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Upturn AI SWOT - About
WisdomTree International Hedged Quality Dividend Growth Fund (IHDG)
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Upturn Advisory Summary
04/01/2025: IHDG (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -11.35% | Avg. Invested days 34 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 357012 | Beta 0.72 | 52 Weeks Range 41.06 - 47.51 | Updated Date 04/2/2025 |
52 Weeks Range 41.06 - 47.51 | Updated Date 04/2/2025 |
Upturn AI SWOT
WisdomTree International Hedged Quality Dividend Growth Fund
ETF Overview
Overview
The WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) seeks to provide exposure to dividend-paying companies in developed markets outside the U.S., while mitigating currency risk through a hedging strategy. The fund focuses on companies with high quality scores and dividend growth potential.
Reputation and Reliability
WisdomTree is a well-established ETF provider known for its innovative and rules-based investment strategies.
Management Expertise
WisdomTree has a dedicated team of experienced professionals managing its ETF offerings, including expertise in quantitative analysis and currency hedging.
Investment Objective
Goal
To track the investment results of dividend-paying companies in developed markets outside the U.S., while at the same time hedging exposure to fluctuations in the value of foreign currencies relative to the U.S. dollar.
Investment Approach and Strategy
Strategy: The fund uses a rules-based approach to select and weight companies based on quality and dividend growth factors, while simultaneously hedging currency risk.
Composition The ETF primarily holds dividend-paying stocks from developed countries outside of the United States. The holdings are diversified across various sectors.
Market Position
Market Share: The fund's market share is relatively modest compared to broader international equity ETFs.
Total Net Assets (AUM): 2230000000
Competitors
Key Competitors
- Vanguard FTSE Developed Markets ETF (VEA)
- iShares Core MSCI EAFE ETF (IEFA)
- Schwab International Dividend Equity ETF (SCHD)
Competitive Landscape
The international equity ETF market is highly competitive with numerous offerings. IHDG differentiates itself through its focus on quality dividend growth and currency hedging, which may appeal to investors seeking downside protection. However, its expense ratio is relatively higher than some of its larger competitors.
Financial Performance
Historical Performance: Historical performance varies depending on the time period. Investors should review past performance in light of their investment goals.
Benchmark Comparison: The fund's performance relative to its benchmark depends on factors such as currency movements and the performance of its quality and dividend growth screens.
Expense Ratio: 0.58
Liquidity
Average Trading Volume
The average trading volume is moderate, generally sufficient for most investors.
Bid-Ask Spread
The bid-ask spread is typically small, indicating good liquidity and relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic growth in developed markets, interest rate policies, and currency fluctuations can all impact the ETF's performance.
Growth Trajectory
Growth depends on investor demand for international equities and currency-hedged strategies. Changes to the ETF's methodology or holdings can also affect its trajectory.
Moat and Competitive Advantages
Competitive Edge
IHDG's competitive advantages stem from its unique combination of dividend growth, quality screens, and currency hedging. This may attract investors seeking income, growth, and protection from currency volatility. The fund's focus on quality companies may also provide some downside protection during market downturns. However, the currency hedging strategy may add complexity and potentially reduce returns in some market environments.
Risk Analysis
Volatility
The ETF's volatility is generally similar to that of other international equity ETFs.
Market Risk
The ETF is subject to market risk, as the value of its underlying holdings can fluctuate due to economic and political factors. Currency hedging also introduces its own risks.
Investor Profile
Ideal Investor Profile
The ideal investor is a risk-averse investor seeking income and growth from international equities, who is concerned about currency fluctuations.
Market Risk
The ETF is suitable for long-term investors seeking diversification and income, with a focus on downside protection.
Summary
The WisdomTree International Hedged Quality Dividend Growth Fund offers a differentiated approach to international equity investing through its quality dividend growth focus and currency hedging strategy. While its expense ratio is higher than some competitors, it may appeal to investors seeking downside protection and income. Performance depends on market conditions and the effectiveness of its investment strategy. Investors should consider their own risk tolerance and investment goals before investing in this ETF.
Similar Companies
SCHY
Schwab International Dividend Equity ETF
SCHY
Schwab International Dividend Equity ETF
VYMI
Vanguard International High Dividend Yield Index Fund ETF Shares
VYMI
Vanguard International High Dividend Yield Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- WisdomTree website
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Investors should consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WisdomTree International Hedged Quality Dividend Growth Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest at least 80% of its total assets in constituent securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such constituent securities. The index consists of dividend-paying common stocks with growth characteristics of companies in the industrialized world, excluding Canada and the U.S., while at the same time neutralizing exposure to fluctuations of the value of foreign currencies relative to the USD. It is non-diversified.
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