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-15-2025 |
| End Price | $5,604.14 | $45.12 |
| 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% | 118.76% |
| Annualized Return | 7.12% | 8.07% |
| Current Value of $1,000 Purchase | $2,001 | $2,188 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 32.94% | 40.43% |
| Minimum Return | -25.54% | -18.77% |
| Maximum Return | 137.28% | 147.67% |
| Number Profitable Returns | 6,578 | 6,754 |
| Percent Profitable Returns | 90.61% | 93.03% |
| Number Unprofitable Returns | 682 | 506 |
| Percent Unprofitable Returns | 9.39% | 6.97% |
| Profitable to Unprofitable Returns Ratio | 9.65 | 13.35 |
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