP SE (n/a) - 1.15% |
| #21 | COSTCO WHOLESALE CORP (COST) - 0.84% | BAWAG GROUP AG ORDINARY SHARES (n/a) - 0.38% |
| #22 | CATERPILLAR INC (CAT) - 0.75% | KEYENCE CORP (n/a) - 0.37% |
| #23 | MASTERCARD INC CLASS A (MA) - 0.74% | TECHTRONIC INDUSTRIES CO LTD (n/a) - 0.36% |
| #24 | LAM RESEARCH CORP (LRCX) - 0.70% | FERROVIAL NV (n/a) - 0.35% |
| #25 | ABBVIE INC (ABBV) - 0.70% | LEGRAND SA (n/a) - 0.35% |
| Total Holdings | 204 | 230 |
IWL vs IHDG - Historical Returns
Returns include dividend reinvestment.
1M
IWL
+1.98%
Winner
IHDG
+2.36%
3M
Winner
IWL
+8.74%
IHDG
+3.07%
6M
Winner
IWL
+7.19%
IHDG
+6.21%
1Y
Winner
IWL
+26.07%
IHDG
+14.52%
5Y(CAGR)
Winner
IWL
+14.05%
IHDG
+7.51%
10Y(CAGR)
Winner
IWL
+16.06%
IHDG
+9.93%
Max(CAGR)
Winner
IWL
+14.69%
IHDG
+9.27%
IWL vs IHDG - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | IWL | IHDG |
|---|---|---|
| 2026 | +7.43% | +3.30% |
| 2025 | +19.23% | +13.42% |
| 2024 | +27.94% | +6.52% |
| 2023 | +30.35% | +17.52% |
| 2022 | -20.56% | -12.20% |
| 2021 | +29.44% | +18.41% |
| 2020 | +20.82% | +9.48% |
| 2019 | +31.47% | +33.13% |
| 2018 | -3.75% | -11.93% |
| 2017 | +22.10% | +21.15% |
| 2016 | +12.98% | +3.19% |
| 2015 | +2.73% | +11.69% |
| 2014 | +15.28% | +0.91% |
| 2013 | +28.75% | N/A |
| 2012 | +15.54% | N/A |
| 2011 | +1.51% | N/A |
| 2010 | +10.16% | N/A |
| 2009 | +6.19% | N/A |
IWL vs IHDG Drawdown Comparison
The maximum drawdown for IWL was -32.71%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The maximum drawdown for IHDG was -29.24%, occurring on Mar 16, 2020. Recovery took 166 trading sessions.
The current IWL drawdown is -3.16%. The current IHDG drawdown is -2.09%.
| Rank | IWL | IHDG |
|---|---|---|
| #1 | -32.71% Feb 19, 2020 - Aug 3, 2020 | -29.24% Feb 12, 2020 - Oct 8, 2020 |
| #2 | -25.64% Jan 3, 2022 - Dec 11, 2023 | -19.56% Jan 3, 2022 - Apr 27, 2023 |
| #3 | -19.31% Oct 2, 2018 - Apr 22, 2019 | -18.88% Feb 18, 2025 - Oct 2, 2025 |
| #4 | -19.15% Feb 19, 2025 - Jun 26, 2025 | -18.50% Aug 27, 2018 - Apr 18, 2019 |
| #5 | -17.77% May 2, 2011 - Feb 3, 2012 | -14.86% Apr 27, 2015 - Feb 9, 2017 |
| #6 | -15.37% Apr 15, 2010 - Nov 5, 2010 | -10.49% Feb 25, 2026 - Mar 20, 2026 |
| #7 | -12.41% Jul 20, 2015 - Apr 20, 2016 | -9.98% Jun 9, 2014 - Nov 21, 2014 |
| #8 | -10.06% Jan 26, 2018 - Jul 25, 2018 | -9.32% Jul 12, 2024 - Feb 6, 2025 |
| #9 | -10.01% Sep 2, 2020 - Nov 16, 2020 | -9.07% Jan 23, 2018 - Jun 14, 2018 |
| #10 | -9.83% Jan 12, 2026 - Apr 15, 2026 | -7.90% Jul 31, 2023 - Nov 24, 2023 |
| #11 | -9.42% Apr 2, 2012 - Aug 15, 2012 | -7.33% Sep 7, 2021 - Dec 27, 2021 |
| #12 | -9.04% Jul 10, 2024 - Sep 19, 2024 | -7.12% Oct 12, 2020 - Nov 9, 2020 |
| #13 | -7.73% Jan 19, 2010 - Mar 17, 2010 | -6.54% Dec 5, 2014 - Jan 22, 2015 |
| #14 | -7.69% Oct 4, 2012 - Jan 4, 2013 | -5.68% Jul 29, 2019 - Sep 6, 2019 |
| #15 | -7.39% Sep 19, 2014 - Oct 31, 2014 | -5.27% Apr 29, 2019 - Jul 1, 2019 |
Correlation
Correlation between IWL and IHDG is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2009 - 2026)
IWL vs IHDG dividend yield comparison.
| Year | IWL | IHDG |
|---|---|---|
| 2026 | 0.19% | 0.08% |
| 2025 | 0.90% | 1.84% |
| 2024 | 1.04% | 2.42% |
| 2023 | 1.30% | 1.70% |
| 2022 | 1.54% | 13.79% |
| 2021 | 1.12% | 2.77% |
| 2020 | 1.30% | 1.94% |
| 2019 | 1.96% | 1.99% |
| 2018 | 1.93% | 0.22% |
| 2017 | 1.69% | 1.28% |
| 2016 | 1.96% | 1.91% |
| 2015 | 2.14% | 3.04% |
| 2014 | 1.68% | 3.86% |
| 2013 | 1.82% | 0.00% |
| 2012 | 3.65% | 0.00% |
| 2011 | 1.91% | 0.00% |
| 2010 | 1.64% | 0.00% |
| 2009 | 0.59% | 0.00% |
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