AES vs. DGRW
Compare and contrast key facts about The AES Corporation (AES) and WisdomTree U.S. Dividend Growth Fund (DGRW).
DGRW is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. Dividend Growth Index. It was launched on May 22, 2013.
Performance
AES vs. DGRW - Performance Comparison
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AES vs. DGRW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AES The AES Corporation | -0.58% | 18.26% | -30.40% | -30.88% | 21.69% | 5.94% | 22.16% | 42.14% | 39.02% | -2.69% |
DGRW WisdomTree U.S. Dividend Growth Fund | -1.50% | 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, AES achieves a -0.58% return, which is significantly higher than DGRW's -1.50% return. Over the past 10 years, AES has underperformed DGRW with an annualized return of 5.87%, while DGRW has yielded a comparatively higher 13.04% annualized return.
AES
- 1D
- 0.50%
- 1M
- -18.46%
- YTD
- -0.58%
- 6M
- 9.71%
- 1Y
- 19.93%
- 3Y*
- -12.44%
- 5Y*
- -8.86%
- 10Y*
- 5.87%
DGRW
- 1D
- 2.56%
- 1M
- -5.41%
- YTD
- -1.50%
- 6M
- -0.59%
- 1Y
- 11.60%
- 3Y*
- 13.93%
- 5Y*
- 10.81%
- 10Y*
- 13.04%
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Return for Risk
AES vs. DGRW — Risk / Return Rank
AES
DGRW
AES vs. DGRW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The AES Corporation (AES) 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.
| AES | DGRW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 0.76 | -0.36 |
Sortino ratioReturn per unit of downside risk | 0.92 | 1.19 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.18 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.86 | 1.12 | -0.26 |
Martin ratioReturn relative to average drawdown | 1.88 | 5.10 | -3.22 |
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
| AES | DGRW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 0.76 | -0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.23 | 0.78 | -1.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.16 | 0.81 | -0.64 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.81 | -0.68 |
Correlation
The correlation between AES and DGRW is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
AES vs. DGRW - Dividend Comparison
AES's dividend yield for the trailing twelve months is around 5.00%, more than DGRW's 1.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AES The AES Corporation | 5.00% | 4.91% | 5.36% | 3.45% | 2.20% | 2.48% | 2.44% | 2.74% | 3.60% | 4.43% | 3.79% | 4.18% |
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
AES vs. DGRW - Drawdown Comparison
The maximum AES drawdown since its inception was -98.65%, which is greater than DGRW's maximum drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for AES and DGRW.
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Drawdown Indicators
| AES | DGRW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.65% | -32.04% | -66.61% |
Max Drawdown (1Y)Largest decline over 1 year | -23.27% | -11.30% | -11.97% |
Max Drawdown (5Y)Largest decline over 5 years | -63.43% | -17.27% | -46.16% |
Max Drawdown (10Y)Largest decline over 10 years | -63.43% | -32.04% | -31.39% |
Current DrawdownCurrent decline from peak | -64.05% | -5.96% | -58.09% |
Average DrawdownAverage peak-to-trough decline | -56.99% | -3.04% | -53.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.66% | 2.48% | +8.18% |
Volatility
AES vs. DGRW - Volatility Comparison
The current volatility for The AES Corporation (AES) is 1.54%, while WisdomTree U.S. Dividend Growth Fund (DGRW) has a volatility of 4.66%. This indicates that AES experiences smaller price fluctuations and is considered to be less risky 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
| AES | DGRW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.54% | 4.66% | -3.12% |
Volatility (6M)Calculated over the trailing 6-month period | 32.76% | 7.73% | +25.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 49.97% | 15.44% | +34.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 38.05% | 13.98% | +24.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.18% | 16.21% | +19.97% |