ducovest

IHDG:ARCA-WisdomTree International Hedged Quality Dividend Growth Fund (USD)

ETF | Foreign Large Growth | NYSE Arca

Last Closing

USD 43.89

Change

+0.41 (+0.94)%

Market Cap

USD 0.50B

Volume

0.31M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree International Hedged Quality Dividend Growth Index. The fund will invest at least 80% of its total assets in the component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. It is non-diversified.

Company Website : www.wisdomtree.com

Currency: USD

Country : USA

Inception Date: 07/05/2014

Primary Benchmark: WisdomTree Intl Hdgd Qual Div Grw TR USD

Primary Index: MSCI ACWI Ex USA NR USD

Gross Expense Ratio: 0.58%

Management Expense Ratio: 0.58 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-23 )

Largest Industry Peers for Foreign Large Growth

Symbol Name Mer Price(Change) Market Cap
IMTM iShares MSCI Intl Momentum Fac.. 0.30 %

+0.29 (+0.78%)

 USD 2.28B
PIZ Invesco DWA Developed Markets .. 0.80 %

-0.17 (-0.46%)

 USD 0.18B
DNL WisdomTree Global ex-U.S. Qual.. 0.58 %

+0.13 (+0.36%)

 N/A
IDHQ Invesco S&P International Deve.. 0.29 %

-0.01 (-0.04%)

 N/A
IDMO Invesco S&P International Deve.. 0.25 %

+0.20 (+0.49%)

 N/A

ETFs Containing IHDG

INC 4.00 % 0.00 %

N/A

 N/A

Market Performance

  Market Performance vs. Industry/Classification (Foreign Large Growth) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.52% 57% F 52% F
Dividend Return 1.54% 29% F 26% F
Total Return 6.06% 57% F 45% F
Trailing 12 Months  
Capital Gain 4.77% 57% F 53% F
Dividend Return 1.54% 29% F 26% F
Total Return 6.31% 57% F 46% F
Trailing 5 Years  
Capital Gain 20.41% 57% F 61% D-
Dividend Return 22.78% 100% F 70% C-
Total Return 43.19% 86% B+ 64% D
Average Annual (5 Year Horizon)  
Capital Gain 6.99% 80% B- 57% F
Dividend Return 9.99% 80% B- 59% D-
Total Return 2.99% 100% F 63% D
Risk Return Profile  
Volatility (Standard Deviation) 13.76% 100% F 70% C-
Risk Adjusted Return 72.60% 80% B- 84% B
Market Capitalization 0.50B N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:

There is nothing we particularly dislike