IQDG vs. JIVE

Last updated Jul 16, 2026

IQDG (WisdomTree International Quality Dividend Growth Fund) and JIVE (JPMorgan International Value ETF) are both Foreign Large Cap Equities funds. IQDG is passively managed, while JIVE is actively managed. Over the past year, IQDG returned 14.18% vs 39.92% for JIVE. Their correlation of 0.83 suggests significant overlap in exposure. IQDG charges 0.42%/yr vs 0.55%/yr for JIVE.

Performance

IQDG vs. JIVE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree International Quality Dividend Growth Fund (IQDG) and JPMorgan International Value ETF (JIVE). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, IQDG achieves a 6.17% return, which is significantly lower than JIVE's 16.86% return.

IQDG

• 1D: 0.77%
• 1M: 0.56%
• 6M: 2.73%
• YTD: 6.17%
• 1Y: 14.18%
• 3Y*: 9.78%
• 5Y*: 4.38%
• 10Y*: 8.15%

JIVE

• 1D: 0.19%
• 1M: -0.73%
• 6M: 12.43%
• YTD: 16.86%
• 1Y: 39.92%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

IQDG vs. JIVE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
IQDG WisdomTree International Quality Dividend Growth Fund	6.17%	24.19%	-3.38%	10.26%
JIVE JPMorgan International Value ETF	16.86%	49.80%	11.22%	5.36%

Correlation

The correlation between IQDG and JIVE is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.87
Correlation (All Time) Calculated using the full available price history since Sep 14, 2023	0.83

The correlation between IQDG and JIVE has been stable across timeframes, ranging from 0.83 to 0.87 - a consistent structural relationship.

IQDG vs. JIVE - Sectors Allocation Comparison

Sectors	IQDG	JIVE
Industrials	24.3%	10.2%
Consumer Cyclical	19.3%	6.2%
Financial Services	15.7%	37.6%
Technology	11.2%	11.7%
Healthcare	9.4%	4.5%
Communication Services	5.7%	4.2%
Basic Materials	5.2%	5.7%
Consumer Defensive	4.4%	4.3%
Energy	3.7%	10.7%
Utilities	0.7%	2.4%
Real Estate	0.3%	2.4%

Return for Risk

IQDG vs. JIVE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IQDG

IQDG Risk / Return Rank: 29
IQDG Sharpe Ratio Rank: 28
IQDG Sortino Ratio Rank: 28
IQDG Omega Ratio Rank: 27
IQDG Calmar Ratio Rank: 28
IQDG Martin Ratio Rank: 31

JIVE

JIVE Risk / Return Rank: 90
JIVE Sharpe Ratio Rank: 93
JIVE Sortino Ratio Rank: 91
JIVE Omega Ratio Rank: 91
JIVE Calmar Ratio Rank: 86
JIVE Martin Ratio Rank: 87

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IQDG vs. JIVE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Quality Dividend Growth Fund (IQDG) and JPMorgan International Value ETF (JIVE). 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	JIVE	Difference
Sharpe ratio: Return per unit of total volatility	0.85	2.66	-1.80
Sortino ratio: Return per unit of downside risk	1.31	3.49	-2.18
Omega ratio: Gain probability vs. loss probability	1.16	1.47	-0.31
Calmar ratio: Return relative to maximum drawdown	1.15	3.80	-2.64
Martin ratio: Return relative to average drawdown	3.70	14.27	-10.57

IQDG vs. JIVE - Sharpe Ratio Comparison

The current IQDG Sharpe Ratio is 0.85, which is lower than the JIVE Sharpe Ratio of 2.66. The chart below compares the historical Sharpe Ratios of IQDG and JIVE, 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

IQDG vs. JIVE - Drawdown Comparison

The maximum IQDG drawdown since its inception was -34.97%, which is greater than JIVE's maximum drawdown of -13.79%. Use the drawdown chart below to compare losses from any high point for IQDG and JIVE.

Drawdown Indicators

	IQDG	JIVE	Difference
Max Drawdown Largest peak-to-trough decline	-34.97%	-13.79%	-21.18%
Max Drawdown (1Y) Largest decline over 1 year	-12.35%	-10.57%	-1.78%
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 Drawdown Current decline from peak	-1.32%	-0.79%	-0.53%
Average Drawdown Average peak-to-trough decline	-7.46%	-1.95%	-5.51%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.84%	2.81%	+1.03%

Volatility

IQDG vs. JIVE - Volatility Comparison

The current volatility for WisdomTree International Quality Dividend Growth Fund (IQDG) is 3.99%, while JPMorgan International Value ETF (JIVE) has a volatility of 4.21%. This indicates that IQDG experiences smaller price fluctuations and is considered to be less risky than JIVE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	IQDG	JIVE	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.99%	4.21%	-0.22%
Volatility (6M) Calculated over the trailing 6-month period	14.17%	13.15%	+1.02%
Volatility (1Y) Calculated over the trailing 1-year period	16.70%	15.17%	+1.53%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.90%	15.09%	+2.81%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.27%	15.09%	+2.18%

IQDG vs. JIVE - Expense Ratio Comparison

IQDG has a 0.42% expense ratio, which is lower than JIVE's 0.55% expense ratio.

Dividends

IQDG vs. JIVE - Dividend Comparison

IQDG's dividend yield for the trailing twelve months is around 2.38%, less than JIVE's 2.46% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
IQDG WisdomTree International Quality Dividend Growth Fund	2.38%	2.28%	2.60%	1.76%	4.18%	2.67%	1.65%	1.95%	1.96%	1.71%	1.35%
JIVE JPMorgan International Value ETF	2.46%	2.88%	2.48%	0.74%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both IQDG and JIVE in my portfolio?

IQDG and JIVE have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, IQDG or JIVE?

JIVE has higher volatility (4.21%) compared to IQDG (3.99%). In terms of maximum drawdown, IQDG dropped -34.97% vs JIVE's -13.79%.

Which ETF is better, IQDG or JIVE?

On 1-year performance, JIVE leads with 39.92% vs 14.18% for IQDG. On fees, IQDG is cheaper at 0.42% per year. On volatility, IQDG has been the lower-risk option at 3.99%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, IQDG or JIVE?

Over the 1-year period, JIVE has performed better with a 39.92% return vs 14.18%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, IQDG or JIVE?

IQDG is cheaper with a 0.42% expense ratio, compared with 0.55% for JIVE.

Which ETF pays a higher dividend yield, IQDG or JIVE?

JIVE has the higher dividend yield at 2.46%, compared with 2.38% for IQDG.

What is the main difference between IQDG and JIVE?

They also come from different issuers: WisdomTree and JPMorgan. Their fees differ too: 0.42% for IQDG and 0.55% for JIVE.

Which has better risk-adjusted returns?

JIVE currently has the higher Sharpe Ratio (2.65 vs 0.85), 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.