DGRW vs. DGRO
Compare and contrast key facts about WisdomTree U.S. Dividend Growth Fund (DGRW) and iShares Core Dividend Growth ETF (DGRO).
DGRW and DGRO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DGRW is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. Dividend Growth Index. It was launched on May 22, 2013. DGRO is a passively managed fund by iShares that tracks the performance of the Morningstar US Dividend Growth Index. It was launched on Jun 10, 2014. Both DGRW and DGRO 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: DGRW or DGRO.
Performance
DGRW vs. DGRO - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with DGRW having a 19.73% return and DGRO slightly lower at 19.02%. Over the past 10 years, DGRW has outperformed DGRO with an annualized return of 12.77%, while DGRO has yielded a comparatively lower 11.79% annualized return.
DGRW
19.73%
-1.78%
9.32%
26.72%
14.19%
12.77%
DGRO
19.02%
-1.42%
8.82%
26.74%
11.68%
11.79%
Key characteristics
| DGRW | DGRO | |
|---|---|---|
| Sharpe Ratio | 2.51 | 2.83 |
| Sortino Ratio | 3.49 | 3.98 |
| Omega Ratio | 1.46 | 1.52 |
| Calmar Ratio | 4.25 | 4.82 |
| Martin Ratio | 16.02 | 18.65 |
| Ulcer Index | 1.66% | 1.45% |
| Daily Std Dev | 10.61% | 9.55% |
| Max Drawdown | -32.04% | -35.10% |
| Current Drawdown | -2.95% | -1.89% |
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DGRW vs. DGRO - Expense Ratio Comparison
DGRW has a 0.28% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Correlation
The correlation between DGRW and DGRO is 0.95, 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.
Risk-Adjusted Performance
DGRW vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Dividend Growth Fund (DGRW) and iShares Core Dividend Growth ETF (DGRO). 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
DGRW vs. DGRO - Dividend Comparison
DGRW's dividend yield for the trailing twelve months is around 1.53%, less than DGRO's 2.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRW WisdomTree U.S. Dividend Growth Fund | 1.53% | 1.74% | 2.15% | 1.78% | 1.91% | 2.20% | 2.42% | 1.73% | 2.13% | 2.18% | 1.79% | 1.06% |
DGRO iShares Core Dividend Growth ETF | 2.19% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% | 0.00% |
Drawdowns
DGRW vs. DGRO - Drawdown Comparison
The maximum DGRW drawdown since its inception was -32.04%, smaller than the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for DGRW and DGRO. For additional features, visit the drawdowns tool.
Volatility
DGRW vs. DGRO - Volatility Comparison
WisdomTree U.S. Dividend Growth Fund (DGRW) has a higher volatility of 3.64% compared to iShares Core Dividend Growth ETF (DGRO) at 3.29%. This indicates that DGRW's price experiences larger fluctuations and is considered to be riskier than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.