IHDG - ETF AI Analysis
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WisdomTree International Hedged Quality Dividend Growth Fund (IHDG)
Rating:66Neutral
Price Target:―
Positive Factors
Healthy Recent Performance
The fund has shown positive results so far this year and over the past month, indicating recent strength in its strategy.
Broad International Diversification
Holdings spread across many countries such as Japan, the UK, France, Germany, and others help reduce the impact of weakness in any single market.
Mix of Defensive and Growth Sectors
Exposure to areas like financials, industrials, health care, energy, and technology provides a balance between stability and growth potential.
Negative Factors
Relatively 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.
Concentration in a Few Large Holdings
A small number of companies, including Toyota, BP, and LVMH, make up a meaningful share of the portfolio, increasing the impact if any of them struggle.
Mixed Performance Among Top Stocks
Some major holdings such as Toyota and LVMH have shown weak year-to-date performance, which can drag on the fund even as others perform strongly.
IHDG vs. SPDR S&P 500 ETF (SPY)
AUM2.21B
RegionDeveloped Markets
Expense Ratio0.58%
Beta0.79
IssuerWisdomTree
Inception DateMay 07, 2014
Dividend Yield1.82%
Asset ClassEquity
Index TrackedWisdomTree International Hedged Quality Dividend Growth Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume166,144
30 Day Avg. Volume194,430
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
58.55Price 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. It invests in dividend‑paying companies in developed countries outside the U.S. and Canada, while trying to reduce the impact of currency swings. The fund holds well-known names like Toyota Motor and BP, along with many other global firms across sectors such as consumer, financials, and health care. Someone might invest in IHDG for international diversification plus the potential for growing dividend income. A key risk is that international stocks can still rise and fall significantly with global markets.
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 developed markets outside North America, with a strong tilt toward European and Japanese blue chips. ASML has been the star of the show, powering gains as demand for chipmaking gear stays hot, while ING Groep and BP are also rising and giving the fund some steady financial and energy ballast. On the flip side, Toyota, LVMH, and Inditex have been losing steam, dragging on returns and highlighting the fund’s exposure to global autos and luxury retail, even as its sector mix remains fairly diversified overall.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Toyota Motor | 4.61% | $99.13M | ¥39.65T | 12.08% | 80 Outperform | |
| BP p.l.c. | 3.49% | $75.10M | £80.62B | 45.04% | 71 Outperform | |
| LVMH Moet Hennessy Louis Vuitton | 3.33% | $71.65M | €234.26B | -1.09% | 78 Outperform | |
| Inditex | 3.17% | $68.18M | €165.89B | 11.67% | 78 Outperform | |
| Banco Bilbao Vizcaya Argentaria | 2.90% | $62.51M | €113.01B | 45.92% | 76 Outperform | |
| AstraZeneca | 2.70% | $58.09M | $287.95B | 28.75% | 80 Outperform | |
| ― | 2.56% | $55.18M | ― | ― | ― | |
| Deutsche Telekom | 2.54% | $54.70M | €138.03B | -13.49% | 67 Neutral | |
| ING GROEP | 2.49% | $53.48M | €75.69B | 43.02% | 61 Neutral | |
| ASML Holding NV | 2.30% | $49.57M | €528.97B | 111.78% | 76 Outperform |
IHDG Technical Analysis
Positive
―
Price Trends
49.73
Positive
50.02
Positive
48.37
Positive
Market Momentum
0.41
Negative
58.64
Neutral
83.59
Negative
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 50.41, equal to the 50-day MA of 49.73, and equal to the 200-day MA of 48.37, indicating a bullish trend. The MACD of 0.41 indicates Negative momentum. The RSI at 58.64 is Neutral, neither overbought nor oversold. The STOCH value of 83.59 is Negative, 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
51.22
6.89
15.54%
FENI
Fidelity Enhanced International ETF
―
―
―
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
―
―
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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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