WisdomTree U.S. Dividend Growth Fund (DGRW)
DGRW is a passive ETF by WisdomTree tracking the investment results of the WisdomTree U.S. Dividend Growth Index. DGRW launched on May 22, 2013 and has a 0.28% expense ratio.
ETF Info
US97717X6691
97717X669
May 22, 2013
North America (U.S.)
1x
WisdomTree U.S. Dividend Growth Index
Large-Cap
Growth
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in WisdomTree U.S. Dividend Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
WisdomTree U.S. Dividend Growth Fund had a return of 19.73% year-to-date (YTD) and 26.72% in the last 12 months. Over the past 10 years, WisdomTree U.S. Dividend Growth Fund had an annualized return of 12.77%, outperforming the S&P 500 benchmark which had an annualized return of 11.16%.
DGRW
19.73%
-1.78%
9.32%
26.72%
14.19%
12.77%
^GSPC (Benchmark)
23.62%
0.54%
11.19%
30.63%
13.61%
11.16%
Monthly Returns
The table below presents the monthly returns of DGRW, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.29% | 4.03% | 3.23% | -4.10% | 4.08% | 3.06% | 2.26% | 2.90% | 1.70% | -1.37% | 19.73% | ||
| 2023 | 3.42% | -2.21% | 2.55% | 1.91% | -1.25% | 6.73% | 2.58% | -1.72% | -5.07% | -1.47% | 7.89% | 4.69% | 18.66% |
| 2022 | -3.17% | -2.52% | 2.80% | -3.75% | 0.56% | -6.44% | 6.14% | -3.15% | -7.93% | 11.09% | 5.96% | -4.31% | -6.33% |
| 2021 | -1.66% | 1.23% | 6.92% | 2.45% | 1.74% | 0.62% | 2.84% | 1.85% | -5.41% | 5.99% | -0.60% | 6.82% | 24.46% |
| 2020 | -1.47% | -8.55% | -10.41% | 10.98% | 4.09% | 1.85% | 4.55% | 6.67% | -1.93% | -3.51% | 10.36% | 2.90% | 13.83% |
| 2019 | 6.33% | 4.30% | 1.83% | 3.07% | -7.42% | 6.94% | 2.13% | -1.09% | 2.87% | 1.98% | 3.88% | 2.12% | 29.55% |
| 2018 | 5.27% | -4.20% | -2.95% | -0.57% | 2.79% | -0.16% | 4.48% | 2.87% | 1.26% | -6.33% | 2.33% | -9.18% | -5.38% |
| 2017 | 1.77% | 4.63% | 0.61% | 1.42% | 1.73% | 0.92% | 0.92% | 0.84% | 2.49% | 2.63% | 4.65% | 1.57% | 26.93% |
| 2016 | -4.60% | 1.45% | 6.95% | -0.42% | 1.10% | 0.86% | 3.83% | -0.66% | -0.23% | -2.09% | 4.47% | 1.32% | 12.10% |
| 2015 | -3.42% | 6.42% | -1.62% | 0.67% | 1.04% | -2.04% | 0.90% | -6.14% | -2.05% | 8.91% | 0.24% | -2.25% | -0.26% |
| 2014 | -4.68% | 4.26% | 1.52% | 1.12% | 1.77% | 1.21% | -1.35% | 3.81% | -1.02% | 2.78% | 3.93% | -0.03% | 13.74% |
| 2013 | -1.21% | -1.59% | 4.50% | -2.39% | 3.04% | 4.82% | 3.47% | 2.12% | 13.17% |
Expense Ratio
DGRW features an expense ratio of 0.28%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of DGRW is 82, placing it in the top 18% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for WisdomTree U.S. Dividend Growth Fund (DGRW) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
WisdomTree U.S. Dividend Growth Fund provided a 1.53% dividend yield over the last twelve months, with an annual payout of $1.27 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.27 | $1.23 | $1.30 | $1.17 | $1.03 | $1.07 | $0.93 | $0.72 | $0.71 | $0.66 | $0.56 | $0.29 |
Dividend yield | 1.53% | 1.74% | 2.15% | 1.78% | 1.91% | 2.20% | 2.42% | 1.73% | 2.13% | 2.18% | 1.79% | 1.06% |
Monthly Dividends
The table displays the monthly dividend distributions for WisdomTree U.S. Dividend Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.01 | $0.08 | $0.17 | $0.07 | $0.07 | $0.18 | $0.06 | $0.11 | $0.15 | $0.08 | $0.00 | $0.96 | |
| 2023 | $0.01 | $0.06 | $0.19 | $0.04 | $0.13 | $0.12 | $0.08 | $0.09 | $0.16 | $0.05 | $0.10 | $0.22 | $1.23 |
| 2022 | $0.02 | $0.08 | $0.15 | $0.10 | $0.07 | $0.19 | $0.07 | $0.10 | $0.19 | $0.06 | $0.08 | $0.23 | $1.30 |
| 2021 | $0.05 | $0.07 | $0.13 | $0.09 | $0.06 | $0.16 | $0.07 | $0.08 | $0.15 | $0.07 | $0.08 | $0.20 | $1.17 |
| 2020 | $0.04 | $0.09 | $0.10 | $0.09 | $0.07 | $0.12 | $0.04 | $0.07 | $0.07 | $0.11 | $0.07 | $0.17 | $1.03 |
| 2019 | $0.06 | $0.08 | $0.09 | $0.08 | $0.13 | $0.08 | $0.06 | $0.14 | $0.06 | $0.07 | $0.11 | $0.12 | $1.07 |
| 2018 | $0.02 | $0.04 | $0.14 | $0.02 | $0.04 | $0.12 | $0.09 | $0.07 | $0.14 | $0.02 | $0.07 | $0.18 | $0.93 |
| 2017 | $0.02 | $0.04 | $0.11 | $0.04 | $0.04 | $0.09 | $0.05 | $0.05 | $0.10 | $0.05 | $0.02 | $0.13 | $0.72 |
| 2016 | $0.03 | $0.05 | $0.07 | $0.06 | $0.05 | $0.06 | $0.07 | $0.05 | $0.10 | $0.04 | $0.05 | $0.11 | $0.71 |
| 2015 | $0.02 | $0.07 | $0.06 | $0.02 | $0.06 | $0.07 | $0.03 | $0.06 | $0.08 | $0.03 | $0.07 | $0.10 | $0.66 |
| 2014 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.05 | $0.05 | $0.05 | $0.07 | $0.02 | $0.06 | $0.07 | $0.56 |
| 2013 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.07 | $0.29 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the WisdomTree U.S. Dividend Growth Fund. 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 U.S. Dividend Growth Fund was 32.04%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.
The current WisdomTree U.S. Dividend Growth Fund drawdown is 2.95%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.04% | Jan 21, 2020 | 44 | Mar 23, 2020 | 97 | Aug 10, 2020 | 141 |
| -18.65% | Sep 24, 2018 | 64 | Dec 24, 2018 | 76 | Apr 15, 2019 | 140 |
| -17.27% | Jan 5, 2022 | 186 | Sep 30, 2022 | 174 | Jun 12, 2023 | 360 |
| -13.17% | May 22, 2015 | 66 | Aug 25, 2015 | 159 | Apr 13, 2016 | 225 |
| -11.07% | Jan 29, 2018 | 39 | Mar 23, 2018 | 110 | Aug 29, 2018 | 149 |
Volatility
Volatility Chart
The current WisdomTree U.S. Dividend Growth Fund volatility is 3.64%, 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.