IHDG vs. FZAJX
Compare and contrast key facts about WisdomTree International Hedged Dividend Growth Fund (IHDG) and Fidelity Advisor International Growth Fund Class Z (FZAJX).
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. FZAJX is managed by Fidelity. It was launched on Aug 13, 2013.
Performance
IHDG vs. FZAJX - Performance Comparison
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IHDG vs. FZAJX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IHDG WisdomTree International Hedged Dividend Growth Fund | 0.70% | 14.17% | 5.97% | 20.00% | -11.53% | 19.75% | 10.51% | 33.42% | -12.03% | 21.93% |
FZAJX Fidelity Advisor International Growth Fund Class Z | -2.21% | 18.02% | 5.02% | 21.03% | -23.11% | 15.55% | 17.11% | 34.21% | -11.40% | 28.88% |
Returns By Period
In the year-to-date period, IHDG achieves a 0.70% return, which is significantly higher than FZAJX's -2.21% return. Over the past 10 years, IHDG has outperformed FZAJX with an annualized return of 9.93%, while FZAJX has yielded a comparatively lower 8.82% annualized return.
IHDG
- 1D
- 1.68%
- 1M
- -3.94%
- YTD
- 0.70%
- 6M
- 5.47%
- 1Y
- 14.91%
- 3Y*
- 9.58%
- 5Y*
- 7.77%
- 10Y*
- 9.93%
FZAJX
- 1D
- 3.84%
- 1M
- -8.74%
- YTD
- -2.21%
- 6M
- -2.02%
- 1Y
- 12.59%
- 3Y*
- 9.93%
- 5Y*
- 4.96%
- 10Y*
- 8.82%
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IHDG vs. FZAJX - Expense Ratio Comparison
IHDG has a 0.58% expense ratio, which is lower than FZAJX's 0.87% expense ratio.
Return for Risk
IHDG vs. FZAJX — Risk / Return Rank
IHDG
FZAJX
IHDG vs. FZAJX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Hedged Dividend Growth Fund (IHDG) and Fidelity Advisor International Growth Fund Class Z (FZAJX). 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.
| IHDG | FZAJX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 0.69 | +0.18 |
Sortino ratioReturn per unit of downside risk | 1.32 | 1.08 | +0.23 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.15 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 0.90 | +0.43 |
Martin ratioReturn relative to average drawdown | 5.10 | 3.52 | +1.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IHDG | FZAJX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 0.69 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.28 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.50 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.46 | +0.11 |
Correlation
The correlation between IHDG and FZAJX is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IHDG vs. FZAJX - Dividend Comparison
IHDG's dividend yield for the trailing twelve months is around 1.91%, less than FZAJX's 3.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IHDG WisdomTree International Hedged Dividend Growth Fund | 1.91% | 1.84% | 2.42% | 1.70% | 13.79% | 2.77% | 1.94% | 1.99% | 0.22% | 1.28% | 1.91% | 3.04% |
FZAJX Fidelity Advisor International Growth Fund Class Z | 3.73% | 3.65% | 1.00% | 0.61% | 1.81% | 2.03% | 0.22% | 1.11% | 1.04% | 0.12% | 1.40% | 0.92% |
Drawdowns
IHDG vs. FZAJX - Drawdown Comparison
The maximum IHDG drawdown since its inception was -29.24%, smaller than the maximum FZAJX drawdown of -34.84%. Use the drawdown chart below to compare losses from any high point for IHDG and FZAJX.
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Drawdown Indicators
| IHDG | FZAJX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.24% | -34.84% | +5.60% |
Max Drawdown (1Y)Largest decline over 1 year | -11.22% | -13.96% | +2.74% |
Max Drawdown (5Y)Largest decline over 5 years | -19.52% | -34.84% | +15.32% |
Max Drawdown (10Y)Largest decline over 10 years | -29.24% | -34.84% | +5.60% |
Current DrawdownCurrent decline from peak | -5.70% | -10.65% | +4.95% |
Average DrawdownAverage peak-to-trough decline | -4.05% | -6.68% | +2.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.97% | 3.58% | -0.61% |
Volatility
IHDG vs. FZAJX - Volatility Comparison
The current volatility for WisdomTree International Hedged Dividend Growth Fund (IHDG) is 5.94%, while Fidelity Advisor International Growth Fund Class Z (FZAJX) has a volatility of 9.11%. This indicates that IHDG experiences smaller price fluctuations and is considered to be less risky than FZAJX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IHDG | FZAJX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.94% | 9.11% | -3.17% |
Volatility (6M)Calculated over the trailing 6-month period | 10.17% | 13.20% | -3.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.33% | 19.32% | -1.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.63% | 17.65% | -3.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.70% | 17.56% | -1.86% |