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WisdomTree International Hedged Dividend Growth Fu...
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

ISIN
US97717X5941
CUSIP
97717X594
Inception Date
May 7, 2014
Region
Broad Asia (Broad)
Leveraged
1x (No leverage)
Index Tracked
WisdomTree International Hedged Dividend Growth Index
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in WisdomTree International Hedged Dividend Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

WisdomTree International Hedged Dividend Growth Fund (IHDG) has returned -0.97% so far this year and 13.25% over the past 12 months. Over the last ten years, IHDG has returned 9.75% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


WisdomTree International Hedged Dividend Growth Fund

1D
2.29%
1M
-6.77%
YTD
-0.97%
6M
4.74%
1Y
13.25%
3Y*
8.97%
5Y*
7.41%
10Y*
9.75%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since May 7, 2014, IHDG's average daily return is +0.04%, while the average monthly return is +0.78%. At this rate, your investment would double in approximately 7.4 years.

Historically, 62% of months were positive and 38% were negative. The best month was Jul 2022 with a return of +8.4%, while the worst month was Mar 2020 at -9.2%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, IHDG closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +7.9%, while the worst single day was Mar 16, 2020 at -10.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.10%3.03%-6.77%-0.97%
20255.87%0.41%-6.08%-0.23%4.46%1.10%-1.04%0.74%2.94%2.15%1.53%1.98%14.17%
20241.83%4.51%3.28%-3.13%3.01%0.16%-0.00%1.75%-1.26%-3.57%0.54%-0.98%5.97%
20237.66%-1.09%4.35%2.56%-2.82%3.17%0.67%-1.41%-2.66%-2.01%6.66%4.00%20.00%
2022-5.68%-2.85%3.30%-3.80%0.56%-8.28%8.42%-5.23%-5.83%5.02%8.12%-4.13%-11.53%
20210.80%0.93%3.79%3.09%1.95%2.44%2.86%0.86%-4.59%3.08%-1.30%4.61%19.75%

Benchmark Metrics

WisdomTree International Hedged Dividend Growth Fund has an annualized alpha of 0.73%, beta of 0.75, and R² of 0.71 versus S&P 500 Index. Calculated based on daily prices since May 08, 2014.

  • This ETF participated in 77.33% of S&P 500 Index downside but only 73.12% of its upside — more exposed to losses than it benefited from rallies.

Alpha
0.73%
Beta
0.75
0.71
Upside Capture
73.12%
Downside Capture
77.33%

Expense Ratio

IHDG has an expense ratio of 0.58%, placing it in the medium range.


Return for Risk

Risk / Return Rank

IHDG ranks 41 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


IHDG Risk / Return Rank: 4141
Overall Rank
IHDG Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
IHDG Sortino Ratio Rank: 4141
Sortino Ratio Rank
IHDG Omega Ratio Rank: 4141
Omega Ratio Rank
IHDG Calmar Ratio Rank: 4040
Calmar Ratio Rank
IHDG Martin Ratio Rank: 4343
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for WisdomTree International Hedged Dividend Growth Fund (IHDG) and compare them to a chosen benchmark (S&P 500 Index).


IHDGBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.77

0.90

-0.12

Sortino ratio

Return per unit of downside risk

1.19

1.39

-0.20

Omega ratio

Gain probability vs. loss probability

1.17

1.21

-0.04

Calmar ratio

Return relative to maximum drawdown

1.08

1.40

-0.32

Martin ratio

Return relative to average drawdown

4.15

6.61

-2.45

Explore IHDG risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

WisdomTree International Hedged Dividend Growth Fund provided a 1.94% dividend yield over the last twelve months, with an annual payout of $0.93 per share.


0.00%2.00%4.00%6.00%8.00%10.00%12.00%14.00%$0.00$1.00$2.00$3.00$4.00$5.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.93$0.89$1.05$0.72$4.91$1.27$0.76$0.72$0.06$0.41$0.50$0.80

Dividend yield

1.94%1.84%2.42%1.70%13.79%2.77%1.94%1.99%0.22%1.28%1.91%3.04%

Monthly Dividends

The table displays the monthly dividend distributions for WisdomTree International Hedged Dividend Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.04$0.04
2025$0.00$0.00$0.00$0.00$0.00$0.67$0.00$0.00$0.15$0.00$0.00$0.07$0.89
2024$0.00$0.00$0.22$0.00$0.00$0.33$0.00$0.00$0.11$0.00$0.00$0.41$1.05
2023$0.00$0.00$0.17$0.00$0.00$0.36$0.00$0.00$0.07$0.00$0.00$0.12$0.72
2022$0.00$0.00$0.37$0.00$0.00$0.68$0.00$0.00$0.32$0.00$0.00$3.55$4.91
2021$0.00$0.00$0.22$0.00$0.00$0.34$0.00$0.00$0.52$0.00$0.00$0.19$1.27

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the WisdomTree International Hedged Dividend Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the WisdomTree International Hedged Dividend Growth Fund was 29.24%, occurring on Mar 16, 2020. Recovery took 144 trading sessions.

The current WisdomTree International Hedged Dividend Growth Fund drawdown is 7.26%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-29.24%Feb 20, 202018Mar 16, 2020144Oct 8, 2020162
-19.52%Jan 4, 2022183Sep 26, 2022147Apr 27, 2023330
-18.88%Feb 19, 202535Apr 8, 2025122Oct 2, 2025157
-18.5%Aug 28, 201882Dec 24, 201879Apr 18, 2019161
-14.84%Apr 28, 2015201Feb 11, 2016251Feb 9, 2017452

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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