IHDG vs. SWPPX
Compare and contrast key facts about WisdomTree International Hedged Dividend Growth Fund (IHDG) and Schwab S&P 500 Index Fund (SWPPX).
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. SWPPX is a passively managed fund by Charles Schwab that tracks the performance of the S&P 500 Index. It was launched on May 19, 1997. Both IHDG and SWPPX are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IHDG vs. SWPPX - Performance Comparison
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IHDG vs. SWPPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IHDG WisdomTree International Hedged Dividend Growth Fund | -0.97% | 14.17% | 5.97% | 20.00% | -11.53% | 19.75% | 10.51% | 33.42% | -12.03% | 21.93% |
SWPPX Schwab S&P 500 Index Fund | -7.07% | 17.87% | 24.96% | 26.26% | -18.14% | 28.67% | 18.38% | 31.46% | -4.47% | 21.81% |
Returns By Period
In the year-to-date period, IHDG achieves a -0.97% return, which is significantly higher than SWPPX's -7.07% return. Over the past 10 years, IHDG has underperformed SWPPX with an annualized return of 9.75%, while SWPPX has yielded a comparatively higher 13.71% annualized 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%
SWPPX
- 1D
- -0.37%
- 1M
- -7.65%
- YTD
- -7.07%
- 6M
- -4.58%
- 1Y
- 14.43%
- 3Y*
- 17.15%
- 5Y*
- 11.39%
- 10Y*
- 13.71%
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IHDG vs. SWPPX - Expense Ratio Comparison
IHDG has a 0.58% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Return for Risk
IHDG vs. SWPPX — Risk / Return Rank
IHDG
SWPPX
IHDG vs. SWPPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Hedged Dividend Growth Fund (IHDG) and Schwab S&P 500 Index Fund (SWPPX). 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 | SWPPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 0.84 | -0.07 |
Sortino ratioReturn per unit of downside risk | 1.19 | 1.30 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.20 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.08 | 1.06 | +0.02 |
Martin ratioReturn relative to average drawdown | 4.15 | 5.14 | -0.99 |
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 | SWPPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 0.84 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.68 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.76 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.48 | +0.09 |
Correlation
The correlation between IHDG and SWPPX is 0.76, 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. SWPPX - Dividend Comparison
IHDG's dividend yield for the trailing twelve months is around 1.94%, more than SWPPX's 1.19% 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% |
SWPPX Schwab S&P 500 Index Fund | 1.19% | 1.11% | 1.23% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.67% | 1.79% | 2.55% | 3.17% |
Drawdowns
IHDG vs. SWPPX - Drawdown Comparison
The maximum IHDG drawdown since its inception was -29.24%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for IHDG and SWPPX.
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Drawdown Indicators
| IHDG | SWPPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.24% | -55.06% | +25.82% |
Max Drawdown (1Y)Largest decline over 1 year | -11.38% | -12.10% | +0.72% |
Max Drawdown (5Y)Largest decline over 5 years | -19.52% | -24.51% | +4.99% |
Max Drawdown (10Y)Largest decline over 10 years | -29.24% | -33.80% | +4.56% |
Current DrawdownCurrent decline from peak | -7.26% | -8.89% | +1.63% |
Average DrawdownAverage peak-to-trough decline | -4.05% | -10.00% | +5.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.95% | 2.49% | +0.46% |
Volatility
IHDG vs. SWPPX - Volatility Comparison
WisdomTree International Hedged Dividend Growth Fund (IHDG) has a higher volatility of 6.19% compared to Schwab S&P 500 Index Fund (SWPPX) at 4.29%. This indicates that IHDG's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IHDG | SWPPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.19% | 4.29% | +1.90% |
Volatility (6M)Calculated over the trailing 6-month period | 10.04% | 9.11% | +0.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.28% | 18.14% | -0.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.61% | 16.89% | -2.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.69% | 18.19% | -2.50% |