IQDG - ETF AI Analysis

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WisdomTree International Quality Dividend Growth Fund (IQDG)

Rating:67Neutral

Price Target:―

IQDG, the WisdomTree International Quality Dividend Growth Fund, appears to be a solid, quality-focused ETF, supported by strong holdings like Toyota, AstraZeneca, LVMH, and Inditex, which all benefit from robust financial performance and generally positive outlooks. Some positions such as Deutsche Telekom, ING Groep, and L’Oreal introduce caution due to bearish or overbought technical signals, operational or cash flow challenges, and concerns about valuation. The main risk factor is that several key holdings face valuation and technical pressures at the same time, which could increase volatility even though the overall portfolio quality remains strong.

Positive Factors

Solid Recent Performance

The ETF has shown steady gains over the past three months and year-to-date, indicating positive recent momentum.

Strong International Diversification

Holdings spread across major markets like Japan, the UK, France, and several other countries help reduce reliance on any single economy.

Quality Dividend Growth Focus

The fund targets international companies with a focus on quality and dividend growth, which can support more stable long-term returns.

Negative Factors

Moderately High Expense Ratio

The fund’s expense ratio is higher than many low-cost index ETFs, which can slightly reduce net returns over time.

Concentration in Industrials and Consumer Cyclical

Large weights in industrial and consumer cyclical sectors mean the fund may be more sensitive to economic slowdowns.

Mixed Performance Among Top Holdings

Some major positions, such as LVMH, AstraZeneca, and Deutsche Telekom, have shown weaker recent performance, which can drag on overall returns.

IQDG vs. SPDR S&P 500 ETF (SPY)

AUM701.06M

RegionDeveloped Markets

Expense Ratio0.42%

Beta0.84

IssuerWisdomTree

Inception DateApr 07, 2016

Dividend Yield2.51%

Asset ClassEquity

Index TrackedWisdomTree International Quality Dividend Growth Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume106,048

30 Day Avg. Volume87,377

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

49.01

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering259

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

IQDG Summary

IQDG is an ETF that follows the WisdomTree International Quality Dividend Growth Index, focusing on companies outside the U.S. that pay and grow their dividends. It owns a wide mix of industries, with big weights in industrial and consumer companies from countries like Japan, the UK, and France. Well-known holdings include Toyota Motor and luxury giant LVMH. Someone might invest in IQDG to get global diversification plus a stream of dividend income from financially strong companies. A key risk is that international stock prices and currencies can go up and down, so your investment value can fluctuate.

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 into developed markets outside North America, with a clear tilt toward consumer and industrial champions. Toyota and Inditex are doing much of the heavy lifting, with both stocks rising and helping power the fund’s recent gains. Defensive names like AstraZeneca and Deutsche Telekom are also climbing steadily, adding a bit of ballast. On the flip side, luxury giant LVMH has been losing steam, and BBVA’s mixed performance has kept financials from fully pulling their weight. Overall, leadership is broad but still anchored in a handful of European and Japanese blue chips.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
7203	Toyota Motor	5.44%	$37.25M	¥43.92T	22.70%	80 Outperform
MC	LVMH Moet Hennessy Louis Vuitton	3.42%	$23.40M	€235.47B	-21.72%	78 Outperform
BP	BP p.l.c.	3.38%	$23.12M	£82.12B	24.54%	71 Outperform
ITX	Inditex	3.37%	$23.09M	€160.66B	16.50%	78 Outperform
DTE	Deutsche Telekom	3.03%	$20.71M	€163.01B	-1.68%	67 Neutral
BBVA	Banco Bilbao Vizcaya Argentaria	2.79%	$19.12M	€102.56B	39.92%	76 Outperform
AZN	AstraZeneca	2.77%	$18.98M	$295.60B	19.89%	80 Outperform
INGA	ING GROEP	2.19%	$15.00M	€63.77B	20.39%	61 Neutral
GSK	GlaxoSmithKline	2.17%	$14.84M	£81.32B	34.41%	77 Outperform
OR	L'Oreal	2.12%	$14.52M	€188.29B	-3.47%	71 Outperform

IQDG Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

43.01

Negative

100DMA

41.61

Negative

200DMA

40.23

Positive

Market Momentum

MACD

-0.66

Positive

RSI

28.36

Positive

STOCH

18.25

Positive

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IQDG, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 42.95, equal to the 50-day MA of 43.01, and equal to the 200-day MA of 40.23, indicating a neutral trend. The MACD of -0.66 indicates Positive momentum. The RSI at 28.36 is Positive, neither overbought nor oversold. The STOCH value of 18.25 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IQDG.

IQDG Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
IQDG	―	―	$701.06M	0.42%	67 Neutral
DMXF	―	―	$650.53M	0.12%	65 Neutral
DWM	―	―	$648.51M	0.48%	65 Neutral
NUDM	―	―	$634.46M	0.27%	64 Neutral
EFAX	―	―	$474.83M	0.20%	66 Neutral
JPIN	―	―	$355.50M	0.37%	58 Neutral

Performance Comparison

IQDG

WisdomTree International Quality Dividend Growth Fund

40.81

4.27

11.69%

DMXF

iShares ESG Advanced MSCI EAFE ETF

―

DWM

WisdomTree International Equity Fund

―

NUDM

Nuveen ESG International Developed Markets Equity ETF

―

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.

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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