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DGRW vs. ACSI
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

DGRW vs. ACSI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree U.S. Dividend Growth Fund (DGRW) and American Customer Satisfaction ETF (ACSI). The values are adjusted to include any dividend payments, if applicable.

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DGRW vs. ACSI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DGRW
WisdomTree U.S. Dividend Growth Fund
-1.22%12.17%16.98%18.66%-6.33%24.46%13.87%29.54%-5.38%26.90%
ACSI
American Customer Satisfaction ETF
-3.29%10.70%22.51%21.06%-20.93%23.33%22.93%24.88%-4.97%15.77%

Returns By Period

In the year-to-date period, DGRW achieves a -1.22% return, which is significantly higher than ACSI's -3.29% return.


DGRW

1D
0.28%
1M
-5.15%
YTD
-1.22%
6M
-0.48%
1Y
11.58%
3Y*
14.04%
5Y*
10.87%
10Y*
13.07%

ACSI

1D
2.22%
1M
-4.94%
YTD
-3.29%
6M
-2.09%
1Y
9.48%
3Y*
14.24%
5Y*
7.52%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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DGRW vs. ACSI - Expense Ratio Comparison

DGRW has a 0.28% expense ratio, which is lower than ACSI's 0.66% expense ratio.


Return for Risk

DGRW vs. ACSI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DGRW
DGRW Risk / Return Rank: 4242
Overall Rank
DGRW Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
DGRW Sortino Ratio Rank: 4040
Sortino Ratio Rank
DGRW Omega Ratio Rank: 4343
Omega Ratio Rank
DGRW Calmar Ratio Rank: 3939
Calmar Ratio Rank
DGRW Martin Ratio Rank: 4848
Martin Ratio Rank

ACSI
ACSI Risk / Return Rank: 3838
Overall Rank
ACSI Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
ACSI Sortino Ratio Rank: 3535
Sortino Ratio Rank
ACSI Omega Ratio Rank: 3535
Omega Ratio Rank
ACSI Calmar Ratio Rank: 4242
Calmar Ratio Rank
ACSI Martin Ratio Rank: 4646
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DGRW vs. ACSI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Dividend Growth Fund (DGRW) and American Customer Satisfaction ETF (ACSI). 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.


DGRWACSIDifference

Sharpe ratio

Return per unit of total volatility

0.75

0.61

+0.15

Sortino ratio

Return per unit of downside risk

1.19

0.98

+0.21

Omega ratio

Gain probability vs. loss probability

1.18

1.14

+0.04

Calmar ratio

Return relative to maximum drawdown

1.05

1.03

+0.03

Martin ratio

Return relative to average drawdown

4.75

4.19

+0.56

DGRW vs. ACSI - Sharpe Ratio Comparison

The current DGRW Sharpe Ratio is 0.75, which is comparable to the ACSI Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of DGRW and ACSI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


DGRWACSIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.75

0.61

+0.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.78

0.45

+0.33

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.81

Sharpe Ratio (All Time)

Calculated using the full available price history

0.81

0.68

+0.13

Correlation

The correlation between DGRW and ACSI is 0.83, 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.


Dividends

DGRW vs. ACSI - Dividend Comparison

DGRW's dividend yield for the trailing twelve months is around 1.43%, more than ACSI's 0.94% yield.


TTM20252024202320222021202020192018201720162015
DGRW
WisdomTree U.S. Dividend Growth Fund
1.43%1.43%1.55%1.74%2.15%1.78%1.93%2.20%2.42%1.71%2.13%2.18%
ACSI
American Customer Satisfaction ETF
0.94%0.91%0.69%1.01%0.81%0.31%0.82%1.64%1.59%1.20%0.18%0.00%

Drawdowns

DGRW vs. ACSI - Drawdown Comparison

The maximum DGRW drawdown since its inception was -32.04%, smaller than the maximum ACSI drawdown of -34.49%. Use the drawdown chart below to compare losses from any high point for DGRW and ACSI.


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Drawdown Indicators


DGRWACSIDifference

Max Drawdown

Largest peak-to-trough decline

-32.04%

-34.49%

+2.45%

Max Drawdown (1Y)

Largest decline over 1 year

-11.30%

-9.91%

-1.39%

Max Drawdown (5Y)

Largest decline over 5 years

-17.27%

-24.86%

+7.59%

Max Drawdown (10Y)

Largest decline over 10 years

-32.04%

Current Drawdown

Current decline from peak

-5.69%

-5.67%

-0.02%

Average Drawdown

Average peak-to-trough decline

-3.04%

-5.47%

+2.43%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.51%

2.43%

+0.08%

Volatility

DGRW vs. ACSI - Volatility Comparison

WisdomTree U.S. Dividend Growth Fund (DGRW) and American Customer Satisfaction ETF (ACSI) have volatilities of 4.64% and 4.72%, 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.


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Volatility by Period


DGRWACSIDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.64%

4.72%

-0.08%

Volatility (6M)

Calculated over the trailing 6-month period

7.73%

8.54%

-0.81%

Volatility (1Y)

Calculated over the trailing 1-year period

15.41%

15.67%

-0.26%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.98%

16.66%

-2.68%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.21%

17.50%

-1.29%