IQDG vs. VIGI
Compare and contrast key facts about WisdomTree International Quality Dividend Growth Fund (IQDG) and Vanguard International Dividend Appreciation ETF (VIGI).
IQDG and VIGI 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. VIGI is a passively managed fund by Vanguard that tracks the performance of the NASDAQ International DividendAchieversSelect Index. It was launched on Feb 25, 2016. Both IQDG and VIGI 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 VIGI.
Key characteristics
| IQDG | VIGI | |
|---|---|---|
| YTD Return | 6.81% | 11.01% |
| 1Y Return | 16.68% | 19.01% |
| 3Y Return (Ann) | 0.39% | 2.22% |
| 5Y Return (Ann) | 8.34% | 8.51% |
| Sharpe Ratio | 1.31 | 1.72 |
| Daily Std Dev | 13.61% | 11.68% |
| Max Drawdown | -34.97% | -31.01% |
| Current Drawdown | -3.00% | -1.09% |
Correlation
The correlation between IQDG and VIGI is 0.88, 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. VIGI - Performance Comparison
In the year-to-date period, IQDG achieves a 6.81% return, which is significantly lower than VIGI's 11.01% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IQDG vs. VIGI - Expense Ratio Comparison
IQDG has a 0.42% expense ratio, which is higher than VIGI's 0.15% expense ratio.
Risk-Adjusted Performance
IQDG vs. VIGI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Quality Dividend Growth Fund (IQDG) and Vanguard International Dividend Appreciation ETF (VIGI). 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. VIGI - Dividend Comparison
IQDG's dividend yield for the trailing twelve months is around 1.87%, more than VIGI's 1.75% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
IQDG WisdomTree International Quality Dividend Growth Fund | 1.87% | 1.76% | 4.18% | 2.67% | 1.65% | 1.95% | 1.96% | 1.71% | 1.35% |
VIGI Vanguard International Dividend Appreciation ETF | 1.75% | 1.92% | 2.06% | 7.02% | 1.29% | 1.83% | 1.99% | 1.75% | 0.98% |
Drawdowns
IQDG vs. VIGI - Drawdown Comparison
The maximum IQDG drawdown since its inception was -34.97%, which is greater than VIGI's maximum drawdown of -31.01%. Use the drawdown chart below to compare losses from any high point for IQDG and VIGI. For additional features, visit the drawdowns tool.
Volatility
IQDG vs. VIGI - Volatility Comparison
WisdomTree International Quality Dividend Growth Fund (IQDG) has a higher volatility of 4.41% compared to Vanguard International Dividend Appreciation ETF (VIGI) at 3.57%. This indicates that IQDG's price experiences larger fluctuations and is considered to be riskier than VIGI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.