IHDG vs. JIVE
Compare and contrast key facts about WisdomTree International Hedged Dividend Growth Fund (IHDG) and Jpmorgan International Value ETF (JIVE).
IHDG and JIVE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. JIVE is an actively managed fund by JPMorgan. It was launched on Sep 13, 2023.
Performance
IHDG vs. JIVE - Performance Comparison
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IHDG vs. JIVE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IHDG WisdomTree International Hedged Dividend Growth Fund | -0.97% | 14.17% | 5.97% | 5.65% |
JIVE Jpmorgan International Value ETF | 6.68% | 49.80% | 11.22% | 5.38% |
Returns By Period
In the year-to-date period, IHDG achieves a -0.97% return, which is significantly lower than JIVE's 6.68% return.
IHDG
- 1D
- 2.29%
- 1M
- -6.77%
- YTD
- -0.97%
- 6M
- 4.74%
- 1Y
- 13.25%
- 3Y*
- 8.97%
- 5Y*
- 7.41%
- 10Y*
- 9.75%
JIVE
- 1D
- 2.99%
- 1M
- -6.76%
- YTD
- 6.68%
- 6M
- 16.90%
- 1Y
- 42.49%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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IHDG vs. JIVE - Expense Ratio Comparison
IHDG has a 0.58% expense ratio, which is higher than JIVE's 0.55% expense ratio.
Return for Risk
IHDG vs. JIVE — Risk / Return Rank
IHDG
JIVE
IHDG vs. JIVE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Hedged Dividend Growth Fund (IHDG) and Jpmorgan International Value ETF (JIVE). 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 | JIVE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 2.52 | -1.75 |
Sortino ratioReturn per unit of downside risk | 1.19 | 3.20 | -2.01 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.50 | -0.33 |
Calmar ratioReturn relative to maximum drawdown | 1.08 | 3.50 | -2.42 |
Martin ratioReturn relative to average drawdown | 4.15 | 14.57 | -10.42 |
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 | JIVE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 2.52 | -1.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 1.90 | -1.33 |
Correlation
The correlation between IHDG and JIVE is 0.69, 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. JIVE - Dividend Comparison
IHDG's dividend yield for the trailing twelve months is around 1.94%, less than JIVE's 2.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IHDG WisdomTree International Hedged Dividend Growth Fund | 1.94% | 1.84% | 2.42% | 1.70% | 13.79% | 2.77% | 1.94% | 1.99% | 0.22% | 1.28% | 1.91% | 3.04% |
JIVE Jpmorgan International Value ETF | 2.70% | 2.88% | 2.48% | 0.74% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IHDG vs. JIVE - Drawdown Comparison
The maximum IHDG drawdown since its inception was -29.24%, which is greater than JIVE's maximum drawdown of -13.79%. Use the drawdown chart below to compare losses from any high point for IHDG and JIVE.
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Drawdown Indicators
| IHDG | JIVE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.24% | -13.79% | -15.45% |
Max Drawdown (1Y)Largest decline over 1 year | -11.38% | -11.96% | +0.58% |
Max Drawdown (5Y)Largest decline over 5 years | -19.52% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -29.24% | — | — |
Current DrawdownCurrent decline from peak | -7.26% | -7.13% | -0.13% |
Average DrawdownAverage peak-to-trough decline | -4.05% | -1.95% | -2.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.95% | 2.87% | +0.08% |
Volatility
IHDG vs. JIVE - Volatility Comparison
The current volatility for WisdomTree International Hedged Dividend Growth Fund (IHDG) is 6.19%, while Jpmorgan International Value ETF (JIVE) has a volatility of 7.78%. This indicates that IHDG experiences smaller price fluctuations and is considered to be less risky than JIVE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IHDG | JIVE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.19% | 7.78% | -1.59% |
Volatility (6M)Calculated over the trailing 6-month period | 10.04% | 11.07% | -1.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.28% | 16.93% | +0.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.61% | 14.85% | -0.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.69% | 14.85% | +0.84% |