DGRP.L vs. SPY
Compare and contrast key facts about WisdomTree US Quality Dividend Growth UCITS ETF - USD (DGRP.L) and SPDR S&P 500 ETF (SPY).
DGRP.L and SPY 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. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993. Both DGRP.L and SPY 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 SPY.
Correlation
The correlation between DGRP.L and SPY is 0.58, 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. SPY - Performance Comparison
Key characteristics
DGRP.L:
1.61
SPY:
1.88
DGRP.L:
2.46
SPY:
2.53
DGRP.L:
1.30
SPY:
1.35
DGRP.L:
3.72
SPY:
2.83
DGRP.L:
10.15
SPY:
11.74
DGRP.L:
1.63%
SPY:
2.02%
DGRP.L:
10.31%
SPY:
12.64%
DGRP.L:
-22.56%
SPY:
-55.19%
DGRP.L:
-1.95%
SPY:
-0.42%
Returns By Period
In the year-to-date period, DGRP.L achieves a 2.69% return, which is significantly lower than SPY's 4.15% return.
DGRP.L
2.69%
-1.10%
8.85%
18.19%
14.00%
N/A
SPY
4.15%
1.22%
10.44%
24.34%
14.62%
13.18%
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DGRP.L vs. SPY - Expense Ratio Comparison
DGRP.L has a 0.33% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
DGRP.L vs. SPY — Risk-Adjusted Performance Rank
DGRP.L
SPY
DGRP.L vs. SPY - 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 SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
DGRP.L's dividend yield for the trailing twelve months is around 1.16%, which matches SPY's 1.16% 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% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
DGRP.L vs. SPY - Drawdown Comparison
The maximum DGRP.L drawdown since its inception was -22.56%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for DGRP.L and SPY. For additional features, visit the drawdowns tool.
Volatility
DGRP.L vs. SPY - Volatility Comparison
The current volatility for WisdomTree US Quality Dividend Growth UCITS ETF - USD (DGRP.L) is 2.33%, while SPDR S&P 500 ETF (SPY) has a volatility of 2.88%. This indicates that DGRP.L experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.