Correlation
The correlation between IHDG and VUG is 0.77, 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.
IHDG vs. VUG
Compare and contrast key facts about WisdomTree International Hedged Dividend Growth Fund (IHDG) and Vanguard Growth ETF (VUG).
IHDG and VUG 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. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004. Both IHDG and VUG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IHDG or VUG.
Performance
IHDG vs. VUG - Performance Comparison
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Key characteristics
IHDG:
-0.09
VUG:
0.62
IHDG:
-0.07
VUG:
0.98
IHDG:
0.99
VUG:
1.14
IHDG:
-0.12
VUG:
0.65
IHDG:
-0.42
VUG:
2.19
IHDG:
5.51%
VUG:
6.78%
IHDG:
17.53%
VUG:
25.22%
IHDG:
-29.24%
VUG:
-50.68%
IHDG:
-6.44%
VUG:
-5.31%
Returns By Period
In the year-to-date period, IHDG achieves a 2.25% return, which is significantly higher than VUG's -1.35% return. Over the past 10 years, IHDG has underperformed VUG with an annualized return of 7.94%, while VUG has yielded a comparatively higher 15.05% annualized return.
IHDG
2.25%
3.56%
1.50%
-2.04%
8.92%
10.38%
7.94%
VUG
-1.35%
7.41%
0.18%
14.33%
21.87%
17.10%
15.05%
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IHDG vs. VUG - Expense Ratio Comparison
IHDG has a 0.58% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
IHDG vs. VUG — Risk-Adjusted Performance Rank
IHDG
VUG
IHDG vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Hedged Dividend Growth Fund (IHDG) and Vanguard Growth ETF (VUG). 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.
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Dividends
IHDG vs. VUG - Dividend Comparison
IHDG's dividend yield for the trailing twelve months is around 1.88%, more than VUG's 0.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IHDG WisdomTree International Hedged Dividend Growth Fund | 1.88% | 2.42% | 1.70% | 13.79% | 2.77% | 1.95% | 1.99% | 0.22% | 1.28% | 1.91% | 3.04% | 3.86% |
VUG Vanguard Growth ETF | 0.48% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% |
Drawdowns
IHDG vs. VUG - Drawdown Comparison
The maximum IHDG drawdown since its inception was -29.24%, smaller than the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for IHDG and VUG.
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Volatility
IHDG vs. VUG - Volatility Comparison
The current volatility for WisdomTree International Hedged Dividend Growth Fund (IHDG) is 3.72%, while Vanguard Growth ETF (VUG) has a volatility of 5.52%. This indicates that IHDG experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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