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WisdomTree U.S. Dividend Growth Fund (DGRW)

ETF · Currency in USD · Last updated Aug 6, 2022

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

ISINUS97717X6691
CUSIP97717X669
IssuerWisdomTree
Inception DateMay 22, 2013
RegionNorth America (U.S.)
CategoryLarge Cap Growth Equities, Dividend
Expense Ratio0.28%
Index TrackedWisdomTree U.S. Dividend Growth Index
ETF Home Pagewww.wisdomtree.com
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Trading Data

Previous Close$60.92
Year Range$55.18 - $65.49
EMA (50)$59.27
EMA (200)$60.34
Average Volume$514.11K

DGRWShare Price Chart


Chart placeholderClick Calculate to get results

DGRWPerformance

The chart shows the growth of $10,000 invested in WisdomTree U.S. Dividend Growth Fund in May 2013 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $29,655 for a total return of roughly 196.55%. All prices are adjusted for splits and dividends.


-20.00%-15.00%-10.00%-5.00%0.00%MarchAprilMayJuneJulyAugust
-2.59%
-7.55%
DGRW (WisdomTree U.S. Dividend Growth Fund)
Benchmark (^GSPC)

DGRWReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M5.84%8.19%
6M-3.42%-7.42%
YTD-6.49%-13.03%
1Y1.38%-5.85%
5Y12.80%10.86%
10Y12.54%10.49%

DGRWMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2022-3.17%-2.52%2.80%-3.75%0.56%-6.44%6.14%0.26%
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%
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%
20196.33%4.30%1.83%3.07%-7.42%6.94%2.13%-1.09%2.87%1.98%3.88%2.12%
20185.27%-4.20%-2.95%-0.57%2.79%-0.16%4.48%2.87%1.26%-6.33%2.33%-9.18%
20171.77%4.63%0.58%1.42%1.73%0.92%0.92%0.84%2.49%2.63%4.65%1.57%
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%
2015-3.43%6.42%-1.62%0.67%1.04%-2.04%0.90%-6.14%-2.05%8.91%0.24%-2.25%
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%
2013-1.20%-1.59%4.50%-2.39%3.04%4.82%3.47%2.12%

DGRWSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current WisdomTree U.S. Dividend Growth Fund Sharpe ratio is 0.07. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


-0.500.000.501.001.50MarchAprilMayJuneJulyAugust
0.07
-0.31
DGRW (WisdomTree U.S. Dividend Growth Fund)
Benchmark (^GSPC)

DGRWDividend History

WisdomTree U.S. Dividend Growth Fund granted a 2.01% dividend yield in the last twelve months. The annual payout for that period amounted to $1.22 per share.


PeriodTTM202120202019201820172016201520142013
Dividend$1.22$1.17$1.03$1.06$0.93$0.71$0.71$0.66$0.56$0.29

Dividend yield

2.01%1.80%1.97%2.32%2.62%1.89%2.40%2.51%2.11%1.26%

DGRWDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2022FebruaryMarchAprilMayJuneJulyAugust
-6.97%
-13.58%
DGRW (WisdomTree U.S. Dividend Growth Fund)
Benchmark (^GSPC)

DGRWWorst Drawdowns

The table below shows the maximum drawdowns of the WisdomTree U.S. Dividend Growth Fund. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the WisdomTree U.S. Dividend Growth Fund is 32.04%, recorded on Mar 23, 2020. It took 97 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-32.04%Jan 21, 202044Mar 23, 202097Aug 10, 2020141
-18.65%Sep 24, 201864Dec 24, 201876Apr 15, 2019140
-15.74%Jan 5, 2022113Jun 16, 2022
-13.17%May 22, 201566Aug 25, 2015159Apr 13, 2016225
-11.07%Jan 29, 201839Mar 23, 2018110Aug 29, 2018149
-7.73%Apr 24, 201927May 31, 201923Jul 3, 201950
-7.64%Oct 13, 202014Oct 30, 20207Nov 10, 202021
-7.19%Sep 3, 202014Sep 23, 202013Oct 12, 202027
-7.06%Jan 2, 201422Feb 3, 201420Mar 4, 201442
-6.54%Sep 22, 201418Oct 15, 201412Oct 31, 201430

DGRWVolatility Chart

Current WisdomTree U.S. Dividend Growth Fund volatility is 12.08%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


5.00%10.00%15.00%20.00%25.00%30.00%35.00%40.00%MarchAprilMayJuneJulyAugust
12.08%
19.67%
DGRW (WisdomTree U.S. Dividend Growth Fund)
Benchmark (^GSPC)

DGRWAlternatives


SymbolInceptionExpense RatioYTD Ret.10Y Ann. Ret.Div. Yield
DGROJun 10, 20140.08%-7.94%11.76%2.06%Compare DGRW and DGRO
SCHDOct 20, 20110.06%-6.17%13.51%3.25%Compare DGRW and SCHD