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IDVY vs. DEW
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IDVY vs. DEW

Last updated Jul 12, 2026
Documentation

IDVY (First Trust International Rising Dividend Achievers ETF) and DEW (WisdomTree Global High Dividend Fund) are both exchange-traded funds - IDVY is a Dividend fund tracking the Nasdaq International Rising Dividend Achievers Index, while DEW is a Large Cap Value Equities fund tracking the WisdomTree Global High Dividend Index. Both are passively managed. A 0.53 correlation means they provide meaningful diversification when combined. IDVY charges 0.60%/yr vs 0.58%/yr for DEW.

Performance

IDVY vs. DEW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust International Rising Dividend Achievers ETF (IDVY) and WisdomTree Global High Dividend Fund (DEW). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

IDVY

1D
0.58%
1M
2.63%
6M
—
YTD
—
1Y
—
3Y*
—
5Y*
—
10Y*
—

DEW

1D
0.51%
1M
1.08%
6M
13.81%
YTD
15.48%
1Y
24.94%
3Y*
19.18%
5Y*
12.03%
10Y*
9.34%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IDVY vs. DEW - Yearly Performance Comparison

2026 (YTD)
IDVY
First Trust International Rising Dividend Achievers ETF		3.59%
DEW
WisdomTree Global High Dividend Fund		4.90%

Correlation

The correlation between IDVY and DEW is 0.53, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

Correlation
Correlation (All Time)
Calculated using the full available price history since Feb 11, 2026

0.53

IDVY vs. DEW - Sectors Allocation Comparison

Sectors
IDVY
DEW

Financial Services

30.9%
19.7%

Industrials

29.9%
4.3%

Consumer Cyclical

14.3%
3.0%

Technology

11.9%
2.5%

Consumer Defensive

3.2%
9.0%

Basic Materials

2.8%
2.8%

Energy

2.2%
14.7%

Healthcare

2.1%
9.5%

Utilities

1.5%
10.8%

Communication Services

0.9%
4.1%

Real Estate

0.4%
10.8%

Financial Services

IDVY
30.9%
DEW
19.7%

Industrials

IDVY
29.9%
DEW
4.3%

Consumer Cyclical

IDVY
14.3%
DEW
3.0%

Technology

IDVY
11.9%
DEW
2.5%

Consumer Defensive

IDVY
3.2%
DEW
9.0%

Basic Materials

IDVY
2.8%
DEW
2.8%

Energy

IDVY
2.2%
DEW
14.7%

Healthcare

IDVY
2.1%
DEW
9.5%

Utilities

IDVY
1.5%
DEW
10.8%

Communication Services

IDVY
0.9%
DEW
4.1%

Real Estate

IDVY
0.4%
DEW
10.8%

Compare stocks, funds, or ETFs

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First Trust International Rising Dividend Achievers ETF

WisdomTree Global High Dividend Fund

Often compared with IDVY:
IDVY vs. RDIVIDVY vs. ALTYIDVY vs. SCHDIDVY vs. FDLIDVY vs. CIBRIDVY vs. DVYAIDVY vs. HIGH
Often compared with DEW:
DEW vs. DTDDEW vs. IDVODEW vs. SCHDDEW vs. SPYDEW vs. ^GSPCDEW vs. NOBLDEW vs. NTSX

Return for Risk

IDVY vs. DEW — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IDVY

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

DEW
DEW Risk / Return Rank: 8989
Overall Rank
DEW Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
DEW Sortino Ratio Rank: 9292
Sortino Ratio Rank
DEW Omega Ratio Rank: 8989
Omega Ratio Rank
DEW Calmar Ratio Rank: 8686
Calmar Ratio Rank
DEW Martin Ratio Rank: 8888
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.

IDVY vs. DEW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust International Rising Dividend Achievers ETF (IDVY) and WisdomTree Global High Dividend Fund (DEW). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

IDVYDEWDifference
Sharpe ratioReturn per unit of total volatility

—

2.49

—

Sortino ratioReturn per unit of downside risk

—

3.53

—

Omega ratioGain probability vs. loss probability

—

1.44

—

Calmar ratioReturn relative to maximum drawdown

—

3.83

—

Martin ratioReturn relative to average drawdown

—

15.00

—

IDVY vs. DEW - Sharpe Ratio Comparison

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Drawdowns

IDVY vs. DEW - Drawdown Comparison

The maximum IDVY drawdown since its inception was -13.52%, smaller than the maximum DEW drawdown of -65.55%. Use the drawdown chart below to compare losses from any high point for IDVY and DEW.

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Drawdown Indicators

IDVYDEWDifference

Max Drawdown

Largest peak-to-trough decline

-13.52%

-65.55%

+52.03%

Max Drawdown (1Y)

Largest decline over 1 year

—

-6.34%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-11.80%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-18.86%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-38.77%

—

Current Drawdown

Current decline from peak

-1.55%

-0.05%

-1.50%

Average Drawdown

Average peak-to-trough decline

-3.97%

-12.38%

+8.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

1.62%

—

Volatility

IDVY vs. DEW - Volatility Comparison

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Volatility by Period

IDVYDEWDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

2.82%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

7.44%

—

Volatility (1Y)

Calculated over the trailing 1-year period

25.34%

9.76%

+15.58%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.34%

12.95%

+12.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.34%

15.37%

+9.97%

IDVY vs. DEW - Expense Ratio Comparison

IDVY has a 0.60% expense ratio, which is higher than DEW's 0.58% expense ratio.

Dividends

IDVY vs. DEW - Dividend Comparison

IDVY's dividend yield for the trailing twelve months is around 0.77%, less than DEW's 3.22% yield.

PositionTTM20252024202320222021202020192018201720162015
DEW
WisdomTree Global High Dividend Fund		3.22%3.71%4.02%4.55%3.82%3.55%4.10%3.74%4.17%3.18%3.42%4.32%
IDVY
First Trust International Rising Dividend Achievers ETF		0.77%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

IDVY and DEW have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, DEW is cheaper at 0.58% per year. The better choice depends on whether you care most about return, fees, risk, or income.

DEW is cheaper with a 0.58% expense ratio, compared with 0.60% for IDVY.

DEW has the higher dividend yield at 3.22%, compared with 0.77% for IDVY.

IDVY is categorized as Dividend, while DEW is Large Cap Value Equities. IDVY tracks Nasdaq International Rising Dividend Achievers Index, while DEW tracks WisdomTree Global High Dividend Index. They also come from different issuers: First Trust and WisdomTree. Their fees differ too: 0.60% for IDVY and 0.58% for DEW.

Portfolio Optimizer

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