AOMR vs. DGRW
Compare and contrast key facts about Angel Oak Mortgage, Inc. (AOMR) 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: AOMR or DGRW.
Key characteristics
| AOMR | DGRW | |
|---|---|---|
| YTD Return | 3.54% | 4.90% |
| 1Y Return | 59.20% | 20.85% |
| Sharpe Ratio | 1.71 | 1.91 |
| Daily Std Dev | 34.35% | 10.58% |
| Max Drawdown | -71.21% | -32.04% |
| Current Drawdown | -21.55% | -3.56% |
Correlation
The correlation between AOMR and DGRW is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AOMR vs. DGRW - Performance Comparison
In the year-to-date period, AOMR achieves a 3.54% return, which is significantly lower than DGRW's 4.90% 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
AOMR vs. DGRW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Angel Oak Mortgage, Inc. (AOMR) 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
AOMR vs. DGRW - Dividend Comparison
AOMR's dividend yield for the trailing twelve months is around 12.00%, more than DGRW's 1.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOMR Angel Oak Mortgage, Inc. | 12.00% | 12.08% | 35.31% | 2.93% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DGRW WisdomTree U.S. Dividend Growth Fund | 1.70% | 1.74% | 2.15% | 1.78% | 1.91% | 2.20% | 2.42% | 1.73% | 2.13% | 2.18% | 1.79% | 1.05% |
Drawdowns
AOMR vs. DGRW - Drawdown Comparison
The maximum AOMR drawdown since its inception was -71.21%, which is greater than DGRW's maximum drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for AOMR and DGRW. For additional features, visit the drawdowns tool.
Volatility
AOMR vs. DGRW - Volatility Comparison
Angel Oak Mortgage, Inc. (AOMR) has a higher volatility of 15.42% compared to WisdomTree U.S. Dividend Growth Fund (DGRW) at 3.14%. This indicates that AOMR'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.