DGRE vs. BFTR
Compare and contrast key facts about WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) and Future Innovators ETF (BFTR).
DGRE and BFTR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DGRE is an actively managed fund by WisdomTree. It was launched on Aug 1, 2013. BFTR is an actively managed fund by Blackrock Financial Management. It was launched on Sep 29, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DGRE or BFTR.
Key characteristics
| DGRE | BFTR |
|---|
Correlation
The correlation between DGRE and BFTR is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DGRE vs. BFTR - Performance Comparison
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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DGRE vs. BFTR - Expense Ratio Comparison
DGRE has a 0.32% expense ratio, which is lower than BFTR's 0.80% expense ratio.
Risk-Adjusted Performance
DGRE vs. BFTR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) and Future Innovators ETF (BFTR). 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
DGRE vs. BFTR - Dividend Comparison
DGRE's dividend yield for the trailing twelve months is around 2.18%, while BFTR has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund | 2.18% | 2.22% | 4.38% | 2.56% | 2.11% | 2.32% | 2.71% | 2.09% | 3.18% | 3.01% | 2.45% | 0.57% |
BFTR Future Innovators ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DGRE vs. BFTR - Drawdown Comparison
Volatility
DGRE vs. BFTR - Volatility Comparison
WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) has a higher volatility of 3.99% compared to Future Innovators ETF (BFTR) at 0.00%. This indicates that DGRE's price experiences larger fluctuations and is considered to be riskier than BFTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.