IQDG - ETF AI Analysis
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WisdomTree International Quality Dividend Growth Fund (IQDG)
Rating:67Neutral
Price Target:―
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)
AUM698.83M
RegionDeveloped Markets
Expense Ratio0.42%
Beta0.86
IssuerWisdomTree
Inception DateApr 07, 2016
Dividend Yield2.24%
Asset ClassEquity
Index TrackedWisdomTree International Quality Dividend Growth Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume54,385
30 Day Avg. Volume88,604
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
50.06Price 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 on international consumer and industrial champions, but its biggest names are a bit out of sync. Toyota, a top holding, has been losing steam lately, weighing on returns rather than pulling the fund forward. Luxury giant LVMH and fashion powerhouse Inditex are also lagging, showing that high-end shoppers aren’t giving this ETF much lift right now. Offsetting some of that weakness, BP has been rising and providing a welcome energy tailwind, while steady names like AstraZeneca and GlaxoSmithKline help keep this developed-markets, ex-North America portfolio on a more even keel.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Toyota Motor | 5.62% | $37.53M | ¥42.32T | 43.92% | 80 Outperform | |
| BP p.l.c. | 3.80% | $25.37M | £90.87B | 69.42% | 71 Outperform | |
| LVMH Moet Hennessy Louis Vuitton | 3.39% | $22.67M | €234.15B | -8.00% | 78 Outperform | |
| Inditex | 3.34% | $22.29M | €158.11B | 19.11% | 78 Outperform | |
| Deutsche Telekom | 2.97% | $19.82M | €150.49B | -2.08% | 67 Neutral | |
| Banco Bilbao Vizcaya Argentaria | 2.87% | $19.14M | €106.89B | 78.60% | 76 Outperform | |
| AstraZeneca | 2.84% | $18.95M | $313.97B | 52.31% | 80 Outperform | |
| GlaxoSmithKline | 2.25% | $15.03M | £85.69B | 61.02% | 77 Outperform | |
| ING GROEP | 2.18% | $14.58M | €65.04B | 49.91% | 61 Neutral | |
| L'Oreal | 2.17% | $14.47M | €190.72B | 3.97% | 71 Outperform |
IQDG Technical Analysis
Neutral
―
Price Trends
42.24
Negative
41.61
Negative
40.32
Positive
Market Momentum
-0.54
Negative
49.95
Neutral
85.79
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IQDG, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 40.31, equal to the 50-day MA of 42.24, and equal to the 200-day MA of 40.32, indicating a neutral trend. The MACD of -0.54 indicates Negative momentum. The RSI at 49.95 is Neutral, neither overbought nor oversold. The STOCH value of 85.79 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for IQDG.
IQDG Peer Comparison
Comparison Results
Performance Comparison
IQDG
WisdomTree International Quality Dividend Growth Fund
40.87
7.25
21.56%
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
―
―
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JPIN
J.P. Morgan Diversified Return International Equity 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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