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DGRG.L vs. VUAA.L
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

DGRG.L vs. VUAA.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc (DGRG.L) and Vanguard S&P 500 UCITS ETF USD Accumulation (VUAA.L). The values are adjusted to include any dividend payments, if applicable.

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DGRG.L vs. VUAA.L - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
DGRG.L
WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc
-1.59%5.60%20.13%12.11%2.74%26.71%8.76%10.29%
VUAA.L
Vanguard S&P 500 UCITS ETF USD Accumulation
-2.48%9.01%27.46%20.35%-8.96%30.57%14.21%8.78%
Different Trading Currencies

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

Returns By Period

In the year-to-date period, DGRG.L achieves a -1.59% return, which is significantly higher than VUAA.L's -2.48% return.


DGRG.L

1D
0.87%
1M
-4.19%
YTD
-1.59%
6M
1.10%
1Y
8.52%
3Y*
11.66%
5Y*
11.51%
10Y*

VUAA.L

1D
2.27%
1M
-2.55%
YTD
-2.48%
6M
0.74%
1Y
15.32%
3Y*
15.84%
5Y*
12.75%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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DGRG.L vs. VUAA.L - Expense Ratio Comparison

DGRG.L has a 0.33% expense ratio, which is higher than VUAA.L's 0.07% expense ratio.


Return for Risk

DGRG.L vs. VUAA.L — Risk / Return Rank

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

DGRG.L
DGRG.L Risk / Return Rank: 3838
Overall Rank
DGRG.L Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
DGRG.L Sortino Ratio Rank: 3131
Sortino Ratio Rank
DGRG.L Omega Ratio Rank: 3131
Omega Ratio Rank
DGRG.L Calmar Ratio Rank: 5252
Calmar Ratio Rank
DGRG.L Martin Ratio Rank: 4545
Martin Ratio Rank

VUAA.L
VUAA.L Risk / Return Rank: 6868
Overall Rank
VUAA.L Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
VUAA.L Sortino Ratio Rank: 6262
Sortino Ratio Rank
VUAA.L Omega Ratio Rank: 6363
Omega Ratio Rank
VUAA.L Calmar Ratio Rank: 7777
Calmar Ratio Rank
VUAA.L Martin Ratio Rank: 7777
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.

DGRG.L vs. VUAA.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc (DGRG.L) and Vanguard S&P 500 UCITS ETF USD Accumulation (VUAA.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.


DGRG.LVUAA.LDifference

Sharpe ratio

Return per unit of total volatility

0.65

0.96

-0.30

Sortino ratio

Return per unit of downside risk

0.96

1.39

-0.43

Omega ratio

Gain probability vs. loss probability

1.14

1.20

-0.06

Calmar ratio

Return relative to maximum drawdown

1.45

2.14

-0.69

Martin ratio

Return relative to average drawdown

4.67

6.89

-2.23

DGRG.L vs. VUAA.L - Sharpe Ratio Comparison

The current DGRG.L Sharpe Ratio is 0.65, which is lower than the VUAA.L Sharpe Ratio of 0.96. The chart below compares the historical Sharpe Ratios of DGRG.L and VUAA.L, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


DGRG.LVUAA.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.65

0.96

-0.30

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.91

0.83

+0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

0.95

0.79

+0.16

Correlation

The correlation between DGRG.L and VUAA.L is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

DGRG.L vs. VUAA.L - Dividend Comparison

Neither DGRG.L nor VUAA.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

DGRG.L vs. VUAA.L - Drawdown Comparison

The maximum DGRG.L drawdown since its inception was -22.57%, smaller than the maximum VUAA.L drawdown of -26.15%. Use the drawdown chart below to compare losses from any high point for DGRG.L and VUAA.L.


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Drawdown Indicators


DGRG.LVUAA.LDifference

Max Drawdown

Largest peak-to-trough decline

-22.57%

-34.05%

+11.48%

Max Drawdown (1Y)

Largest decline over 1 year

-9.73%

-11.75%

+2.02%

Max Drawdown (5Y)

Largest decline over 5 years

-17.72%

-24.36%

+6.64%

Current Drawdown

Current decline from peak

-4.19%

-5.41%

+1.22%

Average Drawdown

Average peak-to-trough decline

-2.99%

-5.20%

+2.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.85%

2.05%

-0.20%

Volatility

DGRG.L vs. VUAA.L - Volatility Comparison

The current volatility for WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc (DGRG.L) is 3.23%, while Vanguard S&P 500 UCITS ETF USD Accumulation (VUAA.L) has a volatility of 4.92%. This indicates that DGRG.L experiences smaller price fluctuations and is considered to be less risky than VUAA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DGRG.LVUAA.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.23%

4.92%

-1.69%

Volatility (6M)

Calculated over the trailing 6-month period

6.56%

9.13%

-2.57%

Volatility (1Y)

Calculated over the trailing 1-year period

13.03%

15.96%

-2.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.61%

15.39%

-2.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.54%

17.23%

-2.69%