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WisdomTree U.S. Dividend Growth Fund (DGRW)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISINUS97717X6691
CUSIP97717X669
IssuerWisdomTree
Inception DateMay 22, 2013
RegionNorth America (U.S.)
CategoryLarge Cap Growth Equities, Dividend
Leveraged1x
Index TrackedWisdomTree U.S. Dividend Growth Index
Home Pagewww.wisdomtree.com
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

DGRW features an expense ratio of 0.28%, falling within the medium range.


Expense ratio chart for DGRW: current value at 0.28% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.28%

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.


WisdomTree U.S. Dividend Growth Fund

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

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.


200.00%220.00%240.00%260.00%280.00%300.00%320.00%AprilMayJuneJulyAugustSeptember
299.54%
226.72%
DGRW (WisdomTree U.S. Dividend Growth Fund)
Benchmark (^GSPC)

S&P 500

Returns By Period

WisdomTree U.S. Dividend Growth Fund had a return of 13.33% year-to-date (YTD) and 21.69% in the last 12 months. Over the past 10 years, WisdomTree U.S. Dividend Growth Fund had an annualized return of 12.70%, outperforming the S&P 500 benchmark which had an annualized return of 10.55%.


PeriodReturnBenchmark
Year-To-Date13.33%13.39%
1 month4.10%4.02%
6 months6.84%5.56%
1 year21.69%21.51%
5 years (annualized)14.26%12.69%
10 years (annualized)12.70%10.55%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20241.29%4.03%3.23%-4.10%4.08%3.06%2.26%2.90%13.33%
20233.42%-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%
20196.33%4.30%1.83%3.07%-7.42%6.94%2.13%-1.09%2.87%1.98%3.88%2.12%29.55%
20185.27%-4.20%-2.95%-0.57%2.79%-0.16%4.48%2.87%1.26%-6.33%2.33%-9.18%-5.38%
20171.77%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%
2013-1.20%-1.59%4.50%-2.39%3.04%4.82%3.47%2.12%13.17%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of DGRW is 83, placing it in the top 17% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of DGRW is 8383
DGRW (WisdomTree U.S. Dividend Growth Fund)
The Sharpe Ratio Rank of DGRW is 8484Sharpe Ratio Rank
The Sortino Ratio Rank of DGRW is 8383Sortino Ratio Rank
The Omega Ratio Rank of DGRW is 8383Omega Ratio Rank
The Calmar Ratio Rank of DGRW is 8686Calmar Ratio Rank
The Martin Ratio Rank of DGRW is 8181Martin 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 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.


DGRW
Sharpe ratio
The chart of Sharpe ratio for DGRW, currently valued at 1.93, compared to the broader market0.002.004.001.93
Sortino ratio
The chart of Sortino ratio for DGRW, currently valued at 2.70, compared to the broader market-2.000.002.004.006.008.0010.0012.002.70
Omega ratio
The chart of Omega ratio for DGRW, currently valued at 1.35, compared to the broader market0.501.001.502.002.503.003.501.35
Calmar ratio
The chart of Calmar ratio for DGRW, currently valued at 2.14, compared to the broader market0.005.0010.0015.002.14
Martin ratio
The chart of Martin ratio for DGRW, currently valued at 9.12, compared to the broader market0.0020.0040.0060.0080.00100.009.12
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.66, compared to the broader market0.002.004.001.66
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.28, compared to the broader market-2.000.002.004.006.008.0010.0012.002.28
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.30, compared to the broader market0.501.001.502.002.503.003.501.30
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.49, compared to the broader market0.005.0010.0015.001.49
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.96, compared to the broader market0.0020.0040.0060.0080.00100.007.96

Sharpe Ratio

The current WisdomTree U.S. Dividend Growth Fund Sharpe ratio is 1.93. 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 U.S. Dividend Growth Fund 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 Ratio1.502.002.503.00AprilMayJuneJulyAugustSeptember
1.93
1.66
DGRW (WisdomTree U.S. Dividend Growth Fund)
Benchmark (^GSPC)

Dividends

Dividend History

WisdomTree U.S. Dividend Growth Fund granted a 1.59% dividend yield in the last twelve months. The annual payout for that period amounted to $1.26 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.26$1.23$1.30$1.17$1.03$1.06$0.93$0.72$0.71$0.66$0.56$0.29

Dividend yield

1.59%1.74%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.01$0.08$0.17$0.07$0.07$0.18$0.06$0.11$0.00$0.74
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$0.08$0.08$0.12$0.08$0.06$0.14$0.06$0.07$0.11$0.12$1.06
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$0.93
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$0.72
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$0.71
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$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.


-8.00%-6.00%-4.00%-2.00%0.00%AprilMayJuneJulyAugustSeptember
-3.75%
-4.57%
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.

The current WisdomTree U.S. Dividend Growth Fund drawdown is 3.75%.


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

Volatility Chart

The current WisdomTree U.S. Dividend Growth Fund volatility is 4.17%, 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%AprilMayJuneJulyAugustSeptember
4.17%
4.88%
DGRW (WisdomTree U.S. Dividend Growth Fund)
Benchmark (^GSPC)