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IHDG vs. IPOS
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

IHDG vs. IPOS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree International Hedged Dividend Growth Fund (IHDG) and Renaissance International IPO ETF (IPOS). The values are adjusted to include any dividend payments, if applicable.

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IHDG vs. IPOS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IHDG
WisdomTree International Hedged Dividend Growth Fund
0.49%14.17%5.97%20.00%-11.53%19.75%10.51%33.42%-12.03%21.93%
IPOS
Renaissance International IPO ETF
9.58%39.93%-12.34%-16.49%-33.46%-30.62%50.71%30.93%-22.33%36.83%

Returns By Period

In the year-to-date period, IHDG achieves a 0.49% return, which is significantly lower than IPOS's 9.58% return. Over the past 10 years, IHDG has outperformed IPOS with an annualized return of 9.91%, while IPOS has yielded a comparatively lower 0.35% annualized return.


IHDG

1D
-0.20%
1M
-1.55%
YTD
0.49%
6M
4.94%
1Y
14.89%
3Y*
9.48%
5Y*
7.72%
10Y*
9.91%

IPOS

1D
-1.72%
1M
-2.60%
YTD
9.58%
6M
3.49%
1Y
45.16%
3Y*
4.56%
5Y*
-11.74%
10Y*
0.35%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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IHDG vs. IPOS - Expense Ratio Comparison

IHDG has a 0.58% expense ratio, which is lower than IPOS's 0.80% expense ratio.


Return for Risk

IHDG vs. IPOS — Risk / Return Rank

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

IHDG
IHDG Risk / Return Rank: 4343
Overall Rank
IHDG Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
IHDG Sortino Ratio Rank: 4343
Sortino Ratio Rank
IHDG Omega Ratio Rank: 4444
Omega Ratio Rank
IHDG Calmar Ratio Rank: 4242
Calmar Ratio Rank
IHDG Martin Ratio Rank: 4444
Martin Ratio Rank

IPOS
IPOS Risk / Return Rank: 7575
Overall Rank
IPOS Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
IPOS Sortino Ratio Rank: 7474
Sortino Ratio Rank
IPOS Omega Ratio Rank: 7676
Omega Ratio Rank
IPOS Calmar Ratio Rank: 8181
Calmar Ratio Rank
IPOS Martin Ratio Rank: 6767
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.

IHDG vs. IPOS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Hedged Dividend Growth Fund (IHDG) and Renaissance International IPO ETF (IPOS). 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.


IHDGIPOSDifference

Sharpe ratio

Return per unit of total volatility

0.86

1.55

-0.69

Sortino ratio

Return per unit of downside risk

1.31

1.98

-0.67

Omega ratio

Gain probability vs. loss probability

1.19

1.30

-0.12

Calmar ratio

Return relative to maximum drawdown

1.31

2.69

-1.38

Martin ratio

Return relative to average drawdown

4.94

8.09

-3.14

IHDG vs. IPOS - Sharpe Ratio Comparison

The current IHDG Sharpe Ratio is 0.86, which is lower than the IPOS Sharpe Ratio of 1.55. The chart below compares the historical Sharpe Ratios of IHDG and IPOS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


IHDGIPOSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.86

1.55

-0.69

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.53

-0.44

+0.97

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.63

0.01

+0.62

Sharpe Ratio (All Time)

Calculated using the full available price history

0.58

0.00

+0.58

Correlation

The correlation between IHDG and IPOS is 0.46, 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.


Dividends

IHDG vs. IPOS - Dividend Comparison

IHDG's dividend yield for the trailing twelve months is around 1.91%, more than IPOS's 0.87% yield.


TTM20252024202320222021202020192018201720162015
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%
IPOS
Renaissance International IPO ETF
0.87%1.04%0.93%0.33%0.00%0.00%0.25%0.89%1.12%0.87%1.73%1.08%

Drawdowns

IHDG vs. IPOS - Drawdown Comparison

The maximum IHDG drawdown since its inception was -29.24%, smaller than the maximum IPOS drawdown of -73.09%. Use the drawdown chart below to compare losses from any high point for IHDG and IPOS.


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Drawdown Indicators


IHDGIPOSDifference

Max Drawdown

Largest peak-to-trough decline

-29.24%

-73.09%

+43.85%

Max Drawdown (1Y)

Largest decline over 1 year

-10.49%

-17.17%

+6.68%

Max Drawdown (5Y)

Largest decline over 5 years

-19.52%

-70.33%

+50.81%

Max Drawdown (10Y)

Largest decline over 10 years

-29.24%

-73.09%

+43.85%

Current Drawdown

Current decline from peak

-5.89%

-53.44%

+47.55%

Average Drawdown

Average peak-to-trough decline

-4.05%

-31.78%

+27.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.97%

5.71%

-2.74%

Volatility

IHDG vs. IPOS - Volatility Comparison

The current volatility for WisdomTree International Hedged Dividend Growth Fund (IHDG) is 5.79%, while Renaissance International IPO ETF (IPOS) has a volatility of 14.37%. This indicates that IHDG experiences smaller price fluctuations and is considered to be less risky than IPOS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IHDGIPOSDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.79%

14.37%

-8.58%

Volatility (6M)

Calculated over the trailing 6-month period

10.13%

24.21%

-14.08%

Volatility (1Y)

Calculated over the trailing 1-year period

17.33%

29.31%

-11.98%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.62%

26.52%

-11.90%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.70%

23.71%

-8.01%