DGRS vs. RMT

The year-to-date returns for both investments are quite close, with DGRS having a -7.82% return and RMT slightly higher at -7.63%. Over the past 10 years, DGRS has underperformed RMT with an annualized return of 7.23%, while RMT has yielded a comparatively higher 8.35% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for WisdomTree US Smallcap Quality Dividend Growth Fund (DGRS) and Royce Micro-Cap Trust, Inc. (RMT). 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.

The current DGRS Sharpe Ratio is -0.11, which is lower than the RMT Sharpe Ratio of -0.01. The chart below compares the historical Sharpe Ratios of DGRS and RMT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DGRS's dividend yield for the trailing twelve months is around 2.62%, less than RMT's 8.63% yield.

The maximum DGRS drawdown since its inception was -44.83%, smaller than the maximum RMT drawdown of -73.93%. Use the drawdown chart below to compare losses from any high point for DGRS and RMT. For additional features, visit the drawdowns tool.

WisdomTree US Smallcap Quality Dividend Growth Fund (DGRS) and Royce Micro-Cap Trust, Inc. (RMT) have volatilities of 6.18% and 6.31%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.