ACSI vs. DGRW
ACSI (American Customer Satisfaction ETF) and DGRW (WisdomTree U.S. Quality Dividend Growth Fund) are both exchange-traded funds - ACSI is a Large Cap Growth Equities fund tracking the American Customer Satisfaction Investable Index, while DGRW is a Dividend fund tracking the WisdomTree U.S. Quality Dividend Growth Index. Both are passively managed. Over the past 5 years, ACSI returned 9.12%/yr vs 12.17%/yr for DGRW. Their correlation of 0.83 suggests significant overlap in exposure. ACSI charges 0.66%/yr vs 0.28%/yr for DGRW.
Performance
ACSI vs. DGRW - Performance Comparison
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Returns By Period
In the year-to-date period, ACSI achieves a 9.66% return, which is significantly higher than DGRW's 9.10% return.
ACSI
- 1D
- -0.92%
- 1M
- 5.55%
- YTD
- 9.66%
- 6M
- 9.77%
- 1Y
- 18.71%
- 3Y*
- 18.51%
- 5Y*
- 9.12%
- 10Y*
- —
DGRW
- 1D
- -0.83%
- 1M
- 4.06%
- YTD
- 9.10%
- 6M
- 8.62%
- 1Y
- 20.79%
- 3Y*
- 16.64%
- 5Y*
- 12.17%
- 10Y*
- 14.15%
ACSI vs. DGRW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ACSI American Customer Satisfaction ETF | 9.66% | 10.70% | 22.51% | 21.06% | -20.93% | 23.33% | 22.93% | 24.88% | -4.97% | 15.77% |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | 9.10% | 12.17% | 16.98% | 18.66% | -6.33% | 24.46% | 13.87% | 29.54% | -5.38% | 26.90% |
Correlation
The correlation between ACSI and DGRW is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.80 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.84 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.86 |
Correlation (All Time) Calculated using the full available price history since Nov 2, 2016 | 0.83 |
The correlation between ACSI and DGRW has been stable across timeframes, ranging from 0.80 to 0.86 - a consistent structural relationship.
ACSI vs. DGRW - Sectors Allocation Comparison
Sectors
ACSI
DGRW
Consumer Cyclical
Communication Services
Technology
Consumer Defensive
Financial Services
Healthcare
Industrials
Utilities
Energy
Basic Materials
-
Real Estate
-
-
Consumer Cyclical
ACSI
DGRW
Communication Services
ACSI
DGRW
Technology
ACSI
DGRW
Consumer Defensive
ACSI
DGRW
Financial Services
ACSI
DGRW
Healthcare
ACSI
DGRW
Industrials
ACSI
DGRW
Utilities
ACSI
DGRW
Energy
ACSI
DGRW
Basic Materials
ACSI
-
DGRW
Real Estate
ACSI
-
DGRW
-
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Return for Risk
ACSI vs. DGRW — Risk / Return Rank
ACSI
DGRW
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. Quality 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.
| ACSI | DGRW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.49 | ||
| Sortino ratioReturn per unit of downside risk | -0.78 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.39 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.42 | 2.52 | -0.09 |
| Martin ratioReturn relative to average drawdown | 9.45 | 11.03 | -1.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ACSI | DGRW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.63 | 2.12 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.88 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.88 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.86 | -0.11 |
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
| ACSI | DGRW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.49% | -32.04% | -2.45% |
Max Drawdown (1Y)Largest decline over 1 year | -7.76% | -8.30% | +0.54% |
Max Drawdown (3Y)Largest decline over 3 years | -15.27% | -16.21% | +0.94% |
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 DrawdownCurrent decline from peak | -2.38% | -0.83% | -1.55% |
Average DrawdownAverage peak-to-trough decline | -5.39% | -3.01% | -2.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.98% | 1.89% | +0.09% |
Volatility
ACSI vs. DGRW - Volatility Comparison
American Customer Satisfaction ETF (ACSI) has a higher volatility of 4.16% compared to WisdomTree U.S. Quality Dividend Growth Fund (DGRW) at 2.47%. This indicates that ACSI's price experiences larger fluctuations and is considered to be riskier than DGRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ACSI | DGRW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.16% | 2.47% | +1.69% |
Volatility (6M)Calculated over the trailing 6-month period | 8.88% | 7.64% | +1.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.56% | 9.88% | +1.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.66% | 13.97% | +2.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.43% | 16.21% | +1.22% |
ACSI vs. DGRW - Expense Ratio Comparison
ACSI has a 0.66% expense ratio, which is higher than DGRW's 0.28% expense ratio.
Dividends
ACSI vs. DGRW - Dividend Comparison
ACSI's dividend yield for the trailing twelve months is around 0.83%, less than DGRW's 1.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACSI American Customer Satisfaction ETF | 0.83% | 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. Quality Dividend Growth Fund | 1.27% | 1.43% | 1.55% | 1.74% | 2.15% | 1.78% | 1.93% | 2.20% | 2.42% | 1.71% | 2.13% | 2.18% |
Frequently Asked Questions
ACSI and DGRW have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ACSI has higher volatility (4.16%) compared to DGRW (2.47%). In terms of maximum drawdown, ACSI dropped -34.49% vs DGRW's -32.04%.
On 5-year performance, DGRW leads with 12.17% vs 9.12% for ACSI. On fees, DGRW is cheaper at 0.28% per year. On volatility, DGRW has been the lower-risk option at 2.47%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, DGRW has performed better with a 12.17% return vs 9.12%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
DGRW is cheaper with a 0.28% expense ratio, compared with 0.66% for ACSI.
DGRW has the higher dividend yield at 1.27%, compared with 0.83% for ACSI.
ACSI is categorized as Large Cap Growth Equities, while DGRW is Dividend. ACSI tracks American Customer Satisfaction Investable Index, while DGRW tracks WisdomTree U.S. Quality Dividend Growth Index. They also come from different issuers: Exponential ETFs and WisdomTree. Their fees differ too: 0.66% for ACSI and 0.28% for DGRW.
DGRW currently has the higher Sharpe Ratio (2.12 vs 1.63), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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