DGRP.L vs. SXR8.DE
Compare and contrast key facts about WisdomTree US Quality Dividend Growth UCITS ETF - USD (DGRP.L) and iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE).
DGRP.L and SXR8.DE 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. SXR8.DE is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 19, 2010. Both DGRP.L and SXR8.DE 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 SXR8.DE.
Correlation
The correlation between DGRP.L and SXR8.DE 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.
Performance
DGRP.L vs. SXR8.DE - Performance Comparison
Key characteristics
DGRP.L:
1.52
SXR8.DE:
2.12
DGRP.L:
2.33
SXR8.DE:
2.92
DGRP.L:
1.28
SXR8.DE:
1.42
DGRP.L:
3.51
SXR8.DE:
3.26
DGRP.L:
9.55
SXR8.DE:
14.16
DGRP.L:
1.63%
SXR8.DE:
1.90%
DGRP.L:
10.31%
SXR8.DE:
12.70%
DGRP.L:
-22.56%
SXR8.DE:
-33.78%
DGRP.L:
-2.19%
SXR8.DE:
0.00%
Returns By Period
In the year-to-date period, DGRP.L achieves a 2.44% return, which is significantly lower than SXR8.DE's 3.87% return.
DGRP.L
2.44%
-2.12%
9.15%
16.24%
13.93%
N/A
SXR8.DE
3.87%
0.50%
17.42%
26.77%
15.16%
13.78%
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DGRP.L vs. SXR8.DE - Expense Ratio Comparison
DGRP.L has a 0.33% expense ratio, which is higher than SXR8.DE's 0.12% expense ratio.
Risk-Adjusted Performance
DGRP.L vs. SXR8.DE — Risk-Adjusted Performance Rank
DGRP.L
SXR8.DE
DGRP.L vs. SXR8.DE - 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 iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE). 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. SXR8.DE - Dividend Comparison
DGRP.L's dividend yield for the trailing twelve months is around 1.16%, while SXR8.DE has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
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% |
SXR8.DE iShares Core S&P 500 UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DGRP.L vs. SXR8.DE - Drawdown Comparison
The maximum DGRP.L drawdown since its inception was -22.56%, smaller than the maximum SXR8.DE drawdown of -33.78%. Use the drawdown chart below to compare losses from any high point for DGRP.L and SXR8.DE. For additional features, visit the drawdowns tool.
Volatility
DGRP.L vs. SXR8.DE - Volatility Comparison
The current volatility for WisdomTree US Quality Dividend Growth UCITS ETF - USD (DGRP.L) is 2.38%, while iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE) has a volatility of 3.18%. This indicates that DGRP.L experiences smaller price fluctuations and is considered to be less risky than SXR8.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.