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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AES or DGRW.
Key characteristics
| AES | DGRW | |
|---|---|---|
| YTD Return | -3.71% | 3.87% |
| 1Y Return | -16.42% | 17.71% |
| 3Y Return (Ann) | -10.55% | 9.65% |
| 5Y Return (Ann) | 4.61% | 12.78% |
| 10Y Return (Ann) | 5.88% | 12.29% |
| Sharpe Ratio | -0.51 | 1.57 |
| Daily Std Dev | 36.01% | 10.52% |
| Max Drawdown | -98.65% | -32.04% |
| Current Drawdown | -63.23% | -4.51% |
Correlation
The correlation between AES and DGRW is 0.49, 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.
Performance
AES vs. DGRW - Performance Comparison
In the year-to-date period, AES achieves a -3.71% return, which is significantly lower than DGRW's 3.87% return. Over the past 10 years, AES has underperformed DGRW with an annualized return of 5.88%, while DGRW has yielded a comparatively higher 12.29% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
AES vs. DGRW - Risk-Adjusted Performance 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.
Dividends
AES vs. DGRW - Dividend Comparison
AES's dividend yield for the trailing twelve months is around 3.72%, more than DGRW's 1.72% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AES The AES Corporation | 3.72% | 3.45% | 2.20% | 2.48% | 2.44% | 2.74% | 3.60% | 4.43% | 3.79% | 4.18% | 1.45% | 1.10% |
DGRW WisdomTree U.S. Dividend Growth Fund | 1.72% | 1.74% | 2.15% | 1.78% | 1.91% | 2.20% | 2.42% | 1.73% | 2.13% | 2.18% | 1.79% | 1.05% |
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. For additional features, visit the drawdowns tool.
Volatility
AES vs. DGRW - Volatility Comparison
The AES Corporation (AES) has a higher volatility of 10.30% compared to WisdomTree U.S. Dividend Growth Fund (DGRW) at 3.17%. This indicates that AES'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.