SMDV vs IQDG
Comparison between PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF (SMDV, ETF) and WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND (IQDG, ETF).
5-Year PerformanceSMDV has outperformed IQDG, delivering a return of +7.4% compared to +4.1%
SMDV vs IQDG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SMDV
$695M
Winner
IQDG
$696M
Expense Ratio
Winner
SMDV
0.40%
IQDG
0.42%
Max Drawdown
Winner
SMDV
34.45%
IQDG
38.31%
Sharpe Ratio
Winner
SMDV
1.04
IQDG
0.60
5Y Beta
Winner
SMDV
0.66
IQDG
0.78
P/E Ratio
SMDV
30.37
IQDG
N/A
Forward P/E
SMDV
15.87
IQDG
N/A
5Y Dividends CAGR
SMDV
7.93%
Winner
IQDG
12.79%
5Y EPS CAGR
SMDV
5.62%
IQDG
N/A
Debt to Equity
SMDV
74.92%
IQDG
N/A
P/S Ratio
SMDV
1.55
IQDG
N/A
P/B Ratio
SMDV
1.76
IQDG
N/A
SMDV vs IQDG - Holdings Comparison
SMDV and IQDG have 1 common holdings. Overlap is 0.00%
SMDV's top 25 holdings weight is 26.52%. IQDG's top 25 holdings weight is 52.78%.
| Rank | SMDV | IQDG |
|---|---|---|
| #1 | HNI CORP (HNI) - 1.18% | TOYOTA MOTOR CORP (n/a) - 4.20% |
| #2 | ACUSHNET HOLDINGS CORP (GOLF) - 1.14% | n/a (n/a) - 3.43% |
| #3 | MATERION CORP (MTRN) - 1.10% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 3.40% |
| #4 | STANDEX INTERNATIONAL CORP (SXI) - 1.10% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 3.22% |
| #5 | JOHN WILEY & SONS INC CLASS A (WLY) - 1.09% | BP PLC (n/a) - 2.78% |
| #6 | QUAKER HOUGHTON (KWR) - 1.08% | NOVO NORDISK AS CLASS B (n/a) - 2.71% |
| #7 | CARETRUST REIT INC (CTRE) - 1.07% | ASTRAZENECA PLC (AZN:XLON) - 2.67% |
| #8 | n/a (AGM) - 1.07% | ASML HOLDING NV (n/a) - 2.65% |
| #9 | BADGER METER INC (BMI) - 1.07% | ING GROEP NV (n/a) - 2.57% |
| #10 | WESBANCO INC (WSBC) - 1.06% | L'OREAL SA (n/a) - 2.19% |
| #11 | EMPLOYERS HOLDINGS INC (EIG) - 1.06% | DEUTSCHE TELEKOM AG (n/a) - 2.14% |
| #12 | ATLANTIC UNION BANKSHARES CORP (AUB) - 1.05% | TOKYO ELECTRON LTD (n/a) - 2.11% |
| #13 | APOGEE ENTERPRISES INC (APOG) - 1.05% | GSK PLC (n/a) - 2.00% |
| #14 | AMERISAFE INC (AMSF) - 1.04% | UBS GROUP AG REGISTERED SHARES (n/a) - 1.95% |
| #15 | CALIFORNIA WATER SERVICE GROUP (CWT) - 1.04% | VOLVO AB CLASS B (n/a) - 1.84% |
| #16 | PEOPLES BANCORP INC (MARIETTA OH) (PEBO) - 1.04% | DEUTSCHE POST AG (n/a) - 1.81% |
| #17 | AMERICAN STATES WATER CO (AWR) - 1.04% | LLOYDS BANKING GROUP PLC (n/a) - 1.80% |
| #18 | H2O AMERICA (HTO) - 1.03% | MURATA MANUFACTURING CO LTD (n/a) - 1.40% |
| #19 | FIRST MERCHANTS CORP (FRME) - 1.03% | ABB LTD (n/a) - 1.39% |
| #20 | ENPRO INC (NPO) - 1.03% | SCHNEIDER ELECTRIC SE (n/a) - 1.36% |
| #21 | ALAMO GROUP INC (ALG) - 1.03% | AIR LIQUIDE SA (n/a) - 1.24% |
| #22 | ASSOCIATED BANC-CORP (ASB) - 1.03% | DAIMLER TRUCK HOLDING AG ORDINARY SHARES (n/a) - 1.06% |
| #23 | WD-40 CO (WDFC) - 1.03% | ERSTE GROUP BANK AG. (n/a) - 1.01% |
| #24 | MIDDLESEX WATER CO (MSEX) - 1.03% | SAP SE (n/a) - 0.94% |
| #25 | GORMAN-RUPP CO (GRC) - 1.03% | SHIN-ETSU CHEMICAL CO LTD (n/a) - 0.91% |
| Total Holdings | 102 | 265 |
SMDV vs IQDG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SMDV
+4.50%
IQDG
-0.64%
3M
Winner
SMDV
+7.90%
IQDG
+3.08%
6M
Winner
SMDV
+10.40%
IQDG
+2.12%
1Y
Winner
SMDV
+20.45%
IQDG
+12.48%
5Y(CAGR)
Winner
SMDV
+7.36%
IQDG
+4.08%
10Y(CAGR)
SMDV
+7.48%
Winner
IQDG
+8.00%
Max(CAGR)
Winner
SMDV
+8.37%
IQDG
+8.01%
SMDV vs IQDG - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | SMDV | IQDG |
|---|---|---|
| 2026 | +18.46% | +4.29% |
| 2025 | +1.71% | +24.27% |
| 2024 | +7.13% | -1.92% |
| 2023 | +8.64% | +19.90% |
| 2022 | -6.23% | -20.28% |
| 2021 | +20.72% | +10.95% |
| 2020 | -4.26% | +15.51% |
| 2019 | +18.00% | +30.60% |
| 2018 | -0.91% | -16.98% |
| 2017 | +5.11% | +30.63% |
| 2016 | +38.82% | -1.95% |
| 2015 | +2.43% | N/A |
SMDV vs IQDG Drawdown Comparison
The maximum drawdown for SMDV was -34.12%, occurring on Mar 23, 2020. Recovery took 251 trading sessions.
The maximum drawdown for IQDG was -35.00%, occurring on Sep 26, 2022. Recovery took 731 trading sessions.
The current SMDV drawdown is -1.85%. The current IQDG drawdown is -2.28%.
| Rank | SMDV | IQDG |
|---|---|---|
| #1 | -34.12% Jan 16, 2020 - Jan 14, 2021 | -35.00% Aug 13, 2021 - Jul 12, 2024 |
| #2 | -21.23% Nov 25, 2024 - Feb 6, 2026 | -31.35% Jan 17, 2020 - Aug 17, 2020 |
| #3 | -18.49% Feb 3, 2023 - Dec 19, 2023 | -24.70% Jan 26, 2018 - Dec 13, 2019 |
| #4 | -16.64% Jan 4, 2022 - Feb 2, 2023 | -18.12% Sep 26, 2024 - Jun 2, 2025 |
| #5 | -13.52% Sep 21, 2018 - Feb 19, 2019 | -12.35% Feb 25, 2026 - Jul 6, 2026 |
| #6 | -11.18% Mar 12, 2021 - Nov 5, 2021 | -10.79% Apr 20, 2016 - Mar 15, 2017 |
| #7 | -10.59% Nov 29, 2017 - Jun 15, 2018 | -7.70% Jul 12, 2024 - Aug 21, 2024 |
| #8 | -9.96% Dec 26, 2023 - Jul 15, 2024 | -7.57% Oct 12, 2020 - Nov 9, 2020 |
| #9 | -9.79% Feb 13, 2026 - Jun 9, 2026 | -6.62% Jul 23, 2025 - Sep 18, 2025 |
| #10 | -8.76% Nov 27, 2015 - Mar 3, 2016 | -5.56% Oct 6, 2025 - Dec 10, 2025 |
| #11 | -8.60% Jun 23, 2015 - Oct 28, 2015 | -5.52% Feb 16, 2021 - Apr 9, 2021 |
| #12 | -8.59% Jul 26, 2024 - Nov 6, 2024 | -5.31% Aug 23, 2024 - Sep 26, 2024 |
| #13 | -7.65% Nov 11, 2021 - Jan 4, 2022 | -4.50% Jan 26, 2021 - Feb 16, 2021 |
| #14 | -6.58% Jul 30, 2019 - Sep 11, 2019 | -3.64% Sep 2, 2020 - Sep 16, 2020 |
| #15 | -5.84% Apr 26, 2017 - Jun 13, 2017 | -3.42% Jun 14, 2021 - Jul 12, 2021 |
Correlation
Correlation between SMDV and IQDG is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2015 - 2026)
SMDV vs IQDG dividend yield comparison.
| Year | SMDV | IQDG |
|---|---|---|
| 2026 | 1.00% | 1.51% |
| 2025 | 2.67% | 2.28% |
| 2024 | 2.68% | 2.60% |
| 2023 | 2.69% | 1.76% |
| 2022 | 2.51% | 4.18% |
| 2021 | 2.02% | 2.67% |
| 2020 | 2.13% | 1.65% |
| 2019 | 2.03% | 1.95% |
| 2018 | 1.97% | 1.96% |
| 2017 | 1.84% | 1.71% |
| 2016 | 1.35% | 1.35% |
| 2015 | 1.81% | 0.00% |
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