BIRG.IR vs. DGRW
Compare and contrast key facts about Bank of Ireland Group plc (BIRG.IR) 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: BIRG.IR or DGRW.
Correlation
The correlation between BIRG.IR and DGRW is 0.27, 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
BIRG.IR vs. DGRW - Performance Comparison
Key characteristics
BIRG.IR:
0.46
DGRW:
1.66
BIRG.IR:
0.82
DGRW:
2.33
BIRG.IR:
1.11
DGRW:
1.30
BIRG.IR:
0.16
DGRW:
2.87
BIRG.IR:
1.33
DGRW:
7.95
BIRG.IR:
11.60%
DGRW:
2.25%
BIRG.IR:
33.04%
DGRW:
10.85%
BIRG.IR:
-99.56%
DGRW:
-32.04%
BIRG.IR:
-96.28%
DGRW:
-1.81%
Returns By Period
In the year-to-date period, BIRG.IR achieves a 11.72% return, which is significantly higher than DGRW's 3.56% return. Over the past 10 years, BIRG.IR has underperformed DGRW with an annualized return of 2.35%, while DGRW has yielded a comparatively higher 12.52% annualized return.
BIRG.IR
11.72%
8.30%
-2.79%
18.39%
22.25%
2.35%
DGRW
3.56%
2.32%
4.94%
16.56%
13.30%
12.52%
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Risk-Adjusted Performance
BIRG.IR vs. DGRW — Risk-Adjusted Performance Rank
BIRG.IR
DGRW
BIRG.IR vs. DGRW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bank of Ireland Group plc (BIRG.IR) 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
BIRG.IR vs. DGRW - Dividend Comparison
BIRG.IR has not paid dividends to shareholders, while DGRW's dividend yield for the trailing twelve months is around 1.49%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIRG.IR Bank of Ireland Group plc | 0.00% | 0.00% | 2.56% | 0.56% | 0.00% | 5.30% | 3.28% | 2.37% | 0.00% | 0.00% | 0.00% | 0.00% |
DGRW WisdomTree U.S. Dividend Growth Fund | 1.49% | 1.55% | 1.74% | 2.15% | 1.78% | 1.91% | 2.20% | 2.42% | 1.73% | 2.13% | 2.18% | 1.79% |
Drawdowns
BIRG.IR vs. DGRW - Drawdown Comparison
The maximum BIRG.IR drawdown since its inception was -99.56%, which is greater than DGRW's maximum drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for BIRG.IR and DGRW. For additional features, visit the drawdowns tool.
Volatility
BIRG.IR vs. DGRW - Volatility Comparison
Bank of Ireland Group plc (BIRG.IR) has a higher volatility of 10.53% compared to WisdomTree U.S. Dividend Growth Fund (DGRW) at 2.43%. This indicates that BIRG.IR'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.