IQDG vs. EZM
Compare and contrast key facts about WisdomTree International Quality Dividend Growth Fund (IQDG) and WisdomTree U.S. MidCap Fund (EZM).
IQDG and EZM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IQDG is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree International Quality Dividend Growth Index. It was launched on Apr 7, 2016. EZM is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S Mid Cap Index. It was launched on Feb 23, 2007. Both IQDG and EZM 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: IQDG or EZM.
Correlation
The correlation between IQDG and EZM is 0.73, 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.
Performance
IQDG vs. EZM - Performance Comparison
Key characteristics
IQDG:
0.14
EZM:
-0.04
IQDG:
0.33
EZM:
0.11
IQDG:
1.04
EZM:
1.01
IQDG:
0.14
EZM:
-0.03
IQDG:
0.39
EZM:
-0.11
IQDG:
6.63%
EZM:
7.10%
IQDG:
18.04%
EZM:
22.55%
IQDG:
-34.97%
EZM:
-59.58%
IQDG:
-5.92%
EZM:
-15.80%
Returns By Period
In the year-to-date period, IQDG achieves a 7.75% return, which is significantly higher than EZM's -8.46% return.
IQDG
7.75%
1.14%
0.35%
2.76%
8.81%
N/A
EZM
-8.46%
-5.26%
-7.22%
-0.67%
15.86%
7.44%
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IQDG vs. EZM - Expense Ratio Comparison
IQDG has a 0.42% expense ratio, which is higher than EZM's 0.38% expense ratio.
Risk-Adjusted Performance
IQDG vs. EZM — Risk-Adjusted Performance Rank
IQDG
EZM
IQDG vs. EZM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Quality Dividend Growth Fund (IQDG) and WisdomTree U.S. MidCap Fund (EZM). 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.
Dividends
IQDG vs. EZM - Dividend Comparison
IQDG's dividend yield for the trailing twelve months is around 2.04%, more than EZM's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IQDG WisdomTree International Quality Dividend Growth Fund | 2.04% | 2.60% | 1.76% | 4.18% | 2.67% | 1.65% | 1.95% | 1.96% | 1.71% | 1.35% | 0.00% | 0.00% |
EZM WisdomTree U.S. MidCap Fund | 1.34% | 1.22% | 1.25% | 1.57% | 1.09% | 1.67% | 1.34% | 1.57% | 1.14% | 1.55% | 1.30% | 1.16% |
Drawdowns
IQDG vs. EZM - Drawdown Comparison
The maximum IQDG drawdown since its inception was -34.97%, smaller than the maximum EZM drawdown of -59.58%. Use the drawdown chart below to compare losses from any high point for IQDG and EZM. For additional features, visit the drawdowns tool.
Volatility
IQDG vs. EZM - Volatility Comparison
The current volatility for WisdomTree International Quality Dividend Growth Fund (IQDG) is 11.50%, while WisdomTree U.S. MidCap Fund (EZM) has a volatility of 14.92%. This indicates that IQDG experiences smaller price fluctuations and is considered to be less risky than EZM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.