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ACSI vs. DGRW
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ACSI vs. DGRW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Customer Satisfaction ETF (ACSI) and WisdomTree U.S. Dividend Growth Fund (DGRW). The values are adjusted to include any dividend payments, if applicable.

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ACSI vs. DGRW - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ACSI
American Customer Satisfaction ETF
-3.00%10.70%22.51%21.06%-20.93%23.33%22.93%24.88%-4.97%15.77%
DGRW
WisdomTree U.S. Dividend Growth Fund
-1.22%12.17%16.98%18.66%-6.33%24.46%13.87%29.54%-5.38%26.90%

Returns By Period

In the year-to-date period, ACSI achieves a -3.00% return, which is significantly lower than DGRW's -1.22% return.


ACSI

1D
0.30%
1M
-4.46%
YTD
-3.00%
6M
-1.41%
1Y
9.41%
3Y*
14.35%
5Y*
7.59%
10Y*

DGRW

1D
0.28%
1M
-5.15%
YTD
-1.22%
6M
-0.48%
1Y
11.58%
3Y*
14.04%
5Y*
10.87%
10Y*
13.07%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ACSI vs. DGRW - Expense Ratio Comparison

ACSI has a 0.66% expense ratio, which is higher than DGRW's 0.28% expense ratio.


Return for Risk

ACSI vs. DGRW — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ACSI
ACSI Risk / Return Rank: 3434
Overall Rank
ACSI Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
ACSI Sortino Ratio Rank: 3131
Sortino Ratio Rank
ACSI Omega Ratio Rank: 3131
Omega Ratio Rank
ACSI Calmar Ratio Rank: 3636
Calmar Ratio Rank
ACSI Martin Ratio Rank: 4040
Martin Ratio Rank

DGRW
DGRW Risk / Return Rank: 4242
Overall Rank
DGRW Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
DGRW Sortino Ratio Rank: 4040
Sortino Ratio Rank
DGRW Omega Ratio Rank: 4343
Omega Ratio Rank
DGRW Calmar Ratio Rank: 3939
Calmar Ratio Rank
DGRW Martin Ratio Rank: 4848
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ACSI vs. DGRW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Customer Satisfaction ETF (ACSI) and WisdomTree U.S. Dividend Growth Fund (DGRW). 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.


ACSIDGRWDifference

Sharpe ratio

Return per unit of total volatility

0.60

0.75

-0.15

Sortino ratio

Return per unit of downside risk

0.97

1.19

-0.22

Omega ratio

Gain probability vs. loss probability

1.13

1.18

-0.04

Calmar ratio

Return relative to maximum drawdown

0.99

1.05

-0.07

Martin ratio

Return relative to average drawdown

3.99

4.75

-0.76

ACSI vs. DGRW - Sharpe Ratio Comparison

The current ACSI Sharpe Ratio is 0.60, which is comparable to the DGRW Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of ACSI and DGRW, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ACSIDGRWDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.60

0.75

-0.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.46

0.78

-0.32

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.81

Sharpe Ratio (All Time)

Calculated using the full available price history

0.68

0.81

-0.13

Correlation

The correlation between ACSI and DGRW is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

ACSI vs. DGRW - Dividend Comparison

ACSI's dividend yield for the trailing twelve months is around 0.94%, less than DGRW's 1.43% yield.


TTM20252024202320222021202020192018201720162015
ACSI
American Customer Satisfaction ETF
0.94%0.91%0.69%1.01%0.81%0.31%0.82%1.64%1.59%1.20%0.18%0.00%
DGRW
WisdomTree U.S. Dividend Growth Fund
1.43%1.43%1.55%1.74%2.15%1.78%1.93%2.20%2.42%1.71%2.13%2.18%

Drawdowns

ACSI vs. DGRW - Drawdown Comparison

The maximum ACSI drawdown since its inception was -34.49%, which is greater than DGRW's maximum drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for ACSI and DGRW.


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Drawdown Indicators


ACSIDGRWDifference

Max Drawdown

Largest peak-to-trough decline

-34.49%

-32.04%

-2.45%

Max Drawdown (1Y)

Largest decline over 1 year

-9.91%

-11.30%

+1.39%

Max Drawdown (5Y)

Largest decline over 5 years

-24.86%

-17.27%

-7.59%

Max Drawdown (10Y)

Largest decline over 10 years

-32.04%

Current Drawdown

Current decline from peak

-5.38%

-5.69%

+0.31%

Average Drawdown

Average peak-to-trough decline

-5.47%

-3.04%

-2.43%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.46%

2.51%

-0.05%

Volatility

ACSI vs. DGRW - Volatility Comparison

American Customer Satisfaction ETF (ACSI) and WisdomTree U.S. Dividend Growth Fund (DGRW) have volatilities of 4.75% and 4.64%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ACSIDGRWDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.75%

4.64%

+0.11%

Volatility (6M)

Calculated over the trailing 6-month period

8.55%

7.73%

+0.82%

Volatility (1Y)

Calculated over the trailing 1-year period

15.66%

15.41%

+0.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.65%

13.98%

+2.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.49%

16.21%

+1.28%