DGRO vs. DGRW
Compare and contrast key facts about iShares Core Dividend Growth ETF (DGRO) and WisdomTree U.S. Dividend Growth Fund (DGRW).
DGRO and DGRW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. DGRW is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. Dividend Growth Index. It was launched on May 22, 2013. Both DGRO and DGRW are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DGRO or DGRW.
Performance
DGRO vs. DGRW - Performance Comparison
Returns By Period
The year-to-date returns for both investments are quite close, with DGRO having a 19.14% return and DGRW slightly higher at 19.95%. Over the past 10 years, DGRO has underperformed DGRW with an annualized return of 11.72%, while DGRW has yielded a comparatively higher 12.73% annualized return.
DGRO
19.14%
-0.44%
9.59%
26.59%
11.75%
11.72%
DGRW
19.95%
-0.98%
9.70%
26.57%
14.32%
12.73%
Key characteristics
| DGRO | DGRW | |
|---|---|---|
| Sharpe Ratio | 2.76 | 2.47 |
| Sortino Ratio | 3.90 | 3.44 |
| Omega Ratio | 1.51 | 1.46 |
| Calmar Ratio | 5.19 | 4.18 |
| Martin Ratio | 18.07 | 15.50 |
| Ulcer Index | 1.46% | 1.69% |
| Daily Std Dev | 9.55% | 10.60% |
| Max Drawdown | -35.10% | -32.04% |
| Current Drawdown | -1.79% | -2.78% |
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DGRO vs. DGRW - Expense Ratio Comparison
DGRO has a 0.08% expense ratio, which is lower than DGRW's 0.28% expense ratio.
Correlation
The correlation between DGRO and DGRW is 0.95, 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.
Risk-Adjusted Performance
DGRO vs. DGRW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Dividend Growth ETF (DGRO) and WisdomTree U.S. Dividend Growth Fund (DGRW). 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
DGRO vs. DGRW - Dividend Comparison
DGRO's dividend yield for the trailing twelve months is around 2.18%, more than DGRW's 1.52% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRO iShares Core Dividend Growth ETF | 2.18% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% | 0.00% |
DGRW WisdomTree U.S. Dividend Growth Fund | 1.52% | 1.74% | 2.15% | 1.78% | 1.91% | 2.20% | 2.42% | 1.73% | 2.13% | 2.18% | 1.79% | 1.06% |
Drawdowns
DGRO vs. DGRW - Drawdown Comparison
The maximum DGRO drawdown since its inception was -35.10%, which is greater than DGRW's maximum drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for DGRO and DGRW. For additional features, visit the drawdowns tool.
Volatility
DGRO vs. DGRW - Volatility Comparison
The current volatility for iShares Core Dividend Growth ETF (DGRO) is 3.22%, while WisdomTree U.S. Dividend Growth Fund (DGRW) has a volatility of 3.61%. This indicates that DGRO experiences smaller price fluctuations and is considered to be less risky than DGRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.