IQDG vs. IBIC
IQDG (WisdomTree International Quality Dividend Growth Fund) and IBIC (iShares iBonds Oct 2026 Term TIPS ETF) are both exchange-traded funds - IQDG is a Foreign Large Cap Equities fund tracking the WisdomTree International Quality Dividend Growth Index, while IBIC is a Inflation-Protected Bonds fund tracking the ICE 2026 Maturity US Inflation-Linked Treasury Index. Both are passively managed. Over the past year, IQDG returned 13.67% vs 4.42% for IBIC. At a correlation of -0.01, they often move in opposite directions. IQDG charges 0.42%/yr vs 0.10%/yr for IBIC.
Performance
IQDG vs. IBIC - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, IQDG achieves a 4.03% return, which is significantly higher than IBIC's 2.43% return.
IQDG
- 1D
- -1.67%
- 1M
- 1.36%
- YTD
- 4.03%
- 6M
- 4.06%
- 1Y
- 13.67%
- 3Y*
- 10.50%
- 5Y*
- 4.05%
- 10Y*
- 8.47%
IBIC
- 1D
- 0.04%
- 1M
- 0.12%
- YTD
- 2.43%
- 6M
- 2.57%
- 1Y
- 4.42%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IQDG vs. IBIC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IQDG WisdomTree International Quality Dividend Growth Fund | 4.03% | 24.19% | -3.38% | 9.24% |
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 2.43% | 4.96% | 5.25% | 2.17% |
Correlation
The correlation between IQDG and IBIC is -0.23, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.23 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2023 | -0.01 |
Over the past year, the inverse relationship between IQDG and IBIC has strengthened: their correlation has moved from -0.01 to -0.23, meaning they now move in opposite directions more often than their long-term average.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IQDG vs. IBIC — Risk / Return Rank
IQDG
IBIC
IQDG vs. IBIC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Quality Dividend Growth Fund (IQDG) and iShares iBonds Oct 2026 Term TIPS ETF (IBIC). 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.
| IQDG | IBIC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -4.16 | ||
| Sortino ratioReturn per unit of downside risk | -7.70 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 2.22 | -1.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.11 | 16.56 | -15.45 |
| Martin ratioReturn relative to average drawdown | 3.58 | 58.67 | -55.09 |
Loading charts...
Drawdowns
IQDG vs. IBIC - Drawdown Comparison
The maximum IQDG drawdown since its inception was -34.97%, which is greater than IBIC's maximum drawdown of -0.90%. Use the drawdown chart below to compare losses from any high point for IQDG and IBIC.
Loading charts...
Drawdown Indicators
| IQDG | IBIC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.97% | -0.90% | -34.07% |
Max Drawdown (1Y)Largest decline over 1 year | -12.35% | -0.27% | -12.08% |
Max Drawdown (3Y)Largest decline over 3 years | -18.12% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -34.97% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -34.97% | — | — |
Current DrawdownCurrent decline from peak | -2.90% | -0.08% | -2.82% |
Average DrawdownAverage peak-to-trough decline | -7.49% | -0.10% | -7.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.83% | 0.08% | +3.75% |
Volatility
IQDG vs. IBIC - Volatility Comparison
WisdomTree International Quality Dividend Growth Fund (IQDG) has a higher volatility of 5.37% compared to iShares iBonds Oct 2026 Term TIPS ETF (IBIC) at 0.17%. This indicates that IQDG's price experiences larger fluctuations and is considered to be riskier than IBIC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| IQDG | IBIC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.37% | 0.17% | +5.20% |
Volatility (6M)Calculated over the trailing 6-month period | 14.00% | 0.67% | +13.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.64% | 0.89% | +15.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.90% | 1.56% | +16.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.37% | 1.56% | +15.81% |
IQDG vs. IBIC - Expense Ratio Comparison
IQDG has a 0.42% expense ratio, which is higher than IBIC's 0.10% expense ratio.
Dividends
IQDG vs. IBIC - Dividend Comparison
IQDG's dividend yield for the trailing twelve months is around 2.13%, less than IBIC's 3.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 3.58% | 4.43% | 4.65% | 0.83% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IQDG WisdomTree International Quality Dividend Growth Fund | 2.13% | 2.28% | 2.60% | 1.76% | 4.18% | 2.67% | 1.65% | 1.95% | 1.96% | 1.71% | 1.35% |
Frequently Asked Questions
IQDG and IBIC have a correlation of -0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IQDG has higher volatility (5.37%) compared to IBIC (0.17%). In terms of maximum drawdown, IQDG dropped -34.97% vs IBIC's -0.90%.
On 1-year performance, IQDG leads with 13.67% vs 4.42% for IBIC. On fees, IBIC is cheaper at 0.10% per year. On volatility, IBIC has been the lower-risk option at 0.17%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, IQDG has performed better with a 13.67% return vs 4.42%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBIC is cheaper with a 0.10% expense ratio, compared with 0.42% for IQDG.
IBIC has the higher dividend yield at 3.58%, compared with 2.13% for IQDG.
IQDG is categorized as Foreign Large Cap Equities, while IBIC is Inflation-Protected Bonds. IQDG tracks WisdomTree International Quality Dividend Growth Index, while IBIC tracks ICE 2026 Maturity US Inflation-Linked Treasury Index. They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.42% for IQDG and 0.10% for IBIC.
IBIC currently has the higher Sharpe Ratio (4.99 vs 0.83), 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.
Find the right allocation for IQDG and IBIC
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer