DGRE vs. DGRO
Compare and contrast key facts about WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) and iShares Core Dividend Growth ETF (DGRO).
DGRE and DGRO 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. DGRO is a passively managed fund by iShares that tracks the performance of the Morningstar US Dividend Growth Index. It was launched on Jun 10, 2014.
Performance
DGRE vs. DGRO - Performance Comparison
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DGRE vs. DGRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund | 6.00% | 27.47% | 3.63% | 18.46% | -21.86% | 2.55% | 10.85% | 21.12% | -16.36% | 33.61% |
DGRO iShares Core Dividend Growth ETF | 1.57% | 15.69% | 16.62% | 10.47% | -7.91% | 26.64% | 9.50% | 29.87% | -2.38% | 23.00% |
Returns By Period
In the year-to-date period, DGRE achieves a 6.00% return, which is significantly higher than DGRO's 1.57% return. Over the past 10 years, DGRE has underperformed DGRO with an annualized return of 7.39%, while DGRO has yielded a comparatively higher 12.81% annualized return.
DGRE
- 1D
- 3.90%
- 1M
- -9.64%
- YTD
- 6.00%
- 6M
- 16.05%
- 1Y
- 38.54%
- 3Y*
- 15.78%
- 5Y*
- 4.68%
- 10Y*
- 7.39%
DGRO
- 1D
- 1.74%
- 1M
- -4.56%
- YTD
- 1.57%
- 6M
- 4.23%
- 1Y
- 16.09%
- 3Y*
- 14.59%
- 5Y*
- 10.13%
- 10Y*
- 12.81%
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DGRE vs. DGRO - Expense Ratio Comparison
DGRE has a 0.32% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Return for Risk
DGRE vs. DGRO — Risk / Return Rank
DGRE
DGRO
DGRE vs. DGRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) and iShares Core Dividend Growth ETF (DGRO). 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.
| DGRE | DGRO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.97 | 1.12 | +0.86 |
Sortino ratioReturn per unit of downside risk | 2.63 | 1.63 | +1.00 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.24 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 2.78 | 1.58 | +1.19 |
Martin ratioReturn relative to average drawdown | 12.01 | 7.35 | +4.66 |
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
| DGRE | DGRO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.97 | 1.12 | +0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.74 | -0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.77 | -0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.73 | -0.49 |
Correlation
The correlation between DGRE and DGRO is 0.57, 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.
Dividends
DGRE vs. DGRO - Dividend Comparison
DGRE's dividend yield for the trailing twelve months is around 1.47%, less than DGRO's 2.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund | 1.47% | 1.65% | 1.90% | 2.22% | 4.38% | 2.56% | 2.11% | 2.32% | 2.71% | 3.12% | 3.18% | 3.01% |
DGRO iShares Core Dividend Growth ETF | 2.10% | 2.09% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% |
Drawdowns
DGRE vs. DGRO - Drawdown Comparison
The maximum DGRE drawdown since its inception was -36.95%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for DGRE and DGRO.
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Drawdown Indicators
| DGRE | DGRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.95% | -35.10% | -1.85% |
Max Drawdown (1Y)Largest decline over 1 year | -13.68% | -10.92% | -2.76% |
Max Drawdown (5Y)Largest decline over 5 years | -34.88% | -19.31% | -15.57% |
Max Drawdown (10Y)Largest decline over 10 years | -36.95% | -35.10% | -1.85% |
Current DrawdownCurrent decline from peak | -10.31% | -4.73% | -5.58% |
Average DrawdownAverage peak-to-trough decline | -12.14% | -3.48% | -8.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.16% | 2.35% | +0.81% |
Volatility
DGRE vs. DGRO - Volatility Comparison
WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) has a higher volatility of 11.19% compared to iShares Core Dividend Growth ETF (DGRO) at 3.66%. This indicates that DGRE's price experiences larger fluctuations and is considered to be riskier than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DGRE | DGRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.19% | 3.66% | +7.53% |
Volatility (6M)Calculated over the trailing 6-month period | 14.94% | 7.22% | +7.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.61% | 14.50% | +5.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.53% | 13.84% | +3.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.44% | 16.63% | +2.81% |