IHDG vs SCZ: Holdings Overlap
IHDGWisdomTree International Hedged Quality Dividend Growth Fund
WisdomTree · 271 holdings · $2.2B · as of 2026-03-31
SCZiShares MSCI EAFE Small-Cap ETF
iShares · 2044 holdings · $13.5B · as of 2026-04-30
Holdings snapshots are 30 days apart (IHDG: 2026-03-31, SCZ: 2026-04-30). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are IHDG and SCZ?
WisdomTree International Hedged Quality Dividend Growth Fund (IHDG, by WisdomTree) holds 271 positions; iShares MSCI EAFE Small-Cap ETF (SCZ, by iShares) holds 2044. They have 88 holdings in common, and by portfolio weight the two funds are 5.4% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 5.4%Sum of the smaller weight of each shared holding
- Shared Holdings
- 88IHDG holds 271 · SCZ holds 2044
- Weight in Shared Holdings
- IHDG 6%·SCZ 9%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in IHDG
183 of 271 positions (90.1% of the fund) are not held by SCZ. Showing the top 30 by weight.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IHDG | +1.9% | +12.1% | +22.6% | +12.8% | +7.8% | +10.6% | 1.77% |
| SCZ | +4.1% | +13.5% | +20.2% | +16.6% | +5.9% | +8.6% | 3.07% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in IHDG vs SCZ →
Shared Holdings(88)
The top 10 shared positions account for 25% of the overlap, led by EDEN, ANDR and FRO.
 EDENEdenred SA EUR2 | 0.16% | 0.16% | 0.16% |
|---|---|---|---|
 ANDRAndritz AG NPV (BR) | 0.15% | 0.16% | 0.15% |
 FROFrontline Plc COM | 0.17% | 0.14% | 0.14% |
 BGEOLion Finance Group PLC ORD GBP0.01 | 0.15% | 0.14% | 0.14% |
 8359Hachijuni Nagano Bank Ltd. NPV | 0.19% | 0.14% | 0.14% |
 VKVallourec SA EUR0.02 | 0.29% | 0.14% | 0.14% |
 HSXHiscox Ltd ORD GBP0.065 (DI) | 0.13% | 0.19% | 0.13% |
 5332Toto Ltd NPV | 0.13% | 0.13% | 0.13% |
 8377Hokuhoku Financial Group, Inc. NPV | 0.13% | 0.11% | 0.11% |
 7261Mazda Motor Corp. NPV | 0.13% | 0.11% | 0.11% |
 VALMTValmet Oyj NPV | 0.13% | 0.10% | 0.10% |
 5706Mitsui Kinzoku Co Ltd. NPV | 0.10% | 0.43% | 0.10% |
 HWDNHowden Joinery Group PLC ORD GBP0.10 | 0.10% | 0.16% | 0.10% |
 1911Sumitomo Forestry Co Ltd. NPV | 0.10% | 0.12% | 0.10% |
 SUNSulzer AG CHF0.01 (REGD) | 0.10% | 0.10% | 0.10% |
 RBREWRoyal Unibrew A/S DKK2 | 0.09% | 0.09% | 0.09% |
 AXFOAxfood AB NPV | 0.15% | 0.09% | 0.09% |
 KCRKonecranes Oyj NPV | 0.09% | 0.18% | 0.09% |
 6113Amada Co Ltd NPV | 0.09% | 0.14% | 0.09% |
 VPKKoninklijke Vopak N.V. EUR0.50 | 0.13% | 0.08% | 0.08% |
 6856Horiba Ltd. NPV | 0.08% | 0.13% | 0.08% |
 TBCGTBC Bank Group PLC ORD GBP0.01 | 0.12% | 0.08% | 0.08% |
 7276Koito Manufacturing Co., Ltd. NPV | 0.07% | 0.08% | 0.07% |
 3405Kuraray Co Ltd NPV | 0.07% | 0.08% | 0.07% |
 MAIREMaire S.p.A. NPV | 0.09% | 0.07% | 0.07% |
Frequently Asked Questions
How much do IHDG and SCZ overlap?
IHDG and SCZ overlap by 5.4% of portfolio weight. They share 88 holdings (IHDG holds 271 positions and SCZ holds 2044), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IHDG and SCZ?
The two portfolios are 5.4% identical by weight. Owning both is not redundant. Most of each portfolio is distinct, so the funds can serve different roles.
What are the biggest shared holdings of IHDG and SCZ?
The largest positions held by both funds are EDEN, ANDR, FRO, BGEO and 8359. Together the top 10 shared positions account for 25% of the total overlap.
What does IHDG own that SCZ doesn't?
183 positions (90.1% of IHDG) are unique to IHDG, led by 7203, BP- and MC. In the other direction, 1956 positions (89.9% of SCZ) are unique to SCZ.