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WisdomTree U.S. Dividend Growth Fund (DGRW)

ETF · Currency in USD · Last updated Dec 9, 2023

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.

Summary

ETF Info

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

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.


0.28%
0.00%2.15%

Share Price Chart


Loading data...

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.


140.00%160.00%180.00%200.00%220.00%240.00%JulyAugustSeptemberOctoberNovemberDecember
239.27%
178.15%
DGRW (WisdomTree U.S. Dividend Growth Fund)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with DGRW

WisdomTree U.S. Dividend Growth Fund

Popular comparisons: DGRW vs. DGRO, DGRW vs. SCHD, DGRW vs. VIG, DGRW vs. VOO, DGRW vs. NOBL, DGRW vs. SPY, DGRW vs. VDIGX, DGRW vs. NDVG, DGRW vs. SPLV, DGRW vs. DLN

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%.


PeriodReturnBenchmark
Year-To-Date14.19%19.92%
1 month4.36%5.06%
6 months6.58%7.11%
1 year10.75%16.17%
5 years (annualized)13.33%11.84%
10 years (annualized)11.92%9.85%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
DGRW
WisdomTree U.S. Dividend Growth Fund
0.96
^GSPC
S&P 500
1.25

Sharpe Ratio

The current WisdomTree U.S. Dividend Growth Fund Sharpe ratio is 0.96. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio0.000.501.001.50JulyAugustSeptemberOctoberNovemberDecember
0.96
1.25
DGRW (WisdomTree U.S. Dividend Growth Fund)
Benchmark (^GSPC)

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.


PeriodTTM2022202120202019201820172016201520142013
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.


JanFebMarAprMayJunJulAugSepOctNovDec
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.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-0.37%
-4.01%
DGRW (WisdomTree U.S. Dividend Growth Fund)
Benchmark (^GSPC)

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, 202044Mar 23, 202097Aug 10, 2020141
-18.65%Sep 24, 201864Dec 24, 201876Apr 15, 2019140
-17.27%Jan 5, 2022186Sep 30, 2022174Jun 12, 2023360
-13.17%May 22, 201566Aug 25, 2015159Apr 13, 2016225
-11.07%Jan 29, 201839Mar 23, 2018110Aug 29, 2018149

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.


2.00%2.50%3.00%3.50%4.00%4.50%5.00%JulyAugustSeptemberOctoberNovemberDecember
2.63%
2.77%
DGRW (WisdomTree U.S. Dividend Growth Fund)
Benchmark (^GSPC)

Alternatives


SymbolInceptionExpense RatioYTD Ret.10Y Ann. Ret.Div. YieldMax. DrawdownSharpe RatioSortino ratioOmega ratioCalmar ratioUlcer Index
DGROJun 10, 20140.08%6.2%N/A2.5%-35.1%0.4
SCHDOct 20, 20110.06%-0.4%10.8%3.7%-33.4%-0.1