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WisdomTree US Quality Dividend Growth UCITS ETF - ...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

IE00BZ56RG20

WKN

A2AGPV

Issuer

WisdomTree

Inception Date

Jun 3, 2016

Leveraged

1x

Index Tracked

WisdomTree U.S. Quality Dividend Growth UCITS Index

Domicile

Ireland

Distribution Policy

Distributing

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Value

Expense Ratio

DGRG.L features an expense ratio of 0.33%, falling within the medium range.


Expense ratio chart for DGRG.L: current value at 0.33% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.33%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
DGRG.L vs. GGRG.L DGRG.L vs. GDE DGRG.L vs. VHYG.L DGRG.L vs. AAPL DGRG.L vs. JEPQ DGRG.L vs. VOO
Popular comparisons:
DGRG.L vs. GGRG.L DGRG.L vs. GDE DGRG.L vs. VHYG.L DGRG.L vs. AAPL DGRG.L vs. JEPQ DGRG.L vs. VOO

Performance

Performance Chart

The chart shows the growth of an initial investment of £10,000 in WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%15.00%SeptemberOctoberNovemberDecember2025February
8.74%
12.69%
DGRG.L (WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc)
Benchmark (^GSPC)

Returns By Period

WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc had a return of 3.14% year-to-date (YTD) and 17.64% in the last 12 months.


DGRG.L

YTD

3.14%

1M

-0.45%

6M

8.74%

1Y

17.64%

5Y*

13.76%

10Y*

N/A

^GSPC (Benchmark)

YTD

3.96%

1M

2.77%

6M

10.09%

1Y

21.57%

5Y*

12.62%

10Y*

11.30%

*Annualized

Monthly Returns

The table below presents the monthly returns of DGRG.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20254.52%3.14%
20242.66%3.84%3.12%-2.69%0.33%5.70%0.34%-0.32%0.43%3.54%5.17%-3.18%20.13%
20230.18%0.74%-0.39%0.28%0.70%3.85%1.58%0.20%-1.59%-1.98%3.57%4.57%12.11%
2022-4.80%-1.98%6.19%0.73%-2.18%-2.51%6.18%2.16%-2.48%5.34%-0.62%-2.95%2.31%
2021-0.40%-1.06%7.44%2.11%-0.76%3.23%2.17%2.93%-2.14%3.29%3.77%4.16%27.24%
2020-1.03%-7.23%-5.28%8.27%4.10%2.47%-1.65%5.57%1.74%-4.05%6.56%0.27%8.76%
20193.12%3.56%3.33%3.03%-3.61%5.20%7.80%-2.37%2.37%-3.47%4.15%-0.05%24.78%
2018-0.45%-0.45%-6.12%2.78%5.64%1.01%4.22%3.85%0.79%-4.16%1.10%-8.38%-1.18%
2017-1.16%6.25%-0.24%-2.04%1.87%0.21%-0.22%3.03%-1.60%3.85%2.28%2.69%15.61%
20168.29%4.57%0.48%0.64%4.58%2.30%2.95%26.12%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 76, DGRG.L is among the top 24% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of DGRG.L is 7676
Overall Rank
The Sharpe Ratio Rank of DGRG.L is 6868
Sharpe Ratio Rank
The Sortino Ratio Rank of DGRG.L is 7373
Sortino Ratio Rank
The Omega Ratio Rank of DGRG.L is 6969
Omega Ratio Rank
The Calmar Ratio Rank of DGRG.L is 9191
Calmar Ratio Rank
The Martin Ratio Rank of DGRG.L is 7878
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc (DGRG.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for DGRG.L, currently valued at 1.62, compared to the broader market0.002.004.001.621.83
The chart of Sortino ratio for DGRG.L, currently valued at 2.46, compared to the broader market0.005.0010.002.462.47
The chart of Omega ratio for DGRG.L, currently valued at 1.30, compared to the broader market0.501.001.502.002.503.001.301.33
The chart of Calmar ratio for DGRG.L, currently valued at 3.94, compared to the broader market0.005.0010.0015.003.942.76
The chart of Martin ratio for DGRG.L, currently valued at 10.82, compared to the broader market0.0020.0040.0060.0080.00100.0010.8211.27
DGRG.L
^GSPC

The current WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc Sharpe ratio is 1.62. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00SeptemberOctoberNovemberDecember2025February
1.62
1.66
DGRG.L (WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc)
Benchmark (^GSPC)

Dividends

Dividend History


WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-7.00%-6.00%-5.00%-4.00%-3.00%-2.00%-1.00%0.00%SeptemberOctoberNovemberDecember2025February
-1.73%
-2.05%
DGRG.L (WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc was 22.57%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.

The current WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc drawdown is 1.73%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-22.57%Feb 20, 202023Mar 23, 202099Aug 24, 2020122
-15.21%Oct 4, 201858Dec 24, 201881Apr 23, 2019139
-11.39%Jan 30, 201840Mar 26, 201851Jun 11, 201891
-10.07%Jan 4, 202238Feb 24, 202238Apr 21, 202276
-9.91%Apr 29, 202232Jun 16, 202230Jul 28, 202262

Volatility

Volatility Chart

The current WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc volatility is 3.75%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%SeptemberOctoberNovemberDecember2025February
3.75%
3.78%
DGRG.L (WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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