IDV vs. IHDG
Compare and contrast key facts about iShares International Select Dividend ETF (IDV) and WisdomTree International Hedged Dividend Growth Fund (IHDG).
IDV and IHDG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. 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 IDV 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: IDV or IHDG.
Key characteristics
| IDV | IHDG | |
|---|---|---|
| YTD Return | 7.80% | 10.71% |
| 1Y Return | 16.83% | 16.63% |
| 3Y Return (Ann) | 2.48% | 8.72% |
| 5Y Return (Ann) | 6.15% | 12.16% |
| 10Y Return (Ann) | 2.85% | 9.72% |
| Sharpe Ratio | 1.30 | 1.68 |
| Daily Std Dev | 13.10% | 10.14% |
| Max Drawdown | -70.14% | -29.24% |
| Current Drawdown | 0.00% | -0.22% |
Correlation
The correlation between IDV and IHDG is 0.68, 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.
Performance
IDV vs. IHDG - Performance Comparison
In the year-to-date period, IDV achieves a 7.80% return, which is significantly lower than IHDG's 10.71% return. Over the past 10 years, IDV has underperformed IHDG with an annualized return of 2.85%, while IHDG has yielded a comparatively higher 9.72% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IDV vs. IHDG - Expense Ratio Comparison
IDV has a 0.49% expense ratio, which is lower than IHDG's 0.58% expense ratio.
Risk-Adjusted Performance
IDV vs. IHDG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares International Select Dividend ETF (IDV) 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.
Dividends
IDV vs. IHDG - Dividend Comparison
IDV's dividend yield for the trailing twelve months is around 6.17%, more than IHDG's 1.65% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDV iShares International Select Dividend ETF | 6.17% | 6.51% | 7.33% | 5.78% | 5.47% | 5.15% | 5.93% | 4.52% | 4.69% | 5.08% | 6.03% | 4.48% |
IHDG WisdomTree International Hedged Dividend Growth Fund | 1.65% | 1.70% | 13.79% | 2.77% | 1.94% | 1.99% | 0.22% | 1.28% | 1.91% | 3.04% | 3.86% | 0.00% |
Drawdowns
IDV vs. IHDG - Drawdown Comparison
The maximum IDV drawdown since its inception was -70.14%, which is greater than IHDG's maximum drawdown of -29.24%. Use the drawdown chart below to compare losses from any high point for IDV and IHDG. For additional features, visit the drawdowns tool.
Volatility
IDV vs. IHDG - Volatility Comparison
iShares International Select Dividend ETF (IDV) has a higher volatility of 3.22% compared to WisdomTree International Hedged Dividend Growth Fund (IHDG) at 2.68%. This indicates that IDV's price experiences larger fluctuations and is considered to be riskier than IHDG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.