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
ISIN | US97717X6691 |
---|---|
CUSIP | 97717X669 |
Issuer | WisdomTree |
Inception Date | May 22, 2013 |
Region | North America (U.S.) |
Category | Large Cap Growth Equities, Dividend |
Index Tracked | WisdomTree U.S. Dividend Growth Index |
ETF Home Page | www.wisdomtree.com |
Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
The WisdomTree U.S. Dividend Growth Fund has a high expense ratio of 0.28%, indicating higher-than-average management fees.
Share Price Chart
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Performance
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.
Compare to other instruments
Return
WisdomTree U.S. Dividend Growth Fund had a return of 14.19% year-to-date (YTD) and 10.75% in the last 12 months. Over the past 10 years, WisdomTree U.S. Dividend Growth Fund had an annualized return of 11.92%, outperforming the S&P 500 benchmark which had an annualized return of 9.85%.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 14.19% | 19.92% |
1 month | 4.36% | 5.06% |
6 months | 6.58% | 7.11% |
1 year | 10.75% | 16.17% |
5 years (annualized) | 13.33% | 11.84% |
10 years (annualized) | 11.92% | 9.85% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | -1.25% | 6.73% | 2.58% | -1.72% | -5.07% | -1.47% | 7.89% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Dividend Growth Fund (DGRW) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
DGRW WisdomTree U.S. Dividend Growth Fund | 0.96 | ||||
^GSPC S&P 500 | 1.25 |
Dividend History
WisdomTree U.S. Dividend Growth Fund granted a 1.83% dividend yield in the last twelve months. The annual payout for that period amounted to $1.24 per share.
Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $1.24 | $1.30 | $1.17 | $1.03 | $1.06 | $0.93 | $0.72 | $0.71 | $0.66 | $0.56 | $0.29 |
Dividend yield | 1.83% | 2.15% | 1.78% | 1.91% | 2.20% | 2.42% | 1.73% | 2.13% | 2.18% | 1.79% | 1.05% |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | $0.01 | $0.06 | $0.19 | $0.04 | $0.13 | $0.12 | $0.08 | $0.09 | $0.16 | $0.05 | $0.10 | |
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 |
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 |
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 |
2019 | $0.06 | $0.08 | $0.08 | $0.08 | $0.12 | $0.08 | $0.06 | $0.14 | $0.06 | $0.07 | $0.11 | $0.12 |
2018 | $0.02 | $0.04 | $0.14 | $0.02 | $0.04 | $0.11 | $0.08 | $0.07 | $0.14 | $0.02 | $0.07 | $0.18 |
2017 | $0.02 | $0.04 | $0.11 | $0.04 | $0.04 | $0.08 | $0.05 | $0.05 | $0.10 | $0.05 | $0.02 | $0.13 |
2016 | $0.02 | $0.05 | $0.07 | $0.06 | $0.05 | $0.06 | $0.07 | $0.05 | $0.09 | $0.04 | $0.05 | $0.10 |
2015 | $0.02 | $0.07 | $0.06 | $0.02 | $0.06 | $0.07 | $0.03 | $0.06 | $0.08 | $0.03 | $0.06 | $0.10 |
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 |
2013 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.07 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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.
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 Chart
The current WisdomTree U.S. Dividend Growth Fund volatility is 2.63%, 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.