WisdomTree International Quality Dividend Growth Fund (IQDG)
IQDG is a passive ETF by WisdomTree tracking the investment results of the WisdomTree International Quality Dividend Growth Index. IQDG launched on Apr 7, 2016 and has a 0.42% expense ratio.
ETF Info
| ISIN | US97717X1312 |
|---|---|
| CUSIP | 97717X131 |
| Issuer | WisdomTree |
| Inception Date | Apr 7, 2016 |
| Region | Developed Markets (Broad) |
| Category | Foreign Large Cap Equities, Dividend |
| Index Tracked | WisdomTree International Quality Dividend Growth Index |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
IQDG has a high expense ratio of 0.42%, indicating higher-than-average management fees.
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 Quality 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.
Returns By Period
WisdomTree International Quality Dividend Growth Fund had a return of 3.93% year-to-date (YTD) and 9.84% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 3.93% | 9.47% |
| 1 month | 2.88% | 1.91% |
| 6 months | 16.96% | 18.36% |
| 1 year | 9.84% | 26.61% |
| 5 years (annualized) | 8.40% | 12.90% |
| 10 years (annualized) | N/A | 10.79% |
Monthly Returns
The table below presents the monthly returns of IQDG, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.63% | 3.47% | 2.63% | -5.18% | 3.93% | ||||||||
| 2023 | 8.89% | -3.96% | 6.41% | 3.63% | -5.37% | 4.43% | 1.85% | -3.35% | -5.26% | -2.72% | 9.53% | 6.64% | 20.76% |
| 2022 | -6.69% | -2.71% | 1.70% | -8.65% | 1.67% | -10.80% | 7.29% | -8.09% | -9.07% | 4.94% | 14.00% | -2.46% | -19.97% |
| 2021 | 0.05% | 1.12% | 1.26% | 4.48% | 3.25% | -0.02% | 2.98% | 0.18% | -6.21% | 3.57% | -3.22% | 4.77% | 12.28% |
| 2020 | -1.99% | -8.24% | -10.39% | 7.73% | 7.19% | 2.48% | 3.22% | 4.24% | 0.93% | -4.19% | 10.50% | 6.32% | 16.58% |
| 2019 | 8.93% | 3.22% | 2.09% | 2.96% | -5.98% | 5.85% | -1.40% | -1.06% | 1.63% | 3.92% | 2.97% | 4.20% | 30.03% |
| 2018 | 5.64% | -5.34% | 0.48% | -0.68% | 0.13% | -1.81% | 2.51% | -1.63% | -1.56% | -8.32% | -0.41% | -6.46% | -16.81% |
| 2017 | 3.89% | 2.49% | 3.73% | 4.68% | 4.47% | -0.93% | 2.19% | 1.38% | 2.22% | 1.37% | 0.36% | 1.31% | 30.64% |
| 2016 | 3.10% | 1.07% | -3.92% | 4.72% | -1.75% | 1.16% | -5.09% | -2.45% | 1.59% | -1.98% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IQDG is 33, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
IQDG (WisdomTree International Quality Dividend Growth Fund)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for WisdomTree International Quality Dividend Growth Fund (IQDG) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
WisdomTree International Quality Dividend Growth Fund granted a 1.77% dividend yield in the last twelve months. The annual payout for that period amounted to $0.67 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.67 | $0.64 | $1.28 | $1.07 | $0.60 | $0.62 | $0.49 | $0.52 | $0.32 |
Dividend yield | 1.77% | 1.76% | 4.18% | 2.67% | 1.65% | 1.95% | 1.96% | 1.71% | 1.35% |
Monthly Dividends
The table displays the monthly dividend distributions for WisdomTree International Quality Dividend Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | |||||||
| 2023 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.12 | $0.64 |
| 2022 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.61 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.09 | $1.28 |
| 2021 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.46 | $0.00 | $0.00 | $0.10 | $1.07 |
| 2020 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.19 | $0.60 |
| 2019 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.16 | $0.62 |
| 2018 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.16 | $0.49 |
| 2017 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.10 | $0.52 |
| 2016 | $0.19 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.06 | $0.32 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the WisdomTree International Quality 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 Quality Dividend Growth Fund was 34.97%, occurring on Sep 26, 2022. The portfolio has not yet recovered.
The current WisdomTree International Quality Dividend Growth Fund drawdown is 2.92%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.97% | Aug 16, 2021 | 281 | Sep 26, 2022 | — | — | — |
| -31.35% | Jan 21, 2020 | 44 | Mar 23, 2020 | 102 | Aug 17, 2020 | 146 |
| -24.71% | Jan 29, 2018 | 229 | Dec 24, 2018 | 245 | Dec 13, 2019 | 474 |
| -10.81% | Jun 9, 2016 | 10 | Jun 27, 2016 | 126 | Mar 15, 2017 | 136 |
| -7.57% | Oct 13, 2020 | 14 | Oct 30, 2020 | 6 | Nov 9, 2020 | 20 |
Volatility
Volatility Chart
The current WisdomTree International Quality Dividend Growth Fund volatility is 3.22%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.