DGRS vs. TSCV
DGRS (WisdomTree U.S. SmallCap Quality Dividend Growth Fund) and TSCV (Thrivent Small Cap Value ETF) are both Small Cap Value Equities funds. DGRS is passively managed, while TSCV is actively managed. Their correlation of 0.91 suggests significant overlap in exposure. DGRS charges 0.38%/yr vs 0.60%/yr for TSCV.
Performance
DGRS vs. TSCV - Performance Comparison
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Returns By Period
In the year-to-date period, DGRS achieves a 13.56% return, which is significantly lower than TSCV's 15.89% return.
DGRS
- 1D
- -1.02%
- 1M
- 0.29%
- YTD
- 13.56%
- 6M
- 12.71%
- 1Y
- 25.18%
- 3Y*
- 13.73%
- 5Y*
- 5.89%
- 10Y*
- 9.61%
TSCV
- 1D
- -0.29%
- 1M
- 1.16%
- YTD
- 15.89%
- 6M
- 14.99%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DGRS vs. TSCV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund | 13.56% | 6.30% |
TSCV Thrivent Small Cap Value ETF | 15.89% | 6.24% |
Correlation
The correlation between DGRS and TSCV is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 18, 2025 | 0.91 |
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Return for Risk
DGRS vs. TSCV — Risk / Return Rank
DGRS
TSCV
DGRS vs. TSCV - 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 Thrivent Small Cap Value ETF (TSCV). 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.
| DGRS | TSCV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.25 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.61 | — | — |
| Martin ratioReturn relative to average drawdown | 8.01 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DGRS | TSCV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 2.84 | -2.43 |
Drawdowns
DGRS vs. TSCV - Drawdown Comparison
The maximum DGRS drawdown since its inception was -44.83%, which is greater than TSCV's maximum drawdown of -10.17%. Use the drawdown chart below to compare losses from any high point for DGRS and TSCV.
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Drawdown Indicators
| DGRS | TSCV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.83% | -10.17% | -34.66% |
Max Drawdown (1Y)Largest decline over 1 year | -9.68% | — | — |
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 | -1.78% | -0.70% | -1.08% |
Average DrawdownAverage peak-to-trough decline | -6.73% | -2.11% | -4.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | — | — |
Volatility
DGRS vs. TSCV - Volatility Comparison
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Volatility by Period
| DGRS | TSCV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.46% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 11.36% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 18.03% | 16.80% | +1.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.43% | 16.80% | +3.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.63% | 16.80% | +6.83% |
DGRS vs. TSCV - Expense Ratio Comparison
DGRS has a 0.38% expense ratio, which is lower than TSCV's 0.60% expense ratio.
Dividends
DGRS vs. TSCV - Dividend Comparison
DGRS's dividend yield for the trailing twelve months is around 2.23%, more than TSCV's 0.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund | 2.23% | 2.68% | 2.15% | 2.36% | 2.88% | 2.19% | 2.32% | 2.39% | 2.64% | 1.90% | 1.82% | 2.55% |
TSCV Thrivent Small Cap Value ETF | 0.24% | 0.28% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.91, DGRS and TSCV move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, DGRS is cheaper at 0.38% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DGRS is cheaper with a 0.38% expense ratio, compared with 0.60% for TSCV.
DGRS has the higher dividend yield at 2.23%, compared with 0.24% for TSCV.
They also come from different issuers: WisdomTree and Thrivent. Their fees differ too: 0.38% for DGRS and 0.60% for TSCV.
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