PHO vs IHDG
Comparison between INVESCO WATER RESOURCES ETF (PHO, ETF) and WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND (IHDG, ETF).
5-Year PerformanceIHDG has outperformed PHO, delivering a return of +7.5% compared to +5.2%
PHO vs IHDG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PHO
$2.10B
Winner
IHDG
$2.20B
Expense Ratio
PHO
0.59%
Winner
IHDG
0.58%
Max Drawdown
PHO
55.80%
Winner
IHDG
29.24%
Sharpe Ratio
PHO
-0.43
Winner
IHDG
0.79
5Y Beta
Winner
PHO
0.73
IHDG
0.78
P/E Ratio
PHO
23.84
IHDG
N/A
Forward P/E
PHO
19.04
IHDG
N/A
PEG Ratio
PHO
0.95
IHDG
N/A
5Y Dividends CAGR
Winner
PHO
18.44%
IHDG
-0.07%
5Y EPS CAGR
PHO
15.26%
IHDG
N/A
Debt to Equity
PHO
46.21%
IHDG
N/A
P/S Ratio
PHO
2.40
IHDG
N/A
P/B Ratio
PHO
3.12
IHDG
N/A
PHO vs IHDG - Holdings Comparison
PHO and IHDG have 1 common holdings. Overlap is 0.00%
PHO's top 25 holdings weight is 95.09%. IHDG's top 25 holdings weight is 49.32%.
| Rank | PHO | IHDG |
|---|---|---|
| #1 | WATERS CORP (WAT) - 9.36% | TOYOTA MOTOR CORP (n/a) - 4.77% |
| #2 | ROPER TECHNOLOGIES INC (ROP) - 8.08% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 3.36% |
| #3 | FERGUSON ENTERPRISES INC (FERG) - 7.69% | BP PLC (n/a) - 3.31% |
| #4 | ECOLAB INC (ECL) - 7.28% | n/a (n/a) - 3.27% |
| #5 | AMERICAN WATER WORKS CO INC (AWK) - 7.00% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 3.05% |
| #6 | MUELLER INDUSTRIES INC (MLI) - 4.67% | ASTRAZENECA PLC (AZN:XLON) - 2.68% |
| #7 | IDEX CORP (IEX) - 4.45% | DEUTSCHE TELEKOM AG (n/a) - 2.61% |
| #8 | CORE & MAIN INC CLASS A (CNM) - 3.97% | ING GROEP NV (n/a) - 2.58% |
| #9 | VERALTO CORP (VLTO) - 3.90% | ASML HOLDING NV (n/a) - 2.47% |
| #10 | XYLEM INC (XYL) - 3.79% | NOVO NORDISK AS CLASS B (n/a) - 2.42% |
| #11 | ESSENTIAL UTILITIES INC (WTRG) - 3.40% | L'OREAL SA (n/a) - 2.19% |
| #12 | PENTAIR PLC (PNR) - 3.27% | GSK PLC (n/a) - 2.00% |
| #13 | AECOM (ACM) - 3.26% | VOLVO AB CLASS B (n/a) - 1.92% |
| #14 | ADVANCED DRAINAGE SYSTEMS INC (WMS) - 3.14% | UBS GROUP AG REGISTERED SHARES (n/a) - 1.81% |
| #15 | TETRA TECH INC (TTEK) - 2.88% | DEUTSCHE POST AG (n/a) - 1.69% |
| #16 | ITRON INC (ITRI) - 2.84% | LLOYDS BANKING GROUP PLC (n/a) - 1.69% |
| #17 | VALMONT INDUSTRIES INC (VMI) - 2.81% | TOKYO ELECTRON LTD (n/a) - 1.59% |
| #18 | A.O. SMITH CORP (AOS) - 2.80% | ABB LTD (n/a) - 1.52% |
| #19 | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 2.08% | SCHNEIDER ELECTRIC SE (n/a) - 1.43% |
| #20 | BADGER METER INC (BMI) - 1.95% | SAP SE (n/a) - 1.15% |
| #21 | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 1.74% | BAWAG GROUP AG ORDINARY SHARES (n/a) - 0.38% |
| #22 | FRANKLIN ELECTRIC CO INC (FELE) - 1.40% | KEYENCE CORP (n/a) - 0.37% |
| #23 | COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO ADR (SBS) - 1.18% | TECHTRONIC INDUSTRIES CO LTD (n/a) - 0.36% |
| #24 | MUELLER WATER PRODUCTS INC CLASS A SHARES (MWA) - 1.13% | FERROVIAL NV (n/a) - 0.35% |
| #25 | STANTEC INC (STN) - 1.02% | LEGRAND SA (n/a) - 0.35% |
| Total Holdings | 38 | 230 |
PHO vs IHDG - Historical Returns
Returns include dividend reinvestment.
1M
PHO
-2.97%
Winner
IHDG
+2.36%
3M
PHO
-5.74%
Winner
IHDG
+3.07%
6M
PHO
-7.46%
Winner
IHDG
+6.21%
1Y
PHO
-3.67%
Winner
IHDG
+14.52%
5Y(CAGR)
PHO
+5.18%
Winner
IHDG
+7.51%
10Y(CAGR)
Winner
PHO
+11.44%
IHDG
+9.93%
Max(CAGR)
PHO
+7.96%
Winner
IHDG
+9.27%
PHO vs IHDG - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PHO | IHDG |
|---|---|---|
| 2026 | -6.17% | +3.30% |
| 2025 | +8.35% | +13.42% |
| 2024 | +9.45% | +6.52% |
| 2023 | +18.88% | +17.52% |
| 2022 | -13.39% | -12.20% |
| 2021 | +33.29% | +18.41% |
| 2020 | +20.69% | +9.48% |
| 2019 | +38.21% | +33.13% |
| 2018 | -6.42% | -11.93% |
| 2017 | +22.55% | +21.15% |
| 2016 | +15.29% | +3.19% |
| 2015 | -15.22% | +11.69% |
| 2014 | +0.50% | +0.91% |
| 2013 | +23.97% | N/A |
| 2012 | +21.89% | N/A |
| 2011 | -11.75% | N/A |
| 2010 | +10.95% | N/A |
| 2009 | +13.91% | N/A |
| 2008 | -31.50% | N/A |
| 2007 | +17.56% | N/A |
| 2006 | +20.64% | N/A |
| 2005 | -1.72% | N/A |
PHO vs IHDG Drawdown Comparison
The maximum drawdown for PHO was -55.62%, occurring on Mar 9, 2009. Recovery took 1170 trading sessions.
The maximum drawdown for IHDG was -29.24%, occurring on Mar 16, 2020. Recovery took 166 trading sessions.
The current PHO drawdown is -10.77%. The current IHDG drawdown is -2.09%.
| Rank | PHO | IHDG |
|---|---|---|
| #1 | -55.62% Jun 5, 2008 - Jan 29, 2013 | -29.24% Feb 12, 2020 - Oct 8, 2020 |
| #2 | -34.92% Feb 14, 2020 - Oct 7, 2020 | -19.56% Jan 3, 2022 - Apr 27, 2023 |
| #3 | -29.70% Jun 20, 2014 - Apr 25, 2017 | -18.88% Feb 18, 2025 - Oct 2, 2025 |
| #4 | -28.60% Dec 31, 2021 - Dec 19, 2023 | -18.50% Aug 27, 2018 - Apr 18, 2019 |
| #5 | -19.38% Oct 10, 2007 - May 30, 2008 | -14.86% Apr 27, 2015 - Feb 9, 2017 |
| #6 | -19.19% Dec 3, 2024 - Aug 12, 2025 | -10.49% Feb 25, 2026 - Mar 20, 2026 |
| #7 | -18.31% May 9, 2006 - Jan 31, 2007 | -9.98% Jun 9, 2014 - Nov 21, 2014 |
| #8 | -17.89% Sep 20, 2018 - Feb 13, 2019 | -9.32% Jul 12, 2024 - Feb 6, 2025 |
| #9 | -13.79% Oct 21, 2025 - May 19, 2026 | -9.07% Jan 23, 2018 - Jun 14, 2018 |
| #10 | -10.10% Jul 19, 2007 - Sep 19, 2007 | -7.90% Jul 31, 2023 - Nov 24, 2023 |
| #11 | -9.51% Jan 26, 2018 - Aug 6, 2018 | -7.33% Sep 7, 2021 - Dec 27, 2021 |
| #12 | -8.59% May 21, 2013 - Jul 15, 2013 | -7.12% Oct 12, 2020 - Nov 9, 2020 |
| #13 | -8.20% Sep 2, 2021 - Nov 12, 2021 | -6.54% Dec 5, 2014 - Jan 22, 2015 |
| #14 | -7.90% Feb 23, 2007 - Apr 20, 2007 | -5.68% Jul 29, 2019 - Sep 6, 2019 |
| #15 | -7.80% Mar 20, 2013 - May 17, 2013 | -5.27% Apr 29, 2019 - Jul 1, 2019 |
Correlation
Correlation between PHO and IHDG is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2005 - 2026)
PHO vs IHDG dividend yield comparison.
| Year | PHO | IHDG |
|---|---|---|
| 2026 | 0.16% | 0.08% |
| 2025 | 0.54% | 1.84% |
| 2024 | 0.45% | 2.42% |
| 2023 | 0.59% | 1.70% |
| 2022 | 0.49% | 13.79% |
| 2021 | 0.20% | 2.77% |
| 2020 | 0.39% | 1.94% |
| 2019 | 0.43% | 1.99% |
| 2018 | 0.46% | 0.22% |
| 2017 | 0.34% | 1.28% |
| 2016 | 0.47% | 1.91% |
| 2015 | 0.75% | 3.04% |
| 2014 | 0.59% | 3.86% |
| 2013 | 0.49% | 0.00% |
| 2012 | 0.87% | 0.00% |
| 2011 | 0.64% | 0.00% |
| 2010 | 0.54% | 0.00% |
| 2009 | 0.69% | 0.00% |
| 2008 | 0.55% | 0.00% |
| 2007 | 0.40% | 0.00% |
| 2006 | 0.82% | 0.00% |
| 2005 | 0.22% | 0.00% |
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