DGRG.L vs. AAPL
Compare and contrast key facts about WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc (DGRG.L) and Apple Inc (AAPL).
DGRG.L is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. Quality Dividend Growth UCITS Index. It was launched on Jun 3, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DGRG.L or AAPL.
Correlation
The correlation between DGRG.L and AAPL is 0.37, 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
DGRG.L vs. AAPL - Performance Comparison
Key characteristics
DGRG.L:
1.67
AAPL:
1.38
DGRG.L:
2.52
AAPL:
1.98
DGRG.L:
1.31
AAPL:
1.25
DGRG.L:
4.04
AAPL:
1.98
DGRG.L:
11.09
AAPL:
5.95
DGRG.L:
1.60%
AAPL:
5.52%
DGRG.L:
10.63%
AAPL:
23.88%
DGRG.L:
-22.57%
AAPL:
-81.80%
DGRG.L:
-1.71%
AAPL:
-5.46%
Returns By Period
In the year-to-date period, DGRG.L achieves a 3.16% return, which is significantly higher than AAPL's -2.22% return.
DGRG.L
3.16%
-1.50%
8.94%
17.30%
13.62%
N/A
AAPL
-2.22%
6.47%
8.52%
34.80%
25.62%
23.89%
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Risk-Adjusted Performance
DGRG.L vs. AAPL — Risk-Adjusted Performance Rank
DGRG.L
AAPL
DGRG.L vs. AAPL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc (DGRG.L) and Apple Inc (AAPL). 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
DGRG.L vs. AAPL - Dividend Comparison
DGRG.L has not paid dividends to shareholders, while AAPL's dividend yield for the trailing twelve months is around 0.41%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRG.L WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AAPL Apple Inc | 0.41% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% |
Drawdowns
DGRG.L vs. AAPL - Drawdown Comparison
The maximum DGRG.L drawdown since its inception was -22.57%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for DGRG.L and AAPL. For additional features, visit the drawdowns tool.
Volatility
DGRG.L vs. AAPL - Volatility Comparison
The current volatility for WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc (DGRG.L) is 2.94%, while Apple Inc (AAPL) has a volatility of 8.48%. This indicates that DGRG.L experiences smaller price fluctuations and is considered to be less risky than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.