PortfoliosLab logoPortfoliosLab logo
CHRG.L vs. DGRA.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CHRG.L vs. DGRA.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in WisdomTree Battery Solutions UCITS ETF - USD Acc (CHRG.L) and WisdomTree US Quality Dividend Growth UCITS ETF USD Acc (DGRA.L). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Different Trading Currencies

CHRG.L is traded in GBp, while DGRA.L is traded in USD. To make them comparable, the DGRA.L values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, CHRG.L achieves a 34.75% return, which is significantly higher than DGRA.L's 7.03% return.


CHRG.L

1D
-1.90%
1M
6.41%
YTD
34.75%
6M
34.20%
1Y
109.23%
3Y*
14.83%
5Y*
6.01%
10Y*

DGRA.L

1D
0.10%
1M
3.92%
YTD
7.03%
6M
6.29%
1Y
21.26%
3Y*
13.62%
5Y*
12.88%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CHRG.L vs. DGRA.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
CHRG.L
WisdomTree Battery Solutions UCITS ETF - USD Acc
34.75%44.29%-11.91%-9.67%-19.10%14.89%72.90%
DGRA.L
WisdomTree US Quality Dividend Growth UCITS ETF USD Acc
7.03%5.03%20.29%12.77%2.58%26.46%14.23%

Correlation

The correlation between CHRG.L and DGRA.L is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.32

Correlation (3Y)
Calculated over the trailing 3-year period

0.36

Correlation (5Y)
Calculated over the trailing 5-year period

0.40

Correlation (All Time)
Calculated using the full available price history since Mar 3, 2020

0.44

The correlation between CHRG.L and DGRA.L shifts across timeframes, from 0.32 (1 year) to 0.44 (all time), reflecting how their relationship changes across market environments.

CHRG.L vs. DGRA.L - Sectors Allocation Comparison


Sectors
CHRG.L
DGRA.L

Industrials

48.7%
11.3%

Basic Materials

20.3%
3.1%

Consumer Cyclical

15.5%
8.5%

Technology

8.2%
28.9%

Energy

6.1%
5.3%

Utilities

1.3%
0.4%

Consumer Defensive

0.0%
8.2%

Communication Services

-

8.6%

Financial Services

-

10.7%

Healthcare

-

15.0%

Real Estate

-

-

Industrials

CHRG.L
48.7%
DGRA.L
11.3%

Basic Materials

CHRG.L
20.3%
DGRA.L
3.1%

Consumer Cyclical

CHRG.L
15.5%
DGRA.L
8.5%

Technology

CHRG.L
8.2%
DGRA.L
28.9%

Energy

CHRG.L
6.1%
DGRA.L
5.3%

Utilities

CHRG.L
1.3%
DGRA.L
0.4%

Consumer Defensive

CHRG.L
0.0%
DGRA.L
8.2%

Communication Services

CHRG.L

-

DGRA.L
8.6%

Financial Services

CHRG.L

-

DGRA.L
10.7%

Healthcare

CHRG.L

-

DGRA.L
15.0%

Real Estate

CHRG.L

-

DGRA.L

-

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

CHRG.L vs. DGRA.L — Risk / Return Rank

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

CHRG.L
CHRG.L Risk / Return Rank: 6666
Overall Rank
CHRG.L Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
CHRG.L Sortino Ratio Rank: 6262
Sortino Ratio Rank
CHRG.L Omega Ratio Rank: 8888
Omega Ratio Rank
CHRG.L Calmar Ratio Rank: 7474
Calmar Ratio Rank
CHRG.L Martin Ratio Rank: 4242
Martin Ratio Rank

DGRA.L
DGRA.L Risk / Return Rank: 5656
Overall Rank
DGRA.L Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
DGRA.L Sortino Ratio Rank: 5959
Sortino Ratio Rank
DGRA.L Omega Ratio Rank: 5454
Omega Ratio Rank
DGRA.L Calmar Ratio Rank: 5454
Calmar Ratio Rank
DGRA.L Martin Ratio Rank: 6060
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CHRG.L vs. DGRA.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Battery Solutions UCITS ETF - USD Acc (CHRG.L) and WisdomTree US Quality Dividend Growth UCITS ETF USD Acc (DGRA.L). 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.


CHRG.LDGRA.LDifference
Sharpe ratioReturn per unit of total volatility

+0.21

Sortino ratioReturn per unit of downside risk

+0.26

Omega ratioGain probability vs. loss probability

1.55

1.34

+0.21

Calmar ratioReturn relative to maximum drawdown

3.66

3.80

-0.14

Martin ratioReturn relative to average drawdown

6.77

12.21

-5.44

CHRG.L vs. DGRA.L - Sharpe Ratio Comparison

The current CHRG.L Sharpe Ratio is 2.08, which is comparable to the DGRA.L Sharpe Ratio of 1.87. The chart below compares the historical Sharpe Ratios of CHRG.L and DGRA.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


CHRG.LDGRA.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.08

1.87

+0.21

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.20

0.92

-0.72

Sharpe Ratio (All Time)

Calculated using the full available price history

0.53

0.93

-0.40

Drawdowns

CHRG.L vs. DGRA.L - Drawdown Comparison

The maximum CHRG.L drawdown since its inception was -52.64%, which is greater than DGRA.L's maximum drawdown of -23.29%. Use the drawdown chart below to compare losses from any high point for CHRG.L and DGRA.L.


Loading charts...

Drawdown Indicators


CHRG.LDGRA.LDifference

Max Drawdown

Largest peak-to-trough decline

-52.64%

-23.29%

-29.35%

Max Drawdown (1Y)

Largest decline over 1 year

-29.68%

-5.57%

-24.11%

Max Drawdown (3Y)

Largest decline over 3 years

-39.46%

-18.00%

-21.46%

Max Drawdown (5Y)

Largest decline over 5 years

-52.64%

-18.00%

-34.64%

Current Drawdown

Current decline from peak

-2.67%

0.00%

-2.67%

Average Drawdown

Average peak-to-trough decline

-22.35%

-2.98%

-19.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

16.07%

1.74%

+14.33%

Volatility

CHRG.L vs. DGRA.L - Volatility Comparison

WisdomTree Battery Solutions UCITS ETF - USD Acc (CHRG.L) has a higher volatility of 10.38% compared to WisdomTree US Quality Dividend Growth UCITS ETF USD Acc (DGRA.L) at 3.27%. This indicates that CHRG.L's price experiences larger fluctuations and is considered to be riskier than DGRA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


CHRG.LDGRA.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.38%

3.27%

+7.11%

Volatility (6M)

Calculated over the trailing 6-month period

19.04%

8.42%

+10.62%

Volatility (1Y)

Calculated over the trailing 1-year period

52.32%

11.37%

+40.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.08%

14.01%

+16.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.55%

15.54%

+14.01%

CHRG.L vs. DGRA.L - Expense Ratio Comparison

CHRG.L has a 0.40% expense ratio, which is higher than DGRA.L's 0.33% expense ratio.


Dividends

CHRG.L vs. DGRA.L - Dividend Comparison

Neither CHRG.L nor DGRA.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


CHRG.L and DGRA.L have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, DGRA.L is cheaper at 0.33% per year. The better choice depends on whether you care most about return, fees, risk, or income.

DGRA.L is cheaper with a 0.33% expense ratio, compared with 0.40% for CHRG.L.

CHRG.L is categorized as Alternative Energy Equities, while DGRA.L is Large Cap Blend Equities. CHRG.L tracks WisdomTree Battery Solutions Index, while DGRA.L tracks WisdomTree U.S. Quality Dividend Growth UCITS Index. Their fees differ too: 0.40% for CHRG.L and 0.33% for DGRA.L.

Portfolio Optimizer

Find the right allocation for CHRG.L and DGRA.L

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer