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BBLU vs. DGRW
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BBLU and DGRW is 0.80, 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.


Performance

BBLU vs. DGRW - Performance Comparison

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

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Key characteristics

Daily Std Dev

BBLU:

10.33%

DGRW:

8.68%

Max Drawdown

BBLU:

-0.94%

DGRW:

-0.66%

Current Drawdown

BBLU:

-0.06%

DGRW:

-0.31%

Returns By Period


BBLU

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

DGRW

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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BBLU vs. DGRW - Expense Ratio Comparison

BBLU has a 0.15% expense ratio, which is lower than DGRW's 0.28% expense ratio.


Risk-Adjusted Performance

BBLU vs. DGRW — Risk-Adjusted Performance Rank

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

BBLU
The Risk-Adjusted Performance Rank of BBLU is 6767
Overall Rank
The Sharpe Ratio Rank of BBLU is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of BBLU is 6666
Sortino Ratio Rank
The Omega Ratio Rank of BBLU is 6868
Omega Ratio Rank
The Calmar Ratio Rank of BBLU is 7272
Calmar Ratio Rank
The Martin Ratio Rank of BBLU is 6868
Martin Ratio Rank

DGRW
The Risk-Adjusted Performance Rank of DGRW is 5050
Overall Rank
The Sharpe Ratio Rank of DGRW is 4646
Sharpe Ratio Rank
The Sortino Ratio Rank of DGRW is 4949
Sortino Ratio Rank
The Omega Ratio Rank of DGRW is 5151
Omega Ratio Rank
The Calmar Ratio Rank of DGRW is 5454
Calmar Ratio Rank
The Martin Ratio Rank of DGRW is 5252
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BBLU vs. DGRW - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Ea Bridgeway Blue Chip ETF (BBLU) 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.



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Dividends

BBLU vs. DGRW - Dividend Comparison

BBLU's dividend yield for the trailing twelve months is around 1.44%, less than DGRW's 1.64% yield.


TTM20242023202220212020201920182017201620152014
BBLU
Ea Bridgeway Blue Chip ETF
1.44%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
DGRW
WisdomTree U.S. Dividend Growth Fund
1.64%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

BBLU vs. DGRW - Drawdown Comparison

The maximum BBLU drawdown since its inception was -0.94%, which is greater than DGRW's maximum drawdown of -0.66%. Use the drawdown chart below to compare losses from any high point for BBLU and DGRW. For additional features, visit the drawdowns tool.


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Volatility

BBLU vs. DGRW - Volatility Comparison


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