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IHDG - ETF AI Analysis
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WisdomTree International Hedged Quality Dividend Growth Fund (IHDG)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several key holdings, such as ASML, Nintendo, and Airbus, have shown strong year-to-date performance, supporting the ETF's overall returns.
Global Diversification
The ETF invests across multiple countries, including the UK, Japan, and Germany, reducing exposure to risks in any single region.
Sector Balance
The fund is diversified across sectors like Industrials, Technology, and Consumer Cyclical, helping to mitigate risks tied to individual industries.
Negative Factors
High Expense Ratio
The ETF has a relatively high expense ratio compared to many passive funds, which could eat into long-term returns.
Underperforming Holdings
Some top holdings, such as Inditex and SAP, have lagged in performance, potentially dragging down the fund's momentum.
Limited U.S. Exposure
With only 6% of assets in U.S. companies, the ETF may miss out on opportunities in the world's largest economy.
IHDG vs. SPDR S&P 500 ETF (SPY)
AUM2.27B
RegionDeveloped Markets
Expense Ratio0.58%
Beta0.76
IssuerWisdomTree
Inception DateMay 07, 2014
Dividend Yield2.54%
Asset ClassEquity
Index TrackedWisdomTree International Hedged Quality Dividend Growth Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume164,377
30 Day Avg. Volume211,256
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
54.45Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering270
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IHDG Summary
The WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) is an ETF that invests in high-quality companies from developed markets outside the U.S. and Canada. It focuses on firms with strong fundamentals and a history of growing dividends, while using a strategy to reduce risks from currency fluctuations. Some of its top holdings include BP and ASML Holding NV, which are well-known global companies. Investors might consider IHDG for diversification and steady income potential from international markets. However, it’s important to know that the fund’s performance can be affected by global economic conditions and the success of its currency hedging strategy.
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
The WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) leans heavily into consumer cyclical and industrial sectors, with names like Toyota and LVMH driving its global focus. Toyota’s mixed performance, with electrification efforts gaining traction but tariff concerns lingering, contrasts with LVMH’s steady rise, fueled by luxury demand. Meanwhile, AstraZeneca shines in healthcare, delivering robust growth and profitability, while BP’s resilience in energy adds a spark to the fund’s returns. However, Deutsche Telekom’s bearish trend and Inditex’s struggles in retail weigh on overall performance. The fund’s developed markets exposure offers diversification but remains concentrated in key sectors and standout names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Toyota Motor | 5.27% | $119.43M | ¥42.49T | 20.85% | 80 Outperform | |
| LVMH Moet Hennessy Louis Vuitton | 4.57% | $103.50M | €310.43B | -3.04% | 78 Outperform | |
| Inditex | 3.62% | $81.98M | €173.55B | 10.31% | 78 Outperform | |
| Banco Bilbao Vizcaya Argentaria | 2.99% | $67.66M | €110.41B | 97.39% | 76 Outperform | |
| ― | 2.80% | $63.37M | ― | ― | ― | |
| BP p.l.c. | 2.74% | $62.19M | £67.22B | 10.94% | 71 Outperform | |
| AstraZeneca | 2.59% | $58.66M | £208.42B | 28.43% | 80 Outperform | |
| Deutsche Telekom | 2.46% | $55.67M | €131.12B | -9.82% | 67 Neutral | |
| ING GROEP | 2.28% | $51.61M | €68.11B | 57.28% | 61 Neutral | |
| L'Oreal | 2.24% | $50.84M | €197.02B | 7.80% | 71 Outperform |
IHDG Technical Analysis
Positive
―
Price Trends
47.19
Positive
46.23
Positive
44.93
Positive
Market Momentum
0.32
Negative
61.27
Neutral
72.14
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IHDG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 47.43, equal to the 50-day MA of 47.19, and equal to the 200-day MA of 44.93, indicating a bullish trend. The MACD of 0.32 indicates Negative momentum. The RSI at 61.27 is Neutral, neither overbought nor oversold. The STOCH value of 72.14 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IHDG.
IHDG Peer Comparison
Comparison Results
Performance Comparison
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
48.23
4.78
11.00%
JIRE
JPMorgan International Research Enhanced Equity ETF
―
―
―
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
―
―
―
BBIN
JPMorgan BetaBuilders International Equity ETF
―
―
―
FENI
Fidelity Enhanced International ETF
―
―
―
EFAV
iShares MSCI EAFE Min Vol Factor 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.
Disclaimer
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.Date of analysis: ―
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