IHDG - ETF AI Analysis
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WisdomTree International Hedged Quality Dividend Growth Fund (IHDG)
Rating:65Neutral
Price Target:―
Positive Factors
Solid Recent Performance
The fund has delivered steady gains so far this year, suggesting its strategy has been working in the current market.
Global Diversification Across Developed Markets
Holdings spread across countries like Japan, the UK, France, Germany, and others help reduce the impact of problems in any single market.
Exposure to Strongly Performing Leaders
Several top holdings, including ASML, BP, and ING, have shown strong performance, which has supported the ETF’s overall returns.
Negative Factors
High Expense Ratio
The fund’s fee is on the higher side for an ETF, which can eat into long-term returns compared with lower-cost options.
Mixed Results Among Top Holdings
Some major positions like Toyota, LVMH, AstraZeneca, and Deutsche Telekom have been weak this year, which can drag on performance if the trend continues.
Concentration in a Few Large Positions
A meaningful share of assets is tied up in a small number of companies, increasing the impact if any of these holdings run into trouble.
IHDG vs. SPDR S&P 500 ETF (SPY)
AUM2.10B
RegionDeveloped Markets
Expense Ratio0.58%
Beta0.75
IssuerWisdomTree
Inception DateMay 07, 2014
Dividend Yield1.78%
Asset ClassEquity
Index TrackedWisdomTree International Hedged Quality Dividend Growth Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume75,160
30 Day Avg. Volume106,689
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
61.63Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering267
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IHDG Summary
IHDG is an ETF that follows the WisdomTree International Hedged Quality Dividend Growth Index, focusing on companies outside the U.S. and Canada that pay and grow their dividends. It owns well-known names like Toyota and LVMH, spread across countries such as Japan, the UK, and France, and across many sectors. Investors might choose this fund to get international diversification, potential dividend income, and some protection from currency swings. A key risk is that it still invests in stocks, so its value can rise and fall with global markets, and the currency hedge may not always work in your favor.
How much will it cost me?The expense ratio for the WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) is 0.58%, which means you’ll pay $5.80 per year for every $1,000 invested. This is higher than average because the fund is actively managed and employs strategies like currency hedging and dividend growth screening.
What would affect this ETF?The ETF's focus on developed markets outside North America and its exposure to sectors like technology, industrials, and healthcare could benefit from global economic growth, technological innovation, and increased healthcare demand. However, potential risks include regulatory changes in key regions, fluctuating energy prices affecting holdings like BP, and economic slowdowns in Europe or Japan, which could impact companies like SAP and Nintendo. Currency fluctuations are mitigated by the fund's hedging strategy, providing some protection against adverse exchange rate movements.
IHDG Top 10 Holdings
IHDG leans heavily on Europe and Japan, with a mix of banks, energy, autos, luxury, and semiconductors steering returns. ASML has been a powerful engine for the fund, with its chip-making prowess helping drive performance. European financials like BBVA and ING are also rising, giving the ETF a solid backbone of dividend-paying banks. BP adds energy strength, while Toyota has been more mixed and LVMH is clearly losing steam, dragging on results. Overall, the fund is diversified across sectors but notably tilted toward international blue-chip cyclicals.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Toyota Motor | 4.57% | $95.29M | ¥35.40T | 0.67% | 80 Outperform | |
| Banco Bilbao Vizcaya Argentaria | 3.62% | $75.46M | €140.28B | 55.90% | 76 Outperform | |
| BP p.l.c. | 3.33% | $69.49M | £86.30B | 29.66% | 71 Outperform | |
| Inditex | 3.21% | $66.96M | €165.77B | 16.72% | 78 Outperform | |
| ING GROEP | 2.90% | $60.37M | €88.64B | 43.77% | 61 Neutral | |
| LVMH Moet Hennessy Louis Vuitton | 2.65% | $55.24M | €195.40B | -23.79% | 78 Outperform | |
| ASML Holding NV | 2.55% | $53.24M | €581.61B | 86.21% | 76 Outperform | |
| AstraZeneca | 2.27% | $47.27M | $257.92B | 12.66% | 80 Outperform | |
| Deutsche Telekom | 2.24% | $46.71M | €129.13B | -6.97% | 67 Neutral | |
| L'Oreal | 2.15% | $44.92M | €202.87B | 5.46% | 71 Outperform |
IHDG Technical Analysis
Negative
―
Price Trends
52.76
Negative
51.89
Positive
50.41
Positive
Market Momentum
-0.15
Negative
46.85
Neutral
49.47
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IHDG, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 52.30, equal to the 50-day MA of 52.76, and equal to the 200-day MA of 50.41, indicating a neutral trend. The MACD of -0.15 indicates Negative momentum. The RSI at 46.85 is Neutral, neither overbought nor oversold. The STOCH value of 49.47 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IHDG.
IHDG Peer Comparison
Comparison Results
Performance Comparison
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
51.90
6.20
13.57%
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
―
―
―
BBIN
JPMorgan BetaBuilders International Equity ETF
―
―
―
EFAV
iShares MSCI EAFE Min Vol Factor ETF
―
―
―
HFXI
IQ 50 Percent Hedged FTSE International ETF
―
―
―
DDWM
WisdomTree Dynamic Currency Hedged International Equity Fund
―
―
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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