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

ETF | Foreign Large Growth | NYSE Arca

Last Closing

USD 31.59

Change

+0.48 (+1.54)%

Market Cap

USD 0.50B

Volume

0.29M

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.

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 Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-04-08 )

Largest Industry Peers for Foreign Large Growth

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

N/A

USD 1.94B
DNL WisdomTree Global ex-U.S. Qual.. 0.58 %

N/A

USD 0.64B
IDHQ Invesco S&P International Deve.. 0.29 %

N/A

USD 0.26B
IDMO Invesco S&P International Deve.. 0.25 %

N/A

USD 0.16B

ETFs Containing IHDG

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 -13.05% 100% F 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return -13.05% 100% F 69% C-
Trailing 12 Months  
Capital Gain -3.19% 100% F 77% C+
Dividend Return 2.06% 67% D+ 50% F
Total Return -1.13% 100% F 77% C+
Trailing 5 Years  
Capital Gain 12.06% 100% F 78% C+
Dividend Return 7.80% 50% F 29% F
Total Return 19.87% 100% F 73% C
Average Annual (5 Year Horizon)  
Capital Gain 6.83% 83% B 66% D+
Dividend Return 8.25% 83% B 60% D-
Total Return 1.43% 33% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 10.41% 100% F 72% C
Risk Adjusted Return 79.33% 100% F 74% C
Market Capitalization 0.50B 100% F 52% F

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.

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.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.