From 24/7 Wall St. · Ryne Mauck · · 1m
Fund Beats SCHD with International Hedge
WisdomTree's hedged international fund outperforms U.S. dividend ETFs by 14% in a year.
In brief
WisdomTree's hedged international fund outperforms U.S. dividend ETFs by 14% in a year. IHDG, a hedged international dividend fund, returned 14.26% in a year versus SCHD's 27.18% while hedging currency risk. Originally reported by 24/7 Wall St..
SCHD's U.S. Dividend Focus
SCHD holds $94.9 billion across 100 U.S. dividend stocks.
DGRW Outperforms SCHD
DGRW delivered +271.79% over 10 years versus SCHD's +237.64%.
IHDG's International Hedge
IHDG applies DGRW's quality screen to global markets with currency risk hedged.
IHDG Performance
IHDG returned +14.26% in a year versus DGRW's +11.58%.
Currency Hedge Mechanism
IHDG uses forward contracts to strip out foreign currency exposure.
IHDG vs. SCHD Performance
IHDG returned +42.85% over five years versus SCHD's +59.93%.
IHDG's Distribution
IHDG offers $0.9538 per share quarterly with $2.76 annualized payout.
What Flips the Decision
A falling dollar favors IQDG over IHDG for unhedged exposure.
What to remember
IHDG, a hedged international dividend fund, returned 14.26% in a year versus SCHD's 27.18% while hedging currency risk.
