IHDG vs. SCHD

Last updated Aug 2, 2026

IHDG (WisdomTree International Hedged Dividend Growth Fund) and SCHD (Schwab U.S. Dividend Equity ETF) are both exchange-traded funds - IHDG is a Foreign Large Cap Equities fund tracking the WisdomTree International Hedged Dividend Growth Index, while SCHD is a Dividend fund tracking the Dow Jones U.S. Dividend 100 Index. Both are passively managed. Over the past 10 years, IHDG returned 10.45%/yr vs 12.76%/yr for SCHD. Their 0.64 correlation means they have sometimes moved together and sometimes differently. IHDG charges 0.58%/yr vs 0.06%/yr for SCHD.

Performance

IHDG vs. SCHD - Performance Comparison

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

Returns By Period

In the year-to-date period, IHDG achieves a 9.83% return, which is significantly lower than SCHD's 24.03% return. Over the past 10 years, IHDG has underperformed SCHD with an annualized return of 10.45%, while SCHD has yielded a comparatively higher 12.76% annualized return.

IHDG

• 1D: -0.78%
• 1M: -0.24%
• 6M: 6.52%
• YTD: 9.83%
• 1Y: 22.57%
• 3Y*: 11.71%
• 5Y*: 7.63%
• 10Y*: 10.45%
• ALL TIME*: 9.62%

SCHD

• 1D: 0.18%
• 1M: 3.33%
• 6M: 14.09%
• YTD: 24.03%
• 1Y: 31.54%
• 3Y*: 14.19%
• 5Y*: 9.54%
• 10Y*: 12.76%
• ALL TIME*: 13.39%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
IHDG WisdomTree International Hedged Dividend Growth Fund	$6.12M	$5.27M	$6.91M
SCHD Schwab U.S. Dividend Equity ETF	$786.88M	$715.86M	$685.58M

IHDG vs. SCHD - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
IHDG WisdomTree International Hedged Dividend Growth Fund	9.83%	14.17%	5.97%	20.00%	-11.53%	19.75%	10.51%	33.42%	-12.03%	21.93%
SCHD Schwab U.S. Dividend Equity ETF	24.03%	4.34%	11.66%	4.54%	-3.26%	29.87%	15.03%	27.29%	-5.56%	20.85%

Correlation

The correlation between IHDG and SCHD is 0.37, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.37
Correlation (3Y) Balances recent behavior with more history.	0.49
Correlation (5Y) Shows whether the relationship held over a longer period.	0.58
Correlation (10Y) Provides a long-term view across more market conditions.	0.62
Correlation (All Time) Calculated using the full available price history since May 7, 2014	0.64

Over the past year, the correlation between IHDG and SCHD has dropped to 0.37 - well below their long-term average of 0.64, suggesting their price drivers have been diverging.

IHDG vs. SCHD - Sectors Allocation Comparison

Sectors	IHDG	SCHD
Consumer Cyclical	19.6%	7.7%
Industrials	19.3%	7.8%
Financial Services	15.2%	9.9%
Healthcare	9.4%	20.8%
Technology	8.3%	12.7%
Basic Materials	5.4%	1.2%
Consumer Defensive	4.3%	20.6%
Communication Services	4.2%	6.2%
Energy	3.7%	14.1%
Utilities	0.8%	0.1%
Real Estate	0.3%	-

Return for Risk

IHDG vs. SCHD — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

IHDG

IHDG Risk / Return Rank: 61
IHDG Sharpe Ratio Rank: 62
IHDG Sortino Ratio Rank: 63
IHDG Omega Ratio Rank: 61
IHDG Calmar Ratio Rank: 55
IHDG Martin Ratio Rank: 62

SCHD

SCHD Risk / Return Rank: 95
SCHD Sharpe Ratio Rank: 96
SCHD Sortino Ratio Rank: 96
SCHD Omega Ratio Rank: 94
SCHD Calmar Ratio Rank: 96
SCHD Martin Ratio Rank: 93

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

IHDG vs. SCHD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Hedged Dividend Growth Fund (IHDG) and Schwab U.S. Dividend Equity ETF (SCHD). 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.

	IHDG	SCHD	Difference
Sharpe ratio: Return per unit of total volatility	1.44	2.81	-1.37
Sortino ratio: Return per unit of downside risk	2.09	4.37	-2.28
Omega ratio: Gain probability vs. loss probability	1.26	1.51	-0.25
Calmar ratio: Return relative to maximum drawdown	1.96	6.74	-4.78
Martin ratio: Return relative to average drawdown	7.40	17.01	-9.61

IHDG vs. SCHD - Sharpe Ratio Comparison

The current IHDG Sharpe Ratio is 1.44, which is lower than the SCHD Sharpe Ratio of 2.81. The chart below compares the historical Sharpe Ratios of IHDG and SCHD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

IHDG vs. SCHD - Drawdown Comparison

The maximum IHDG drawdown since its inception was -29.24%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for IHDG and SCHD.

Drawdown Indicators

	IHDG	SCHD	Difference
Max Drawdown Largest peak-to-trough decline	-29.24%	-33.37%	+4.13%
Max Drawdown (1Y) Largest decline over 1 year	-10.49%	-4.61%	-5.88%
Max Drawdown (3Y) Largest decline over 3 years	-18.88%	-16.13%	-2.75%
Max Drawdown (5Y) Largest decline over 5 years	-19.52%	-16.85%	-2.67%
Max Drawdown (10Y) Largest decline over 10 years	-29.24%	-33.37%	+4.13%
Current Drawdown Current decline from peak	-1.38%	-1.24%	-0.14%
Average Drawdown Average peak-to-trough decline	-4.00%	-3.30%	-0.70%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.77%	1.82%	+0.95%

Volatility

IHDG vs. SCHD - Volatility Comparison

WisdomTree International Hedged Dividend Growth Fund (IHDG) and Schwab U.S. Dividend Equity ETF (SCHD) have volatilities of 4.09% and 4.11%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	IHDG	SCHD	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.09%	4.11%	-0.02%
Volatility (6M) Calculated over the trailing 6-month period	11.88%	8.11%	+3.77%
Volatility (1Y) Calculated over the trailing 1-year period	14.30%	11.13%	+3.17%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.95%	14.39%	+0.56%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.63%	16.72%	-1.09%

IHDG vs. SCHD - Expense Ratio Comparison

IHDG has a 0.58% expense ratio, which is higher than SCHD's 0.06% expense ratio.

Dividends

IHDG vs. SCHD - Dividend Comparison

IHDG's dividend yield for the trailing twelve months is around 1.81%, less than SCHD's 3.13% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
IHDG WisdomTree International Hedged Dividend Growth Fund	1.81%	1.84%	2.42%	1.70%	13.79%	2.77%	1.94%	1.99%	0.22%	1.28%	1.91%	3.04%
SCHD Schwab U.S. Dividend Equity ETF	3.13%	3.82%	3.64%	3.49%	3.39%	2.78%	3.16%	2.98%	3.06%	2.63%	2.89%	2.97%

Frequently Asked Questions

Can I hold both IHDG and SCHD in my portfolio?

IHDG and SCHD have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, IHDG or SCHD?

SCHD has higher volatility (4.11%) compared to IHDG (4.09%). In terms of maximum drawdown, IHDG dropped -29.24% vs SCHD's -33.37%.

Which ETF is better, IHDG or SCHD?

On 10-year performance, SCHD leads with 12.76% vs 10.45% for IHDG. On fees, SCHD is cheaper at 0.06% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, IHDG or SCHD?

Over the 10-year period, SCHD has performed better with a 12.76% return vs 10.45%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, IHDG or SCHD?

SCHD is cheaper with a 0.06% expense ratio, compared with 0.58% for IHDG.

Which ETF pays a higher dividend yield, IHDG or SCHD?

SCHD has the higher dividend yield at 3.13%, compared with 1.81% for IHDG.

What is the main difference between IHDG and SCHD?

IHDG is categorized as Foreign Large Cap Equities, while SCHD is Dividend. IHDG tracks WisdomTree International Hedged Dividend Growth Index, while SCHD tracks Dow Jones U.S. Dividend 100 Index. They also come from different issuers: WisdomTree and Charles Schwab. Their fees differ too: 0.58% for IHDG and 0.06% for SCHD.

Which has better risk-adjusted returns?

SCHD currently has the higher Sharpe Ratio (2.81 vs 1.44), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.