DGRA.L vs. BRK-B
DGRA.L (WisdomTree US Quality Dividend Growth UCITS ETF USD Acc) is Large Cap Blend Equities fund tracking the WisdomTree U.S. Quality Dividend Growth UCITS Index, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past 5 years, DGRA.L returned 11.70%/yr vs 10.35%/yr for BRK-B. At a 0.38 correlation, their price movements are largely independent.
Performance
DGRA.L vs. BRK-B - Performance Comparison
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Returns By Period
In the year-to-date period, DGRA.L achieves a 6.76% return, which is significantly higher than BRK-B's -4.78% return.
DGRA.L
- 1D
- 0.12%
- 1M
- 3.51%
- YTD
- 6.76%
- 6M
- 6.13%
- 1Y
- 19.90%
- 3Y*
- 16.43%
- 5Y*
- 11.70%
- 10Y*
- —
BRK-B
- 1D
- 0.69%
- 1M
- 2.82%
- YTD
- -4.78%
- 6M
- -4.89%
- 1Y
- -2.52%
- 3Y*
- 13.36%
- 5Y*
- 10.35%
- 10Y*
- 12.93%
DGRA.L vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DGRA.L WisdomTree US Quality Dividend Growth UCITS ETF USD Acc | 6.76% | 13.09% | 18.23% | 18.70% | -8.32% | 25.27% | 12.58% | 28.83% | -6.56% | 26.91% |
BRK-B Berkshire Hathaway Inc. | -4.78% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
Correlation
The correlation between DGRA.L and BRK-B is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Jun 9, 2016 | 0.38 |
Over the past year, the correlation between DGRA.L and BRK-B has dropped to 0.11 - well below their long-term average of 0.38, suggesting their price drivers have been diverging.
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Return for Risk
DGRA.L vs. BRK-B — Risk / Return Rank
DGRA.L
BRK-B
DGRA.L vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree US Quality Dividend Growth UCITS ETF USD Acc (DGRA.L) and Berkshire Hathaway Inc. (BRK-B). 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.
| DGRA.L | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.02 | ||
| Sortino ratioReturn per unit of downside risk | +2.92 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 0.98 | +0.35 |
| Calmar ratioReturn relative to maximum drawdown | 2.63 | -0.27 | +2.90 |
| Martin ratioReturn relative to average drawdown | 10.40 | -0.57 | +10.97 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DGRA.L | BRK-B | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.84 | -0.18 | +2.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.61 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.67 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.91 | 0.48 | +0.43 |
Drawdowns
DGRA.L vs. BRK-B - Drawdown Comparison
The maximum DGRA.L drawdown since its inception was -31.66%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for DGRA.L and BRK-B.
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Drawdown Indicators
| DGRA.L | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.66% | -53.86% | +22.20% |
Max Drawdown (1Y)Largest decline over 1 year | -7.54% | -9.42% | +1.88% |
Max Drawdown (3Y)Largest decline over 3 years | -16.17% | -14.95% | -1.22% |
Max Drawdown (5Y)Largest decline over 5 years | -17.94% | -26.58% | +8.64% |
Max Drawdown (10Y)Largest decline over 10 years | — | -29.57% | — |
Current DrawdownCurrent decline from peak | -0.04% | -11.33% | +11.29% |
Average DrawdownAverage peak-to-trough decline | -3.54% | -11.07% | +7.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.91% | 4.46% | -2.55% |
Volatility
DGRA.L vs. BRK-B - Volatility Comparison
The current volatility for WisdomTree US Quality Dividend Growth UCITS ETF USD Acc (DGRA.L) is 2.43%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 3.72%. This indicates that DGRA.L experiences smaller price fluctuations and is considered to be less risky than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DGRA.L | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.43% | 3.72% | -1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 7.67% | 10.70% | -3.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.75% | 14.32% | -3.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.10% | 17.11% | -3.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.92% | 19.43% | -4.51% |
Dividends
DGRA.L vs. BRK-B - Dividend Comparison
Neither DGRA.L nor BRK-B has paid dividends to shareholders.
Frequently Asked Questions
DGRA.L and BRK-B have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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