Dividend EFTs: Compare Returns of S&P 500 to WisdomTree International Hedged Quality Dividend Growth Fund (IHDG)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
Compare Returns for S&P 500 and IHDG | ||
---|---|---|
S&P 500 | IHDG | |
Start Date | May-01-2015 | May-29-2015 |
Start Price | $2,800.75 | $20.63 |
End Date | May-01-2025 | May-22-2025 |
End Price | $5,604.14 | $44.83 |
Number Monthly Prices | 121 | 121 |
Min Date | Feb-01-2016 | Sep-30-2015 |
Min Price | $2,532.94 | $18.66 |
Max Date | Dec-01-2024 | Feb-28-2025 |
Max Price | $6,010.09 | $46.21 |
Total Return | 100.09% | 117.35% |
Annualized Return | 7.12% | 8.00% |
Current Value of $1,000 Purchase | $2,001 | $2,174 |
Number Returns | 7,260 | 7,260 |
Average Return | 32.94% | 40.41% |
Minimum Return | -25.54% | -18.77% |
Maximum Return | 137.28% | 147.67% |
Number Profitable Returns | 6,578 | 6,750 |
Percent Profitable Returns | 90.61% | 92.98% |
Number Unprofitable Returns | 682 | 510 |
Percent Unprofitable Returns | 9.39% | 7.02% |
Profitable to Unprofitable Returns Ratio | 9.65 | 13.24 |
IHDG Performance Table and Chart
IHDG Dividend Chart
IHDG Dollar-cost Average
IHDG Trendline Chart
IHDG Moving Average Chart
IHDG Stock Return Map - See Patterns of Gains and Losses
IHDG Stock Returns/Purchase Dates