FXG vs. IHDG
Compare and contrast key facts about First Trust Consumer Staples AlphaDEX Fund (FXG) and WisdomTree International Hedged Dividend Growth Fund (IHDG).
FXG and IHDG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FXG is a passively managed fund by First Trust that tracks the performance of the StrataQuant Consumer Staples Index. It was launched on May 8, 2007. IHDG is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree International Hedged Dividend Growth Index. It was launched on May 7, 2014. Both FXG and IHDG 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: FXG or IHDG.
Correlation
The correlation between FXG and IHDG is -0.40. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
FXG vs. IHDG - Performance Comparison
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Key characteristics
FXG:
3.74%
IHDG:
9.70%
FXG:
-0.76%
IHDG:
-0.93%
FXG:
-0.76%
IHDG:
-0.43%
Returns By Period
FXG
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IHDG
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FXG vs. IHDG - Expense Ratio Comparison
FXG has a 0.63% expense ratio, which is higher than IHDG's 0.58% expense ratio.
Risk-Adjusted Performance
FXG vs. IHDG — Risk-Adjusted Performance Rank
FXG
IHDG
FXG vs. IHDG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Consumer Staples AlphaDEX Fund (FXG) and WisdomTree International Hedged Dividend Growth Fund (IHDG). 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
FXG vs. IHDG - Dividend Comparison
FXG's dividend yield for the trailing twelve months is around 1.96%, more than IHDG's 1.89% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FXG First Trust Consumer Staples AlphaDEX Fund | 1.96% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IHDG WisdomTree International Hedged Dividend Growth Fund | 1.89% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FXG vs. IHDG - Drawdown Comparison
The maximum FXG drawdown since its inception was -0.76%, smaller than the maximum IHDG drawdown of -0.93%. Use the drawdown chart below to compare losses from any high point for FXG and IHDG. For additional features, visit the drawdowns tool.
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Volatility
FXG vs. IHDG - Volatility Comparison
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