DGRS vs. CSHP
DGRS (WisdomTree U.S. SmallCap Quality Dividend Growth Fund) and CSHP (iShares Enhanced Short-Term Bond Active ETF) are both exchange-traded funds - DGRS is a Small Cap Value Equities fund tracking the WisdomTree U.S. SmallCap Quality Dividend Growth Index, while CSHP is a Ultrashort Bond fund actively managed by iShares. DGRS is passively managed, while CSHP is actively managed. Over the past year, DGRS returned 30.62% vs 3.96% for CSHP. At a 0.02 correlation, their price movements are largely independent. DGRS charges 0.38%/yr vs 0.20%/yr for CSHP.
Performance
DGRS vs. CSHP - Performance Comparison
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Returns By Period
In the year-to-date period, DGRS achieves a 17.80% return, which is significantly higher than CSHP's 1.86% return.
DGRS
- 1D
- 0.12%
- 1M
- 3.82%
- YTD
- 17.80%
- 6M
- 15.58%
- 1Y
- 30.62%
- 3Y*
- 15.27%
- 5Y*
- 7.27%
- 10Y*
- 10.17%
CSHP
- 1D
- -0.01%
- 1M
- 0.30%
- YTD
- 1.86%
- 6M
- 1.93%
- 1Y
- 3.96%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DGRS vs. CSHP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund | 17.80% | -0.43% | 0.93% |
CSHP iShares Enhanced Short-Term Bond Active ETF | 1.86% | 4.10% | 2.24% |
Correlation
The correlation between DGRS and CSHP is -0.14, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.14 |
Correlation (All Time) Calculated using the full available price history since Jul 18, 2024 | 0.02 |
The correlation between DGRS and CSHP shifts across timeframes, from -0.14 (1 year) to 0.02 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
DGRS vs. CSHP — Risk / Return Rank
DGRS
CSHP
DGRS vs. CSHP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS) and iShares Enhanced Short-Term Bond Active ETF (CSHP). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DGRS | CSHP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -9.50 | ||
| Sortino ratioReturn per unit of downside risk | -25.68 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 6.67 | -5.37 |
| Calmar ratioReturn relative to maximum drawdown | 3.18 | 65.84 | -62.67 |
| Martin ratioReturn relative to average drawdown | 9.80 | 395.75 | -385.95 |
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Drawdowns
DGRS vs. CSHP - Drawdown Comparison
The maximum DGRS drawdown since its inception was -44.83%, which is greater than CSHP's maximum drawdown of -0.08%. Use the drawdown chart below to compare losses from any high point for DGRS and CSHP.
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Drawdown Indicators
| DGRS | CSHP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.83% | -0.08% | -44.75% |
Max Drawdown (1Y)Largest decline over 1 year | -9.68% | -0.06% | -9.62% |
Max Drawdown (3Y)Largest decline over 3 years | -27.57% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -27.57% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -44.83% | — | — |
Current DrawdownCurrent decline from peak | -0.67% | -0.01% | -0.66% |
Average DrawdownAverage peak-to-trough decline | -6.70% | -0.00% | -6.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.13% | 0.01% | +3.12% |
Volatility
DGRS vs. CSHP - Volatility Comparison
WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS) has a higher volatility of 3.99% compared to iShares Enhanced Short-Term Bond Active ETF (CSHP) at 0.15%. This indicates that DGRS's price experiences larger fluctuations and is considered to be riskier than CSHP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DGRS | CSHP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.99% | 0.15% | +3.84% |
Volatility (6M)Calculated over the trailing 6-month period | 11.29% | 0.27% | +11.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.94% | 0.36% | +17.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.38% | 0.41% | +19.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.64% | 0.41% | +23.23% |
DGRS vs. CSHP - Expense Ratio Comparison
DGRS has a 0.38% expense ratio, which is higher than CSHP's 0.20% expense ratio.
Dividends
DGRS vs. CSHP - Dividend Comparison
DGRS's dividend yield for the trailing twelve months is around 2.15%, less than CSHP's 3.91% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSHP iShares Enhanced Short-Term Bond Active ETF | 3.91% | 5.39% | 1.96% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund | 2.15% | 2.68% | 2.15% | 2.36% | 2.88% | 2.19% | 2.32% | 2.39% | 2.64% | 1.90% | 1.82% | 2.55% |
Frequently Asked Questions
DGRS and CSHP have a correlation of -0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DGRS has higher volatility (3.99%) compared to CSHP (0.15%). In terms of maximum drawdown, DGRS dropped -44.83% vs CSHP's -0.08%.
On 1-year performance, DGRS leads with 30.62% vs 3.96% for CSHP. On fees, CSHP is cheaper at 0.20% per year. On volatility, CSHP has been the lower-risk option at 0.15%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, DGRS has performed better with a 30.62% return vs 3.96%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
CSHP is cheaper with a 0.20% expense ratio, compared with 0.38% for DGRS.
CSHP has the higher dividend yield at 3.91%, compared with 2.15% for DGRS.
DGRS is categorized as Small Cap Value Equities, while CSHP is Ultrashort Bond. They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.38% for DGRS and 0.20% for CSHP.
CSHP currently has the higher Sharpe Ratio (11.22 vs 1.72), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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