Correlation
The correlation between EUDG and IDV is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
EUDG vs. IDV
Compare and contrast key facts about WisdomTree Europe Quality Dividend Growth Fund (EUDG) and iShares International Select Dividend ETF (IDV).
EUDG and IDV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EUDG is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Europe Quality Dividend Growth Index. It was launched on May 7, 2014. IDV is a passively managed fund by iShares that tracks the performance of the Dow Jones EPAC Select Dividend. It was launched on Jun 11, 2007. Both EUDG and IDV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EUDG or IDV.
Performance
EUDG vs. IDV - Performance Comparison
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Key characteristics
EUDG:
0.49
IDV:
1.46
EUDG:
1.00
IDV:
2.12
EUDG:
1.13
IDV:
1.30
EUDG:
0.74
IDV:
2.11
EUDG:
1.68
IDV:
5.76
EUDG:
6.10%
IDV:
4.34%
EUDG:
16.36%
IDV:
15.87%
EUDG:
-33.76%
IDV:
-70.14%
EUDG:
0.00%
IDV:
0.00%
Returns By Period
In the year-to-date period, EUDG achieves a 18.34% return, which is significantly lower than IDV's 25.73% return. Over the past 10 years, EUDG has outperformed IDV with an annualized return of 6.54%, while IDV has yielded a comparatively lower 6.18% annualized return.
EUDG
18.34%
3.19%
14.09%
7.88%
8.61%
8.79%
6.54%
IDV
25.73%
5.10%
22.26%
22.94%
9.79%
11.45%
6.18%
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EUDG vs. IDV - Expense Ratio Comparison
EUDG has a 0.58% expense ratio, which is higher than IDV's 0.49% expense ratio.
Risk-Adjusted Performance
EUDG vs. IDV — Risk-Adjusted Performance Rank
EUDG
IDV
EUDG vs. IDV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Europe Quality Dividend Growth Fund (EUDG) and iShares International Select Dividend ETF (IDV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
EUDG vs. IDV - Dividend Comparison
EUDG's dividend yield for the trailing twelve months is around 2.04%, less than IDV's 5.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EUDG WisdomTree Europe Quality Dividend Growth Fund | 2.04% | 2.41% | 2.14% | 3.08% | 2.98% | 1.87% | 2.30% | 3.00% | 1.55% | 2.49% | 2.11% | 0.97% |
IDV iShares International Select Dividend ETF | 5.03% | 6.46% | 6.51% | 7.33% | 5.78% | 5.47% | 5.15% | 5.93% | 4.53% | 4.70% | 5.08% | 6.03% |
Drawdowns
EUDG vs. IDV - Drawdown Comparison
The maximum EUDG drawdown since its inception was -33.76%, smaller than the maximum IDV drawdown of -70.14%. Use the drawdown chart below to compare losses from any high point for EUDG and IDV.
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Volatility
EUDG vs. IDV - Volatility Comparison
WisdomTree Europe Quality Dividend Growth Fund (EUDG) has a higher volatility of 3.27% compared to iShares International Select Dividend ETF (IDV) at 2.65%. This indicates that EUDG's price experiences larger fluctuations and is considered to be riskier than IDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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