IQDG - ETF AI Analysis
Top Page
WisdomTree International Quality Dividend Growth Fund (IQDG)
Rating:66Neutral
Price Target:―
Positive Factors
Solid Year-to-Date Performance
The fund has delivered steady gains so far this year, showing resilience across different market conditions.
Broad International Diversification
Holdings spread across many countries such as Japan, the UK, France, Germany, and others help reduce the impact of problems in any single market.
Mix of Strong Dividend and Growth Names
Top holdings include several well-known companies with strong recent performance, supporting both income and growth potential for investors.
Negative Factors
Notable Weakness in Some Major Holdings
A few of the largest positions, including well-known consumer and healthcare names, have shown weak performance this year, which can drag on overall returns.
Moderate Expense Ratio
The fund’s fees are not extremely high but are also not among the lowest, meaning costs still take a noticeable bite out of long-term returns.
Limited U.S. Market Exposure
With only a small portion invested in U.S. companies, the ETF may lag if U.S. stocks strongly outperform international markets.
IQDG vs. SPDR S&P 500 ETF (SPY)
AUM687.07M
RegionDeveloped Markets
Expense Ratio0.42%
Beta0.84
IssuerWisdomTree
Inception DateApr 07, 2016
Dividend Yield2.38%
Asset ClassEquity
Index TrackedWisdomTree International Quality Dividend Growth Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume36,965
30 Day Avg. Volume32,903
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
51.17Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering262
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IQDG Summary
IQDG is an international ETF that follows the WisdomTree International Quality Dividend Growth Index, focusing on companies outside the U.S. that have strong finances and a history of growing their dividends. It holds well-known names like Toyota Motor and LVMH, spread across countries such as Japan, the UK, France, and Germany, and across many sectors. Someone might invest in IQDG to add global diversification and steady dividend growth potential to their portfolio. A key risk is that international stocks can go up and down with global markets and currency changes.
How much will it cost me?The expense ratio for IQDG is 0.42%, which means you’ll pay $4.20 per year for every $1,000 invested. This is slightly higher than average because the fund is actively managed, focusing on selecting high-quality international companies with strong dividend growth potential.
What would affect this ETF?The IQDG ETF, focused on developed markets outside North America, could benefit from global economic growth and increased demand for high-quality dividend-paying companies, particularly in sectors like technology and industrials. However, it may face challenges from rising interest rates, which can pressure dividend-paying stocks, and potential economic slowdowns in key regions like Europe or Japan. Regulatory changes or geopolitical tensions in these developed markets could also impact the performance of its top holdings, such as BP, ASML, and SAP.
IQDG Top 10 Holdings
IQDG leans heavily on European financials and global blue chips, with Spain’s BBVA and ING Groep in the Netherlands quietly powering the fund thanks to rising share prices and steady dividends. ASML adds a strong semiconductor tilt, acting as a key growth engine as its momentum remains robust. On the other side of the ledger, luxury giant LVMH has been losing steam, while AstraZeneca’s recent slide has been a drag. Toyota and BP are more mixed, leaving this developed-markets, ex-North America portfolio driven mainly by European banks and one standout chip maker.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Toyota Motor | 4.58% | $31.29M | ¥35.82T | 0.47% | 80 Outperform | |
| Banco Bilbao Vizcaya Argentaria | 3.63% | $24.82M | €138.84B | 55.49% | 76 Outperform | |
| BP p.l.c. | 3.46% | $23.65M | £83.80B | 28.35% | 71 Outperform | |
| Inditex | 3.26% | $22.27M | €165.83B | 18.66% | 78 Outperform | |
| ING GROEP | 2.89% | $19.76M | €88.37B | 43.48% | 61 Neutral | |
| LVMH Moet Hennessy Louis Vuitton | 2.67% | $18.25M | €197.91B | -21.62% | 78 Outperform | |
| ASML Holding NV | 2.56% | $17.51M | €575.80B | 85.19% | 76 Outperform | |
| AstraZeneca | 2.30% | $15.73M | $259.99B | 13.18% | 80 Outperform | |
| Deutsche Telekom | 2.28% | $15.60M | €129.66B | -5.42% | 67 Neutral | |
| L'Oreal | 2.21% | $15.09M | €206.94B | 5.07% | 71 Outperform |
IQDG Technical Analysis
Positive
―
Price Trends
43.75
Negative
43.06
Positive
42.23
Positive
Market Momentum
-0.28
Positive
45.62
Neutral
23.44
Neutral
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 undefined is equal to the 20-day moving average (MA) of 43.55, equal to the 50-day MA of 43.75, and equal to the 200-day MA of 42.23, indicating a neutral trend. The MACD of -0.28 indicates Positive momentum. The RSI at 45.62 is Neutral, neither overbought nor oversold. The STOCH value of 23.44 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
Performance Comparison
IQDG
WisdomTree International Quality Dividend Growth Fund
43.18
4.48
11.58%
JHMD
John Hancock Multifactor Developed International ETF
―
―
―
NUDM
Nuveen ESG International Developed Markets Equity ETF
―
―
―
DWM
WisdomTree International Equity Fund
―
―
―
EFAX
SPDR MSCI EAFE Fossil Fuel Free ETF
―
―
―
JPIN
J.P. Morgan Diversified Return International Equity ETF
―
―
―
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: ―
Table of Contents