WisdomTree International Quality Dividend Growth Fund
IQDG - ETF AI Analysis
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WisdomTree International Quality Dividend Growth Fund (IQDG)
IQDG’s rating reflects a solid mix of high-quality international dividend growers, led by strong holdings like Novartis, Toyota, AstraZeneca, ASML, Inditex, LVMH, and BBVA, all supported by robust financial performance and generally favorable technical and valuation profiles. The main risk factor is that several key positions show signs of rich or potentially overvalued pricing and possible overbought conditions, which could limit future upside and add volatility even though the overall portfolio quality remains strong.
IQDG vs. SPDR S&P 500 ETF (SPY)
- AUM
- 691.01M
- Region
- Developed Markets
- Expense Ratio
- 0.42%
- Beta
- 0.86
- Issuer
- WisdomTree
- Inception Date
- Apr 07, 2016
- Dividend Yield
- 2.35%
- Asset Class
- Equity
- Index Tracked
- WisdomTree International Quality Dividend Growth Index
IQDG Summary
IQDG is an exchange-traded fund that follows the WisdomTree International Quality Dividend Growth Index, focusing on non-U.S. companies with strong finances and growing dividend payments. It spreads investments across many countries like Japan, the UK, and Switzerland, and across sectors such as industrials, healthcare, and financials. Well-known holdings include Toyota, Novartis, Roche, and Unilever. Someone might invest in IQDG to get international diversification plus potential dividend income and long-term growth from high-quality global companies. A key risk is that international stock prices and currencies can go up and down, so the value of the ETF can be volatile.
How much will it cost me?
This ETF has an expense ratio of 0.42%, which means you’ll pay about $4.20 per year for every $1,000 you invest. That’s higher than the average low-cost index ETF because this fund uses a more specialized, rules-based strategy to select international dividend growth stocks rather than simply tracking a broad market index.
What would affect this ETF?
IQDG could benefit if developed markets outside North America grow steadily, supporting dividend increases from major holdings like Roche, Novartis, Toyota, and European consumer brands, and if global interest rates stabilize or fall, making dividend-paying stocks more attractive. On the negative side, economic slowdowns in Europe or Japan, tighter regulations on banks and healthcare companies, or rising interest rates that draw investors toward safer bonds could pressure the fund’s industrial, financial, and consumer cyclical holdings and limit future dividend growth.
IQDG Top 10 Holdings
IQDG leans heavily on European healthcare and consumer giants, with Roche and Novartis quietly powering the fund thanks to steady, rising share prices and dependable dividend growth. ASML adds a punch of semiconductor-driven growth, though its recent trading has been more mixed after a strong run. On the consumer side, L’Oréal and Inditex are helping, while luxury heavyweight LVMH has been losing steam and acting as a drag. The fund is firmly anchored in developed markets outside North America, giving investors broad international exposure with a tilt toward defensive, dividend-friendly names.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 CH:NOVN | Novartis AG | 3.33% | $22.88M | CHF 246.17B | 27.54% | 80Outperform |
 RHHVF | Roche Holding AG | ― | ― | ― | ― | 73Outperform |
 JP:7203 | Toyota Motor | 3.19% | $21.92M | JPY 40.43T | 9.15% | 80Outperform |
 AZN | AstraZeneca | ― | ― | ― | ― | 80Outperform |
 ES:ITX | Inditex | 2.61% | $17.95M | EUR 187.18B | 20.57% | 78Outperform |
 FR:OR | L'Oreal | 2.53% | $17.39M | EUR 236.11B | 25.22% | 71Outperform |
 ES:BBVA | Banco Bilbao Vizcaya Argentaria | 2.64% | $18.11M | EUR 129.88B | 27.31% | 76Outperform |
 NL:ASML | ASML Holding NV | 2.74% | $18.82M | EUR 519.88B | 58.28% | 76Outperform |
 FR:MC | LVMH Moet Hennessy Louis Vuitton | 2.45% | $16.82M | EUR 197.44B | -36.31% | 78Outperform |
IQDG Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IQDG, the sentiment is Positive. The current price of 42.96 is above the 20-day moving average (MA) of 42.30, above the 50-day MA of 42.71, and above the 200-day MA of 42.41, indicating a bullish trend. The MACD of 0.00 indicates Negative momentum. The RSI at 53.65 is Neutral, neither overbought nor oversold. The STOCH value of 53.09 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IQDG.
IQDG Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| IQDG | $42.96 | $47.00(9.40% Upside) | $691.01M | 0.42% | 67Neutral |
 GSID | $75.35 | $89.39(18.63% Upside) | $994.97M | 0.20% | 66Neutral |
 NUDM | $39.66 | $53.70(35.40% Upside) | $898.20M | 0.27% | 64Neutral |
 DWM | $74.13 | $85.42(15.23% Upside) | $658.19M | 0.48% | 64Neutral |
 EFAX | $53.92 | $64.30(19.25% Upside) | $486.94M | 0.20% | 66Neutral |
 JPIN | $74.57 | $93.59(25.50% Upside) | $387.87M | 0.37% | 60Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IQDG | WisdomTree International Quality Dividend Growth Fund | 42.96 | 3.51 | 8.90% | |
| GSID | Goldman Sachs MarketBeta International Equity ETF | 75.35 | 9.10 | 13.74% | |
| NUDM | Nuveen ESG International Developed Markets Equity ETF | 39.66 | 4.12 | 11.59% | |
| DWM | WisdomTree International Equity Fund | 74.13 | 8.72 | 13.33% | |
| EFAX | SPDR MSCI EAFE Fossil Fuel Free ETF | 53.92 | 5.36 | 11.04% | |
| JPIN | J.P. Morgan Diversified Return International Equity ETF | 74.57 | 9.43 | 14.47% |
This 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.