IQDG - ETF AI Analysis
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WisdomTree International Quality Dividend Growth Fund (IQDG)
Rating:66Neutral
Price Target:―
Positive Factors
International Diversification
The fund spreads its investments across many countries such as Japan, the UK, France, and others, which can reduce the impact of problems in any single market.
Mix of Sectors
Holdings are spread across areas like consumer, financials, industrials, health care, and technology, helping avoid relying too heavily on one part of the economy.
Several Strong Top Holdings
Some of the largest positions, including BP, ASML, AstraZeneca, Deutsche Telekom, and GSK, have shown strong year-to-date performance that supports the fund’s overall results.
Negative Factors
Moderate Expense Ratio
The fund’s fee is not especially low for an ETF, which slightly reduces the net return investors keep over time.
Mixed Performance Among Top Holdings
Key positions such as Toyota, LVMH, and BBVA have been weak so far this year, which can drag on the fund’s overall performance.
Recent Performance Bumpiness
While the fund’s year-to-date return is positive, the recent three-month period has been weak, showing that returns can be uneven over shorter time frames.
IQDG vs. SPDR S&P 500 ETF (SPY)
AUM696.04M
RegionDeveloped Markets
Expense Ratio0.42%
Beta0.86
IssuerWisdomTree
Inception DateApr 07, 2016
Dividend Yield2.4%
Asset ClassEquity
Index TrackedWisdomTree International Quality Dividend Growth Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume29,022
30 Day Avg. Volume51,327
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
49.12Price 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 stock ETF that follows the WisdomTree International Quality Dividend Growth Index. It focuses on companies outside the U.S. that have strong finances and a history of growing their dividends. The fund owns well-known names like Toyota Motor and BP, along with many other firms across Europe and Asia. Someone might invest in IQDG to get global diversification plus potential dividend income and long-term growth from high-quality companies. A key risk is that international stocks can be volatile and can go up or down with global markets and currency swings.
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 European and Japanese blue chips. ASML has been the fund’s star performer, powering gains as demand for chipmaking equipment stays hot, while Inditex and BBVA add steady strength from Europe’s consumer and banking corners. On the flip side, Toyota and Deutsche Telekom have been losing steam lately, acting as mild brakes on performance, and LVMH’s mixed luxury story hasn’t helped. Overall, the fund is diversified but still driven by a handful of big international names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Toyota Motor | 4.40% | $30.60M | ¥30.85T | 15.24% | 80 Outperform | |
| LVMH Moet Hennessy Louis Vuitton | 3.44% | $23.92M | €244.37B | 4.73% | 78 Outperform | |
| Inditex | 3.31% | $23.04M | €167.26B | 27.26% | 78 Outperform | |
| Banco Bilbao Vizcaya Argentaria | 3.22% | $22.42M | €122.86B | 79.95% | 76 Outperform | |
| BP p.l.c. | 3.16% | $22.02M | £79.90B | 30.16% | 71 Outperform | |
| ― | 2.74% | $19.05M | ― | ― | ― | |
| ING GROEP | 2.63% | $18.28M | €79.09B | 45.76% | 61 Neutral | |
| ASML Holding NV | 2.62% | $18.24M | €587.11B | 146.60% | 76 Outperform | |
| AstraZeneca | 2.36% | $16.45M | $262.47B | 20.99% | 80 Outperform | |
| Deutsche Telekom | 2.35% | $16.35M | €129.66B | -10.37% | 67 Neutral |
IQDG Technical Analysis
Positive
―
Price Trends
42.54
Positive
41.75
Positive
41.25
Positive
Market Momentum
0.10
Positive
51.34
Neutral
36.27
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 43.03, equal to the 50-day MA of 42.54, and equal to the 200-day MA of 41.25, indicating a neutral trend. The MACD of 0.10 indicates Positive momentum. The RSI at 51.34 is Neutral, neither overbought nor oversold. The STOCH value of 36.27 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
42.99
3.81
9.72%
JHMD
John Hancock Multifactor Developed International ETF
―
―
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NUDM
Nuveen ESG International Developed Markets Equity ETF
―
―
―
DWM
WisdomTree International Equity Fund
―
―
―
EFAX
SPDR MSCI EAFE Fossil Fuel Free ETF
―
―
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JPIN
J.P. Morgan Diversified Return International Equity ETF
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―
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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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