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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
Assets Under Management
$2B

Share Price Chart


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Performance

IHDG Performance Chart

WisdomTree International Hedged Dividend Growth Fund (IHDG) is up 6.0% since the beginning of the year. IHDG is currently trading at $52 per share. Investors who bought $1,000 worth of IHDG shares 5 years ago would now be looking at an investment worth $1,462.


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S&P 500 Index

Returns By Period

WisdomTree International Hedged Dividend Growth Fund (IHDG) has returned 5.97% so far this year and 15.83% over the past 12 months. Over the last ten years, IHDG has returned 10.16% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.


WisdomTree International Hedged Dividend Growth Fund

1D
0.59%
1M
3.95%
YTD
5.97%
6M
8.44%
1Y
15.83%
3Y*
10.77%
5Y*
7.89%
10Y*
10.16%

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IHDG Monthly Returns History

Based on dividend-adjusted daily data since May 7, 2014, IHDG's average daily return is +0.04%, while the average monthly return is +0.81%. At this rate, an investment would double in approximately 7.2 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%3.30%3.38%0.19%5.97%
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 0.29%, beta of 0.76, and R2 of 0.70 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 71.32% of its upside - more exposed to losses than it benefited from rallies.

Alpha
0.29%
Beta
0.76
0.70
Upside Capture
71.32%
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 32 for risk / return — below 32% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


IHDG Risk / Return Rank: 3232
Overall Rank
IHDG Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
IHDG Sortino Ratio Rank: 3232
Sortino Ratio Rank
IHDG Omega Ratio Rank: 3131
Omega Ratio Rank
IHDG Calmar Ratio Rank: 3030
Calmar Ratio Rank
IHDG Martin Ratio Rank: 3535
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 S&P 500 Index.


IHDGBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.17

2.39

-1.21

Sortino ratio

Return per unit of downside risk

1.73

3.25

-1.52

Omega ratio

Gain probability vs. loss probability

1.22

1.43

-0.22

Calmar ratio

Return relative to maximum drawdown

1.52

3.11

-1.60

Martin ratio

Return relative to average drawdown

5.60

14.38

-8.78

Dividends

Dividend History

WisdomTree International Hedged Dividend Growth Fund provided a 1.81% 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

1.81%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$0.00$0.00$0.00$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 0.76%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-29.24%Mar 2020
25d6mo 26d
7mo 21dFeb 2020 - Oct 2020
Bear market2022
-19.52%Sep 2022
8mo 25d7mo 3d
1y 3moJan 2022 - Apr 2023
2025 selloff2025
-18.88%Apr 2025
1mo 18d5mo 27d
7mo 15dFeb 2025 - Oct 2025
Rate-hike selloffLate 2018
-18.50%Dec 2018
3mo 28d3mo 25d
7mo 23dAug 2018 - Apr 2019
2016 correction2016
-14.84%Feb 2016
9mo 19d12mo 4d
1y 9moApr 2015 - Feb 2017

Drawdown Indicators


IHDGBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-29.24%

-56.78%

+27.54%

Max Drawdown (1Y)

Largest decline over 1 year

-10.49%

-9.10%

-1.39%

Max Drawdown (3Y)

Largest decline over 3 years

-18.88%

-18.90%

+0.02%

Max Drawdown (5Y)

Largest decline over 5 years

-19.52%

-25.43%

+5.91%

Max Drawdown (10Y)

Largest decline over 10 years

-29.24%

-33.92%

+4.68%

Current Drawdown

Current decline from peak

-0.76%

0.00%

-0.76%

Average Drawdown

Average peak-to-trough decline

-4.04%

-10.72%

+6.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.83%

1.97%

+0.86%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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