DGRP.L vs. SCHD
Compare and contrast key facts about WisdomTree US Quality Dividend Growth UCITS ETF - USD (DGRP.L) and Schwab US Dividend Equity ETF (SCHD).
DGRP.L and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DGRP.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 Jul 31, 2023. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011. Both DGRP.L and SCHD 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: DGRP.L or SCHD.
Correlation
The correlation between DGRP.L and SCHD is 0.55, 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
DGRP.L vs. SCHD - Performance Comparison
Key characteristics
DGRP.L:
1.52
SCHD:
1.23
DGRP.L:
2.33
SCHD:
1.82
DGRP.L:
1.28
SCHD:
1.21
DGRP.L:
3.51
SCHD:
1.76
DGRP.L:
9.55
SCHD:
4.51
DGRP.L:
1.63%
SCHD:
3.11%
DGRP.L:
10.31%
SCHD:
11.39%
DGRP.L:
-22.56%
SCHD:
-33.37%
DGRP.L:
-2.19%
SCHD:
-3.58%
Returns By Period
In the year-to-date period, DGRP.L achieves a 2.44% return, which is significantly lower than SCHD's 3.26% return.
DGRP.L
2.44%
-2.12%
9.15%
16.24%
13.93%
N/A
SCHD
3.26%
1.04%
3.19%
12.82%
11.66%
11.15%
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DGRP.L vs. SCHD - Expense Ratio Comparison
DGRP.L has a 0.33% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
DGRP.L vs. SCHD — Risk-Adjusted Performance Rank
DGRP.L
SCHD
DGRP.L vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree US Quality Dividend Growth UCITS ETF - USD (DGRP.L) and Schwab US Dividend Equity ETF (SCHD). 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
DGRP.L vs. SCHD - Dividend Comparison
DGRP.L's dividend yield for the trailing twelve months is around 1.16%, less than SCHD's 3.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRP.L WisdomTree US Quality Dividend Growth UCITS ETF - USD | 1.16% | 1.16% | 1.33% | 1.47% | 1.34% | 2.74% | 2.32% | 1.90% | 1.36% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.53% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
DGRP.L vs. SCHD - Drawdown Comparison
The maximum DGRP.L drawdown since its inception was -22.56%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for DGRP.L and SCHD. For additional features, visit the drawdowns tool.
Volatility
DGRP.L vs. SCHD - Volatility Comparison
The current volatility for WisdomTree US Quality Dividend Growth UCITS ETF - USD (DGRP.L) is 2.38%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.04%. This indicates that DGRP.L experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.