IQDG vs. JIVE
Compare and contrast key facts about WisdomTree International Quality Dividend Growth Fund (IQDG) and Jpmorgan International Value ETF (JIVE).
IQDG and JIVE 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. JIVE is an actively managed fund by JPMorgan. It was launched on Sep 13, 2023.
Performance
IQDG vs. JIVE - Performance Comparison
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IQDG vs. JIVE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IQDG WisdomTree International Quality Dividend Growth Fund | -3.13% | 24.19% | -3.38% | 9.24% |
JIVE Jpmorgan International Value ETF | 6.68% | 49.80% | 11.22% | 5.38% |
Returns By Period
In the year-to-date period, IQDG achieves a -3.13% return, which is significantly lower than JIVE's 6.68% return.
IQDG
- 1D
- 3.08%
- 1M
- -9.12%
- YTD
- -3.13%
- 6M
- 1.34%
- 1Y
- 15.12%
- 3Y*
- 8.05%
- 5Y*
- 4.03%
- 10Y*
- —
JIVE
- 1D
- 2.99%
- 1M
- -6.76%
- YTD
- 6.68%
- 6M
- 16.90%
- 1Y
- 42.49%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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IQDG vs. JIVE - Expense Ratio Comparison
IQDG has a 0.42% expense ratio, which is lower than JIVE's 0.55% expense ratio.
Return for Risk
IQDG vs. JIVE — Risk / Return Rank
IQDG
JIVE
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.
| IQDG | JIVE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 2.52 | -1.68 |
Sortino ratioReturn per unit of downside risk | 1.26 | 3.20 | -1.94 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.50 | -0.33 |
Calmar ratioReturn relative to maximum drawdown | 1.13 | 3.50 | -2.37 |
Martin ratioReturn relative to average drawdown | 4.10 | 14.57 | -10.47 |
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
| IQDG | JIVE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 2.52 | -1.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 1.90 | -1.47 |
Correlation
The correlation between IQDG and JIVE is 0.83, 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
IQDG vs. JIVE - Dividend Comparison
IQDG's dividend yield for the trailing twelve months is around 2.28%, less than JIVE's 2.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
IQDG WisdomTree International Quality Dividend Growth Fund | 2.28% | 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 | 2.70% | 2.88% | 2.48% | 0.74% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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.
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Drawdown Indicators
| IQDG | JIVE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.97% | -13.79% | -21.18% |
Max Drawdown (1Y)Largest decline over 1 year | -12.35% | -11.96% | -0.39% |
Max Drawdown (5Y)Largest decline over 5 years | -34.97% | — | — |
Current DrawdownCurrent decline from peak | -9.59% | -7.13% | -2.46% |
Average DrawdownAverage peak-to-trough decline | -7.57% | -1.95% | -5.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.40% | 2.87% | +0.53% |
Volatility
IQDG vs. JIVE - Volatility Comparison
WisdomTree International Quality Dividend Growth Fund (IQDG) and Jpmorgan International Value ETF (JIVE) have volatilities of 7.93% and 7.78%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IQDG | JIVE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.93% | 7.78% | +0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 11.56% | 11.07% | +0.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.12% | 16.93% | +1.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.56% | 14.85% | +2.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.42% | 14.85% | +2.57% |